Why I Won't Buy REIT ETFs

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  • Опубликовано: 29 ноя 2024

Комментарии • 83

  • @askjussi
    @askjussi  6 месяцев назад +5

    What do you think about REIT ETFs? What's your favorite?
    Thanks for all your support! All your "likes" are making a big difference and I appreciate it.
    ➡You can subscribe to our new non-REIT channel here: ruclips.net/channel/UC_Iyv_wKTtoc2-rucfO8hVQ

    • @Patrick-pv9pe
      @Patrick-pv9pe 6 месяцев назад

      RioCan is my favourite right now, and the price is great right now, buying as much as I can and re-investing the distributions.

    • @mikaschulman6123
      @mikaschulman6123 6 месяцев назад +1

      I share your opinion on REIT ETFs. I don't own any. I'm not a real estate professional, and also just an amateur investor, but still I think that I can pick REITs with both better growth prospects and higher relatively safe dividend yields, without taking more risk than I'm willing to than the average of all the REITs in the ETFs.

    • @viptravels1542
      @viptravels1542 6 месяцев назад

      Why don't you make an ETF with your picks?

    • @janshuster1426
      @janshuster1426 6 месяцев назад

      I agree about the passive ETFs but what do you think of RQI ?

  • @hansschotterradler3772
    @hansschotterradler3772 6 месяцев назад +8

    I'm pretty much an ETF investor with a focus on dividend and growth thereof (SCHD, DGRO, DIVO, JEPQ and JEPI). However, I cannot find any REIT ETFs that I like; none of them have a decent quality screener. Therefore, I hold individual REITs.

    • @askjussi
      @askjussi  6 месяцев назад

      Thanks for sharing your experience

    • @recycle_your_money
      @recycle_your_money 6 месяцев назад +1

      Im more ETF too. So I just chose IYR and sell covered calls on it as well to help with returns

    • @mp3llll
      @mp3llll 3 месяца назад

      From your list, what etf is preferred?

    • @hansschotterradler3772
      @hansschotterradler3772 3 месяца назад

      @@mp3llll depends what you want. JEPQ and SCHD makes a good combo with high yield, tech exposure, value exposure and dividend growth.

    • @mp3llll
      @mp3llll 3 месяца назад

      @@hansschotterradler3772 big thanks, I'm try to understand why this good, If you invested $11000 in SCHD, your yearly dividends would be $360.61
      For 360$ for 1100 this very low..

  • @davidwysocki1004
    @davidwysocki1004 6 месяцев назад +5

    Thanks, Jussi, for an excellent presentation on why REIT ETFs are not a good way to invest in REITs. I agree, and I have been a stock picker, especially of REITs, for the last 20 years. It has been a lot of work but it has been worth it and quite rewarding. Good stuff!

  • @troy4544
    @troy4544 6 месяцев назад +3

    Thanks for your advice! What do you think of RQI?

    • @askjussi
      @askjussi  6 месяцев назад +1

      I like it even less than VNQ. I am working on a video :)

  • @ericfrith6358
    @ericfrith6358 6 месяцев назад +2

    Thanks Jussi. Sharing this with my investment group.

    • @askjussi
      @askjussi  6 месяцев назад

      Thank you for your support! I appreciate it

  • @rishichikane97
    @rishichikane97 3 дня назад

    Difference between REIT and REIT ETF ???

  • @luksdoc
    @luksdoc 6 месяцев назад +8

    Aside from diversification benefits, ETFs are for people who don't know how to evaluate a business's fair value and future prospects. Being very good at buying good things at a discount is much more profitable than just dollar-cost-averaging into a bundle of things.

    • @MrChrisgabber
      @MrChrisgabber 6 месяцев назад +4

      Good luck stock picker.

    • @askjussi
      @askjussi  6 месяцев назад

      Yes, it makes sense for some investors

  • @katrinaewarak
    @katrinaewarak Месяц назад

    I have realty , EPR , Vici, NNN in portfolio and plan to buy crown castle when I have more money. Currently stocking up on realty and main capital.

    • @askjussi
      @askjussi  Месяц назад

      Thanks for sharing. That's a lot of net lease exposure :)

  • @international_dividend
    @international_dividend 6 месяцев назад

    These are all good points, Jussi. But let me ask - RNP seems concentrated in a few holdings, and pays a good dividend. You don't like it?

