What other high yielding REITs are you buying today? 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
Hi Jussi, I followed and subscribed to your channel for years now, and I've held EPR for at least 3 years. I made a comment saying that I sold it in favor of MPW. You commented saying MPW was very risky, which I appreciate. Then, I asked why you believe it to be risky and expressed my opinion of why I thought it was no longer risky. You deleted my comments except the original post. I've been happy to see your channel grow and actually have a RUclips channel with the same number of subscribers as you. You don't have to comment or answer my or others questions, but to delete comments that are not attacks or rude; I don't understand that. We are all in the same boat trying to learn and make good investment decisions. Sadly, I am unsubscribing and will stop following your channel for this reason.
I really like EPR. They have survived the pandemic and create a lot profit. I cant see a cut coming. I really think they are moving in the right direction.
I sold calls on my EPR and they will probably get called away and I’ll be up 18% and I’m not happy with my decision. That doesn’t include option premiums or dividends. Hopefully I can buy some more before it goes up more. Should have played it a little safer on the option knowing I wanted to keep EPR.
@@slipperyslope2669 Buy your call back before it gets called away. You might lose money on the option, but it may be cheaper than having to buy the shares back.
Kiitos for these recommendations, I will try buy my very first MDV next week. By the way do you have any clue to why ARE has dropped so much the last days? Thank you for an outstanding channel! Best regards from Sweden
@@askjussi I agree. MPW might offer higher returns, but the risk is significantly higher. I have both EPR and MPW, but I feel much more comfortable having a larger position in EPR.
No risk no reward! Everyone so scared of mpw but don’t get that it’s only going up and right from here. Stewart is done and the problem child is off their books
@@askjussi Just curious… what is your main concern that would lead you to say it is very risky? I have been following MPT for three years now and am very much in the know about their current issues. They are now done with Steward after striking a deal that’s good for MPT. This is the last barrier to them returning to being a great REIT. The value of their properties alone puts the stock over $12 per share when compared to the average comparable REIT. They have proven that their properties are valuable and that they can get top dollar and top rent on them.
@@3pilot I still wouldn’t hold a large position in MPW. Maybe if you’re 25 and still have a small capital, then it makes sense to invest aggressively. However, same people have decades of savings invested into stock market. For them, taking excessive risk would be irresponsible.
I have currently large % position of my portfolio in ADC/VICI. Been thinking of selling out and buying better value REITs instead. Will I be shooting myself in the leg for doing so?
Can you do an overview of European REITs? Aroundtown, Vonovia / Deutche Wohnen (and wtf happened this week?), Gecina, others? Surged 30-40% last few months, recent dip. Prediction for 2025?
@@askjussi I test them as an additional monthly payer for the later days. So far they are pretty solid/consistant, however i dont expect much of a groth in share price.
@@alyvav.trauma2440 I agree, I also have LTC, but they seem to be a slow grower. The business is strong though… who knows, maybe in the future Welltower will buy them at a premium 🤔😆
Buying Icade (France) the last weeks together with Apple Hospitality REIT. I also added more shares in SILA (still cheap) and PAX (even cheaper!). And sold BlackRock TCP Capital Corp.(BDC). Cheers!
@@askjussi once a company goes belly up, nobody has any idea what’s going to happen. Leases are at the mercy of a bankruptcy judge. Just look at all the endless drama MPW has gone through with steward. Bankruptcy is just a wild card
About a year ago you shared a video with MDV being a candidate for a dividend cut. In the past years they never created a win. Why do you think the dividend is sustainable now versus 1 year ago?
Attention. Be careful when looking at MDV stock. Common vs Preferred. Big difference. This is an excellent REIT. Trading well below NAV and prone for a buyout.
@@askjussi you get a feel for a buyout imminent? Hard to understand the qtrly report details for the two strategic partners mentioned and impact to shareholders.
One diversified REIT may do a better job at diversifying real estate risk than an average Joe investor. Please keep in mind that the average Joe may not have time to follow 5-7 different REITs and that specialized REITs may also be prone to concentration risk.
@@askjussi What competitive advantages are your referring to? There is no specific competitive advantage for office vs industrial vs retail (except maybe for shopping mall owners). The only advantage I see is for the financial analyst who can rely on specific market data for these markets.
You and Samuel keep beating the war in Taiwan drum. Not going too happen in short or medium term, as it would destroy China's economy. They know this... But yes, geopolitical tensions, (WTO illegal) tariffs and lessons from covid are causing firms to diversify production away from China. Mexico and Vietnam are the big winners, not much coming to the US though. We're only seeing it where massive subsidies are being offered ((eg semiconductors).
