Trending Content - Real Estate Forum
Career Resources
WSO Free Modeling Series - Now Open Through
June 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
High Finance Applications
Guaranteed
Get at least one offer GUARANTEED
- 1:1 support
- 92% success rate
- 2,000+ mentor network
- Unlimited Live bootcamps
- AI for resume + LinkedIn
- Networking automation tools
- HireVue simulation tool
- Full course library
- Private Slack community
- 20hrs of mocks
- + much more...
NRZ
I personally think now is the time to scoop up multifamily REITs in southern markets (MAA, Camden) at a discount. Their april/may collections have been really strong, and their markets have not been as impacted by this virus. I think when the dust clears mutlifamily cap rates will continue to compress.
MAA is a good tip. My only concern with Camden is how exposed they are to Houston (~11%).
HST has a well managed hotel portfolio in strong markets, low debt levels (much lower than lodging peers), liquid assets to cover their fixed costs for the few years, I think they are solid over the long term if you believe the travel industry will recover. Even using recession level NOI growth rates I modeled them getting a 15%-20% IRR over 4 years (including their cut dividend for 2020).
CPT is also a good company in good markets, but their price is too high right now vs the company's implied value, if you get a price in the $70s I believe it is a definitely a buy.
I think senior housing REITs are an interesting play. They are getting battered now and you can buy at a discount but there is a real long-term need with an aging US demographic base. In-home care is extremely expensive, and most people don’t have the skills or time to take care of their older folks on their own so often times senior housing is the best and only option. Also, senior housing enjoys strong credit, as rental income is supported by SS, home equity, and financial help from kids / family.
Almost all of my money in the stock market is in index funds, but I am invested in BXP, CUZ, and HPP.
Commodi qui corrupti accusamus corrupti ut ullam. Porro recusandae similique perferendis optio eos. Culpa numquam sint eos est autem. Dolorem modi voluptate quos fugiat. Facere quibusdam adipisci unde culpa incidunt eum qui quod.
Et assumenda consequuntur quia maxime itaque tenetur nisi cum. Saepe ipsa odit sunt qui voluptatem. Soluta aliquam nulla dolorem.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...