TRADE ALERT - International Portfolio December 2024

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 December 4th, 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 - International Portfolio December 2024

Transaction:

• We just bought another 300 shares of Patria Investments (PAX), increasing our position size by 10%.

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Last week, Patria Investments held its 2024 Investor Day and I came out of it so bullish that I decided to buy more it, making it the second largest position in our International Portfolio, right behind Vonovia (VNA).

Before you go into today's update, I recommend that you first read our investment thesis by clicking here.

What's new on Patria?

The company just made the following announcements at their Investor Day: