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CarMax, Inc. is a holding company, which engages in the retail of used vehicles and wholesale of vehicle auction operators. It operates through the CarMax Sales Operations and CarMax Auto Finance (CAF) segments. The CarMax Sales Operations segment consists of all aspects of its auto merchandising and service operations. The CAF segment pertains to its finance operation, which offers vehicle financing services to customers buying retail vehicles. The company was founded by Richard L. Sharp and William Austin Ligon in 1993 and is headquartered in Richmond, VA.

Carmax Inc

CarMax ($KMX) is trending as investors assess the impact of a CEO change and weak preliminary results, while the community debates whether it's a buying opportunity or a sign of deeper issues. Some believe the stock is undervalued, citing BlackRock's ownership and potential for a price jump with a new CEO, while others point to downgrades and comparisons to Carvana ($CVNA) as reasons for concern amid a challenging used car market.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

TTD is trending amid discussions around earnings, guidance, and a new buyback program. Community members are debating the significance of analyst target prices versus the stock's recent performance, along with potential competition from Amazon and the overall health of the ad tech sector.

Royal Caribbean Group is a cruise company, which engages in the ownership and operation of the following global cruise brands: Royal Caribbean International, Celebrity Cruises, and Silversea Cruises. The firm also holds interest in TUI Cruises GmbH, which operates the German brands TUI Cruises and Hapag-Lloyd Cruises. The company was founded by Arne Wilhelmsen in 1968 and is headquartered in Miami, FL.

Royal Caribbean Group

RCL is trending amid mixed sentiment, with some investors expressing concern over the stock's recent performance and potential overvaluation.  Despite positive comments regarding the cruise industry's recovery, some community members are anticipating a pullback.  Overall, the stock's trajectory and earnings potential are key points of discussion among investors.

Asana, Inc. engages in the business of developing a work management platform that helps organizations orchestrate work from daily tasks to cross-functional strategic initiatives. The company was founded by Dustin Moskovitz and Justin Michael Rosenstein on December 16, 2008 and is headquartered in San Francisco, CA.

Asana Inc - Ordinary Shares - Class A

Asana Inc

Asana is trending amid discussions about its latest earnings report and guidance, with some analysts downgrading the stock despite a revenue beat. The community is focused on insider trading activity, particularly CEO Dustin Moskovitz's past and potential future share purchases, and speculating about a possible buyout. Sentiment is mixed, with some investors expressing frustration and others anticipating a potential squeeze.

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

SERV is trending following news of a multi-year partnership with DoorDash to expand autonomous robot delivery services, with community members anticipating a rise to previous highs. Some are speculating on potential acquisitions and increased revenue in 2026 from expanded robot deployments, while others are closely watching short interest and technical indicators for potential squeeze opportunities. Overall, the community is excited about the potential for autonomous delivery to become mainstream.

Digital Realty Trust, Inc. operates as a real estate investment trust, which engages in the provision of data center, colocation and interconnection solutions. It serves the following industries: artificial intelligence (AI), networks, cloud, digital media, mobile, financial services, healthcare, and gaming. The company was founded on March 9, 2004, and is headquartered in Dallas, TX.

Digital Realty Trust Inc

Digital Realty is trending as investors discuss the REIT's position to capitalize on AI-driven demand for data centers, with some highlighting the potential for partnerships like the one with NVIDIA to set future standards. Community members are debating valuation metrics like P/E ratio and dividend payout, while analysts are adjusting price targets based on recent earnings and guidance. Discussions also include infrastructure buildout and strategic moves to address enterprise AI challenges.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

KENDU is trending as community members rally around the project's real-world applications and growing brand presence, emphasizing their active involvement and long-term vision. The community highlights KENDU's expanding ecosystem, including energy drinks, merchandise, and a passionate street team, reinforcing their commitment to building a recognizable global brand. Enthusiasts express strong conviction in KENDU's potential, promoting its unique position as a community-driven brand coin.

Nova Minerals Ltd. engages in the exploration and development of mineral properties. Its projects include Estelle Gold, RPM, Korbel, Train, Stoney and Studies projects. The company was founded in January 1987 and is headquartered in Melbourne, Australia.

Nova Minerals Limited - ADR

Nova Minerals is trending as the market anticipates potential benefits from upcoming high-level critical minerals discussions between the U.S. and Australia, especially given the recent Department of Defense grant awarded to the company. Community members are focused on the company's gold and antimony prospects, with some speculating about a possible government stake and significant upside potential.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster ($OUST) is trending amid analyst upgrades and community optimism, with Cantor Fitzgerald recently adjusting its rating to Overweight.  Investors are actively discussing partnerships with Serve Robotics and May Mobility, as well as potential applications of Ouster's LiDAR technology in self-driving cars and defense.  Community members are also speculating on upcoming earnings and the potential for Ouster to solidify its position in the autonomous vehicle market.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending amid discussions around politics, government shutdowns, and their potential impact on social programs. Community members are sharing articles and opinions on a range of topics, from political figures to economic policies. The stock's movement appears closely tied to broader market sentiment and ongoing political debates.

