If I Could Only Hold 5 REITs Over The Next Decade
HTML-код
- Опубликовано: 28 сен 2024
- Today, we look at 5 Real Estate Investment Trusts (REIT) that all investors should own. In fact, if I could only hold 5 REITs for the next decade, it would be these. They are high-quality, blue chip dividend stocks that are undervalued and offer high dividend yields and upside potential. They are among the best REITs to buy today and they fit nicely in a dividend portfolio. I also mention Realty Income and Prologis. 🎁You can access my entire REIT Portfolio by taking a 2-week free trial to my REIT newsletter, High Yield Landlord: www.high-yield...
📩You can access all my free investment research on my new Substack. Sign up here: www.high-yield...
📞 Book a private consulting call with Jussi: calendly.com/j...
🧵 Follow me on Twitter for real-time updates on the REIT sector: / askjussi
💙💛 Follow me on Instagram to not miss my upcoming trip to Ukraine: / jussiaskola
Image sources: NAREIT, YCHARTS, EPRA, Canva
Important Disclaimer: I am long all REITs mentioned in the video. 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
What other REITs are you holding for the long run? Let me know below. Thank you so much for clicking the like button :)
🎁You can still access my REIT Portfolio by taking a 2-week free trial to my REIT newsletter, High Yield Landlord: www.high-yield-landlord.com/subscribe
EPR
LTC
Dynex
Starwood
Agree realty
Rithm capital
Arbor realty
✅⬆️
Thanks for your videos. Your expertise and willingness to share your knowledge without a pay wall is greatly appreciated.
Thank you for your kind comment!
Imo VESA analysis should mention the current MX judicial overhaul (passed today but a long time in the making) creating - real or just perceived - business risks, including erosion to private property protection, international trade agreement uncertainty, and increased likelihood of nationalizing certain industries. From the last election cycle, incumbent party has increasingly entrenched single-party dominance, which could be viewed as enabling more radical policy with the lack of a sizable political opposition.
Disclaimer: I'm not an expert on MX politics or Mexican myself, just sharing a perspective based on public information without judgement on good or bad for that country's population
This is not a new topic. It has been a discussion since 2018. I am not too concerned by it
I have NLCP in my Roth IRA. Plan to hold until retirement.
Been following for a while and find your content so useful.. most if not all the picks I’ve taken a position in are up.. some by someway.. in terms of ADC what’s your view is this starting to look a little overvalued.
Great to hear!
Been reading you since you started posting on Seeking Alpha and have recently found your YT channel which is great. What are your thoughts on STAG vs WPC? I have a position in STAG - opened and held since 2018 - that has doubled in total value and has a yield on initial capital invested of 8.267%. I also have a position in WPC opened in mid 2020 that is up a bit with dividends reinvested but seems to have more accelerated growth potential from here. I’m considering trimming STAG and moving more assets into WPC as the company seems more recognizable to the market and likely has greater capital gain upside from here during the coming rate cutting cycle. I haven’t really seen you cover STAG in any of the YT videos I’ve watched but feel like it was something you used to write about back in the Seeking Alpha days.
@@_mc950_ I have owned STAG but WPC is much better opportunity now and alao as a company.
Appreciate your support! I prefer WPC at today's prices
You seem inconsistent on whether asset management by a REIT is positive or negative. You say exiting it by WPC is a positive, but in other cases you've liked asset management because it's capital-light and consistent income. You always dislike externally mansged REITs (for good reason, imo) but you like external REIT managers (like Patria for example). Can you clarify?
It can be a positive if you are able to grow your assets under management. WPC wasn't. It was exiting this space. Being done with it removes the drag on earnings.
These seem too risky for casual long term investors. I mean First Industrial and WP Carey are ok, but the rest are high risk/ high upside companies.
Hey do you know why REITs are getting hammered relative to other sectors at the 9/11 stock market open? What did I miss? I thought rate cuts are coming next week and let the good times roll?
My REITs have been creeping up in the last two months.
That isn't the case anymore. But explaining what the market will do in any given day is a waste of energy in my opinion
CPI Inflation data came out today… and it was ok, but not great. That lowered the possibility of a 50bp rate cut this month (from about 45% to 20%). As we all know, some REITs would like stronger cuts as soon as possible. That’s the main reason.
