quote:Originally posted by Shane T.:quote:Originally posted by g-man:quote:Originally posted by Shane T.:
I like Physicians Realty Trust ("DOC") on the dip. Excellent portfolio, lease structures/ tenants, management, and dividend. Long term hold.
what's interesting about REITs is how much the new tax laws benefit large real estate owners.
interesting space to look at esp if the management is strong.
You got it, bro. Great news for my industry.
I also like the cold-storage space right now. Huge space shortage + demand for last-mile deliveries is a great recipe here. Americold ("COLD") just IPO'd this year. That one looks promising.
Brookfield has got into this space as well (through Nova Cold) and they are in my mind some of the smartest money in the world.