What REITs should I cover next? Let me know below. Thank you for all your support. Your "likes" help me a lot to keep growing this channel and I appreciate it. You can sign up for my new Substack here. There is a bunch of free research: www.high-yield-landlord.com/ Let me know if you have any questions. Jussi
Hello! Would you recommend 4-5 best REITs that I ought to consider for my retirement? I’m 5-10 years away, looking to reallocate in the present time. Thanks! And if you have a recent relevant video on this topic, please share.
Hi Jussi, Thanks for the video! How about a deep dive on ABR? Would you not regard it as a high quality exception among mortgage REITs? After all it is internally managed and has increased its dividend for 12 years in a row? Appreciate your view on this one! Thank you!
Thanks for this video Jussi. I agree with you on avoiding mREITs, except regarding STWD. Please reconsider for STWD, it has HIGH floating rate loans and a great yield.
Interesting insight into gas station investment. Leaking fuel tanks have been a problem in the U.S. for years and often lead to expensive cleanup as well as litigation. I recently took a position with Chargepoint hoping they grow with demand for EVs.
Thanks for the video. I didn't pay attention NewLake is a Cannabis REIT. Even its dividend looks attractive. Do you think it is a good investment for long term?
We have an Intelligence sheet at High Yield Landlord with a list of all REITs and their management structure. Check out the free trial in the description.
Isn't the interest coverage ratio a better metric for evaluating debt, rather than LTV? The risk with debt is paying the interest not the actual debt amount. Kilroy Realty (KRC) is an office REIT and has been increasing their operating profit 45% since the pandemic. They are heavily discounted with a 6% yield, seems like a good pick.
The reindeeer 😂 Hi I'm watching your video from Korea. I should reconsider O and look up more about its current state. Thank you for sharing ur insight 🙏 🎉
You must be hyped to hear that so many of Reality Income's tenants are closing stores, which will decimate their AFFO from loss of rent payments and increased costs in flipping the properties.
@@askjussi Big company Dividends every quarter and is high Shares are cheap Diversified More: As of March 31, 2024, BlackRock TCP Capital Corp.’s investment portfolio consisted of debt and equity positions in 157 portfolio companies with a total fair value of approximately $2.1 billion
Assuming that we are heading into a recession, what would be your top SAFE dividend companies (REITs, BDCs, etc)? Or top 5 SAFE REITs and top 5 other SAFE BDCs, etc dividend companies?
@@askjussi yes. But it only makes me miss blue tiger more. Picked up some vici properties 3 weeks ago at under 28. All thanks to you. Let’s see where she goes
@@askjussi I’m all full up. I have over 1000 shares of gaming and leisure properties. I bought the Vici because at 27, the price just made no sense to me. I’m probably a little REIT heavy at the moment. I bought a lot of the preferred in Vornado and Hudson pacific and in arbor and city office. Also loaded up on the common of Douglas emit and since I’m a glutton for punishment I doubled down on MPW 🤷♂️
Investors with a long term view are well positioned for the ultimate recovery because they understand that the market and economy will eventually revive. I'm doing great personally and will keep pushing hard in this wild market. Right now, my portfolio is up 43%. I'm going to take a backseat and watch how this all works, gradually adding more stocks
I diversified my $50K portfolio across several markets with the help of an investment advisor, and I was able to earn almost $200K in net profit among high dividend yield equities, ETFs, and bonds
every video you need to talk trash about realty income i dont know why did the company do soemthing to you? :D they are investing big in europe there is big growth expansion there
What REITs should I cover next? Let me know below. Thank you for all your support. Your "likes" help me a lot to keep growing this channel and I appreciate it. You can sign up for my new Substack here. There is a bunch of free research: www.high-yield-landlord.com/
Let me know if you have any questions. Jussi
Please do Cannabis reits. I think the US is about to legalize and I'd rather play through a REIT for less risk.
@@williebrown1974 Sure I can work on that. Which one is your favorite? Thanks!
AFCG would be my favorite. Sorry to join in the conversation.
NTST would be interesting. It looks quite stable and just exceeded expectations.
Been a while since you covered EGP. That’d be great!👍
Thanks, Jussi, for your excellent discussion on the REIT types to avoid. I concur!
Check out the reindeer at the end of the video :)
@@askjussi-I saw them! Fun!
Thanks!
Wow thank you so much! Let me know if I can help
Well articulated! That part at the end was a treat!
Thank you for your kind comment!
Hello! Would you recommend 4-5 best REITs that I ought to consider for my retirement? I’m 5-10 years away, looking to reallocate in the present time. Thanks! And if you have a recent relevant video on this topic, please share.
Hi Jussi. Would you please offer your evaluation of Getty Realty (GTY)? It would be greatly appreciated. Thanks!!!
Hi Jussi, Thanks for the video! How about a deep dive on ABR? Would you not regard it as a high quality exception among mortgage REITs? After all it is internally managed and has increased its dividend for 12 years in a row? Appreciate your view on this one! Thank you!
