The 'Mar-a-Lago man' visits Stansberry Investor Hour... His favorite asset class... Real estate for dummies... Who needs offices... The intersection of real estate and technology... A hard sell...
 More from the 'Mar-a-Lago man'...
Last week, I (Corey McLaughlin) told you about a man who built a fortune... lost it... and then built another using insights he has gleaned from a network of multimillionaires and billionaires over the years. He's a close friend and former adviser of President-elect Donald Trump. I'm talking about Brad Thomas of our corporate affiliate Wide Moat Research. In our Masters Series essays over the weekend, we shared some of the lessons Brad has learned. And in a new free presentation, Brad shared more of his investing advice, along with the part of the stock market he's most excited about today. This week on the Stansberry Investor Hour podcast, Dan Ferris and I were also fortunate to speak with Brad. The conversation did not disappoint... He schooled us on his favorite asset class... It's one that Trump is intimately familiar with as well: real estate. It's the world's largest asset class and has generated life-changing wealth for many people... Brad spoke about the areas of real estate today – in a post-pandemic, more remote-work world – that he says present the best investing opportunities... And he told us in depth about the real estate vehicle he likes the most for individual investors: real estate investment trusts ("REITs"). Brad is the author of the definitive industry book REITs for Dummies. As we mentioned, he also shared more about them over the weekend in our Masters Series. 
In short, a REIT is a publicly traded security that owns and, in many cases, operates income-producing real estate. For individual investors, it allows you to have exposure to real estate without owning it yourself or being a landlord. A selling point... One of the top selling points for REITs is that they are required by law to pay out at least 90% of their taxable income. But Brad told us some pay out all of it. Of course, that means you want to understand which ones generate the most cash and shareholder return. As Brad said... The most important thing to consider with REITs (and really any business) is how the company is able to return capital. That means you need to know what types of buildings are most likely to be filled... and filled by companies that can afford to pay their rent and keep steady income flowing to the real estate operators. That's where Brad comes in. He and his team do the research... For example, a lot of people believe the blanket statement that 'office space is dead'... Sure, a certain kind of office real estate isn't as valuable today as it was in, say, January 2020. But as Brad explained to us, there is more nuance to the commercial real estate market than it might seem... During our talk, he argued against three common concerns about the sector, including property-developer debts becoming due at higher interest rates and the idea that office space is dead. He rattled off a few industries that need office space no matter what, like medical offices. As he told us... Those are very sustainable business models. Everyone has to go to the doctor, so these doctors are going to show up and they're going to pay rent... Put to work the right way, profits from rent can be passed on to investors. It's a similar story with life-science research companies, Brad said. These are the companies developing innovative new treatments and therapies in physical laboratories. And there's a REIT in this area that he likes... You see, the artificial-intelligence boom has a real estate component, specifically with data centers. Brad explained how these data centers are part of his "trifecta approach" to investing in the intersection of real estate and technology. Brad also shared how much of their portfolio someone may generally want to allocate to REIT investments. Generally, he suggests between 10% and 20% in a diversified set of investments in the sector. I know buying a "hated" asset class is a hard sell... But that's the point. This is exactly when you're likely to find great value in an investment. That's why Stansberry Research icon Steve Sjuggerud coined the phrase "cheap, hated, and in an uptrend" as a strategy for finding profitable investments over time. Check out our full interview with Brad... We started our discussion with Brad's background and how he got interested in real estate investing... how he built a fortune, lost it, and what he did to rebuild it... and how individual investors can use his lessons to grow their own portfolio... That goes for real estate, but also stocks in various industries. Brad has recommended nearly two dozen stock winners that could have returned at least triple-digit gains over the years, and several that rose more than 1,000%. Right now, with most stocks trading at historically high valuations, Brad has his eyes on an overlooked group of stocks that he says represents "the most wildly asymmetrical market opportunity today." He also has some thoughts about which parts of the market are due to benefit from the incoming Trump administration. You can watch our full interview on YouTube here. You can also listen to the audio version wherever you listen to podcasts, like Spotify or iTunes, or at InvestorHour.com, where you can sign up to get a link each time a new episode goes live, usually on Monday evenings. And if you're interested in hearing more from Brad, check out his new free presentation for much more about his story, his work, and how to access it at our corporate affiliate Wide Moat Research. | | | | A Time for Giving (and Saving) The holiday season inspires generosity, but are you giving in a way that aligns with your financial goals? Our friends at Stansberry Asset Management ("SAM") are hosting a webinar on Thursday about exactly that: how to charitably give in the most tax-efficient way. Join Certified Financial Planner Chris Gilmor, senior wealth manager at SAM, as he shares practical strategies for giving, from appreciated assets to donor-advised funds... ways to maximize the impact of your contributions... and how to build a legacy while supporting the causes you care about. The webinar begins at 1 p.m. Eastern time this Thursday, December 12. Don't miss this opportunity to turn giving into a meaningful part of your financial journey. Register here now. Even if you can't join live, SAM will send you the recording. SAM is a U.S. Securities and Exchange Commission-registered investment adviser that is completely separate from our Stansberry Research publishing business. But it uses our research, plus other sources, to help manage individual clients' portfolios. | | | | |
| Recommended Links: | |  See by Tomorrow: Urgent Warning About the 'Magnificent Seven' Across his 35-year career, investor Brad Thomas has appeared on Bloomberg and Barron's... interviewed more than 100 CEOs and high-net-worth investors... and acquired a deep contact list of multimillionaires and billionaires, including Kyle Bass and President-elect Donald Trump. Now, he's warning that today's economic environment is set for a major rotation out of popular stocks like the "Magnificent Seven" – and those unprepared could be blindsided by the fallout. By tomorrow, see the full warning here. | |
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New 52-week highs (as of 12/9/24): AutoZone (AZO), Alpha Architect 1-3 Month Box Fund (BOXX), PayPal (PYPL), United States Commodity Index Fund (USCI), and Westlake Chemical Partners (WLKP). In today's mailbag, feedback on Dan Ferris' latest Friday essay... Do you have a comment or question? As always, e-mail us at feedback@stansberryresearch.com. "Hi Dan, thank you as always for sharing your wit and wisdom about the recent high valuations and tempering the current round of irrational exuberance engulfing the market. As a Stansberry Research subscriber, I lived through the joys and agony of not listening to your commentary and saw a high percentage of my returns vanish. I'm at a similar point where my returns have recouped my losses and then some but worry about the future..." – Subscriber Chris G. All the best, Corey McLaughlin
Baltimore, Maryland
December 10, 2024
Disclosure: Stansberry Asset Management ("SAM") is a Registered Investment Adviser with the United States Securities and Exchange Commission. File number: 801-107061. Such registration does not imply any level of skill or training. Under no circumstances should this report or any information herein be construed as investment advice, or as an offer to sell or the solicitation of an offer to buy any securities or other financial instruments. For more information on SAM, please visit here. Stansberry & Associates Investment Research, LLC ("Stansberry Research") is not a current client or investor of SAM. SAM provides cash compensation to Stansberry Research for Stansberry Research's advisory client solicitation services for the benefit of SAM. Material conflicts of interest may exist due to Stansberry Research's economic interest in soliciting clients for SAM. Certain Stansberry Research personnel may also have limited rights and interests relating to one or more parent entities of SAM. For important information about Stansberry Research's relationship with SAM, click here.
Stansberry Research Top 10 Open Recommendations Top 10 highest-returning open stock positions across all Stansberry Research portfolios. Returns represent the total return from the initial recommendation. | Investment | Buy Date | Return | Publication | Analyst | MSFT
Microsoft | 02/10/12 | 1,426.6% | Stansberry's Investment Advisory | Porter | MSFT
Microsoft | 11/11/10 | 1,424.6% | Retirement Millionaire | Doc | ADP
Automatic Data Processing | 10/09/08 | 1,070.8% | Extreme Value | Ferris | BRK.B
Berkshire Hathaway | 04/01/09 | 722.5% | Retirement Millionaire | Doc | WRB
W.R. Berkley | 03/15/12 | 551.3% | Stansberry's Investment Advisory | Porter | TT
Trane Technologies | 04/12/18 | 540.4% | Retirement Millionaire | Doc | AFG
American Financial | 10/11/12 | 498.5% | Stansberry's Investment Advisory | Porter | HSY
Hershey | 12/07/07 | 485.5% | Stansberry's Investment Advisory | Porter | TTD
The Trade Desk | 10/17/19 | 466.6% | Stansberry Innovations Report | Engel | SFM
Sprouts Farmers Market | 04/08/21 | 455.1% | Extreme Value | Ferris | Please note: Securities appearing in the Top 10 are not necessarily recommended buys at current prices. The list reflects the best-performing positions currently in the model portfolio of any Stansberry Research publication. The buy date reflects when the editor recommended the investment in the listed publication, and the return shows its performance since that date. To learn if a security is still a recommended buy today, you must be a subscriber to that publication and refer to the most recent portfolio.