    • @askjussi
      @askjussi  6 месяцев назад +1

      I like it even less than VNQ

    • @international_dividend
      @international_dividend 6 месяцев назад

      @@askjussi Just came across your seeking alpha article on why you don't like REIT CEFs!

  • @rudygoofysrh
    @rudygoofysrh 6 месяцев назад +1

    Thank you for sharing.

    • @askjussi
      @askjussi  6 месяцев назад +1

      Thanks for your support!

  • @taterrhead
    @taterrhead 6 месяцев назад

    we are potentially into a TIME in financial markets where they are once again trending towards 'inefficient' since there is such a HUGE amount of 'passive' capital being thrown into ETFs (which are often already holding majority of assets at all time high prices) simply due to their low fees and ease of use. The nature of most of these ETFs then means the 'fund' has to turn around and keep buying those assets (usually Giant CAP stocks) in whatever sector they are benchmarking which further exasperates the cycle

    • @askjussi
      @askjussi  6 месяцев назад

      Yes and REITs are the most passively held sector of the financial market

  • @RabianskiT
    @RabianskiT 6 месяцев назад

    Nice explanation and great episode 💪

  • @asumandayican5607
    @asumandayican5607 2 месяца назад

    It would be interesting if someone who is selling his services to REIT investors recommends passive investing options for REITs. Just saying.

    • @askjussi
      @askjussi  2 месяца назад +1

      VNQ is a good choice for investors who want to be passive. But you can do better. That is my point.

  • @sagig72
    @sagig72 6 месяцев назад +1

    Thanks Jussi.

  • @Koreabrad
    @Koreabrad 6 месяцев назад

    What is your opinion on Blackrock's REM?

    • @askjussi
      @askjussi  6 месяцев назад +1

      I am not buying it.

    • @janshuster1426
      @janshuster1426 6 месяцев назад

      REM has been horrible for me !

    • @Koreabrad
      @Koreabrad 6 месяцев назад

      @@janshuster1426 It has been horrible for me too ever since COVID hit it has been a disaster. However, before Covid the performance was not bad. Since we are now heading into a more stable environment in the future with, hopefully, lowing interest rates, I am still holding on and hoping for a turn around.

    • @Koreabrad
      @Koreabrad 6 месяцев назад

      @janshuster1426 Was good before Covid but looks has been a disaster for the last 3-4 years. Hoping for an improved outlook in the future.

  • @Ali-Muscle
    @Ali-Muscle 5 месяцев назад +3

    REIT etfs are awesome !

    • @askjussi
      @askjussi  5 месяцев назад

      Not a bad option for passive investors

  • @travissorenson9554
    @travissorenson9554 4 месяца назад

    If rate cuts happen in September, then putting a lot of money in REITs will be a great idea. I, like many others right now, have a lot of money in a CD that matures slightly before the feds meet it September. I’m putting all of that in REITs

    • @askjussi
      @askjussi  Месяц назад

      I also think so.

  • @rosebravo9708
    @rosebravo9708 6 месяцев назад +2

    Thanks for the info!

  • @bodiandras
    @bodiandras 6 месяцев назад

    Hello Jussi! What do you think about my REIT portfolio? From biggest to smallest position: VICI, ABR, O, CCI, WPC, STAG. Will i beat the SP500 on the long run? Thank you!

    • @askjussi
      @askjussi  6 месяцев назад +2

      I like those names. Just not sure about ABR

  • @cesarerodriguezl9840
    @cesarerodriguezl9840 6 месяцев назад

    Excellent video 💪 totally agreed with every point you make… you should apply for a “value oriented reit etf” 👍👍👍 something like “SPGP reit etf” 😁

    • @askjussi
      @askjussi  6 месяцев назад +1

      It would include too much work that I am not interested in (legal, compliance, etc.)

  • @keeponkeepingon983
    @keeponkeepingon983 6 месяцев назад

    Don't you always say "don't invest for income/dividend yield is secondary"?

