Trump’s Final Deal
Donald Trump is taking assets that are otherwise just "sitting there" and monetizing them for the benefit of the U.S.…
The Myth of ‘Owning the Market’
We're busting the myth about "owning the market."
It Finally Happened
Alexandria Real Estate Equities cut its dividend. By a lot.
The Wide Moat Show Live Now!
I have a special guest joining me for today’s episode of The Wide Moat Show.
The Ultimate Sleep-Well-at-Night Trade
The net-lease REIT sector is one of the most stable, predictable ones you're going to find.
The Only AI Bargain?
Data-center REITs might be the one area of the AI trade with attractive margins of safety.
Get to Know AFFO
What is adjusted funds from operations? Let's find out.
Good Management Is Critical for This Competitive Industry
Management quality can make or break a company in one of the most competitive corners of the real estate world.
Just Keep Pedaling
A slow but steady concept helped me make all of my money back after a major crash in my life.
What I’m Thankful For
There is nothing stronger than a broken man who has rebuilt himself.