Realty Income is Doomed! Oh no!
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- Опубліковано 29 вер 2024
- My Portfolio: / dividendbull
A couple days ago there was an article published on Seeking Alpha titled "Very Bad News for Realty Income" that's received a lot of attention. Since being published it's received over 270 comments left on it, so it's fair to say it's been a highly discussed article. And when you come across a title like this, you can't help but feel a shiver go down your spine if you're a shareholder of this company. Seeing something like this brings up images of bankruptcy, or corporate scandal, or something fundamentally bad it’s gonna result in losses. So in my opinion 'very bad news' should include something that is genuinely awful. The article includes five pieces of bad news, which l'd like to go over in this video.
My spouse and I are diversifying our long-term investment portfolio by adding various stocks and ETFs. We've allocated $220k to begin with, focusing on inflation-indexed bonds and companies with strong cash flows. I think the current market presents a good opportunity for long-term gains, but I'm also interested in learning ways to make short-term profits.
While the current market offers short-term profit potential, it's crucial to note that executing such a strategy requires expertise and skill.
Having an adviser is the smartest approach in today's market, especially for those nearing retirement. I personally gained over $270K during this market downturn, which highlighted that there's valuable insight the average individual may not be aware of.
the best market strategy is to work with a credible investing coach. Since a while ago, I've been in touch with a coach, mostly because I lack the depth of understanding and mental toughness to deal with the ongoing market conditions. You lack the information necessary to succeed in a competitive market, not because you're doing anything wrong, but rather because of your lack of experience.
@@mariaguerrero08That's impressive! I could really use the expertise of this advisors.
*Gertrude Margaret Quinto* maintains an online presence. Just make a simple search for her name online.
time to buy I guess
edit: Yeah time to buy
i'd like to see more discussions opinion based content such as this.
its going back up now ayy
An author using a sensationalized title! No way! 😅
Dude there are soo many bots in your comments :(
Stop listening to FUD
*Think financial independence look up Donald Nathan Scott.*
For boomers and senior citizens, the current market and economy are unnecessarily harder. I'm used to simply purchasing and holding assets, which doesn't seem applicable to the current volatile market, and inflation is catching up with my portfolio. My biggest concern is whether I'll survive after retirement.
Just buy and invest in Gold or other reliable stock , the government has failed us and we cant keep living like this.
Yes, gold is a great investment and a good bet against the devaluating dollar, been holding some for awhile now, I’m grateful my adviser’s moment by moment changes in the market are lightening quick, cos who know how much losses I would’ve had by now.
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Colleen Rose Mccaffery” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.
I agree with all your points. And over the years I have grown increasingly skeptical of the kind of articles that appear on Seeking alpha. At times they even fail to vet some egregious factual errors! So I would recommend caution with them. And honestly I've grown tired of all the youtubers glorifying Agree realty and NNN. One hears about a trend from another and so it goes. Thank you for being objective and anti trend. Great video!
My dividend journey began when I realized that two particular expenses in my budget were always going to go up and never go down. The two expenses were taxes and insurance. I realized that the dramatic rise in both will need some added income. So, I started buying shares paying dividends. I can now see that this will be the path I need to take to make sure those two expenses will not overtake my future income.
As a beginner, educate yourself, Learn the basics of investing and the stock market. There are many resources available online, including books, articles, and online courses. It’s a good idea to diversify your portfolio across different stocks and sectors to minimize risk. I’ve heard of people accruing over $550k during recessions and inflation, its important to do your own research.
Yes, I've been in constant touch with a Financial Analyst for approximately 8 months. You know, these days it's really easy to buy into trending stocks, but the task is determining when to sell or keep. That's where my manager comes in, to help me with entry and exit points in the industries I'm engaged in. Can’t say I regret it, I’m 40% up in profits just in 5months with my initial capital of $160k
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
I just googled her name and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a call.
Yes, very sad.. anyway, buying more when the salary hits my bank account.
I watch Jussi and I own O, ADC, and NNN. I read his article expecting some horrible, surprising news about O, but it was just 5 general concerns, which are nothing new. I feel like the title of his article was super click baity. He is obviously a knowledgeable guy about REITs and I still like his content, but I agree that the title of the article is over the top and feels a bit dishonest.
Sorry about that. I take note of the feedback, but unfortunately, this is how titles are these days online. A different title would get far less views.
I watch Jussi’s channel on YT and read his content on SA. Unfortunately, he can’t stop using click bait titles.
Wooudnt you if it gave 2x the views and maybe 2x the money also? @@holyhandgrenadeofantioch2019
@@askjussi While I agree that clickbaity titles have become the norm, honest titles get the most retention, by far. I also follow you on SA, but this is the first time I have seen your YT channel, and I must say, the first 2 thumbnails/titles that stick out are "How I lost 87%" and "How I lost 90%". This immediately makes me want to unfollow you on SA as well, since your stock picks obviously are quite bad to continually lose majorities - months apart. Telling someone "These are must buy stocks" followed up with "jk they are shit and my portfolio is suffering" makes 0 sense.
Hit 200k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started with 14k in last month 2024
Wow that's huge, how do you make that much monthly?
I'm 37 and have been looking for ways to be successful, please how??
Sincerely speaking. I will continue to trade and stick to katherine Flores daily signals and guides as long as it works well for me.
Woah for real? I'm so excited. Katherine Flores strategy has normalised winning trades for me also. and it's a huge milestone for me looking back to how it all started
I'm new at this, please how can I reach her?
He found a way to catch views on his article.
But the numbers will speak. And until now, they have spoken for the management of O.
I like Realty Income. I don't care what some SeekingAlpha writer says!
