This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Bricks and Mortar: Four Real Estate Plays

Editor's note: Today is the first installment of a new series of columns by real estate reporter Nicholas Yulico called "Bricks and Mortar" where Nicholas will generate real-estate-related stock ideas for readers.

Welcome to Bricks and Mortar. Today, I'm going to take a close look at four real estate plays and share my thoughts on the prospects for the companies.

But before I dive into the first ideas, let me make clear that this is not intended to be a trading portfolio but rather is intended to give investors a head start on their homework by providing ideas of where opportunity lies in the real estate sector and where pitfalls may loom.

Beyond the typical real estate plays such as homebuilders or real estate investment trusts, I'll also look at gaming, lodging, lenders, real estate operating companies and hidden real estate stories (such as retail owners).

If I believe a stock has strong prospects, I'll "own" that property, and when I see stocks that could face trouble, I'll "flag" them. I'll provide an in-depth look at each stock we own or flag.

Today I'm going to kick things off by tackling some REIT, gaming and homebuilder names.

REITs, or real estate investment trusts, have had a big run over the past few years, but investors don't need to cash in their chips. I believe it's foolish to follow the drastically bearish sentiment about the sector coming mostly from macro-focused investors who are missing the story with REITs.

There has been a tremendous repricing of commercial real estate in recent years, as evidenced by the numerous mergers and private equity deals in the sector. The sector offers a dividend yield plus capital gains.

1 of 5

Select the service that is right for you!

Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!


DOW 17,804.80 +26.65 0.15%
S&P 500 2,070.65 +9.42 0.46%
NASDAQ 4,765.38 +16.9840 0.36%

Brokerage Partners

Rates from

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs