2 REITs to BUY & HOLD FOREVER
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- Опубликовано: 28 сен 2024
- Today, we look at 2 Real Estate Investment Trusts (REIT) to buy and hold forever. They are high-quality, blue chip dividend stocks that are undervalued and offer high dividend yield, rapid dividend growth, and upside potential. They are among the best REITs to buy today and they fit nicely in a dividend portfolio. I also mention Rexford Industrial Realty (REXR) and Sun Communities (SUI). 🎁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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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
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What REITs are you planning to hold for the long run? Let me know below.
Thank you for all your support! Your likes help me a lot to keep on growing and I appreciate it.
Jussi
O and Vici
O, VICI, DLR
@@alexandrebabec4968 Why O? Thanks!
@@carlosdavilajr4784 Why DLR? thanks!
@@askjussi i think for a long term holding it’s a perfect stock and very consistent
Thanks, Jussi, for an interesting presentation on SUI and REXR. REXR is an interesting investment candidate for me to consider even though the dividend yield is barely enough for me. However, the dividend growth may make up for the low yield eventually. I currently own PLD and STAG in the industrial space, and have done very well with both especially STAG which I have owned for over ten years. Good stuff!
Nice David, i´h just starting my journey on investments and I have bought STAG last year. I think STAG is a buy and forget.
Yes this is more of a growth and upside play. Not an income investment.
Hi Jussi. Thank you. I am new to REIT and I am interested with SUI and REXR. However SUI's EPS growth ratio is minus 180.5%. Why it is not a concern?
EPS cannot be used for REITs due to non cash depreciation
@@askjussi Thank you Jussi.
Hi. Today is 9/19/2024. Please give your views about why most REITs are down in these two days after the interest rate cut. Thanks
They are not
What do you think of the current valuation of EPR?
I continue to think that it is too low
How do you think REITs will react to the rate cuts? (0.5 , 0.25)
Bullish right of the start?
Or will they crash down together with the rest of market which is anticipated
25bp - it’s already priced in, so the reaction might be bearish.
50bp - this is the best case scenario for the REITs, so the reaction might be euphoric.
@@RabianskiT now they should have priced in the 0.5 as per probability. So a 0,25 would be a disappointment. Let's see. I will not buy before anyways
You didn’t also mention with Sun Communities also have some communities that have vacation rentals within their communities. So they can also sell those units off if they want to free up more money with demand being so high.
Good point
Great video. Appreciate you for all the content. I have lots of REITs to research now.
Hi Jussi, why REITs are falling after the aggressive interest cust? It should be opposite.
They are not. They rose significantly over the past months. The market is a forward looking machine. As the focus shifts to more cuts, I expect them to keep rising. No one can predict day to day movements.
I AM A FUTURE MULTI BILLIONAIRE I AM THE UNIVERSE AND THE UNIVERSE IS ME I AM A VESSEL OF UNIVERSAL WEALTH AND ABUNDANCE 💯
Thanks for the video. What are your thoughts on MHCUF? It looks like a better value than SUN
realty income only reit I am in.
Like most of investors, but it doesnt mean that it is the best reit.
Why would you favor O relative to others?
When will we see a SPG vs. MAC video?
We will post a report on this topic first at High Yield Landlord. We may post something on RUclips later. Thanks!
Thanks Jussi for the video and question. Right now I'm holding O, VICI, STWD and for the time being EPR.
What's your thesis for STWD? Thanks
@askjussi solid near 10 percent yield, rate cuts will assist with breathing room on debt obligations and trust in Barry Sternlicht. STWD is all about yield not price appreciation, although I do think stock price should tick up with rate cuts. How about you Jussi ?
Where’s the video of the interview with the ceo of vici?
There is one on my channel
About RexR . i find out that the insider sold at the price of 48 and 50 - dont you think it is a red flag ? Dont you think that the expected recession will affect industries and warehouses industry ?