What other REITs are you buying today? Note that you can sign up for our free REIT newsletter here: www.high-yield-landlord.com/ Thank you for all your support!
I'm new to investing, and l've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have.
The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional
My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.
‘’Aileen Gertrude Tippy’’ is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
Thanks for this video, Jussi. RE: VTMX, with its dividend history spanning just six quarters (correct?) and its yield in the ~2.8% range, the case just doesn’t seem strong enough for income investors. Or am I missing something?
I think that the FED is very very unlikely to cut that aggressively. They are finally in the position for the first time since 2008 to normalize rates at around 3.75-4.25. I seriously doubt the will be cutting rates to 2%
Hi Jussi, great video and THANK YOU for introducing some international REITs, I asked it a few times, so truly great and thank you. Hey, if I can ask you: Is RIO traded on the Nasdaq also or only in Canada? Thanks.
Hi Jussi, I love your content and write ups on Seeking Alpha. I’m currently looking at distressed small and microcap reits who have book values below 1 and healthy FCF. Do you think office reits and hotel reits would be a good bottom fisher niche to find value?
@@askjussi yea I know lol, I figured I’d still ask. I’m looking at $PGRE (office). They’ve got some high quality properties and recently stopped dividend to save money. Trading below book. Also, another higher quality office one I’m looking at is $ARE. Their niche is college research office buildings and they’re in prime areas throughout the US. Thoughts? Also Side note, I currently work in property management (residential) and I’m looking to pivot more into real estate finance. Does Leonberg Capital have any unpaid internships I can submit an application for? - Mike
I don't disagree with your analysis on Mexico, I just don't think all of us are investing in REITS for total long term total gains. I have REITS because they pay dividends and trade "different" from the overall market. Basically just to provide myself a bit of insurance against sequence of returns. I mean overall returns obviously aren't a bad thing but I can just buy stocks/companies for that. I buy REATS because they behave differently than my 401k and pay without being forced to sell in a bad market.
Run a mile. The management is sleazy. Dividend likely to get cut. They’re selling assets like crazy. And more importantly, there’s loads of other good reits out there, buy them instead
@AAGGHH4 I have many good reits and they're up nicely. I got only 1000 shares today for quick trade. This stock is fluctuating a lot and probably will go over $5 shortly
@@AAGGHH4your “news” is a bit outdated. An investigation into MPW found no wrongdoing. MPW is suing Viceroy for their fake short news. They have finished selling assets and have mostly separated from Steward. Additionally, they have already found new tenants for most of the properties which Steward vacated. Institutions are beginning to move into MPW. And yes, there are other better REITs. But be cautious when you are slandering people and their companies. Again, an investigation found no wrongdoing. They are suing Viceroy.
As an MPW owner (bag holder), I’m going to agree with the above sentiment (mostly). Sleazy? Unfortunately, the answer is YES. Dividend cut? Most likely. Selling assets? Yes, but that may help. In accordance with the sleazy part, I think they make those deals work. In summation, I’m hoping for one more short squeeze to dump this turd. I could have sold at 40% profit and got a little greedy. That won’t happen again
Hi Jussi!! I would like to get your take on IEP. What do you think about it? Is it going to implode with such a high dividend? what about the allegations on Icahn? where do you see it long term?
I am not sure that you can describe Rio Can as a retail REIT. We need to look at its square footage uses. It has urban properties in city centres with retail on the ground floor and office and residential above. I file it under diversified REIT, quite similar to AHH. This makes it even more attractive in my view. I bought it at the end of June.
Why are most analysts projecting decreasing cashflows and EPS, stagnant book value, and at the same time growing debt for Vesta in the next couple of years? Are analysts being contrarian indicators and clowns as they often are, or is there more to it? Personally, at the current valuations I prefer Patria Investments to gain exposure to Latin America.
@@askjussi Could you please make a video about these "adjustments", and how to interpret the financials of REITs? I think it would be very interesting and something new in your RUclips content.
![Quando Rondo - Life Goes On [Official Music Video]](http://i.ytimg.com/vi/eIf3fhMXAow/mqdefault.jpg)
What other REITs are you buying today?
Note that you can sign up for our free REIT newsletter here: www.high-yield-landlord.com/
Thank you for all your support!
I'm new to investing, and l've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have.
As a beginner, it's essential for you to have a pro or a very good trader to keep you accountable.
If you can, then get a professional to trade for you I think that way your assets are more secure. Someone like expert viola patterson
The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional
This is correct, viola strategy has normalized winning trades for me also and it's a huge milestone for me looking back to how it all started.
I've seen this name before and l'm now interested. Could you let me know how I can reach her?
My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.
Your advisor must be really good, how I can get in touch with them as my porfolio isn't doing well.
‘’Aileen Gertrude Tippy’’ is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
Thanks for this video, Jussi. RE: VTMX, with its dividend history spanning just six quarters (correct?) and its yield in the ~2.8% range, the case just doesn’t seem strong enough for income investors. Or am I missing something?
This is a growth / upside play. They retain most of their cash flow
Belated compliments on your call a while back that Necessity was likely to miss its upcoming dividend. Missing them all.
Thank you for your kind comment!
Gotta love the 'once in a decade' opportunities, as they happen so often :D
Just kidding, thank you for your work, appreciate it. Cheers from Zurych!
Thanks!
I think that the FED is very very unlikely to cut that aggressively. They are finally in the position for the first time since 2008 to normalize rates at around 3.75-4.25. I seriously doubt the will be cutting rates to 2%
Agreed. Unless something catastrophic happens in the labor market.
