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
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.
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.
@@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..
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!
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.
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
@@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.
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
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!
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
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 .
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)
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
RioCan is my favourite right now, and the price is great right now, buying as much as I can and re-investing the distributions.
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.
Why don't you make an ETF with your picks?
I agree about the passive ETFs but what do you think of RQI ?
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.
Thanks for sharing your experience
Im more ETF too. So I just chose IYR and sell covered calls on it as well to help with returns
From your list, what etf is preferred?
@@mp3llll depends what you want. JEPQ and SCHD makes a good combo with high yield, tech exposure, value exposure and dividend growth.
@@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..
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!
Thanks for your advice! What do you think of RQI?
I like it even less than VNQ. I am working on a video :)
Thanks Jussi. Sharing this with my investment group.
Thank you for your support! I appreciate it
Difference between REIT and REIT ETF ???
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.
Good luck stock picker.
Yes, it makes sense for some investors
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.
Thanks for sharing. That's a lot of net lease exposure :)
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?
I like it even less than VNQ
@@askjussi Just came across your seeking alpha article on why you don't like REIT CEFs!
Thank you for sharing.
Thanks for your support!
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
Yes and REITs are the most passively held sector of the financial market
Nice explanation and great episode 💪
It would be interesting if someone who is selling his services to REIT investors recommends passive investing options for REITs. Just saying.
VNQ is a good choice for investors who want to be passive. But you can do better. That is my point.
Thanks Jussi.
What is your opinion on Blackrock's REM?
I am not buying it.
REM has been horrible for me !
@@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.
@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.
REIT etfs are awesome !
Not a bad option for passive investors
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
I also think so.
Thanks for the info!
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!
I like those names. Just not sure about ABR
Excellent video 💪 totally agreed with every point you make… you should apply for a “value oriented reit etf” 👍👍👍 something like “SPGP reit etf” 😁
It would include too much work that I am not interested in (legal, compliance, etc.)
Don't you always say "don't invest for income/dividend yield is secondary"?
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
Thank you
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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 .
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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)
See my video on REITs and taxes. Thanks!
Taxed at ordinary income tax rate in US
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