The Intelligent REIT Investor

[earthtodan]

I guess I'm in the minority here, but I find Brad's work on SA to be interesting and informative but not especially deep. He basically aggregates publicly disclosed information and compares REITs in graphs, which is useful, and presents companies using slides from their investor materials, which can make him sound like an IR parrot. Sometimes he interviews CEOs, so he's obviously connected or a recognized name. There's not a lot of qualitative deep dive, or discussion of sectors not directly connected to a certain stock. Maybe you get that in the newsletter. That said, his articles have had an important influence on my REIT selections.

I follow an author called Chilton REIT Team. They only publish occasionally but their work generally seems pretty insightful.