Another contributing factor might have been the presidential debate. It created additional nervousness and uncertainty. Most polls show that Kamala Harris won… and the markets didn’t like that. Democrats try to push some anti-market policies and increase tax burden on large companies from S&P500. All in the name of populist social spending (sad reality).
@@RabianskiT Thank you - this is exactly the answer I was looking for - like did Jerome Powell say something to spook the market or some new data came out. The market always overreacts, and I see REITs did recover somewhat by closing bell. I was just shocked what was happening in first hour of trading, because other sectors were flat or even slightly up but multiple REITs with previous momentum suddenly dropped 2% instantly.
@@atkim122
Jerome Powell is a great FED chair: he’s stoic, honest and humble. He always tries to rely on comprehensive data and isn’t afraid to admit that he was wrong (like at the end of 2023, when the FED thought that the inflation was already over).
I wish American politicians were like that! Instead, we get people, who are more like cocky celebrities. The debate was a good example of that: no restraint, disgusting attacks from both sides etc.
I was just trimming WPC to buy PAX and RICK. Is this the top 5 you were working on for the group?
Yes we are working on a new Top 5 series for members of High Yield Landlord. We will start posting it soon.
@dogeeeeeee574
Selling WPC!? Who does that!? 😳
PAX (disappointed so far), SILA, NLCP and WPC.
That is precisely why it is so attractive
I’m long on these in my retirement account: WPC, ARE, BXP, KRC, VICI. CCI, PLD, ADC
I have ADC VICI CCI and looking to add ARE! 😄🤟💯 great investment list!!
ADC CCI RITM are all compounding in my Roth ❤
Have you looked at EPR monthly payer like ADC
@@forestmotoadventures yea. I’ve been thinking about EPR the last few months but man, it went up quick. 😬
Which one is your favorite?
$RICK is too risky for long term investing, it should be traded actively to sell the highs. $VICI is similar but much more safer. $ARE is high quality and high growth and have high multiple expansion potential as it is traded near its lows.
I agree 👍
We will agree to disagree. I would argue the opposite. It is too risky and unpredictable to only hold for the short run.
I appreciated this one. Your picks have been outstanding so far.
Thank you for your support!
RICK has $250 million of goodwill and other intangible assets. Buyer beware.
That is not how you assess the balance sheet of an asset rich company. The balance sheet figures are irrelevant because of non cash depreciation
Thanks, Jussi, for an interesting presentation on these 5 REITs to consider. I am currently long (finally) NLCP. Good stuff.
NLCP definitely caught my attention
NLCP is having some big challenges in California with fires, there was an article on it a few weeks back
Been following for a while and find your content so useful.. most if not all the picks I’ve taken a position in are up.. some by someway.. in terms of ADC what’s your view is this starting to look a little overvalued.
What kind of bagels do you choose?
FR seems a bit pricey at the moment, no? Wouldn't it be better to wait for a draw back in price?
i see p/ffo for Vesta at 18.2, not 13. Which is correct?
RICK's dividend is less that 1%.
It is a growth / upside play
vici?
Our interview with the management: www.high-yield-landlord.com/p/interview-with-vici-properties-strong
You make a great case for FR. I’ve been looking at it for a while and I’m going to add it.
Thank you for another great video!👍
Nice picks 👌🏽
BREIT
Great video. I buy REXR and ARE. What I really like is the P/B ratio of both (I know depreciation etc). ARE Equity > Market Cap, low leverage and Rexr as well 11.2 market cap for 8.4 equity.
@@FredMan_ I bought the 2 above because of his presentation... very happy with his content.
Thanks for sharing!
I could hold 5 REITs for the next decade, but I'm not going to. There are plenty of better places to invest.
Any idea why Vesta dropped so much recently (from april)?
Political noise
LIKE RICK and WPC.
I also like RICK; especially at these levels
Vici O Wpc for the win.
I also own some WPC and VICI for the long run
@@askjussi good to hear. Would be nice if you could have time stamps or some info in the info section about the stocks you are telling about. That would increase my interest towards your videos. Otherwise, keep it up!
@@TJR82great advice!