Public Storage (PSA) is suggested as a potential REIT to consider for self-storage exposure to complement residential holdings.
Source Post
I Exposed My Entire REIT Portfolio… Then Asked an Expert to Roast It
Sep 16, 2026
The creator of Dividend Stockpile is joined by REIT expert David Hourback from Hoya Capital to review the creator's personal REIT portfolio. They discuss the overall REIT market, why now might be a good time to invest, and the factors Hourback looks for when building a REIT portfolio, emphasizing diversification, asset quality, balance sheet strength, and dividend coverage over just high yield.
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Tickers discussed in this post
Extra Space Storage (EXR) is suggested as a potential REIT to consider for self-storage exposure to complement residential holdings.
Welltower is suggested as a potential REIT to consider for healthcare exposure to diversify the portfolio.
Ventas is suggested as a potential REIT to consider for healthcare exposure to diversify the portfolio.
Sun Communities operates manufactured housing and RV communities across North America.
Regency Centers is a premier grocery-anchored shopping center REIT with strong fundamentals, but it's trading at a premium and should be on a watchlist.
Prologis is the benchmark of industrial REITs with an A-rated balance sheet, global presence, embedded rent growth, and development expertise, though it trades at a premium.
MAA is a core apartment REIT with a high-quality Sun Belt portfolio, investment-grade balance sheet, and strong dividend record; the worst is behind them and tailwinds are expected.
Invitation Homes (INVH), the largest single-family rental platform, is a solution to housing affordability with high occupancy and growth, despite potential near-term rent growth moderation.
Equinix (EQIX) is a large data center company supported by cloud and AI demand, but its premium valuation and capital intensity are significant drawbacks, making it a potential watchlist candidate rather than a buy now.