@@askjussi Trade strategy is my career, and reshoring isn't happening less a few sectors (there's several think tank reports with the numbers). But if the US escalates and ramps up the trade war again then of course their will be residual benefits to US industrial warehouses. But most benefits will go to Asean. I believe you spoke of a US listed Mexican REIT at one time, it has to be seeing massive benefits and growth prospects.
MDV is kind of small for a reit. I do not think movie theaters will recover because movies suck now and streaming and cheap wide screen TVs have changed the industry irreparably forever.
Luckily, EPR isn’t all about movie theaters. They also seem to have a very capable management that should adjust the business model… even if your thesis plays out 100%.
@@askjussi BlackRock Enhanced Equity Dividend Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is managed by BlackRock Advisors, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in dividend paying stocks of companies across all market capitalizations. The fund also invests through derivatives, with an emphasis on option writing. It benchmarks the performance of its portfolio against the Russell 1000 Value Index. The fund was formerly known as BlackRock Enhanced Dividend Achievers TM Trust. BlackRock Enhanced Equity Dividend Trust was formed on August 31, 2005 and is domiciled in the United States.
@@askjussi BlackRock Enhanced Equity Dividend Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is managed by BlackRock Advisors, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in dividend paying stocks of companies across all market capitalizations. The fund also invests through derivatives, with an emphasis on option writing. It benchmarks the performance of its portfolio against the Russell 1000 Value Index. The fund was formerly known as BlackRock Enhanced Dividend Achievers TM Trust. BlackRock Enhanced Equity Dividend Trust was formed on August 31, 2005 and is domiciled in the United States.
EPR is 7.02% div yield and MDV is 7.19%. Which of them is the 8% you're suggesting in the title? (my source is Yahoo Finance, 21st of Sep 2024). Stop click-baiting, please.
They were over 8% until very recently. Thankfully (at least in EPR’s case) Jussi has been advocating for them for months. I pulled the trigger and bought hundreds of shares when it was still under 40.00 a share, which was still above 8% yield. If you’re splitting hairs about the thumbnail and a handful of bps, despite the quality of the investment thesis why not just invest in junk bonds with little to chance of capital appreciation but with a the golden 8% yield that is prized above all else…🤦♂️
@@macjackslack my problem is he labeled the video 8% and then puts on the screen 7%. What should I believe? It’s not his first clickbait title. I just wish he wouldn’t resort to these tricks. When he will I will subscribe because some of the info he provides is quite useful. I’m writing these comments to help him establish a credible and trustable channel that will attract even experienced traders. Until then he will not get my subscribe 😉
What other high yielding REITs are you buying today? 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
I’ve been holding ritm for a few years and seen fairly good returns. I’d love to hear your perspective.
Hi Jussi, I followed and subscribed to your channel for years now, and I've held EPR for at least 3 years. I made a comment saying that I sold it in favor of MPW. You commented saying MPW was very risky, which I appreciate. Then, I asked why you believe it to be risky and expressed my opinion of why I thought it was no longer risky. You deleted my comments except the original post.
I've been happy to see your channel grow and actually have a RUclips channel with the same number of subscribers as you. You don't have to comment or answer my or others questions, but to delete comments that are not attacks or rude; I don't understand that. We are all in the same boat trying to learn and make good investment decisions. Sadly, I am unsubscribing and will stop following your channel for this reason.
EPR ! Thanks to your recommendation we bought a few months ago, already 18 percent appreciation and love the monthly dividend. Holding !!
On the EPR.
it's been a Beast!
Great to hear! Consider checking out the free trial of High Yield Landlord for more ;)
@askjussi Thanks Jussi. I will consider for sure.
@askjussi and we just signed up for the year. Looking forward to reading High Yield Landlord regularly now. Thanks !
I really like EPR. They have survived the pandemic and create a lot profit. I cant see a cut coming. I really think they are moving in the right direction.
Yes the fact that they survived the pandemic says a lot about how resilient they are.
@@askjussi I wished I'd bought more at the 40usd level, and hoping for a dip, even 10% or so from the current price
I sold calls on my EPR and they will probably get called away and I’ll be up 18% and I’m not happy with my decision. That doesn’t include option premiums or dividends. Hopefully I can buy some more before it goes up more. Should have played it a little safer on the option knowing I wanted to keep EPR.
@@slipperyslope2669 Buy your call back before it gets called away. You might lose money on the option, but it may be cheaper than having to buy the shares back.
@@slipperyslope2669 Yes I wouldn't sell calls on undervalued REITs
How many shares do I put when buying the MDV stock?