I wouldn't. Very risky. I own some pref but would not touch the common
Thanks for this video Jussi. I agree with you on avoiding mREITs, except regarding STWD. Please reconsider for STWD, it has HIGH floating rate loans and a great yield.
Thanks for this very informative post. I appreciate you sharing not just which REITS may be 'attractive buys' but also your industry/sector insights.
Thank you for your support and let me know if you have any questions
Thanks, I have joined High Yield Investor and aligned a portion of my investments as a result of these type of videos. Please keep em coming!
Awesome to hear! Thank you for your support and let me know if I can help with anything
Interesting insight into gas station investment. Leaking fuel tanks have been a problem in the U.S. for years and often lead to expensive cleanup as well as litigation. I recently took a position with Chargepoint hoping they grow with demand for EVs.
Thanks for the addition!
Thanks for the video. I didn't pay attention NewLake is a Cannabis REIT. Even its dividend looks attractive. Do you think it is a good investment for long term?
The reindeer made my day. More like *REIN then versus REIT, hehe.
Hi Jussi, where do you find information like the management structure? I dont know where to find if they are externally managed
We have an Intelligence sheet at High Yield Landlord with a list of all REITs and their management structure. Check out the free trial in the description.
Isn't the interest coverage ratio a better metric for evaluating debt, rather than LTV? The risk with debt is paying the interest not the actual debt amount.
Kilroy Realty (KRC) is an office REIT and has been increasing their operating profit 45% since the pandemic. They are heavily discounted with a 6% yield, seems like a good pick.
I prefer LTV and Debt-to-EBITDA. Operating profit is not a metric that can be used for REITs
Thanks for everything! You got me to invest in REITs!
Are you still bullish on Alexandria after latest earnings?
No major changes. I may buy the dip. Thanks!
The reindeer was my favorite part.
Wow you watched till the end :) Thanks for your support!
The reindeeer 😂 Hi I'm watching your video from Korea. I should reconsider O and look up more about its current state. Thank you for sharing ur insight 🙏 🎉
Thank you for your support!
started good , ended poorly. I'm buying all oil stuff
UNIT?
Thank you for the insights. And, feel free to include dogs, reindeer and any other animals any time!👍
I will. Lots of reindeers here in Lapland!
What do you think about $BIP/$BEP, they are similar to externally managed REITs, do they suffer from conflict of interest?
Heads Up for the Reindeer! 🙂
You must be hyped to hear that so many of Reality Income's tenants are closing stores, which will decimate their AFFO from loss of rent payments and increased costs in flipping the properties.
I do not expect that at all
What your opinion about Alexandria Real Estate ($ARE)?
We are about to post an update on HYL
What do you think about Blackrock TCP capital ?? Good / bad ?
No strong thoughts. What's your thesis?
@@askjussi
Big company
Dividends every quarter and is high
Shares are cheap
Diversified
More: As of March 31, 2024, BlackRock TCP Capital Corp.’s investment portfolio consisted of debt and equity positions in 157 portfolio companies with a total fair value of approximately $2.1 billion
Assuming that we are heading into a recession, what would be your top SAFE dividend companies (REITs, BDCs, etc)?
Or top 5 SAFE REITs and top 5 other SAFE BDCs, etc dividend companies?
I can work on a video to discuss this. Thanks
No mreit? But ABR feels very rock solid...
I think that ABR is very risky
Blue tiger forever!
Did you see the reindeer at the end?
@@askjussi yes. But it only makes me miss blue tiger more. Picked up some vici properties 3 weeks ago at under 28. All thanks to you. Let’s see where she goes
@@keithss67 Good to hear! CZR is also very interesting in the casino space
@@askjussi I’m all full up. I have over 1000 shares of gaming and leisure properties. I bought the Vici because at 27, the price just made no sense to me. I’m probably a little REIT heavy at the moment. I bought a lot of the preferred in Vornado and Hudson pacific and in arbor and city office. Also loaded up on the common of Douglas emit and since I’m a glutton for punishment I doubled down on MPW 🤷♂️
Thanks Jussi for the excellent informations. Never the less I am a little bit disappointed today...........not to see your dog! 😉
but there was a reindeer at the end! :) Thank you for your support
You hate Realty Income😂😂
I really don't. I expect it to do relatively well over time. I just think that the discount to peers should be greater
Investors with a long term view are well positioned for the ultimate recovery because they understand that the market and economy will eventually revive. I'm doing great personally and will keep pushing hard in this wild market. Right now, my portfolio is up 43%. I'm going to take a backseat and watch how this all works, gradually adding more stocks
How did you manage to succeed? I want to invest more wisely because I have a lump sum that inflation is slowly depleting
I diversified my $50K portfolio across several markets with the help of an investment advisor, and I was able to earn almost $200K in net profit among high dividend yield equities, ETFs, and bonds
That is impressive! my portfolio has remained stagnate. Who is guiding you please?
Leah Foster Alderman
You can simply search her up
every video you need to talk trash about realty income i dont know why did the company do soemthing to you? :D they are investing big in europe there is big growth expansion there