In this week's Stansberry Investor Hour, Dan welcomes Brad Thomas back to the show. Brad is an editor at our corporate affiliate Wide Moat Research.

Brad kicks things off by stating why he thinks now is a great time to invest in real estate investment trusts ("REITs"). He shares a chart of different asset classes going back to 2010 to show how many times REITs were a leading sector. He then discusses the Federal Reserve, interest rates, and why he isn't worried about their impact on REITs in the long term. Additionally, he talks about how the growing "silver tsunami" is going to create a surge in REITs...

According to AARP, there are nearly 10,000 Baby Boomers [who] cross the 65-year-old threshold every single day. And [the] economic implications of this shift are obvious. Older adults already account for more than half of global health care spending. The older we get, the more our bodies break down... We need treatments to keep going. America's Baby Boomers are either in or entering the most medically expensive years of their lives, and that trend should signal a boom for one corner of the real estate market: health care REITs.

Next, Brad details one company primed to meet the silver tsunami demand. It owns its own buildings and rents off the land while possessing a strong balance sheet. Brad then shares his thoughts on data-center REITs and his previous recommendations in that subsector. He also says that more REITs outside of data centers are increasing their investing in AI. But with energy bottlenecks and other factors, the one concern that investors could have is vacant data centers...

There's definitely a lot more competition in building these data centers, developing data centers. There are a lot of towns that don't want to see these data centers... What does a data center look like when it's vacant in a small town...? What do you do with that asset? What do you do with this piece of property when it's vacant?

Finally, Brad mentions a sector that's boring yet is stable and provides predictable dividends. He provides an example with one company that had a slowdown due to COVID-19 but is starting to come back from the rough times. And he emphasizes Wide Moat Research's goal of meeting with management teams to see what they do for investors...

Part of the thing that I think is really important for us at Wide Moat is to [see how] these management teams really understand the alignment of interest and what their strategy is and how they're going to generate returns for investors. So, I'll be meeting with [one] management team next week... That's a really critical part of our research here.

Click on the image below to watch the video interview with Brad right now. For the audio version, click "Listen" above.

(Additional past episodes are located here.)

The transcript is coming soon.

This Week's Guest

Brad Thomas is an editor at our corporate affiliate Wide Moat Research. He's a value investor and adviser with more than three decades of investing experience – and a whole lot of lessons learned – under his belt. His focus is on cutting through the hype and noise and investing in reliable, consistent income-based strategies. That helped him become the most widely read analyst on Seeking Alpha, with more than 100,000 followers.

The author of three real estate investing books – including his latest, The Intelligent REIT Investor Guide – podcast host, and public speaker, Brad also teaches at New York University and guest lectures at Cornell University, Pennsylvania State University, and Georgetown University.