I have been buying O. My yield is just under 6%. I have bought and sold it a few times in the past. I have bought 110 shares in the past 60 days & plan on keeping this time.
All 7 of my stocks are REITs: Agree Realty (ADC) Gladstone Investment (GAIN) Gladstone Land (LAND) Main Street (MAIN) Realty Income (O) Phillips Edison (PECO) Stag Industrial (STAG)
People should really consider jumping aboard the reit train before interest rate cuts come and these reits skyrocket! My personal opinion on what I see happening, I hold EXR Extra Space Storage and see it paying off well for me into the future!
Love the REITs. O is my portfolio's largest position at 7.30%, VICI is #12 in the portfolio at 2.50%, ADC has the #14 position at 2.32%. NADA on PLD, ARE, EXR, AAT, SLG, CCI, NNN or MAA. I'm happy with the holdings and weight of each in my IRA. My taxable growth portfolio has absolutely no Real Estate exposure and I like the self-storage space, which would take care of the real estate exposure and not duplicate what I have in the IRA. I also have Arbor Realty and STAG in my IRA. Alway look forward to the content. Do you have any livestreams coming up or am I missing those?
Hey Mark thank you for the great video. I was curious if you could tell me what site you used for each of the REIT's portfolio list that you showed on this video?
Thanks, Mark, for an excellent video presentation on these ten REIT investment candidates. I own six of your ten candidates but do not currently own AAT, CCI, EXR and MAA. Good stuff!
Well, 2024 is in 2wks and things are not improving. I'm looking at high-yield dividend stocks. Selling 200k worth of equities is stupid without reinvesting it. I might turn to cash soon if I don't invest it. Any particulars? (Buying bonds or CDs is not for me)
Don't get any such ideas. If I were you, I would bother less and buy gold and bitcoin. There are more institutional investors in long bonds than individuals and they are all relinquishing their long term holdings.
I agree, while higher interest rates increase bond yields, they also hurt long-term bondholders who can't wait for their bonds to mature. IMO You are better off for next 5 years by buying the dip now.
These institutions want to hold your money for the longest in the worst bond bear market in history. Do not subscribe. Look for alternatives to keep passive income coming. I think the commodities market is looking good, but consult with a planner like I do before putting your money into these markets.
I am new to alternate investing, bonds were sold off, now this pump and dump scheme by the fed. What other alternatives have you tried that bring you passive income?
0:01 I consult with a NY advisor, monicamary strigle is well renowned among my colleagues at work as a fixed income strategist and market analyst with an unorthodox approach to investing. With over 130% in gains this past year check out her resume you can bank on mere suggestions from monica.
Think about it - over time, REITs investments have the power to outpace inflation, ensuring that your money retains its value and even grows while using a certified financial advisor which is a strategic move to build wealth and create a financial safety net.
I don't think I need a finance advisor. I can manage my own money and investments. I don't want to pay someone else to tell me what to do with my hard-earned cash.
I used to think like you. I thought I knew enough about finance and investing to handle everything myself. But then I realized that I was spending too much time and energy on researching, analyzing, and monitoring my finances. I was also overwhelmed by the amount of information and options available. I decided to hire a finance advisor and it was one of the best decisions I ever made. They saved me a lot of time and money, and gave me peace of mind.
Insightful. I might actually need some advice on how to rebuild my portfolio and develop successful market tactics. Where can I find such professional financial advisor?
I currently have ARE, AMT, CCI, EPRT, NNN, VICI and WPC. I would like to add 2-3 more, but Data Centers are expensive (compared to other REITs), Residential sector is slippery (some upcoming legislation might harm those REITs) and Storage is oversaturated (at least in the US). But I will definitely keep watching your videos for INSPIRATION 😊
It's highly misleading to say that Vici Properties collected 100% of their rent during the worst of the pandemic. This factoid dates to May 2020! Yes, Vici's revenue increased during the pandemic from so called "sales-type and direct financing leases". This is because the other companies were in such financial distress that they had to sell themselves to Vici. Vici now owns nearly all the Las Vegas Strip, so this is something they cannot repeat! That's why in spite of brilliant maneuvering, the stock still yields over 5%.
Which of these REITs do you like best? Looking to work with me 1 on 1 to learn more about investing and how you can become your own money manager? Look into my 6-week Investing Accelerator corse go.roussinfinancial.com/evaluation
70 percent of core inflation was the greediest attack by funds cornering the residential housing market. Should outlaw funds purchase of already standing structures if they want to invest make them build it not take inventory from renters and mom and dad ordinary people shouldn't have to compete with a fund to purchase a home.
Wealth/Success is dependent on the action or steps you take to achieve it. Show me a man who doesn't have an investment and I will tell you how soon he'll go broke. Investment is building a safe haven for the future: with the right choices of investment that has minimum risk and with an Expert guidance, profit and interest should be guaranteed
It's truly great to see the name Marc Darius Messer mentioned here. I have immensely earned working with him and I'm truly happy with my decision to work with him because he has proven to be the most reliable Financial consultant to work with
Having worked with Marc Darius Messer for 3 years, I have come to realize that a dream doesn't become reality through magic; it takes sweat, determination, hard work and that all our dreams can come true if we have the courage to pursue them.
dont get greedy....seriously stop while your ahead. i do not support your dishonest living. it is despicable sitting in an internet cafe while the rest of your community daily works so hard for so little. and from what i understand you have never been to north america. you are cruel and crafty to impersonate from behind a computer with the aim of massive fraud.. you must know that the usa is not a perfect pristine suburb. many here are as close to having no food for dinner after missing some work as a laborer in western africa is. stealing and fraud is always morally wrong. you are manipulating and defrauding vulnerable elderly folks. in a way that is even more shameful than a standard armed robbery of a shop. that grandma from south carolina that you easily and quickly cheated out off 43 thousand usa dollars ...well her grand sons are very pissed and you are in their sights. one grandson is a sheriff an hour drive away while the youngest grandson is a member of a powerful gang he joined while doing his grevious bodily assult sentence in the state penitentiary. i do not wish violence on anyone....however it is not my decision to make. i do not know that family very well but they have always had a reputation. people wouldnt steal from their cars and police never gave them a ticket for speeding. i know you have never done this in your internet scamming career but you may want to consider returning gradmas money. i am only a pacifist and see this as the best way to prevent serious violence occuring due to your internet fraud. i know you are thousands of miles away but that will not fully protect you. payback is coming. return what you cheated from her to avoid a dangerous meeting with the youngest grandson or the national police coming for you at the behest of the older grandsons vast law enforcement network overseas.
When you do the analysis why not talk about how much debt the company has? Why not talk about free cash flow? It seems like there is a lot of deference to analysists and their projections but projections by anyone don’t carry much weight right? To me if a company has a ton of debt and real tight profit margins that would suggest they may not be able to sustain dividend growth and may have to cut. On the other hand if they have a 20 to 30 year history of paying dividends and increasing that is significant. And of course REITs by law have to pay out…is it 90% of their profits??
This is a high level video otherwise 10 REITs going into detail like that would take an hour. I will try and do some breakdown videos were I go into much more detail like that. FCF is the biggest factor when it comes to dividend safety. Yes, 90% of TAXABLE INCOME is to be paid out to shareholders.
Good afternoon, I am really enjoying your videos! I am a new investor and am in a dynamic Investment Club with a group of friends that meets monthly. We are always looking for great education. I’m wondering if you would be interested in visiting our club over zoom to talk to us? Our most recent education request is around REITS and you are the Man on these! Would you be interested in being our guest speaker to educate us about REITS at a meeting in the future?
1:52 O - Monthly
3:56 VICI - Quarterly
5:38 ADC - Monthly
7:35 PLD - Quarterly
9:50 ARE - Quarterly
11:44 EXR - Quarterly
11:43 AAT - Quarterly
16:00 CCI - Quarterly
17:45 MAA - Quarterly
19:15 NNN - Quarterly
Mark's videos are always well prepared, and do not waste the viewers' time.
I have been buying O. My yield is just under 6%. I have bought and sold it a few times in the past. I have bought 110 shares in the past 60 days & plan on keeping this time.
Great list! I am very new to REITs, but do already own several of these in my Roth IRA!
All 7 of my stocks are REITs:
Agree Realty (ADC)
Gladstone Investment (GAIN)
Gladstone Land (LAND)
Main Street (MAIN)
Realty Income (O)
Phillips Edison (PECO)
Stag Industrial (STAG)
Main is not a reit
MAIN and GAIN are BDCs. Great companies but not REITs
People should really consider jumping aboard the reit train before interest rate cuts come and these reits skyrocket! My personal opinion on what I see happening, I hold EXR Extra Space Storage and see it paying off well for me into the future!
Love the REITs. O is my portfolio's largest position at 7.30%, VICI is #12 in the portfolio at 2.50%, ADC has the #14 position at 2.32%. NADA on PLD, ARE, EXR, AAT, SLG, CCI, NNN or MAA. I'm happy with the holdings and weight of each in my IRA. My taxable growth portfolio has absolutely no Real Estate exposure and I like the self-storage space, which would take care of the real estate exposure and not duplicate what I have in the IRA. I also have Arbor Realty and STAG in my IRA. Alway look forward to the content. Do you have any livestreams coming up or am I missing those?
Thank you for sharing this information, very educational
All in on O! Also have WPC.
