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REITs Are Ready For A Big Comeback: Get Ready To Catch Th...
2026-05-17 · via All Articles on Seeking Alpha

Summary

  • Temporary vacancies and foreclosures crash REIT stock prices, creating a window to buy valuable real estate at a steep discount.
  • Medical Properties Trust has moved past the Steward bankruptcy, with replacement tenants restoring the cash flow pipeline.
  • After defensively shrinking its portfolio, Ares Commercial Real Estate is aggressively leveraging back up (from 1.1x to 1.9x) to drive earnings.
  • The REO Upside: ACRE has foreclosed on two major properties, both of which are now cash flow positive and ripe for monetization.
  • The Income Method: Don’t fear the eviction process; buy the underlying real estate when it is cheap, and collect the rising dividends when the new tenant moves in.
  • Looking for more investing ideas like this one? Get them exclusively at High Dividend Opportunities. Learn More »
Home for sale with real estate sign. Front Yard.

LifestyleVisuals/iStock via Getty Images

Co-authored with Beyond Saving

Being a landlord can be financially rewarding. You have properties, you rent them out, and you get recurring cash flow. Sounds great, right?

Well, if you've ever been a landlord, you know that sometimes tenants don't pay rent

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of MPT, ACRE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Beyond Saving, Philip Mause, and Hidden Opportunities, all are supporting contributors for High Dividend Opportunities. Any recommendation posted in this article is not indefinite. We closely monitor all of our positions. We issue Buy and Sell alerts on our recommendations, which are exclusive to our members.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.