Seeking Alpha has published a report by Brad Thomas titled Who’s Betting on Billboards. Thomas is a good analyst but he gets this wrong. “…because billboard REITS are essentially in the advertising business, there are erratic capexp requirements” Out of capital spending is not erratic. It is predictable and can […]
Insider is a fan of Brad Thomas, a research analyst who writes on public REITs for Forbes and Seeking Alpha. Last week Thomas suggested that Landmark Infrastructure’s valuation imputes no value to the company’s portfolio of out of home leases. Insider thinks that Landmark should sell the portfolio to out […]
Brad Thomas writes for Seeking Alpha where he specializes in publicly-listed REITs. In addition, Thomas is the Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter. Insider has followed Brad for some time and his take on OOH REITs is thoughtful and always worth a read. Here is his take […]
Brad Thomas writes for Seeking Alpha where he specializes in publicly-listed REITs. In addition, Thomas is the Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter. Insider has followed Brad for some time and his take on OOH REITs is thoughtful and worth the read. Here is his take on […]
Insider wants to thank Brad Thomas of Seeking Alpha for allowing us to reprint his articles on the outdoor industry. Brad is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, he is the Editor of […]
