Get Brad’s Wide Moat Stock Picks Here:
It was one of the worst-performing sectors in the stock market over the past two years… but could falling interest rates and a new Fed chair spark a major comeback in real estate investment trust stocks?
In this episode, Bridget Bennett sits down with Brad Thomas of Wide Moat Research to break down his top 7 REIT stocks for 2026 — including dividend leaders, data center plays, warehouse operators, healthcare REITs, and two higher-risk, higher-reward opportunities.
If you’re watching the Federal Reserve, tracking rate cuts, or looking for income in today’s market, this deep dive into the real estate investment trust space is one you don’t want to miss.
Video Chapters:
00:00 Intro – Are REITs Ready for a Comeback?
02:46 Stock 1
05:17 Stock 2
08:34 Stock 3
11:37 Stock 4
13:58 Stock 5
16:39 Stock 6
21:11 Stock 7
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Get Brad's Wide Moat Stock Picks Here: https://www.marketbeat.com/y/brad
What about ezra ?
What about ezra/reli ???
he is really good and well informed with analysis
🔥🔥🔥✅ JDZG🔥🔥🔥 offering closed tomorrow. Great price 💪🏻
COLD does not have a multiple of 8. Research shows "0" as multiple.
No SoFi ??
This guy watched Better Call Saul and took notes.
Oh dear., rate cut to flood the market with free money just to PUMP up the BUBBLE. The casino gonna go POP.
Gen Z and other people are not going back
SK HYNIX
Samsung
🐂🐂🐂🚀🚀🚀
RUSSIA🤗🙏
Other REITs to watch: VICI (Vici Properties), PLD (Prologis), SBAC (SBA Comm), KIM (Kimco), AHH (Armada Hoffler). All heavily discounted minus PLD, in markets that can rebound. Highest risk would be AHH, but trading at around 7 P/AFFO is so cheap with a 7-8% dividend yield. Risk is in AHH's debt due to ongoing (self-funded) construction for diversified multi-use (Retail, Office, Apartments) i.e. Virginia Beach. De-risk in on going and gets better with lower rates.
The fed isn’t cutting rates
ELS has terrible reviews. REIT is leading sector today.
Who told u senorita 😂
Been there done that.
Geographically, O is well placed.
😅😅😅😅😅😅😅😅
There is no rate meeting in February. Tomorrow (2/18) we'll only get FOMC meeting minutes.
🤡🤡🤡🤡🤡 show
MarketBeat consistently delivers top-notch guests! Brad Thomas, Marc Chaikin, Alexander Green… and the list goes on! Always excellent investment advice from the leading names in the industry– quick and concise. I have easily paid for my MarketBeat subscription 20X over by investing in their recommendations– thanks Bridget for these great interviews!
The fed is not lowering rates
Xrp
Let me guess she should buy 20 more stocks that you have suggested 😄
I've got O, IRM, PLD, and VTR in my portfolio. Looking to add WELL and EGP soon.
what's the average sector beta?
O
EQIX
PSA
ELS
EGP
COLD
DOC
Probably better off just buying Avre at this point.
I own O, Epr, Nnn and vici, all in the green collecting fat dividends.
Also got sphy and pfxf around the same time in the green.
I feel like stock picking REITs right now is risk on,
I'm thinking 1.5 – 2% interest rates is about the lowest we're going here at any point in the next 20 years and imagine a new decade high could happen in the next 10 years
Their Reit picks are:
O
EQIX
PSA
ELS
EGP
COLD
DOC
2nd…🥈 🤣
Wow, if marketbeat is covering reits, means the revival of reits is real and need to load them up.