@@Plissken72 indeed. Except job growth remains strong as of 4 days ago 🤷♂️
The debt market expects rates in the low 3s and it has historically been too optimistic
@@askjussi I’m thinking around 4% give or take, unless the economy really hits the skids
Wrong the economy is in an silent depression they will cut super crazy. 0.75 next meeting.
Hi Jussi, great video and THANK YOU for introducing some international REITs, I asked it a few times, so truly great and thank you. Hey, if I can ask you: Is RIO traded on the Nasdaq also or only in Canada? Thanks.
It's ADR.
RIOCF is the ticker in the US but it has less liquidity. Thank you for your kind comment!
Hi Jussi, I love your content and write ups on Seeking Alpha. I’m currently looking at distressed small and microcap reits who have book values below 1 and healthy FCF. Do you think office reits and hotel reits would be a good bottom fisher niche to find value?
Which one is it? I am not a huge fan of those two sectors as you know. Thanks!
@@askjussi yea I know lol, I figured I’d still ask. I’m looking at $PGRE (office). They’ve got some high quality properties and recently stopped dividend to save money. Trading below book. Also, another higher quality office one I’m looking at is $ARE. Their niche is college research office buildings and they’re in prime areas throughout the US. Thoughts? Also Side note, I currently work in property management (residential) and I’m looking to pivot more into real estate finance. Does Leonberg Capital have any unpaid internships I can submit an application for? - Mike
I don't disagree with your analysis on Mexico, I just don't think all of us are investing in REITS for total long term total gains. I have REITS because they pay dividends and trade "different" from the overall market. Basically just to provide myself a bit of insurance against sequence of returns. I mean overall returns obviously aren't a bad thing but I can just buy stocks/companies for that. I buy REATS because they behave differently than my 401k and pay without being forced to sell in a bad market.
Hi Jussi. Any thoughts on MPW? It's down to $4.49 today
Run a mile. The management is sleazy. Dividend likely to get cut. They’re selling assets like crazy. And more importantly, there’s loads of other good reits out there, buy them instead
@AAGGHH4
I have many good reits and they're up nicely. I got only 1000 shares today for quick trade. This stock is fluctuating a lot and probably will go over $5 shortly
@@AAGGHH4your “news” is a bit outdated. An investigation into MPW found no wrongdoing. MPW is suing Viceroy for their fake short news.
They have finished selling assets and have mostly separated from Steward. Additionally, they have already found new tenants for most of the properties which Steward vacated.
Institutions are beginning to move into MPW.
And yes, there are other better REITs. But be cautious when you are slandering people and their companies.
Again, an investigation found no wrongdoing. They are suing Viceroy.
As an MPW owner (bag holder), I’m going to agree with the above sentiment (mostly). Sleazy? Unfortunately, the answer is YES. Dividend cut? Most likely. Selling assets? Yes, but that may help. In accordance with the sleazy part, I think they make those deals work.
In summation, I’m hoping for one more short squeeze to dump this turd. I could have sold at 40% profit and got a little greedy. That won’t happen again
Hi Jussi!! I would like
to get your take on IEP. What do you think about it? Is it going to implode with such a high dividend? what about the allegations on Icahn? where do you see it long term?
I am not very familiar with it. Sorry!
I am not sure that you can describe Rio Can as a retail REIT. We need to look at its square footage uses. It has urban properties in city centres with retail on the ground floor and office and residential above. I file it under diversified REIT, quite similar to AHH. This makes it even more attractive in my view. I bought it at the end of June.
The vast majority of its revenue comes from retail. It is a retail REIT
My brokers info for Vesta is 0.87 p/b value. Seems a bit expensive? Or not cheap enough 😅
KKR missed the rally too. Whats your opinion here, still investing?
KKR? You mean KREF?
@@askjussi KKR Real Estate Finance Trust. So, i think yes KREF.
@@alyvav.trauma2440 Yes most mortgage REITs have missed out. KKR the manager has done very well
I regret not getting before the the run but there is still a chance.
I agree.
i thought the fed stated they'd be targeting .25% vs .5% cuts moving fwd?
thoughts on MDV US industrial REIT
We are bullish and have a video coming on it soon
@@askjussiI look forward to that video. I’ve been researching it since you last mentioned it. As always, thank you for another great video!
@@PilatesinSacramento Note that we also have an interview of their CEO available at High Yield landlord. Link in description for a free trial.
What do you think about still investing in vnq?
Note that I have a few videos on VNQ. I think that there are better options. Thanks!
The yield on VNG is painfully low for an ETF that holds REITs. Better to find several high quality REITs in my opinion.
@@delliott777 I was more interested in few months speculation. I don't care about dividends. In general I don't care about dividends.
Why would anyone buy Vesta if you can buy $PLYM at 11 P/FFO without developing markets risks?
Far better growth prospects. PLYM owns lower quality assets in secondary markets with lower rent growth
Why are most analysts projecting decreasing cashflows and EPS, stagnant book value, and at the same time growing debt for Vesta in the next couple of years? Are analysts being contrarian indicators and clowns as they often are, or is there more to it?
Personally, at the current valuations I prefer Patria Investments to gain exposure to Latin America.
EPS and BV cannot be used for REITs. Adjustments are needed
@@askjussi Could you please make a video about these "adjustments", and how to interpret the financials of REITs? I think it would be very interesting and something new in your RUclips content.
@@paolovita1720 Sure!
Hard to trust you when you haven't even put the research in to know you are pronouncing RioCan wrong. This is very easy to find out.
In Europe I dońˋt know which Broker supports such Reits.😮
Saxo Bank
Interactive Brokers
I have a tip/info on SUN I don’t want to post in comment. I’d love to meeting with you or reach you other way if you are interested
You can probably post it here. Or here is my email: jaskola@leonbergcapital.com Thanks!