My IRA includes O and NNN. I have recently added Prologis, VICI, more O NNN, and Alexander to my trading account.
Solid REITs you own there for the long-term
Hey Mark thank you for the great video. I was curious if you could tell me what site you used for each of the REIT's portfolio list that you showed on this video?
I got O, SRC, and EXR right now.
I love AMT & REALTY INCOME ❤
Thanks, Mark, for an excellent video presentation on these ten REIT investment candidates. I own six of your ten candidates but do not currently own AAT, CCI, EXR and MAA. Good stuff!
Awesome! Thanks for watching David!
I own DEA, because I like having the federal government as a tenant. PSTL has the postal service as its main tenant.
How do you feel about Arbor Realty Trust
VNQ with O, LAND, GLAD, SLG, NLY, STAG, ABR, ADC and ORC
Are these companies in order from top to least
Just want to ask your opinion on AMT.. I started investing in AMT since 2021.
so whats gonna be worst reit of 2024 mpw?
Great REITs! Buying almost all from the list. I prefer HIW instead of AAT for office exposure.
I have been loading up on o Adc and vici
Great list ! I wish CPT were in the the list.
I don't have all these Reits, but all the Reits i got are in your list, except WPC
Great video. Any particular reason you like VICI more than Realty Income?
Faster growth, faster dividend growth, strong portfolio. Both are solid, O is more in that mature stage though
Thanks Mark for your excellent presentation, O, VICI,
what do you think about WPC?
Where is wpc and spg??
Thank you for this video.
MAA has problems with high supply in its markets which is suspected to peak in Q2 24, i rather wait. Rather go with EQR or Essex.
Well, 2024 is in 2wks and things are not improving. I'm looking at high-yield dividend stocks. Selling 200k worth of equities is stupid without reinvesting it. I might turn to cash soon if I don't invest it. Any particulars? (Buying bonds or CDs is not for me)
Don't get any such ideas. If I were you, I would bother less and buy gold and bitcoin. There are more institutional investors in long bonds than individuals and they are all relinquishing their long term holdings.
I agree, while higher interest rates increase bond yields, they also hurt long-term bondholders who can't wait for their bonds to mature. IMO You are better off for next 5 years by buying the dip now.
These institutions want to hold your money for the longest in the worst bond bear market in history. Do not subscribe. Look for alternatives to keep passive income coming. I think the commodities market is looking good, but consult with a planner like I do before putting your money into these markets.
I am new to alternate investing, bonds were sold off, now this pump and dump scheme by the fed. What other alternatives have you tried that bring you passive income?
0:01 I consult with a NY advisor, monicamary strigle is well renowned among my colleagues at work as a fixed income strategist and market analyst with an unorthodox approach to investing. With over 130% in gains this past year check out her resume you can bank on mere suggestions from monica.
It's hard to predict this, but increased caution might lead to some adjustments in the market.
I completely agree
Think about it - over time, REITs investments have the power to outpace inflation, ensuring that your money retains its value and even grows while using a certified financial advisor which is a strategic move to build wealth and create a financial safety net.
I don't think I need a finance advisor. I can manage my own money and investments. I don't want to pay someone else to tell me what to do with my hard-earned cash.
I used to think like you. I thought I knew enough about finance and investing to handle everything myself. But then I realized that I was spending too much time and energy on researching, analyzing, and monitoring my finances. I was also overwhelmed by the amount of information and options available. I decided to hire a finance advisor and it was one of the best decisions I ever made. They saved me a lot of time and money, and gave me peace of mind.
Insightful. I might actually need some advice on how to rebuild my portfolio and develop successful market tactics. Where can I find such professional financial advisor?
STAG didn’t make the list? Surprised. It’s a good E commerce stock I think.
Why not ABR?
Great stuff as always!🙏
Thanks for this video
Bought ABR a little over 12 bucks
Lucky Bastard 😂
Good channel!!
I sometimes disagree with you Mark, but you’re just getting TOO GOOD with this stuff 😆
I currently have ARE, AMT, CCI, EPRT, NNN, VICI and WPC.
I would like to add 2-3 more, but Data Centers are expensive (compared to other REITs), Residential sector is slippery (some upcoming legislation might harm those REITs) and Storage is oversaturated (at least in the US).
But I will definitely keep watching your videos for INSPIRATION 😊
PS. I missed the chance to buy PLD at ~$100 per share. I definitely regret that 😩 It doesn’t look like a bargain anymore…
Hi Mark, love the analysis videos! Can you do a video of the likes of stwd and nly?
Thank you!
