
Brad Thomas highlights that REITs deserve a larger allocation due to attractive valuations, steady income, and structural demand across sectors. Data center REITs like Equinix and Digital Realty benefit from AI and cloud growth, while industrial REITs such as Prologis and EastGroup show strong growth potential. Net lease and specialty REITs provide durable income and solid total return prospects. This insight comes from Thomas's extensive real estate experience and his investing group iREIT®+HOYA Capital.