Prediction: These 2 Boring Stocks Will Outperform Nvidia Through 2025

Core Viewpoint - Nvidia has performed exceptionally well, but the focus is shifting towards real estate investment trusts (REITs) that may outperform Nvidia in the coming years [1][2][11] Group 1: Nvidia's Performance and Valuation - Nvidia's stock has nearly tripled in the past year and increased by 2,960% over the last five years, driven by its central role in the AI revolution [2] - The current valuation of Nvidia is high, trading at approximately 35 times trailing-12-month sales and 43 times forward earnings, indicating a lofty price relative to its growth [2] Group 2: Market Trends Favoring REITs - A shift in market momentum is anticipated towards dividend-paying value stocks, particularly in a falling interest rate environment [3] - Falling interest rates are generally beneficial for income-focused stocks like REITs, as they reduce borrowing costs and can lead to higher stock prices [4][5] Group 3: Potential REIT Winners - Easterly Government Properties and Vici Properties are highlighted as two REITs that could significantly benefit from the current market conditions [6] - Easterly Government Properties focuses on properties leased to the U.S. government, offering a dividend yield of just below 8% and has seen a decline of over 40% since early 2022 [8] - Vici Properties owns a portfolio of gaming properties with predictable income streams from long-term leases, and it has substantial liquidity for future growth [9][10] Group 4: Future Predictions - Both Easterly Government Properties and Vici Properties are expected to deliver market-beating returns through at least the end of 2025, contingent on the Federal Reserve cutting rates [11]