Earlier this year, I begged readers to buy real estate. Now REITs are up about 20%. Hotel REITs, which were even more hated than the sector as a whole, are up more than 40%.

But it's not too late.

Gaming REITs are sitting where hotels used to sit: solid, cash-generating, mostly ignored. I don't know if it plays out the same way twice, but I've seen this movie before.

No guarantees, just the same discipline that caught it last time. I laid out the full case.

See the full REIT breakdown →

Tim Melvin
Editor, Tim Melvin’s Flagship Report

P.S. Same read, applied to what still looks cheap. Take a look →

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