Hi Kasper,I have seven of the top fifteen REITS mentioned in...

Hi Kasper,

I have seven of the top fifteen REITS mentioned in your analysis plus two stocks that were supposed to be so-called big guns, but have instead turned out to be disasters thus far, though it must be said that I have not yet lost hope in them.

I invest for the long-term and as I am investing for retirement income as far away as the 2040s, I am interested only in income stocks rather than capital plays, especially so as I am a non-resident, so I don't want to be stuck with messy capital gains tax returns if I can help it.

Like you, I am attracted to property, and utilities with monopolistic characteristics. The REITS in my portfolio are: AEZ, IIF, ILF, LLP, MCW, MDT, and MOF, whilst the two infrastructure funds in my portfolio are BBI and BBP.

Whilst I spent a small fortune getting my hands on BBI and BBP, I was able to secure all seven REITS at or close to their bottoms and the returns from a 4-5 week investment in them all ranges from 45% to 275% at this point in time.

I don't have any money left to play with as it were, but If I did I would be interested in investing in airports (MAP), toll roads (MIG, TCL), and renewable energy (BBW)whilst I would be sorely tempted to add another REIT (ALZ) all of which I think represent excellent long-term value.

I think it is very sensible of you not to get involved in mining stocks as I don't think anyone can pick them with any degree of confidence given their highly speculative nature and given the GFC we are still working our way through.

Having said that I have been following GBG since 2007 and I think that they are a very exciting long-term prospect given the sheer size and volume of their assets, significant financial backing from a Chinese-owned organisation, and the recent go-ahead given by the WA Government for the construction of the Oakajee Port and Rail project which will greatly benefit GBG going forward.

Another stock worth mentioning is GRD, but not so much for their mining operations as their Global Renewables business which could be something of a gold mine in the long-term with its MSW (municipal solid waste) recycling plants in the UK provided it is spun off as a listed entity in its own right that would allow it to gain much greater exposure, investment interest, and greater financial clout.

Like you, I am also a big fan of SDG and I was previously a shareholder, but I sold out of it when my investment focus changed from investing for capital gains to investing for income. I think SDG has a lot of potential, but I will feel more confident about the stock after it has diversified across a few more international markets to reduce the heightened risk of a construction meltdown as recently occurred in Dubai, a market in which SDG relies on for 50% of its revenue and asset base.

You also mentioned LNC. I was monitoring this stock at 48c back in February last year, but I didn't invest in it at the time because it was a capital play. Too bad that had I invested in it, I would have had the chance to sell it at $5.25 a relatively short time later, within a matter of months if my memory serves me correctly. I think that LNC has enormous potential and there are some big boys behind them in Japan, India, Vietnam and Uzbekistan not to mention support from state and federal governments in Australia. I remember reading a report a few months ago that valued this stock at $17.25 in the not-too-distant future, but I guess for that to happen, a lot of things would have to go right for LNC and there is of course a lot of speculation involved in it, but the stock did increase from 48c to $5.25 in a very short period of time last year, so it shows you what is possible if things fall into place for the company.