Author: Brad Thomas, Wide Moat Research

Today I want to tell you why we’re about to see a tidal wave of government money flowing into local construction projects all around the country. I’ll also share one quick way to invest in a sector that is likely to see outsized benefits from all this spending.

It takes a lot of discipline and patience to follow these simple rules, so make sure you own the companies that do.

These are the times when safe income-building strategies focused on dividend growth outperform all the sexy market-timing schemes.

It owns more than 3,400 properties across the United States. 99.4% of its stores are currently leased, and over the past 20 years, its occupancy levels have never dipped below 96%. On top of all this, there’s plenty of opportunity for the business to expand.

They’ve maintained positive income growth every single year over the past two decades — even during the Financial Crisis and pandemic.