I don't know that they'll beat NVDA or even tech in general. But all of my REITs have been absolutely ripping now that rate cuts are pretty much guaranteed. I wish I had more fresh cash back when rates jumped to buy these all up when they were in the bargain basement.
Thanks, Matt, for making the "bull" case for EPR, O and VICI, all of which I own and have owned for some time. Good stuff!
Thanks for the video. Subscribed. Do you recommend any ETFs?
Thank you but all at or near their ATH.
Top Golf has major issues. If EPR is boasting about Top Golf, their management needs their heads examined.
Video’s great but really with TAM of $35T for AI, do you really think it will beat ? Will see 😊
Just over the next year. I would NEVER take that bet over a 10-year period or anything like that!
… Interesting prediction. As a shareholder of Nvidia Realty, income, and Vici… We’ll see if you’re right in a year or so…
Lol...is a very bold statement! 😂😂
Where's Prologis?
What about prologis?
A solid stock as well. I just think the higher-yielding REITs have slighly more to gain as rates fall.
@@MattFrankelCFPwhat about ADC?
EPR O VICI
I don't know that they'll beat NVDA or even tech in general. But all of my REITs have been absolutely ripping now that rate cuts are pretty much guaranteed. I wish I had more fresh cash back when rates jumped to buy these all up when they were in the bargain basement.