Thanks for your informative vidéos. I am French and based in France, and recently heard about REITS. Your vidéos have been super helpful, thanks you much.
I like me some REIT's, too. O, STAG, MPW - 2 high quality, decent yield monthly paying REIT's and 1 with a higher yield in a growth area. Currently adding to all three.
Top REITs of mine are Realty Income with over 100 shares worth, STAG Industrial and Store Capital, both of which I continue to dollar cost average into... REITs are solid investments for our high inflationary times..
@@MarkRoussinCPA thank you for the reply sir. I have a question, do you know of any websites that compare the real estate compositions between different REITs to see how much overlap there is? For example, for stocks theres a website called ETFRC, and I can compare 2 different etfs to compare sector and company overlap, but it doesnt allow for reit comparison
Webull must have a big budget for youtube creators...I have heard tons of channels promoting the Webull app. I read the reviews of webull. I read that the service is not good. Webull has hidden fees, has laggy technogy and users are saying that they cant withdraw their money. Its sad that youtube creators are not selective about products they attach their brand ...its all about the dollar with creators ...sad
you generate more income by investing in individual reits..my goal is to use dividends from my high yield cefs/etfs/etns to buy individual reits and bdcs making an income producing machine
@@zkkzkzkzm155 i have Facebook.. add me there...i always update how i do on my portfolio...i do trade a lot to preserve capital, lock in profits and take advantage of high yield income funds. i dont just buy and hold...i buy low, do my best to sell for more than I purchased an asset for and move on to other high yield opportunities with capital preservation my #1 goal, $2 income my 2nd goal, and capital appreciation my 3rd goal so that you have more money to buy more high yield funds
Have the same impression. Honest question, why do people love Realty Income so much when the yield is low and dividend growth is much lower than inflation?
SPG trading at a VERY reasonable valuation right now IMO and have owned WPC for a little while now. Like what they have going over there with a big portion of their leases tied to CPI, which should be a tailwind for the REIT moving forward plus there push into more of a warehouse REIT. Thanks for watching!
I like investing in REITs by investing in close-end funds that are inexpensive and pay monthly dividends. You can buy and sell these funds like stocks on the stock market but remember to reinvest the dividends. Three close-end funds that I like are NRO, AWP and IGR.
REITs at the end of the day are real estate. To anyone not familiar with real estate, improvements (the building etc.) depreciate over time. At the end of the day, its the increased value of the land of whatever you might be buying that matters. Real estate is also especially sensitive to higher interest rates which puts upward pressure on cap rates. Real estate is a different animal than other investments and anyone who considers buying REITs should read about how properties are actually valued individually rather than how REITs are valued. As for looking at the past performance, just be cautious.
IMO when we discuss REITS, it would be more useful to also discuss prospects of capital appreciation. With the impending recession, the value of properties owned by REITs may fall, thereby causing a reduction in the market value of REIT ETFs. Does it make sense?
Absolutely, but the underlying properties are held long-term with long-term leases. A real Estate crisis would obviously have a negative impact, but I do not see that happening. A recession will undoubtedly impact the tenants, so the closer thing to watch when it comes to REITs in times of a slowdown in the economy is rent collections. This is similar to what we were doing during the pandemic.
@@tommyt4188 I agree PINE & EPRT should have very good growth ahead of them. I’m trying to decide what to do with my STOR money and I haven’t committed yet but I’m thinking of splitting it up evenly between PINE EPRT VICI CUBE.
I would go with O. Realty income has raised its dividend for 27 straight years and paid a dividend for 53 years without a reduction. PLDs dividend is quite a bit lower and they drastically cut their dividend in the 2008 financial crisis.
Hi Mark, awesome video on the 3 must have REITs. I am new to investing in REITs and appreciate your knowledge. Your video and comments from others are instrumental in helping me better understand REIT investing and where to start.
Awesome, thank you for the kind words. Exactly why I do what I do, to help others along the way. Feel free to reach out directly also if you have specific questions.
Is this true? If in 1990, when I go to college, I used that tuition of $50k to buy Public Storage stocks at $6.60 a share, then today, I am getting usually $8 back per year dividend per share... that means I am getting $60.6k per year just for dividend... that means I can retire right now... instead of using that college degree to work for rich people to get a salary and live paycheck to paycheck until I die
Funny you mention PINE, I actually just wrote an article on them. Much smaller REIT then its larger competitors like STOR NNN, or O, but solid portfolio nonetheless. NTST is a smaller net lease REIT I am looking more closely at.
I own some Duke Realty (DRE). I like the fact that it is a S&P 500 company and it's inexpensive. And IIRC, DRE was acquired by Prologis (PLD). And we will receive 0.475 shares of PLD, for every share of DRE owned. Please correct me if I'm wrong.
