Podcast Episodes
Back to SearchThe Financial Engineering of Net Lease REITs
Episode 459
The Financial Engineering of Net Lease REITs
Net-lease REITs turn ordinary buildings into some of the most predictable cash-flow machines in the mark…
4 weeks, 1 day ago
American Tower's Real Estate Monopoly on AI
Episode 458
🎙️American Tower's Real Estate Monopoly on AI
What does a cell tower have to do with the artificial intelligence revolution?
Quite a lot.
In this epi…
4 weeks, 1 day ago
Data Center REITs and Fractional Rental Tokens
Episode 457
Data Center REITs and Fractional Rental Tokens
What happens when the old world of real estate meets the new world of digital infrastructure?
In this …
4 weeks, 1 day ago
Hidden Tax Traps of REIT Dividends
Episode 456
🎙️ Hidden Tax Traps of REIT Dividends
A REIT can offer an attractive dividend, but the number on the yield screen isn't the whole story.
In this epis…
4 weeks, 1 day ago
Why REIT Net Income is an Illusion
Episode 455
Why REIT Net Income Is an Illusion
What happens when a REIT appears to have a terrible earnings payout ratio—but is actually generating enough cash t…
4 weeks, 1 day ago
Why REIT ETFs Aren't Just Buildings
Episode 454
🎙️ Why REIT ETFs Aren’t Just Buildings
When most people hear REIT, they picture apartment buildings, shopping centers, warehouses, or office towers. …
4 weeks, 1 day ago
Popping the Hood on Quarterly Earnings Reports
Episode 453
Popping the Hood on Quarterly Earnings Reports
A 10-K or 10-Q looks like just a stack of numbers until you know where the bodies are buried. This epi…
4 weeks, 1 day ago
The Massive Small Cap Dividend Disconnect
Episode 452
The Massive Small-Cap Dividend Disconnect
Here's a fact most investors never stop to think about: a company can raise its dividend for 25, 40, even 6…
4 weeks, 1 day ago
The 16 Percent Mortgage Dividend Trap
Episode 451
🎙️ The 16% Mortgage Dividend Trap
A 16% dividend yield can look like a dream—but what if that yield is being produced by a financial machine running …
1 month ago
How REITs Report Profit While Buildings rot
Episode 450
How REITs Report Profit While Buildings Rot
What happens when a real estate investment trust reports a profit, but the buildings behind those numbers…
1 month ago