We had highlighted the exact conditions required for us to go long Broadstone Net Lease. We got them post Liberation Day. We go over Q1 2025 numbers and our trade.
Diversification is key in REIT investing, mirroring my roulette strategy—spread bets across sectors for optimal risk-adjusted returns. Net lease REITs offer stability and steady dividends, outperforming residential mREITs over 15 years and thriving even in volatile environments. Current market trends and strong earnings support overweighting net lease REITs, with sector consolidation and potent...
I recently visited Albania, a country full of contradictions, both beautiful and broken, and it sparked deep reflections on freedom, corruption, and retirement. Despite some shockingly poor conditions, I found incredible hospitality, booming tourism, and the surprising thought that I could actually afford to retire there. I'm not retiring, but my trip inspired a focus on high-yield income stock...
I've been a net lease investor for over three decades, emphasizing the importance of understanding tenants to avoid owning obsolete properties. Highlighting concerns about the car wash sector's bubble, I advise caution with REITs like Essential Properties and NNN REIT due to high exposure. Broadstone Net Lease, Alpine Net Lease, and Easterly Government offer compelling returns with high yields,...
Broadstone Net Lease, Inc. (NYSE:BNL ) Q1 2025 Earnings Conference Call May 1, 2025 11:00 AM ET Company Participants Brent Maedl - Director of Corporate Finance and IR John Moragne - CEO Ryan Albano - President and COO Kevin Fennell - CFO Conference Call Participants Anthony Paolone - JP Morgan Caitlin Burrows - Goldman Sachs John Kim - BMO Capital Markets Upal Rana - KeyBanc Capital Markets Ry...
The market's inefficiency during erratic price movements creates opportunities to invest in fundamentally sound stocks with lower multiples. Focus on companies with price drops due to multiple contractions, not those with declining earnings or growth. Market price is not a true barometer of value.
Register for Free
StocksGuide is the ultimate tool for easily finding, analyzing and tracking stocks. Learn from successful investors and make informed investment decisions. We empower you to become a confident, independent investor.