Just bought 20shares of WPC to make it to 100 shares. Unlike others i agree the office spin off (and accompanying dividend cut) was the right decision. We can't fault the management for changing their minds, although they could have explained that a little bit better. It was a hard decision, but i'm optimistic about their future. Better focus on industrial, long WALT and a high dividend yield.
I wonder if quality of management can be described in numbers. What do you think about it? When management is more on the conservative side with, for instance, dividend growth it might be perceived as bad for investors. However, it might also be good for the overall financials of the company. Also, it is tricky to compare the consecutive years of dividend growth, because there is a difference in how long the companies exist. Hopefully you can update the video again; this format is amazing! Perhaps you can also include your thoughts on the sector the REIT focuses on. “ Is it a thriving sector? Is this sector future proof?” Overall, this video is pure gold in explaining jargon and giving criteria for comparing companies. 💪
Thanks for the feedback! Quality of management is indeed very important, but I can’t think of a way to incorporate this for now, but I’ll think about it. The industry focus is also an interesting one, thanks!
Great video. My only concern is that my goal is to buy low and sell high. There was only 1 cost metic diluted by many others including a past return metric that counteracts it. I would consider adding current price/AFFO as compared to historical and a current price compared to intrinsic value to the evaluation. VICI may actually be a good buy now due to recent weakness. I just don’t like to invest in anything that relies on gaming/gambling/travel. I am currently taking profits in ADC and buying NNN. I sold most of my Realty Income a while back due to concerns about tenants closing stores (Walgreens).
In EPRs case the negative dividend growth wax due to covid. Them being an experiential REIT, most of their properties were shutdown during the pandemic
Excellent video - Realty Income, NNN and VICI are in my portfolio - want to buy more of all 3 of them - also looking at ARE, KRC and WPC ! - analysis of ARE and KRC in the future ! - thanks for your videos !
MAA rents apartments with a one year lease. All the other REITs are leasing to commercial tenants so the comparison is difficult in this category. But overall, your analysis is excellent.
Have you seen the new IYRI (NEOS Real Estate High Income ETF) that launched a couple of weeks ago? I'm considering it, so I'm interested in hearing your impression about it.
MAA dividend growth 9%, now we know why housing is so f-ing expensive. I will not own residential REITs because of how 💩 their landlords are… don’t fix stuff, yet raise rents exorbitantly.
Great video, glad I found the channel ! Im gonna throw a couple more REITS at you that are some contenders -Rexford $REXR -Prologis $PLD - Public Storage/Extra storage $PSA $EXR -Cubesmart $CUBE and my favorites the data center landlords -Digital realty Trust $DLR -Equinix $EQIX Happy investing , Cheers !!
Just bought 20shares of WPC to make it to 100 shares. Unlike others i agree the office spin off (and accompanying dividend cut) was the right decision. We can't fault the management for changing their minds, although they could have explained that a little bit better. It was a hard decision, but i'm optimistic about their future. Better focus on industrial, long WALT and a high dividend yield.
Agree!
I'm buying as much O as possible, as well as doing a little trade here and there.
That’s awesome! Keep those dividends coming
I wonder if quality of management can be described in numbers. What do you think about it?
When management is more on the conservative side with, for instance, dividend growth it might be perceived as bad for investors. However, it might also be good for the overall financials of the company.
Also, it is tricky to compare the consecutive years of dividend growth, because there is a difference in how long the companies exist.
Hopefully you can update the video again; this format is amazing! Perhaps you can also include your thoughts on the sector the REIT focuses on. “ Is it a thriving sector? Is this sector future proof?”
Overall, this video is pure gold in explaining jargon and giving criteria for comparing companies. 💪
Thanks for the feedback! Quality of management is indeed very important, but I can’t think of a way to incorporate this for now, but I’ll think about it.
The industry focus is also an interesting one, thanks!
Great video. My only concern is that my goal is to buy low and sell high. There was only 1 cost metic diluted by many others including a past return metric that counteracts it. I would consider adding current price/AFFO as compared to historical and a current price compared to intrinsic value to the evaluation.
VICI may actually be a good buy now due to recent weakness. I just don’t like to invest in anything that relies on gaming/gambling/travel.
I am currently taking profits in ADC and buying NNN.
I sold most of my Realty Income a while back due to concerns about tenants closing stores (Walgreens).
Thanks for the feedback, really helpful!
In EPRs case the negative dividend growth wax due to covid. Them being an experiential REIT, most of their properties were shutdown during the pandemic
Yes correct! So that’s something to take into consideration when buying that type of reit
Excellent video - Realty Income, NNN and VICI are in my portfolio - want to buy more of all 3 of them - also looking at ARE, KRC and WPC ! - analysis of ARE and KRC in the future ! - thanks for your videos !
Thanks for the support! Keep those dividends coming
MAA rents apartments with a one year lease. All the other REITs are leasing to commercial tenants so the comparison is difficult in this category. But overall, your analysis is excellent.
Thanks for the support and feedback 👍💪
i knew would be vici first cuz of people gamble addiction same for apple people constantly looking at the phone.
I reading this comment on my iPhone.
Great video! Thanks! Can you please analyse ARE (Alexandria)?
It has been a while since the last time I analyzed them indeed! Will cover them hopefully soon. And thanks for the support
Could you cover REXR next time? Seems like a good deal right now. Thank you for your content 🙌
Thanks David for the support, will try to include it next time!
REXR has some good fundamentals
Have you seen the new IYRI (NEOS Real Estate High Income ETF) that launched a couple of weeks ago? I'm considering it, so I'm interested in hearing your impression about it.
I have not, but sounds very interesting! Will take a look at it anytime soon
What do you think about AMT and CUBE?
IMHO, the valuations are too high… for me at my stage of investing.
I agree with Delliot on this one!
I’m a happy camper with NNN
It’s an awesome company, keep those dividends coming my friend
What is with IIPR?
I’ll include it next time!
MAA dividend growth 9%, now we know why housing is so f-ing expensive. I will not own residential REITs because of how 💩 their landlords are… don’t fix stuff, yet raise rents exorbitantly.
i take no reits, why ? inflation will be back in mid 2025, the rate will rise by FED and the market will go down again.
Interesting times ahead!
No one can predict interest rates…
@WhiteMochato why are rates going up? How do you know?
Great video, glad I found the channel ! Im gonna throw a couple more REITS at you that are some contenders
-Rexford $REXR
-Prologis $PLD
- Public Storage/Extra storage $PSA $EXR
-Cubesmart $CUBE
and my favorites the data center landlords
-Digital realty Trust $DLR
-Equinix $EQIX
Happy investing , Cheers !!
Thanks for the support! And of course thanks for the suggestions, I’ll try to include them next time 💪🙏