| Top 10 Totals | | 4 | Stansberry's Investment Advisory | Porter | | 3 | Retirement Millionaire | Doc | | 2 | Extreme Value | Ferris | | 1 | Stansberry Innovations Report | Engel |
Top 5 Crypto Capital Open Recommendations Top 5 highest-returning open positions in the Crypto Capital model portfolio | Investment | Buy Date | Return | Publication | Analyst | BTC/USD
Bitcoin | 11/27/18 | 2,490.3% | Crypto Capital | Wade | wstETH
Wrapped Staked Ethereum | 12/07/18 | 2,291.8% | Crypto Capital | Wade | ONE/USD
Harmony | 12/16/19 | 1,400.6% | Crypto Capital | Wade | POL/USD
Polygon | 02/25/21 | 777.0% | Crypto Capital | Wade | VET/USD
VeChain | 05/17/19 | 505.9% | Crypto Capital | Wade | Please note: Securities appearing in the Top 5 are not necessarily recommended buys at current prices. The list reflects the best-performing positions currently in the Crypto Capital model portfolio. The buy date reflects when the recommendation was made, and the return shows its performance since that date. To learn if it's still a recommended buy today, you must be a subscriber and refer to the most recent portfolio.
Stansberry Research Hall of Fame Top 10 all-time, highest-returning closed positions across all Stansberry portfolios | Investment | Symbol | Duration | Gain | Publication | Analyst | | Nvidia^* | NVDA | 5.96 years | 1,466% | Venture Tech. | Lashmet | | Microsoft^ | MSFT | 12.74 years | 1,185% | Retirement Millionaire | Doc | | Inovio Pharma.^ | INO | 1.01 years | 1,139% | Venture Tech. | Lashmet | | Seabridge Gold^ | SA | 4.20 years | 995% | Sjug Conf. | Sjuggerud | | Nvidia^* | NVDA | 4.12 years | 777% | Venture Tech. | Lashmet | | Intellia Therapeutics | NTLA | 1.95 years | 775% | Amer. Moonshots | Root | | Rite Aid 8.5% bond | | 4.97 years | 773% | True Income | Williams | | PNC Warrants | PNC-WS | 6.16 years | 706% | True Wealth Systems | Sjuggerud | | Maxar Technologies^ | MAXR | 1.90 years | 691% | Venture Tech. | Lashmet | | Silvergate Capital | SI | 1.95 years | 681% | Amer. Moonshots | Root | ^ These gains occurred with a partial position in the respective stocks.
* The two partial positions in Nvidia were part of a single recommendation. Editor Dave Lashmet closed the first leg of the position in November 2016 for a gain of about 108%. Then, he closed the second leg in July 2020 for a 777% return. And finally, in May 2022, he booked a 1,466% return on the final leg. Subscribers who followed his advice on Nvidia could've recorded a total weighted average gain of more than 600%.
Stansberry Research Crypto Hall of Fame Top 5 highest-returning closed positions in the Crypto Capital model portfolio | Investment | Symbol | Duration | Gain | Publication | Analyst | | Band Protocol | BAND/USD | 0.31 years | 1,169% | Crypto Capital | Wade | | Terra | LUNA/USD | 0.41 years | 1,166% | Crypto Capital | Wade | | Polymesh | POLYX/USD | 3.84 years | 1,157% | Crypto Capital | Wade | | Frontier | FRONT/USD | 0.09 years | 979% | Crypto Capital | Wade | | Binance Coin | BNB/USD | 1.78 years | 963% | Crypto Capital | Wade | | 
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