The Modest Investor

🏦 Saving & Investment Discussion.
📈 Stock Market Analysis.
🏘️ Property Investment Analysis.
📚 Financial Education.

[The Modest Investor @modest_investor]

🌍 One Really Useful Site For Global Stock Market Research. (Country P/E Ratio Comparison)
🎥 https://t.co/PdKZFl2Zp0
#Investing #StockMarket #StockMarketResearch #GlobalInvesting #ValueInvesting #PERatio #Valuation #Stocks #InvestingTips

[The Modest Investor @modest_investor]

Armada Hoffler Properties ($AHH) trades at a 22% discount to NAV with a 9.0% dividend yield and 95.4% occupancy. It remains one of the stronger operators in the group, with positive profitability and stable fundamentals.

[The Modest Investor @modest_investor]

A shortlist so far of Discount US Real Estate Investment Trusts to invest in. Had to do a lot manually, using REITnotes. My top 5 in thread, please let me know thoughts?? 🤔 #REITS #Stocks #RealEstate

[The Modest Investor @modest_investor]

Gladstone Land ($LAND) trades at a 45% discount to NAV, the largest in the group. It has 94.9% occupancy and a 6.3% dividend yield, but weak earnings continue to concern investors.

[The Modest Investor @modest_investor]

Industrial Logistics Properties Trust ($ILPT) trades at a 33% discount to NAV with 94.6% occupancy and strong operating margins. A 2.2% yield and concerns over leverage continue to weigh on the stock.

[The Modest Investor @modest_investor]

Brandywine Realty Trust ($BDN) trades at a 25% discount to NAV and just 4.6x Price/FFO, while yielding 12.3%. Despite 86% occupancy, losses remain significant, making it a high-risk value opportunity.

[The Modest Investor @modest_investor]

Summit Hotel Properties ($INN) trades at a 43% discount to NAV with a 4.8% dividend yield and 7.3x Price/FFO. Occupancy is 71.6%, making it a higher-risk recovery play on the hotel sector.

[The Modest Investor @modest_investor]

Douglas Emmett ($DEI) discount to its estimated net asset value (around 28%), with a market capitalization of approximately $2.47 billion versus an estimated net asset value of $3.43 billion. A 6.2% dividend yield and trades at 7.9x Price/FFO, Occupancy is a respectable 86%.

[The Modest Investor @modest_investor]

@AlexaBliz_ without looking at other answers, I've prob missed somethign obvs lol.. Holes are 6 x 2 (front and back) = 12 + neck, arms, bottom, is +4 , so 16 is my answer. 🤞

[The Modest Investor @modest_investor]

repost is here, rediit didn't like it first time. The Modest Investor (u/MoneySandI) - Reddit

[The Modest Investor @modest_investor]

Copart, Inc. $CPRT #stock has fallen sharply from a High $64.38 (Nov 2024) to $27.62, a 57.1% decline. I’ve started researching it, calculations on Fair/Intrinsic values + notes. What do people think about it as a buy?
https://t.co/azxrsP260A

[The Modest Investor @modest_investor]

Anyone else use value techniques to invest/trade in undervalued global markets? What metrics do people use?
A useful site: https://t.co/2gPAR0iAIR
Will be doing further research on: Indonesia, South Africa, Malaysia, Mexico, Philippines, China.
FTSE $CHINA50 $EWW #Invest

[The Modest Investor @modest_investor]

I asked ChatGPT for 1 stock to hold for 50 years, it said Berksire B first, then #Microsoft. Thought it would be interesting to see what others thought, especially as it is 30% down from Aug 2025. $MSFT #Stocks

[The Modest Investor @modest_investor]

eToro 📈 May Portfolio Update
✅ +2.88% gain this month — not bad, but the S&P 500 was up nearly 5%, so no victory lap just yet!
https://t.co/IovE4dRufj
#Investing #StockMarket #eToro #TradingJourney #PortfolioUpdate #ValueInvesting #BreakoutStocks

[The Modest Investor @modest_investor]

@Tangible_Bruce Nice one thanks, great article. Seems to confirm my findings. :)

[The Modest Investor @modest_investor]

Anyone else a fan of REITS? I like the idea of investing at a discount to Net Asset Value. It comes with many pitfalls though. ChatGPT came up with the below as a starting point, I'm yet to work through it all :) #REITs #Investing #Trading

[The Modest Investor @modest_investor]

I asked ChatGPT , “If you could buy only 1 stock to hold for the next 50 years ... https://t.co/imF8yMa7z9 via @YouTube #Investing #StockMarket #ChatGPT $MSFT $BRK.B

[The Modest Investor @modest_investor]

📈 eToro Portfolio Update: 12.51% Gain In April 2026 https://t.co/E8vETUrlXq
#Investing #StockMarket #eToro #TradingJourney #PortfolioUpdate #ValueInvesting #BreakoutStocks #PassiveIncome #WealthBuilding

[The Modest Investor @modest_investor]

One tool that attempts to project annual returns of the global markets! https://t.co/J6DhLKNegq via @YouTube #BuffettIndicator #WarrenBuffett #IndexFunds #InvestmentFunds #investing #stocks #trading #money #business #stockmarket #investments

[The Modest Investor @modest_investor]

⚡ 4. Service Properties Trust (US hotels) $SVC (Service Properties Trust)~50–60% discount Cyclical recovery play 👉 Works if: travel demand holds debt manageable

[The Modest Investor @modest_investor]

🥉 3. Industrial Logistics Properties Trust (US) This one is interesting but higher risk ~50% discount in logistics (normally a strong sector) Market pricing in: tenant issues leverage concerns 👉 If stabilises → very asymmetric upside