BUY Conviction4/5 Analysis quality70/100 Price target12.35 now
The YouTuber recommends CoreCivic, a real estate company leasing facilities to government agencies, as a good inflation hedge. He argues that fears over prison reform are overblown, citing long-term leases with reliable tenants and the alternative use value of its properties. He also highlights its strong earnings stability, debt reduction, and the potential catalyst of a dividend reinstatement.
“CoreCivic is the largest private owner of real estate lease to government agencies more than 16.5 million square feet in prisons and detention facilities across the country.”