
With consistent income generation and assets that stand to benefit from reversion to pre-pandemic lifestyles, Gaming and Leisure Properties, Inc. (GLPI) could be a suitable investment this month. However, given the stretched valuation of Realty Income Corporation (O), it might be best avoided now.
While inflation has slightly dipped in February, macroeconomic uncertainties and tail risk don’t look like they would let the economy and markets catch a break anytime soon.