Thanks for the video, looking forward to hearing about the best European REITs based on the conference 😊
Kiitos for these recommendations, I will try buy my very first MDV next week. By the way do you have any clue to why ARE has dropped so much the last days?
Thank you for an outstanding channel!
Best regards from Sweden
I held a lot of EPR but dumped it for MPW. I believe MPW will do even better moving forward.
That's very risky. I wouldn't do that
@@askjussi
I agree. MPW might offer higher returns, but the risk is significantly higher. I have both EPR and MPW, but I feel much more comfortable having a larger position in EPR.
No risk no reward! Everyone so scared of mpw but don’t get that it’s only going up and right from here. Stewart is done and the problem child is off their books
@@askjussi Just curious… what is your main concern that would lead you to say it is very risky?
I have been following MPT for three years now and am very much in the know about their current issues. They are now done with Steward after striking a deal that’s good for MPT. This is the last barrier to them returning to being a great REIT.
The value of their properties alone puts the stock over $12 per share when compared to the average comparable REIT. They have proven that their properties are valuable and that they can get top dollar and top rent on them.
@@3pilot
I still wouldn’t hold a large position in MPW. Maybe if you’re 25 and still have a small capital, then it makes sense to invest aggressively.
However, same people have decades of savings invested into stock market. For them, taking excessive risk would be irresponsible.
I am happy to be here Jussy. I hope we have a good investment time together. I hope my joining will mitigate part of my losses.
I’m starting up a position in SILA based on your analysis in HYL.
Thank you for sharing! We hope to soon post an interview for members.
I am also adding SILA, from fundd of HR (called away)
I have currently large % position of my portfolio in ADC/VICI. Been thinking of selling out and buying better value REITs instead. Will I be shooting myself in the leg for doing so?
These 2 are nice… I would not sell them 😆 I would work extra hours to buy other ones 😂
Can you do an overview of European REITs? Aroundtown, Vonovia / Deutche Wohnen (and wtf happened this week?), Gecina, others? Surged 30-40% last few months, recent dip. Prediction for 2025?
Sure, we own many of them. Met Vonovia the other day
I’ve been holding ritm for several years and see fairly good returns I’d love to see your perspective.
What's your thesis? I am not a fan of mREITs
Well, i also added LTC Properties to my portfolio.
What's your thesis? Thanks for sharing!
@@askjussi I test them as an additional monthly payer for the later days. So far they are pretty solid/consistant, however i dont expect much of a groth in share price.
@@alyvav.trauma2440 Have a look at Allied properties and dividend split 15 they have been very consistent and payed for years non stop 👍
@@alyvav.trauma2440
I agree, I also have LTC, but they seem to be a slow grower. The business is strong though… who knows, maybe in the future Welltower will buy them at a premium 🤔😆
Buying Icade (France) the last weeks together with Apple Hospitality REIT. I also added more shares in SILA (still cheap) and PAX (even cheaper!). And sold BlackRock TCP Capital Corp.(BDC). Cheers!
After i looked at icade i didn’t look like a good idea tbh…
I am curious on what's your thesis for Icade? thanks!
@@askjussi why my comment disappeared ??
@@tonyromano8337 What comment?
@@tonyromano8337
Probably, it’s the new YT algorithm… it happens to me quite often 😩
Nice picks 👍🏽
I’m not sure how solid AMC is, but I like seeing EPR diversifying away from the movie theaters and also getting rid of problematic tenants.
ya same for me , that s why I hold a position but won t add much
EPR has said that AMC bankruptcy would benefit them. They already renegotiated the lease
@@askjussi people “say” a lot of things. Corporations do too 🤷♂️
@@keithss67 But it does not make sense. Look at what happened with Regal and that was during the pandemic and the lease was not renegotiated yet.
@@askjussi once a company goes belly up, nobody has any idea what’s going to happen. Leases are at the mercy of a bankruptcy judge. Just look at all the endless drama MPW has gone through with steward. Bankruptcy is just a wild card
Can you do a video on low dividen reits for taxable accounts? Or do they exist?
Sure!
About a year ago you shared a video with MDV being a candidate for a dividend cut. In the past years they never created a win. Why do you think the dividend is sustainable now versus 1 year ago?
We have had many conversations with their CEO since then. You can find them at High Yield Landlord.
Attention. Be careful when looking at MDV stock. Common vs Preferred. Big difference. This is an excellent REIT. Trading well below NAV and prone for a buyout.
Your opinion on Dividend split 15 ??