    • @askjussi
      @askjussi  6 месяцев назад +2

      That is a good point and I understand why it would lead to confusion. I am still seeking to earn a solid average yield from my portfolio, but you are correct that this is never the primary factor in my selection process

  • @СергейХриненко-к7в
    @СергейХриненко-к7в 6 месяцев назад

    Thank you

  • @LauraYoung-p3x
    @LauraYoung-p3x 2 месяца назад

    609 Maegan Forks

  • @AmazingGrace-s3k
    @AmazingGrace-s3k Месяц назад

    PEOPLE REITS IS THE BEST THING TO INVEST AND GROW DIVIDENDS AS UNLIKE NORMAL STOCKS THEY CHOOSE TO PAY DIVIDENDS BUT REITS THEY PAY NO TAX SO THEY HAVE TO PAY DIVIDENDS, REITS IS THE WAY TO CREATE A GOOD SOURCE OF INCOME. DO YOUR OWN RESEARCH IGNORE ALL THE NOISE,DONT LET NO ONE DECEIVE YOU .

  • @OrlandoMalcolm-j8n
    @OrlandoMalcolm-j8n Месяц назад

    392 Ruecker Garden

  • @SusanTaylor-w6e
    @SusanTaylor-w6e 2 месяца назад

    Jenkins Fords

  • @JamesArnold-g1v
    @JamesArnold-g1v 2 месяца назад

    Hills Brook

  • @SarahGomx
    @SarahGomx 3 месяца назад

    Lee Melissa Taylor John Hernandez Brian

  • @PriceBenedict
    @PriceBenedict Месяц назад

    Okuneva Shores

  • @BillyAdonis-y9e
    @BillyAdonis-y9e 2 месяца назад

    Flatley Skyway

  • @BrianHall-m4j
    @BrianHall-m4j 2 месяца назад

    Oran Plains

  • @AgnesArnold-d1o
    @AgnesArnold-d1o 3 месяца назад

    Clark Michelle Martinez Christopher Anderson Jason

  • @UrmiAktar-n1y
    @UrmiAktar-n1y 3 месяца назад

    Perez Mary Williams Donna Jones Sarah

  • @geraldcramer1975
    @geraldcramer1975 Месяц назад

    Rowena Roads

  • @ONeilPoppy-l1k
    @ONeilPoppy-l1k 2 месяца назад

    Miller Larry Gonzalez Sarah Lewis Paul

  • @SarahGomx
    @SarahGomx 3 месяца назад

    Jackson Helen Wilson Patricia Robinson Melissa

  • @CarolMartin-y4h
    @CarolMartin-y4h 2 месяца назад

    Winifred Ports

  • @YoungMerle-f6v
    @YoungMerle-f6v Месяц назад

    Brown Michael Anderson Kevin Miller Daniel

  • @CommonsVivian-w6p
    @CommonsVivian-w6p 2 месяца назад

    Gonzalez Patricia Davis Karen Johnson Eric

  • @FrankMartin-x3n
    @FrankMartin-x3n 2 месяца назад

    Tony Squares

  • @LucindaLinden-j8l
    @LucindaLinden-j8l Месяц назад

    Rhianna Junction

  • @LindaMartin-w4m
    @LindaMartin-w4m Месяц назад

    Kovacek Unions

  • @brookedodson2888
    @brookedodson2888 2 месяца назад

    Lewis Angela White Barbara Miller Dorothy

  • @ParisMoore-y7c
    @ParisMoore-y7c 2 месяца назад

    Oda Orchard

  • @EdieRuth-s2i
    @EdieRuth-s2i Месяц назад

    Eldon Run

  • @IslameRaihan
    @IslameRaihan 2 месяца назад

    Judah Summit

  • @SweetSamuel-q8i
    @SweetSamuel-q8i 2 месяца назад

    Tre View

  • @mitchrils
    @mitchrils 6 месяцев назад +1

    Man I’m early

  • @martingreenberg870
    @martingreenberg870 6 месяцев назад

    Jussi I’d like to ask you a tax question. I know you aren’t an account. My understanding is that REIT dividends are taxed at my individual tax rate. For some reason, REIT dividends aren’t considered long term capital gains. Are the REIT ETF’s dividends taxed at the long term capital gain rate?
    Mask On Nurse Marty (Ret)

    • @askjussi
      @askjussi  6 месяцев назад

      See my video on REITs and taxes. Thanks!

    • @janshuster1426
      @janshuster1426 6 месяцев назад +1

      Taxed at ordinary income tax rate in US

  • @smithcarrington952
    @smithcarrington952 2 месяца назад

    38731 Konopelski Roads

  • @SmollettBennett
    @SmollettBennett 2 месяца назад

    44264 Fahey Gateway

  • @GrayMalcolm-p4y
    @GrayMalcolm-p4y 2 месяца назад

    40434 Cody Vista