Avoid Speculation, Focus on Steadiness With This Real Estate ETF

Core Insights - The real estate sector is often targeted by investors for its predictability and steady income, particularly through real estate investment trusts (REITs) that typically engage in long-term contracts with tenants featuring inflation escalators [1][2] Group 1: Fermi Inc. (FRMI) Analysis - Fermi Inc., a newly public data center REIT, is positioned as an AI infrastructure play, but it lacks traditional REIT characteristics such as dividend payments, tenants, revenue, or physical property assets [2][3][4] - The company holds rights to build an 11-gigawatt data center in Texas, which entails significant upfront capital requirements and is being developed without tenant commitments, raising questions about its valuation [4] - The stock has experienced a decline of over 27% in the past five days, indicating market skepticism and interest from short-sellers [5] Group 2: Gaming and Leisure Properties (GLPI) Overview - Gaming and Leisure Properties (GLPI) is highlighted as a reliable REIT, known for its strong tenant relationships and successful acquisition strategies that enhance its balance sheet and shareholder returns [6][7] - GLPI's recent deal activity is attributed to its solid track record in the gaming sector and its ability to create innovative transactions that support tenant growth while maintaining a low-leverage balance sheet [8]