Equity LifeStyle Properti... (ELS)

I believe the US is the top real estate bet, politics aside. My portfolio is 100% North American, mostly US stocks, due to their edge over global markets. REITs are undervalued after weak returns, wit...

Tech sector capital investment is surging, but enterprise AI adoption is showing disappointing returns, with 95% seeing zero ROI per an MIT study. This disconnect raises concerns about who will ultima...

Inflation is in a tug of war: Disinflationary housing offsets inflationary tariffs, but tariffs will increasingly push consumer prices higher over the next year. The economy and stock market are both ...

A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was...

I focus on 'wide moat' REITs with durable competitive advantages and strong valuation discounts for superior risk-adjusted returns. Equity LifeStyle boasts resilient demand drivers, high switching cos...

Dividends are a powerful tool for building wealth and achieving financial independence, as highlighted by Rockefeller and Buffett. Most Americans, especially median and low-income earners, face a sign...

U.S. equity markets rallied to fresh record-highs this week as investors cheered upbeat corporate earnings results and several major trade deals ahead of a frenetic week of potentially narrative-shift...

Retail-driven meme stock mania is back, echoing 2021's irrational exuberance, with surges in fundamentally weak, heavily shorted stocks. Market leadership is shifting from the "Magnificent 7" to the "...

ELS shares are undervalued, trading at the low end of their historical range despite resilient operational results and a strong business model. The company benefits from structural barriers to new sup...

I maintain my 'hold' rating on Equity LifeStyle Properties, as its stable, recurring revenue and secure dividend are offset by weak seasonal demand and a lack of near-term catalysts. Q2 results were i...