Beginner
Residential, office and retail REITs
Residential, office and retail landlords sell different kinds of space to different customers. Lease economics and local supply explain more than a broad real estate label.
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REITs Investment Guide
Understand property businesses, read REIT financial results and assess the price of income. Follow eight stages from ownership and leases to valuation, portfolio construction and advanced research.
Start with What you own when you buy a REIT, then follow the next lesson links. Explore 32 lessons with worked examples, exercises and further reading.
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Properties and Leases · All lessons
Properties and Leases
Connect tenant demand, property sectors and lease terms to rental income.
Beginner
Industrial, logistics and data center REITs
Warehouses and data centers support different parts of the economy. Both require attention to location, customer demand, infrastructure and the capital needed to remain competitive.
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Beginner
Healthcare, hotels and self storage REITs
Healthcare, hotel and storage properties have distinct operating drivers. The useful comparison starts with who pays, how often prices reset and which expenses remain with the...
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Beginner
Lease duration, rent resets and tenant concentration
The lease schedule turns a property portfolio into a timeline of risks and opportunities. Duration, rent resets and concentration should be read together.
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