Brad Thomas

Once again, the golf world was treated to an incredible major championship. For a while, it looked like Wyndham Clark (+2800) was going to run away with the U.S

Summary Equity Lifestyle, Rexford Industrial, Essential Properties, VICI Properties, and American Tower are my top wide-moat REIT picks for 2H 2026.

I’m beyond stoked for this week’s John Deere Classic. There’s just something about TPC Deere Run that makes this tournament fun every single year. These guys kn

Summary Iron Mountain, Tanger, Four Corners, Essential Properties, and Chatham Lodging delivered outsized REIT returns by exploiting price-value gaps during market panics.

Industry fundamentals are improving, with RV shipments projected to reach 328,800–367,000 units in 2026 and strong demand for campgrounds and resorts.

The golf world takes a trip across the pond to the birthplace of the game for the Genesis Scottish Open at The Renaissance Club. The event, co-sanctioned by the

Summary Seaport Entertainment Group offers irreplaceable experiential real estate assets, including NYC's South Street Seaport and Las Vegas entertainment properties, at a deep discount.

Summary I revisit four of my worst REIT picks—ARCP, MPW, SAFE, and IIPR—to extract hard-earned lessons and strengthen my investment process.

It’s wild to think there are only four weeks remaining in the season before the FedExCup Playoffs. Before we get there, the final major championship of the season takes center stage.

Summary Real estate investing success hinges on wide-moat assets, conservative balance sheets, and experienced management, as demonstrated by EGP, EQIX, AMH, and HHH.