1. First Industrial Realty Trust is an industrial REIT with a large portfolio of properties and a significant leasable area. 2. Despite market challenges, the company is poised to benefit from improving demand and cooling construction. 3. The author maintains a 'buy' rating on the stock, citing attractive valuation and strong fundamentals.

1. REITs are experiencing a surge in value as interest rates are expected to decrease. 2. Dream Industrial and Clipper Realty are two REITs benefiting from strong rent growth and are expected to gain further from upcoming rate cuts. 3. Both REITs are undervalued compared to their peers, offering potential for significant returns.

1. The author recommends owning 10-20 diversified REITs, considering risk tolerance and including REIT preferreds or bonds for a balanced portfolio. 2. Sun Communities shows strong growth in manufactured housing and marinas, with potential for substantial dividend boosts and 20-25% annual returns. 3. Crown Castle offers a compelling 5G investment opportunity with a 5.6% dividend yield, despite a high payout ratio and short-term AFFO challenges. 4. VICI Properties excels in gaming and experiential assets, with solid AFFO growth and a 5% dividend yield, making it a worthy buy.

1. Realty Income has been upgraded to a Buy due to its potential after a period of underperformance. 2. The company is expanding into Europe, utilizing the favorable market conditions there. 3. The impending rate cuts by the Federal Reserve could support higher valuations for the stock.

1. The article discusses three small-cap REITs: CTO Realty Growth, Alpine Income Property Trust, and Broadstone Net Lease, highlighting their potential for solid total returns from dividends and capital appreciation. 2. It emphasizes the importance of thorough research to identify high-yield small-cap REITs that avoid 'sucker yields' and have the potential for long-term shareholder value growth. 3. The article also mentions the continued rally in REITs and the expectation to provide more actionable investment ideas in the future.

1. Americold Realty Trust (COLD) is a leading cold storage REIT facing challenges but with potential for valuation improvement or acquisition. 2. The company's operations have stabilized, showing AFFO per share growth, but its stock price remains stagnant. 3. Possible scenarios for COLD include a return to historical valuation multiples or becoming an acquisition target, both offering potential for significant shareholder value.

1. Realty Income, the largest net lease REIT, has seen its performance fluctuate with interest rate changes; 2. The company's AFFO yield is compared to the ten-year treasury yield to assess its valuation; 3. Despite underperforming peers, Realty Income appears fairly valued based on historical yield spreads.

1. The article discusses the potential for REITs like Netstreit and Plymouth Industrial REIT to outperform due to expected Fed rate cuts. 2. It highlights the attractive yields and growth potential of these REITs amidst shifting rate expectations. 3. The analysis also points out the undervaluation of these REITs, suggesting significant upside potential.

1. Essential Properties Realty Trust operates in the e-commerce/recession-resilient property sector with 96.4% ABR from triple-net leases. 2. Q2 2024 performance showed high investment activity, occupancy rates, and solid AFFO per share growth. 3. Despite the closing of the 'bargain' window, potential valuation upside remains.

1. VICI Properties, a major owner of gambling and gaming assets, has seen its revenue, cash flows, and profitability metrics rise, with strong growth projected for the second quarter of 2024. 2. Analysts anticipate continued growth for the company, with forecasts for increased revenue and adjusted FFO per share. 3. Despite being slightly pricey compared to other specialty REITs, the company's overall performance justifies a 'buy' rating.

1. The stock market showed enthusiasm for potential rate cuts following the latest CPI report indicating a cooling inflation. 2. REITs are expected to benefit further from rate cuts. 3. Realty Income and VICI Properties are recommended as REIT picks with potential double-digit upside by the end of 2024.