TRADE ALERT - Core Portfolio January 2025

Dear Landlords,

I want to extend a warm welcome to all our new members! We recommend that you start by reading our Welcome Letter by clicking here. It explains why we invest in real estate through REITs and how to get started.

As a reminder, our most recent "Portfolio Review" was shared with the members of High Yield Landlord on January 6th, 2024, and you can read it by clicking here.

You can also access our three portfolios via Google Sheets by clicking here.

New members can start researching positions marked as Strong Buy and Buy while taking into account the corresponding risk ratings.

If you have any questions or need assistance, please let us know.

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TRADE ALERT - Core Portfolio January 2025

We recently sold our position in Simon Property Group (SPG), which roughly quadrupled our money in 5 years:

Data by YCharts

We then reinvested some of the proceeds, but also kept some cash aside for a new investment opportunity that I was studying.

I was near certain that I would start a position, but as I finished my due diligence, I decided against it.

So instead, you will today hear about one of our existing holdings.

We are doubling down on…