I am assuming you are speaking of FPI, and if so, that REIT looks VERY intriguing. Not in it at the moment, but there NAV has been rising at a strong clip
What are your TOP REIT holdings?
all of them!
Ltc, stag, doc
@@joeythate9049 nice REITs there! Thank you for watching!
3,600 shares of Realty Income.... I will never sell
@@TwinJalanugraha Sizable position right there! GREAT for you and your MONTHLY dividends.
Thanks for your informative vidéos. I am French and based in France, and recently heard about REITS. Your vidéos have been super helpful, thanks you much.
Greetings! Thank you for watching and for the great feedback!
I like me some REIT's, too. O, STAG, MPW - 2 high quality, decent yield monthly paying REIT's and 1 with a higher yield in a growth area. Currently adding to all three.
A few solid REITs right there. You can never go wrong with O
100% in the big O. If it fails, I’m fucked.
Top REITs of mine are Realty Income with over 100 shares worth, STAG Industrial and Store Capital, both of which I continue to dollar cost average into... REITs are solid investments for our high inflationary times..
Absolutely, REITs are great to have some exposure to. Some high-quality names you own as well in O, STAG, and STOR. Thanks for watching!
With store being bought out I sold, looking for a replacement. I really liked STOR
Thanks for the insight. I will be looking into all these REITS
Thanks Mark
Really nice video. Added PLG to my reit profile, and added STOR to my watchlist.
Thank you for watching! Recently added to PLD as well.
@@MarkRoussinCPA thank you for the reply sir. I have a question, do you know of any websites that compare the real estate compositions between different REITs to see how much overlap there is?
For example, for stocks theres a website called ETFRC, and I can compare 2 different etfs to compare sector and company overlap, but it doesnt allow for reit comparison
@@shroud4269 Unfortunately I do not, sorry
Webull must have a big budget for youtube creators...I have heard tons of channels promoting the Webull app. I read the reviews of webull. I read that the service is not good. Webull has hidden fees, has laggy technogy and users are saying that they cant withdraw their money. Its sad that youtube creators are not selective about products they attach their brand ...its all about the dollar with creators ...sad
What about AGNC is it a good reit or a bad one ?
Thanks but I will stick with MPW
WSR, GAIN, SCM
XLRE
Realty income
Plg
Public storage
To be honest, I am not comfortable to own individual REITs. I prefer REITs ETFs though. More diversification.
you generate more income by investing in individual reits..my goal is to use dividends from my high yield cefs/etfs/etns to buy individual reits and bdcs making an income producing machine
@@michaelgordon3241 What do you think about MORT? An REITs ETF
@@michaelgordon3241 do you have an Instagram I want to pick your brain about certain things?
@@zkkzkzkzm155 i have Facebook.. add me there...i always update how i do on my portfolio...i do trade a lot to preserve capital, lock in profits and take advantage of high yield income funds. i dont just buy and hold...i buy low, do my best to sell for more than I purchased an asset for and move on to other high yield opportunities with capital preservation my #1 goal, $2 income my 2nd goal, and capital appreciation my 3rd goal so that you have more money to buy more high yield funds
What about STAG?
Solid REIT trading at a nice valuation right now.
What about the very high P/E of Realty Income? How can we analyse reits ?
When it comes to REITs you do not want to look at P/E, instead you want to focus more on FFO and AFFO
What's the best platform to invest in REITs? Are there REIT specific platforms or can I invest via Webull, Fidelity, etc?
I know you can on Robinhood. If you looking for long term research m1 finance that’s what I use
WeBull and Fidelity are fine
ORC?
these 3 reits have very low YIELD. How do you justify the bennefits of investing in those?
Have the same impression. Honest question, why do people love Realty Income so much when the yield is low and dividend growth is much lower than inflation?
O, OHI, MPW, Store
Solid REITs right there! I own all of those except OHI.
It appears you are not a fan of covered calls options ETFs.
I actually utilize covered calls and selling puts on my own.
@@MarkRoussinCPA I meant covered calls options ETFs like QQQX or JEPI or XYLD
Anybody into slg?
My top REIT holdings: Agree Realty Corp, Realty Income Corp, Simon Property Group Inc, WP Carey Inc & AGNC Investment Corp..👍👍
SPG trading at a VERY reasonable valuation right now IMO and have owned WPC for a little while now. Like what they have going over there with a big portion of their leases tied to CPI, which should be a tailwind for the REIT moving forward plus there push into more of a warehouse REIT. Thanks for watching!
I like investing in REITs by investing in close-end funds that are inexpensive and pay monthly dividends. You can buy and sell these funds like stocks on the stock market but remember to reinvest the dividends. Three close-end funds that I like are NRO, AWP and IGR.