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As recession fears continue to wane and interest rates trend lower, the real estate investment trust (REIT) sector is capturing investor attention once again. The&nbsp;<a href="https://stocktwits.com/symbol/SCHH">Schwab U.S. REIT ETF (SCHH)</a>, for example, has doubled the performance of the broader market indices over the past 30 days, buoyed by the sector’s stable dividends and resilient cash flows. Yet, not all REITs are created equal. Choosing the right sectors is essential for capitalizing on this momentum and for finding those gems that could transition from small-cap to large-cap status.While traditional retail and office REITs are under pressure from e-commerce and remote work trends, certain niches offer more promising outlooks. Grocery store REITs provide steady cash flow in both good and bad times; medical real estate is backed by ever-growing healthcare demand; and ground lease REITs offer a unique, inflation-resistant business model.This article profiles three small-cap REITs—Slate Grocery REIT (OTC: SRRTF, Market Cap: $585 million), Safehold (NYSE: SAFE, Market Cap: $1.8 billion), and Global Medical REIT (NYSE: GMRE, Market Cap: $616 million) — each positioned to thrive through strategic focus and niche expertise. We’ll also compare them to Digital Realty Trust (NYSE: DLR, Market Cap: $53 billion), illustrating how they could grow into large-cap REITs over the next decade.Read Now:<a target="_blank" rel="noopener noreferrer nofollow" href="https://wealthyvc.com/featured/therma-bright-thrm-stock-surges-following-key-medicare-and-medicaid-win-in-1b-dvt-market/">&nbsp;This $20m Company Soars 1,700% on Medicare &amp; Medicaid Clearance— Find out What’s Being Announced in the Coming Months in a Market 25X Larger</a><h3>1. Slate Grocery REIT: The Neighborhood Cornerstone</h3>Market Cap: $425 million<h4>Niche Focus: Essential Retail Anchors</h4><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.google.com/finance/quote/SGR.U:TSE">Slate Grocery REIT (TSX: SGR.U) (TSX: SGR.UN) (OTC: SRRTF)</a> specializes in grocery-anchored retail properties across the United States. Unlike other retail REITs, which are susceptible to fluctuations in consumer spending and the growth of e-commerce, grocery-anchored retail is a more recession-proof niche. Grocery stores remain essential, driving consistent foot traffic even during economic downturns, thereby offering a stable and reliable income stream.<h4>Reading Between the Lines: A Strategic Expansion</h4>Slate Grocery REIT is aggressively expanding in high-growth U.S. regions. Recently, it acquired 25 grocery-anchored properties in the Southeast, focusing on areas with robust population growth and favorable demographic trends. This approach positions Slate Grocery to benefit from a stable tenant base and consistent cash flows, with the potential for further growth by adding complementary tenants like pharmacies and specialty stores.<h4>Financial Performance and Strategic Moves</h4>Over the last five years, Slate Grocery REIT has maintained a steady revenue growth rate of 9.5% CAGR, while its adjusted funds from operations per share (AFFO) have grown at 2%. With over $21.5 million in cash reserves, it is well-positioned to pursue additional acquisitions. Offering a juicy yet sustainable dividend yield of 8.9%, it appeals to income-focused investors while maintaining a low payout ratio to support future growth.<h4>Recent News and Stock Performance</h4>The stock has appreciated by 12% year-to-date, outperforming many peers. Management’s focus on diversifying its tenant mix—by targeting complementary tenants like pharmacies and specialty food stores—is aimed at enhancing portfolio stability and boosting long-term growth prospects.<h3>2. Safehold: Redefining Ground Leases</h3>Market Cap: $1.8 billion<h4>Niche Focus: Ground Leases</h4><a href="https://stocktwits.com/symbol/SAFE">Safehold (NYSE: SAFE)</a> operates in the unique niche of ground leases, a long-term investment model where Safehold owns the land under a property while another party owns the building and improvements. This model provides a highly predictable and inflation-protected cash flow, making it an attractive option during uncertain economic times.<h4>Reading Between the Lines: Innovative Approach to Real Estate</h4>Safehold has built a robust portfolio by focusing on ground leases in major metropolitan areas with high barriers to entry. Recently, it expanded its footprint in high-demand cities like New York and Los Angeles. This strategy reflects management’s belief in urban resilience and long-term real estate value appreciation, positioning Safehold to benefit from consistent, inflation-adjusted rent escalations.<h4>Financial Performance and Strategic Moves</h4>Safehold’s revenue has grown impressively at a five-year CAGR of 6.6%, but negative AFFO growth. The company has relatively high leverage with a debt-to-equity ratio above 175% and a paltry $23 million in cash reserves for future growth initiatives. Safehold offers a dividend yield of 2.8%, which is lower than many REITs but reflective of its strategy to reinvest cash flows for growth.