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Brad Thomas

Brad Thomas

Contributing Writer at Seeking Alpha

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Email address
b*****@*******.comGet email address
Influence score
59
Location
United States
Languages
  • English
Covering topics
  • Finance & Banking Services
  • Real Estate

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Recent Articles

seekingalpha.com

Sky Harbour: The Hidden Real Estate Empire Serving Billionaires (NYSE:SKYH)

Sky Harbour Group offers a unique, high-moat HALO investment, compounding income with CPI-linked, escalating rents. Click for more on the SKYH stock.
seekingalpha.com

Mr. Market Can’t See The Forest For The Trees (2 Beaten-Down Timber...

Weyerhaeuser (WY) and Rayonier (RYN) look undervalued after share weakness, with attractive dividends and upside potential. Here's what investors need to consider.
seekingalpha.com

The REIT Conundrum

Explore modern REITs: diversified, lower leverage, fixed-rate debt, and strong moats. Here's what investors need to consider.
seekingalpha.com

My REIT Dream Team (Part I)

America's REIT Dream Team features five 'anchor' REITs positioned for secular growth, robust balance sheets, and resilient dividends. Check out the list here.
seekingalpha.com

Sky Harbour: The Math Behind The Moat (NYSE:SKYH)

Sky Harbour (SKYH) controls scarce airport real estate and boosts returns via lower build costs, pre-leasing, higher rents, and liquidity—read now.
seekingalpha.com

McDonald's: The World's Greatest Net Lease REIT That Never Was (NYS...

McDonald's offers a unique, high-margin franchising platform underpinned by control of prime restaurant real estate. See why MCD stock is a Strong Buy.
seekingalpha.com

How I Made A Fortune, Lost Most Of It, And Built It Back

Discover wide-moat real estate picks—EGP, EQIX, AMH & HHH—covering valuation, balance sheets, AI tailwinds and growth catalysts.
seekingalpha.com

My 4 Worst REIT Picks: Lessons Learned The Hard Way

Learn investing lessons from my worst REIT picks (ARCP, MPW, SAFE, IIPR): avoid yield traps, duration risk, and bad management.
seekingalpha.com

Seaport Entertainment Stock: Bill Ackman’s Hidden Gem (NYSE:SEG)

Seaport Entertainment has irreplaceable experiential real estate assets, including NYC’s South Street Seaport and Las Vegas. Read why SEG stock is a strong buy.
seekingalpha.com

The Great American Road Trip

Industry fundamentals are improving, with RV shipments projected to reach 328,800–367,000 units in 2026 and strong demand for campgrounds and resorts. Read what investors need to know.
seekingalpha.com

My 5 Greatest REIT Winners Of All Time

Value REIT investing: how IRM, SKT, FCPT, EPRT & CLDT exploited panic-driven mispricing—what’s still attractively valued and when to sell.