Realty income, Vici and Stag for me
ALL really solid REITs
MPW is healthcare REIT.
gOat 🐐
REITs at the end of the day are real estate. To anyone not familiar with real estate, improvements (the building etc.) depreciate over time. At the end of the day, its the increased value of the land of whatever you might be buying that matters. Real estate is also especially sensitive to higher interest rates which puts upward pressure on cap rates. Real estate is a different animal than other investments and anyone who considers buying REITs should read about how properties are actually valued individually rather than how REITs are valued. As for looking at the past performance, just be cautious.
My top REITs in my portfolio are monthly payers: ADC EPR O PECO. Thanks for the vid!
Awesome, thanks for sharing! Have not looked a lot into PECO in the past.
IMO when we discuss REITS, it would be more useful to also discuss prospects of capital appreciation. With the impending recession, the value of properties owned by REITs may fall, thereby causing a reduction in the market value of REIT ETFs. Does it make sense?
Absolutely, but the underlying properties are held long-term with long-term leases. A real Estate crisis would obviously have a negative impact, but I do not see that happening. A recession will undoubtedly impact the tenants, so the closer thing to watch when it comes to REITs in times of a slowdown in the economy is rent collections. This is similar to what we were doing during the pandemic.
OPI
I love REITs
I own VICI MPW O STAG STOR PINE EPRT DLR CUBE WPC IRM ABR
We share quite a few names there! Nice group of REITs you have.
PINE and EPRT seem to have good future growth, what do you think? I was planning to replace it in STORE after the acquisition of the latter
@@tommyt4188
I agree PINE & EPRT should have very good growth ahead of them. I’m trying to decide what to do with my STOR money and I haven’t committed yet but I’m thinking of splitting it up evenly between PINE EPRT VICI CUBE.
Good breakdown- now Black Rock and Vanguard REITS
VICI all day!
My largest REIT holding. They have performed quite well of late and have a wide moat. Thanks for watching and commenting!
I recently bought O and ADC.
Nice, 2 solid REITs. Thanks for watching!
My big 3 are O, MPW, & VICI
Own the same 3 myself! MPW looks very intriguing at current levels.
MPW n agnc- fantastic!
Is PSTG a good REIT to invest in?
I'm trying to decide on a REIT to add to my ROTH so thank you for this video. I'm thinking PLD or O.
I would go with O. Realty income has raised its dividend for 27 straight years and paid a dividend for 53 years without a reduction. PLDs dividend is quite a bit lower and they drastically cut their dividend in the 2008 financial crisis.
@@davesworldview5455 Thank you for your insight.
What do you think about MORT, a REIT ETF?
Very surprised stag and mpw weren’t in this mix since I’d lean toward them than Publix storage and PLD just due to dividend yield
I am being careful with MPW but do like STAG as well
Hi Mark, awesome video on the 3 must have REITs. I am new to investing in REITs and appreciate your knowledge. Your video and comments from others are instrumental in helping me better understand REIT investing and where to start.
Awesome, thank you for the kind words. Exactly why I do what I do, to help others along the way. Feel free to reach out directly also if you have specific questions.
Thank you
Is this true? If in 1990, when I go to college, I used that tuition of $50k to buy Public Storage stocks at $6.60 a share, then today, I am getting usually $8 back per year dividend per share... that means I am getting $60.6k per year just for dividend... that means I can retire right now... instead of using that college degree to work for rich people to get a salary and live paycheck to paycheck until I die
Great Video, Great well explained information.
Thank You
Thank you for watching!
VNQ, O, STAG
I own $AMT $MAA $PLD
Good mix among industries there! Nice work!
@@MarkRoussinCPA I forgot to add $EXP
What's your thoughts on Pennant floating reit
PLD seems like great value atm.
Especially after the drop off this year
What about EPRT and PINE?
Funny you mention PINE, I actually just wrote an article on them. Much smaller REIT then its larger competitors like STOR NNN, or O, but solid portfolio nonetheless. NTST is a smaller net lease REIT I am looking more closely at.
@@MarkRoussinCPA NTST
it's very interesting, the only point is on the zero growth of the dividend in 2 years
@@tommyt4188 Not yet, but then again, they have only been a public company for 2yrs
Insightful
Glad you enjoyed it, thanks for watching!
I own some Duke Realty (DRE). I like the fact that it is a S&P 500 company and it's inexpensive. And IIRC, DRE was acquired by Prologis (PLD). And we will receive 0.475 shares of PLD, for every share of DRE owned. Please correct me if I'm wrong.
That is correct, you will receive 0.475 shares of PLD once it closes.
Hi Mark , what do you think of Crown Castle cell towers REIT, thanks great video
looking into investing in farmland...are you in that sector?
I am assuming you are speaking of FPI, and if so, that REIT looks VERY intriguing. Not in it at the moment, but there NAV has been rising at a strong clip
Keep up the great work
Thank you, I really appreciate that!
BBOX.L