2 REITs That Could TRIPLE in 2025
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- Опубликовано: 28 сен 2024
- Today, we look at 2 REITs that could triple in 2025. These two real estate investment trusts are heavily discounted and have strong catalysts for upside. They are very risky but could be some of the best REITs to buy for 2025 for more aggressive investors. I include a few such speculative investments in my REIT portfolio. They are not as famous as Realty Income (O Stock) and other dividend stocks but could present a lot more upside potential. I mention Crown Castle (CCI), Vonovia (VNA), Branicks (BRNK), DIC Asset, Uniti Group (UNIT) and other REITs. 🎁You can access my entire REIT Portfolio by taking a 2-week free trial to my REIT newsletter, High Yield Landlord: www.high-yield...
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Important Disclaimer: I am long BRNK, UNIT and CCI. This video is impersonal and does not provide individualized advice or recommendations for any specific person. Viewers/readers should not make any investment decision without conducting their own due diligence and consulting their financial advisor about their specific situation. This video is for entertainment purposes only and you are responsible for your own investment decisions. The information is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. The opinions expressed are those of the publisher and are subject to change without notice. This RUclips channel is managed by Leonberg Research OÜ, a subsidiary of Leonberg Capital OÜ.
#reits #dividend #passiveincome
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What other REITs do you think still present significant upside potential? Let me know in the comment section.
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Jussi
MAA, EPR, WPC, BNL, BYG.L, O are still reasonably valued and can all easily grow 20-30% in valuation without having a big downside risk
Anyone buying the dip on Armada Hoffler (AHH)?
Na, looked interesting though.
Yes we are looking at it right now and may buy some. HYL members will receive a Trade Alert if we do.
Bought some shares today
What do you like about it?
As an American investor where and how can I buy Brnk?
Hey Jussi, do you think Hurricane Helene storming through the South-east will be an issue for AHH since they are so strongly located in that region being hit(Georgia, Virginia and North Carolina)? How does commercial real estate fare during natural disasters?
Insurance
How do you feel about SUI valuation post-short report?
I am still not buying the dip.
I feel stupid rn because I took an interest to uniti a month ago and hovered around the buy button before going elsewhere for being too afraid ahahah
Thanks, Jussi, for an interesting discussion on these two REITs.
My regret was not getting more. but thanks.
Whats wrong with o
Jussi, can you revisit Realty Income O in-depth again? many thanks
Sure!
BRNK volume is 927(!) shares a day according to yahoo. It would be impossible to sell position with such low trading volume even for a retailer investor.
I just checked multiple sources and the average daily volume is literally hundreds of thousands of shares
@@AfffS-oz5sd Thanks. Probably yahoo is not reliable source for non-US stocks.
You should have looked at shares outstanding, because issuing shares to pay off debt even when price is low might be whats going on.
No major share issuances here
If this is about braninck, they voted to issue shares at last shareholder meeting. Not sure what outcome was, but I sold at forehand.
Hi Jussi, what's your view on Community Healthcare Trust Incorporated (CHCT). Maybe you could make a video analysing this REIT? Thank you!
Jussi bringing the Uniti/Windstream tea... and I'm here for it XD
Uniti has been great for the past six months. Great to hear there may be more upside ahead 😊
Jussi, what do you think of 'Merlin properties' ? It is a Spain REIT that could be potential candidate for the International portfolio?
It is. I think that it is interesting. I just prefer other European names at this time. It is a REIT that I monitor actively. Thanks for mentioning it!
A few weeks ago Uniti Group secured a 20-year contract to support the expansion of AI-optimized data centers in Alabama, that's really positive. I have shares in Uniti and BRNK and I am holding for a few years at least.
Thanks for sharing!
Grüße aus dem Schwabenland (S)
With the interest cuts most of my REITs are actually outperforming my stocks
Yes they have done very well in the past months
I am glad I bought uniti when it was
2.75
Congrats!
Thoughts on debt for UNIT? Negative equity position hamper shareholder return?
The equity is positive. Balance sheet figures cannot be relied on due to non cash depreciation in the case of REITs
@@askjussi thanks!
The US OTC symbol for Branicks is DDCCF, Fidelity charged $50 for the trade
I buy it directly in Germany. Much lower fee
So use a real brokerage like IBKR?
lol no thanks, I used IBKR for a few years, their interface and software is crap
The thing to remember as UNITI transitions from a REIT to C corp is that that dividend is toast. You mentioned that it will allow them to “retain” their cash flow. The translation is that the dividend gets axed. I have been in and out of this over the years and also when it was a division of the old windstream. I have somehow managed to make a pretty good return on this on several occasions (more by luck than skill) I bought 4000 shares under 2 bucks and another 2500 shared at about 2.30. Not adding any more here, but watching it climb. I’m greedy, but not that greedy. It hits 10 bucks and I’m out the door. This is a lottery ticket, not an “investment”
I agree with you keith. I used to follow UNIT but got tired of its gyrations and adversarial relationship with Windstream.
@@davidwysocki1004 indeed! I used to hop in and out and make a few bucks out of the volatility. But I think this is my last roll of the dice with these guys. With any “luck” I will cash out with a nice gain and walk away. At least for the foreseeable future
That is a good thing in the case of UNIT. when you trade at 5x due to overleverage, you should fix that first to maximize value for shareholders. If you double that, it is a 100% return.
@@askjussi just sheer luck 🍀 hadn’t really been following it since the last time I had sold out of it. Saw it was trading down because of the merger. Watched it dip below 2 bucks like it was going out of business. Figured I would hop in since I had some free cash 💰 Honestly, was not expecting this to run up so much. Might take a little off the table and leave the rest since it would be free money. But I’m letting it ride at the moment. Blue tiger lives 🥳🥳🥳🥳
"high risk high reward" recommendations are indeed a sign of overheating market
I have to say that Branicks really seems to have a compelling risk-reward profile after a quick look ;)
It is time to become more selective
@@askjussi if I am not wrong, the worst case real book value is 800M, which is the actual 1400M minus 600M of subtracting 20% for the unsold real state portfolio (20% is the current discount to book of the last sold properties). That gives us a potential 5x revalorization from current levels at liquidation.
In normal conditions, this company would generate FFO of 40M (nice that they are so transparent about the maintenance CAPEX!) which would also align with a book value of 800M quite realistically.
Warehouses in Germany are more valuable assets than overseas, as the terrain and infrastructure access for them is much more scarce than in the US. Germany is also a logistics hub for the whole continent. I have to say that they have quite some exposure to automotive export activity (>10%), which is currently seeing heavy deinvesting.
Offices don't seem to be anything special, both for good or bad.
Being the main risk covenant violation due to excessive LTV, I don't see worse times ahead to deleverage than H1 2024 and the first six months of the year they managed OK.
@@askjussi ok, there is a caveat to my previous case. Actually they mainly liquidated logistics real estate in H1 2024 and even increased the office portfolio. The vacancy rate in the office portfolio also jumped from 8.6% to 9.7% since the end of 2023.
Probably the discount to book value should be increased further than 20%.
you need to do more follow-ups on prior REITs you shill (not just the ones that doubled or tripled and you 'magically' sold the TOP) ... review AHH again please
What REIT are you talking about? Also, I don't "shill" anything. I just share my research. You do not whatever you want with it.
I’m not gonna lie it’s been impressive how accurate this guy has been and I’m a complete asshole usually