Yes we prefer the common
@@askjussi you get a feel for a buyout imminent? Hard to understand the qtrly report details for the two strategic partners mentioned and impact to shareholders.
@@8762kenten I do not
EPR ❤😊!
One diversified REIT may do a better job at diversifying real estate risk than an average Joe investor. Please keep in mind that the average Joe may not have time to follow 5-7 different REITs and that specialized REITs may also be prone to concentration risk.
A REIT just cannot develop competitive advantages by following a diversified approach
@@askjussi What competitive advantages are your referring to? There is no specific competitive advantage for office vs industrial vs retail (except maybe for shopping mall owners). The only advantage I see is for the financial analyst who can rely on specific market data for these markets.
You and Samuel keep beating the war in Taiwan drum. Not going too happen in short or medium term, as it would destroy China's economy. They know this...
But yes, geopolitical tensions, (WTO illegal) tariffs and lessons from covid are causing firms to diversify production away from China. Mexico and Vietnam are the big winners, not much coming to the US though. We're only seeing it where massive subsidies are being offered ((eg semiconductors).
Even if you think that, the risk will still lead to more onshoring.
@@askjussi Trade strategy is my career, and reshoring isn't happening less a few sectors (there's several think tank reports with the numbers). But if the US escalates and ramps up the trade war again then of course their will be residual benefits to US industrial warehouses. But most benefits will go to Asean. I believe you spoke of a US listed Mexican REIT at one time, it has to be seeing massive benefits and growth prospects.
Why did MDV drop so drastically from $68 to a fourth of it's value back in February of 2022?
It did not. That's a glitch in the data.
MDV is kind of small for a reit. I do not think movie theaters will recover because movies suck now and streaming and cheap wide screen TVs have changed the industry irreparably forever.
The smal size has the potential to result in faster growth
Luckily, EPR isn’t all about movie theaters. They also seem to have a very capable management that should adjust the business model… even if your thesis plays out 100%.
BDJ is around 8%... not a reit.
What's the thesis? Thanks!
@@askjussi BlackRock Enhanced Equity Dividend Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is managed by BlackRock Advisors, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in dividend paying stocks of companies across all market capitalizations. The fund also invests through derivatives, with an emphasis on option writing. It benchmarks the performance of its portfolio against the Russell 1000 Value Index. The fund was formerly known as BlackRock Enhanced Dividend Achievers TM Trust. BlackRock Enhanced Equity Dividend Trust was formed on August 31, 2005 and is domiciled in the United States.
@@askjussi BlackRock Enhanced Equity Dividend Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is managed by BlackRock Advisors, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in dividend paying stocks of companies across all market capitalizations. The fund also invests through derivatives, with an emphasis on option writing. It benchmarks the performance of its portfolio against the Russell 1000 Value Index. The fund was formerly known as BlackRock Enhanced Dividend Achievers TM Trust. BlackRock Enhanced Equity Dividend Trust was formed on August 31, 2005 and is domiciled in the United States.
Mdv dividend is 4%
No, it is not. It is double that.
You're probably looking at the MDV-A preferreds.
@@stevelewis7501 No, the common equity is yielding nearly 8%. Your data is wrong.
@@askjussi I meant Spencer above is referring to the preferreds. They yield 4%. The common yields almost 8. I'm agreeing with you Jussi.
I hope Jussi you didn't forget the APLE reit I wrote you about, thank you 😇
Jussi has said in literally dozens of videos he doesn’t invest in the hospitality sector
@@macjackslack is there some rule that he has to invest in every reit without being able to make a video about it?
@@StockMarketCompaniesno that’s a good point.
EPR is 7.02% div yield and MDV is 7.19%. Which of them is the 8% you're suggesting in the title? (my source is Yahoo Finance, 21st of Sep 2024). Stop click-baiting, please.
They were over 8% until very recently. Thankfully (at least in EPR’s case) Jussi has been advocating for them for months. I pulled the trigger and bought hundreds of shares when it was still under 40.00 a share, which was still above 8% yield.
If you’re splitting hairs about the thumbnail and a handful of bps, despite the quality of the investment thesis why not just invest in junk bonds with little to chance of capital appreciation but with a the golden 8% yield that is prized above all else…🤦♂️
@@macjackslack my problem is he labeled the video 8% and then puts on the screen 7%. What should I believe? It’s not his first clickbait title. I just wish he wouldn’t resort to these tricks. When he will I will subscribe because some of the info he provides is quite useful. I’m writing these comments to help him establish a credible and trustable channel that will attract even experienced traders. Until then he will not get my subscribe 😉
Thanks Karen.