The top real estate stocks to buy now (and the stocks to sell)

Plus: These companies just got a gigantic boost [Image]( [The Best Real Estate Stocks to Buy (and Sell) Right Now]( by Shah Gilani Markets are rallying today, with the Nasdaq-100 even spiking up into bull market territory. But I wouldn't get too excited. Bottom line, the quagmire with the banking system is far from over. A ton of banks are sitting on marked-to-market securities losses amounting over $620 billion, according to an analysis from Goldman Sachs. But that's just the tip of the iceberg. In last week's Total Wealth column, I wrote about the staggering amount of money that regional banks have tied up in loans, many of which are in the commercial real estate sector. Go back and check out that piece if you haven't already - while banks have gotten away for a while with not having to record the devaluation of those loans, that's about to change, and when it does, we could see a whole new round of depositor flight. The Fed wants you to believe it has this problem handled with a combination of discount window lending, the new Bank Term Funding Program, and advances available through Federal Home Loan Banks. But there's a downside to all that - as usual, when you look at the fine print, banks that are over-reliant on these methods are basically just kicking the can down the road rather than solving the problem. More on this next week. In the meantime, the spotlight on commercial real estate and its role in regional banks' insolvency has created some turmoil in the sector, which makes it one of the best places right now to go hunting for opportunities. You have to be very careful here - a lot of the household names you're familiar with are toxic traps right now and will drop your portfolio like deadweight. But don't worry - I've got the scoop on which of those losers to avoid and which will give you the best bang for your buck, especially if the rally continues. [You can get all the tickers here just by watching this video...](   [These Stocks Just Got a Quiet $390 Billion Boost]( by Money Morning Team It didn’t make many big news channels, but earlier this year, the government released $391 billion. The destination: a select group of companies whose stocks could see double-digit gains before 2024. Under the Inflation Reduction Act, a decade of funding starts right now. The companies will offer the discounts, but Uncle Sam is picking up the tab, which will boost earnings for these companies - and boost their share prices. [These are the five stocks that could benefit the most…](   You are receiving this e-mail at {EMAIL}, as part of your subscription to Money Morning Investing Alerts. To remove your email from this list: unsubscribe. Please do not reply to this email as this address is not monitored. To cancel, or for any other questions or requests, please contact our Customer Service team: Online: [Customer Service Form]( Phone: 888-384-8339 (North America) 443-353-4519 (International) Mail: Money Morning | Attn: Member Services | 1125 N Charles Street | Baltimore, MD 21201 Fax: 410-622-3050 Our Customer Service team is available Monday - Friday between 9:00 AM and 5:00 PM ET. © 2022 Money Map Press. All Rights Reserved. Nothing in this email should be considered personalized financial advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed as personalized financial advice. We expressly forbid our writers from having a financial interest in any security recommended to our readers. All of our employees and agents must wait 24 hours after on-line publication or 72 hours after the mailing of printed-only publication prior to following an initial recommendation. Any investments recommended in this letter should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company. Protected by copyright laws of the United States and international treaties. This Newsletter may only be used pursuant to the subscription agreement and any reproduction, copying, or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of: Money Map Press. 1125 N Charles Street, Baltimore, MD 21201. [Website]( | [Privacy Policy]( | [Terms & Conditions](