In the November 2016 edition of The Forbes Real Estate Investor I predicted that Donald Trump would win the Presidential election. I called it a “hail Mary” scenario, and I explained that “it must be a tactical Hail Mary pass targeted at the swing states.”
We all know now that the “Hail Mary” pass was perfectly orchestrated and the final score is now in the playbooks. (In full disclosure, I wrote a book on President Elect Trump called The Trump Factor: Unlocking the Secrets Behind the Trump Empire).
Obviously, playing solid offense and defense is elementary, and the best way to beat the market is to select a blueprint and follow it.
In the January edition of my newsletter I forecasted REITs “to generate mid-single digit total returns in 2017 (4% earnings growth, 4% dividend, offset by “modest” multiple contraction).” I explained that “certain (property) sectors (should) perform better than others.”
One sector that I am most bullish is the “communications” category, that includes Data Center REITs and Cell Tower REITs. In the February edition of my newsletter I explained that “these sectors boast stronger organic growth rates compared to other REIT peers, with elevated demand prospects that are decoupled from broader macro-economic factors such as inflation and GDP.”
Simply said, all of us must communicate and the growth potential for data centers and cell towers is extraordinary. Let’s check out these top-performers…