<h4>Recent News and Stock Performance</h4>Safehold’s stock has gained 8.9% year-to-date, driven by investor optimism around its innovative business model and strong growth potential. The company recently announced plans to expand its ground lease portfolio by targeting additional core markets in the U.S., with an eye on securing new, long-term lease agreements.Read Now:<a target="_blank" rel="noopener noreferrer nofollow" href="https://wealthyvc.com/featured/therma-bright-thrm-stock-surges-following-key-medicare-and-medicaid-win-in-1b-dvt-market/">&nbsp;This $20m Company Soars 1,700% on Medicare &amp; Medicaid Clearance— Find out What’s Being Announced in the Coming Months in a Market 25X Larger</a><h3>3. Global Medical REIT: The Healthcare Havens</h3>Market Cap: $616 million<h4>Niche Focus: Medical Office Buildings</h4><a href="https://stocktwits.com/symbol/GMRE">Global Medical REIT (NYSE: GMRE)</a> focuses on acquiring and managing healthcare facilities, including medical office buildings and outpatient treatment centers. The aging U.S. population and the growing demand for healthcare services make this a particularly resilient niche, insulated from many of the economic fluctuations impacting other commercial real estate segments.<h4>Reading Between the Lines: A Decentralized Future for Healthcare</h4>GMRE is strategically targeting smaller, decentralized healthcare facilities, aligning with trends toward outpatient care and telemedicine. This focus not only captures the shift in healthcare delivery models but also positions GMRE to capitalize on the growing demand for community-based healthcare services.<h4>Financial Performance and Strategy</h4>Global Medical REIT has demonstrated robust growth, with revenue rising at a CAGR of 19% and AFFO growing by 4.6% over the past five years. The REIT’s concerning balance sheet, with a debt-to-equity ratio of over 107%, only $5 million in cash, and over $600 million in current liabilities leaves much to be desired and reminds one of the perils of investing in small-cap stocks. It offers a dividend yield of 9%, which is under 85% of the trailing 12 month’s free cash flow implying it is sustainable.<h4>Recent News and Stock Performance</h4>GMRE has expanded its portfolio by acquiring five new properties in growth markets like Texas and Florida. The stock is down -15% year-to-date, reflecting either risks and mismanagement or market inefficiency; only time will tell, but analysts online think it is the latter based on its focused strategy and resilient tenant base. Management continues to explore opportunities in high-demand healthcare sectors, positioning the company for steady growth.<h3>Comparison: Digital Realty Trust – The Blueprint for Growth</h3>Market Cap: $53 billion<a href="https://stocktwits.com/symbol/DLR">Digital Realty Trust (NYSE: DLR)</a> serves as a model for the potential growth of smaller REITs. As a leader in the data center space, DLR capitalizes on the explosion in demand for cloud computing, AI, and blockchain, proving that focused niche strategies can lead to massive scale.Digital Realty’s success has been built on strategic acquisitions, disciplined capital allocation, and targeting high-growth sectors—principles that Slate Grocery, Safehold, and Global Medical REIT are also pursuing. With revenue growth of 14.3% and AFFO growth of -1.69% over the past five years, DLR provides a compelling roadmap for small-cap REITs looking to reach large-cap status.<h3>Conclusion: The Path to Large Cap</h3>While Digital Realty Trust offers an inspiring example of a niche REIT achieving large-cap status, Slate Grocery REIT, Safehold, and Global Medical REIT each have distinct strategies and stable foundations to pursue similar growth trajectories. For investors seeking recession-proof opportunities with significant upside potential, these three REITs offer a balanced combination of income, stability, and growth.Read Now:<a target="_blank" rel="noopener noreferrer nofollow" href="https://wealthyvc.com/featured/therma-bright-thrm-stock-surges-following-key-medicare-and-medicaid-win-in-1b-dvt-market/">&nbsp;This $20m Company Soars 1,700% on Medicare &amp; Medicaid Clearance— Find out What’s Being Announced in the Coming Months in a Market 25X Larger</a><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.facebook.com/groups/WealthyVC">Join the Discussion: WVC Facebook Investor Group</a>&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="http://www.stocktwits.com/wealthyvc">Follow us on Stocktwits</a>&nbsp;&nbsp;Have a Stock Tip or New&nbsp; Story Suggestion? Email us at: Invest@WealthyVC.comDisclaimer: Wealthy VC does not hold a long or short position in any of the stocks, ETFs or cryptocurrencies mentioned in this article.&nbsp;This article was written by an independent contributor and does not reflect the views of Stocktwits. It has not been edited for content. The information provided here is intended solely for informational and educational purposes, and should not be interpreted as investment advice. Stocktwits does not endorse the purchase or sale of any security nor does it make any claims about the financial status of any company.

Three Small Recession-Proof REITs with the Potential to Move from Small Cap to Large Cap This Decade

Three overlooked small-cap REITs positioned for significant growth through strategic niches, solid financials, and market-defying strategies.

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Discover three overlooked REITs positioned for significant growth through strategic niches, solid financials, and market-defying strategies.

Schwab Strategic Trust - Schwab U.S. REIT ETF

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