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Real Estate Investment Trusts

The Wild World of REITS

By Roger S. Conrad on Jan. 19, 2017
We remain cautious on US real estate investment trusts because of lofty valuations. But this group encompasses a wide range of business models, from commercial and multifamily properties to telecom assets and data centers. In addition to our existing Portfolio holdings, our survey of the space uncovered two REITs with the right business models, valuations and growth prospects.

Northern Property is Cheap Again

By Roger S. Conrad on Sep. 19, 2014
Although Canadian REITs haven’t matched the dividend growth posted by their US counterparts over the past 18 months, most of these names didn’t slash their payouts to the bone during the financial crisis. Our favorite Canadian REITs trade at undemanding valuations, offer above-average yields and are good buys for patient investors.  

Crunching the Numbers on Data-Center REITs

By Roger S. Conrad on Feb. 28, 2014

The growing popularity of streaming video, not to mention cloud-hosted business services and the corporate world’s love affair with data collection and analytics, continues to drive exponential growth in Internet traffic and demand for reliable storage. We delve into the brick-and-mortar backbone of Big Data and find an unloved high-yielder with plenty of potential.