![]() ![]() This idea was discussed in more depth with members of my private investing community, The REIT Forum.Interest rates will have to rise for the "right reasons" for these REITs to outperform. The "bond-like" characteristics of cash flows, heavy tenant concentration, and potential disintermediation from online gambling present risks.Selectivity is critical, and we prefer the "destination" casinos and tenant operators with a solid foothold into the online gaming ecosystem. With an average dividend yield above 5%, we view the casino REIT sector as a compelling alternative to other more troubled property sectors. ![]()
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