It's highly misleading to say that Vici Properties collected 100% of their rent during the worst of the pandemic. This factoid dates to May 2020! Yes, Vici's revenue increased during the pandemic from so called "sales-type and direct financing leases". This is because the other companies were in such financial distress that they had to sell themselves to Vici. Vici now owns nearly all the Las Vegas Strip, so this is something they cannot repeat! That's why in spite of brilliant maneuvering, the stock still yields over 5%.
Hey Mark , really nice video! I was wondering if I could help you enhance Editing in your videos and also make highly engaging Short Videos for you ?
Pls analyze PSA IRM EQit
I like O, VICI and MPW
Which of these REITs do you like best?
Looking to work with me 1 on 1 to learn more about investing and how you can become your own money manager? Look into my 6-week Investing Accelerator corse go.roussinfinancial.com/evaluation
Stwd
I have O, VICI, PLD and AMT. I prefer AMT than CCI for its international exposure and its higher growth Coresite data center segment
O,ABR
O, STAG, XLRE, and REM
@@kurniawanms2❤
FRT not a consideration?
Question: Did you put this in the order you like the REITS?
good selection, liked most of them, I think Camden and WPCarey could be added to your list
I like my hat in a deep green with black letting please.
If you like VICI you might like GTY. 6.11%
👍 Hudson Pacific ? Best regards from Germany !
70 percent of core inflation was the greediest attack by funds cornering the residential housing market.
Should outlaw funds purchase of already standing structures if they want to invest make them build it not take inventory from renters and mom and dad ordinary people shouldn't have to compete with a fund to purchase a home.
Wealth/Success is dependent on the action or steps you take to achieve it. Show me a man who doesn't have an investment and I will tell you how soon he'll go broke. Investment is building a safe haven for the future: with the right choices of investment that has minimum risk and with an Expert guidance, profit and interest should be guaranteed
It's truly great to see the name Marc Darius Messer mentioned here. I have immensely earned working with him and I'm truly happy with my decision to work with him because he has proven to be the most reliable Financial consultant to work with
Having worked with Marc Darius Messer for 3 years, I have come to realize that a dream doesn't become reality through magic; it takes sweat, determination, hard work and that all our dreams can come true if we have the courage to pursue them.
I usually consult Marcus Aurelius, Jeff Bezos or Elon Musk.
dont get greedy....seriously stop while your ahead. i do not support your dishonest living. it is despicable sitting in an internet cafe while the rest of your community daily works so hard for so little. and from what i understand you have never been to north america. you are cruel and crafty to impersonate from behind a computer with the aim of massive fraud..
you must know that the usa is not a perfect pristine suburb. many here are as close to having no food for dinner after missing some work as a laborer in western africa is. stealing and fraud is always morally wrong. you are manipulating and defrauding vulnerable elderly folks. in a way that is even more shameful than a standard armed robbery of a shop.
that grandma from south carolina that you easily and quickly cheated out off 43 thousand usa dollars ...well her grand sons are very pissed and you are in their sights. one grandson is a sheriff an hour drive away while the youngest grandson is a member of a powerful gang he joined while doing his grevious bodily assult sentence in the state penitentiary. i do not wish violence on anyone....however it is not my decision to make. i do not know that family very well but they have always had a reputation. people wouldnt steal from their cars and police never gave them a ticket for speeding.
i know you have never done this in your internet scamming career but you may want to consider returning gradmas money. i am only a pacifist and see this as the best way to prevent serious violence occuring due to your internet fraud. i know you are thousands of miles away but that will not fully protect you. payback is coming. return what you cheated from her to avoid a dangerous meeting with the youngest grandson or the national police coming for you at the behest of the older grandsons vast law enforcement network overseas.
BOT
This is a good video. Thank you. I just scheduled a call with you.
When you do the analysis why not talk about how much debt the company has? Why not talk about free cash flow? It seems like there is a lot of deference to analysists and their projections but projections by anyone don’t carry much weight right? To me if a company has a ton of debt and real tight profit margins that would suggest they may not be able to sustain dividend growth and may have to cut. On the other hand if they have a 20 to 30 year history of paying dividends and increasing that is significant. And of course REITs by law have to pay out…is it 90% of their profits??
This is a high level video otherwise 10 REITs going into detail like that would take an hour. I will try and do some breakdown videos were I go into much more detail like that. FCF is the biggest factor when it comes to dividend safety. Yes, 90% of TAXABLE INCOME is to be paid out to shareholders.
Good afternoon, I am really enjoying your videos! I am a new investor and am in a dynamic Investment Club with a group of friends that meets monthly. We are always looking for great education. I’m wondering if you would be interested in visiting our club over zoom to talk to us? Our most recent education request is around REITS and you are the Man on these! Would you be interested in being our guest speaker to educate us about REITS at a meeting in the future?
Best REIT ETF?
Vanguard. 100%
It's your channel... Why don't YOU tell ME which one you like best!