# Small Caps and REITs Replace Big Tech

Page: https://stenobird.com/podcast/trail-boss-radio-ai-tech-digital-independence-7780171/small-caps-and-reits-replace-big-tech
Text version: https://stenobird.com/podcast/trail-boss-radio-ai-tech-digital-independence-7780171/small-caps-and-reits-replace-big-tech.md
Podcast: [Trail-Boss Radio: AI, Tech & Digital Independence](https://stenobird.com/podcast/trail-boss-radio-ai-tech-digital-independence-7780171)
Published: 2026-07-10T18:05:12+00:00
Episode link: https://johnsondanny866.podbean.com/e/small-caps-and-reits-replace-big-tech/
Audio file: https://mcdn.podbean.com/mf/web/ggtbgj28tr4d8ysa/Small_Caps_and_REITs_Replace_Big_Tech.mp3
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JSON: https://stenobird.com/v1/public/podcasts/trail-boss-radio-ai-tech-digital-independence-7780171/episodes/small-caps-and-reits-replace-big-tech
Duration seconds: 1220

## Resource

Can Small Caps and REITs Replace Big Tech? For years, Big Tech has dominated the stock market. Companies like the technology giants have driven much of the growth in major indexes, leaving many investors wondering: What happens if the next chapter belongs to someone else? In this episode of Trail Boss Radio, we explore whether small-cap companies and net lease REITs could play a larger role in a diversified portfolio if market leadership broadens beyond today's biggest technology companies. This isn't about predicting the future. It's about understanding how different parts of the market take turns leading over time. Using simple, Third Grade explanations, the Trail Boss walks through why small-cap companies are often associated with future growth, while net lease REITs focus on generating dependable income from commercial real estate. Most importantly, we discuss why successful investing isn't about replacing one investment with another. It's about understanding the different jobs each investment performs. In this episode, you'll learn: Why Big Tech has been such a powerful force in recent years. What small-cap companies are and why investors watch them. How net lease REITs generate income. Why different sectors often lead the market during different periods. How diversification can reduce dependence on any single part of the market. Why building a balanced portfolio is often more important than chasing the current market leader. How the Trail Boss evaluates investments based on purpose rather than popularity. This episode continues the Trail Boss Guide to Ownership, documenting one person's public journey through ETFs, dividend investing, REITs, entrepreneurship, AI, and financial independence. Around the Ranch, every investment has a job. Some are built for growth.…

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## Transcript

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