So the problem with “articles” published on Seeking Alpha is that they don’t have staff writers; all of their content is derived from influencers looking to sow a bunch of FUD in what are actually stable investments. Then when investors in those securities are sufficiently worried/terrified and wondering where they should park their money instead, the influencers can tell them. Subscriber numbers go up, and then the cycle begins again.
I just genuinely think that that some of its peers like ADC offer higher returns with lower risk. I agree that titles are clickbaity, but that's the nature of the game.
@@askjussi Nature of the game? I think most people probably prefer the honest straightforward discussions like the ones by Dividend Bull rather than some inaccurate title with panic face and fire burning just because you see a slightly better investment somewhere else
@@generalisofficial Are you saying that the title of this video is accurate? Also, that's the exact thumbnail of this video in case you missed it...
@@askjussi This video's title and thumbnail are sarcastic, not clickbait
All the writers get paid in how many clicks did they get
Jussi Askola has a UA-cam channel where he mostly talks about REITs, and he has expressed his relative misgivings about Realty Income in his video's already. So to me, this person having this opinion is nothing new as he already expressed his opinion publicly on multiple occasions.
Also, I believe Jussi Askola doesn't think O is horrible now, only that their growth from now on will be limited and that there are other retail REITs out there with a better growth prospect.
Jussi is a good sport and I subscribe to both your videos and you two should tag team on a couple companies, it would be good fun. I hold O nonetheless, some VICI too and I'm always watching EPRT, NNN and ADC if they drop. So team up you guys could clickbait together and it'd be entertaining for all your viewers. 😃
Thnak you for your support!
Also, the article would not have garnered any interest if it were honestly titled. Fear sells.
O realty is going no where 💯
This line made me think of bones Aw from Spider-Man 😂😂
Commercial real estate will not be a good investment especially post COVID.
@@daw7773 Then invest in REITS that build homeless shelters bro...Just make money !
I saw Jussi's video. As stated, he made some valid points. And I was in the middle of increasing my investment in O by 25%. Talk about disillusion. But he prefers smaller REIT's. Personally, I completed my investment and the dividends keep rolling in. I'm happy with the result so far and expect the price to recover when the Fed stops playing games. Cheers
The Fed playing games? Who caused that? Who'd ya vote for?
@@larryevans2806 didn't vote for Jerome Powell or the appointed bd of gov's. But interest rates will eventually come down, at least a little, and O price will recover. Wishing you the best.
I hope the doomed news could lower the stock price so I can buy some more ! Thanks for the video ! 😆
it didnt outperform the s&p 500 for 10 years now. why do you think it will be different suddenly?
Great Analysis, Going to buy additional shares today. One of my favorite stocks.
We all knew this 3 years ago. Reality income is a big no no. Sorry bud
O is an amazing business to buy.
Analysts can say whatever they wanna say.
The problem with reality income is they have 25b of debt, and they dilute more and more instead of actually working to get the money from the business. Is your monthly dividend more than you are being diluted? I doubt it..
Pair that with the high payouts to the execs and you see why the stock is stagnating and trending down.
Few stocks are the perfect stock. Keep O, have patience.
Dividend Bull: "Very Bad News for REITs" Look at this clickbait title!
Also Dividend Bull: "Realty Income is Doomed! Oh No!
Fair play haha. Thank you again for the mention. I appreciate it. I would be happy to film a video together. Maybe it could be an open discussion about Realty Income. That could be very interesting to our audience.
I think you need to read the title of this video with the accent of Mike from Family Guy „Oh nooooooo“, meaning a bit over the edge on purpose 😂
That being said…a „crossover“ episode between the two of you would be hella interesting!
Just please…don’t give old people like me a heart attack with titles like in that article or this video 😅 lately the market has been enough of a rolercoaster already.
@@mikaelsmith3605 🤣🤣
Reality Income has navigated decades of ups and downs including multiple crashes both big and small and has consistently increased their dividend. I tend to trust their management more than. I trust a seeking alpha writer. I limit any one investment to 5% of my investments but am happy owning 5%.
A big topic I think needs to be shared is that some of its biggest tenants (dollar general, CVS, Walgreens) are closing stores throughout the country
Yes, but to a tune of like 1% of THEIR stores, so a fraction of that from Realty's properties, if any.
And dollar general is raining money. In addition, all 3 will still be able to pay the rent.
Idk. Corporate real estate is really struggling, especially these 3. With increased theft, decreased foot traffic, and monopolizing giants like UNH cutting out the middle men in Walgreens and cvs it really looks like those 3 business are going to continue to struggle. Especially when your top clients are declining businesses like Walgreens, dollar tree, dollar general, CVS. It’s no surprise the stock has been on the decline for the past 5 years
The property can be repurposed into a different retail tenant, the underlying real estate has value. Many DG and FD have been remodeled in the last few years, adding more frozen and refrigerated lines.
@@metalheadami123 They struggle in big cities with certain progressive policies that embolden criminals, but thankfully its somewhat limited. They can open a new store in an area that doesn't reward criminality. It certainly is an area of concern, but its a small piece of the puzzle for O.
I'll continue holding and dripping O, not a large percentage of my portfolio but I see no reason to exit my position.
I have all three REITs referenced. As for Realty, considering that with the acquisitions and loan rates, and that the dividend hasn't been cut is a plus. Second, acquisition means expansion which means reorganization, structural modification and patience. That's why I'm an investor and not a trader. When the earnings start going through the roof I'll be there with a grin.
Just keep buying
I have watched that author's channel on many occasions. Today he mentions Newlake Capital Partners ticker symbol NLCP as being a good opportunity citing that they have no debt. It's a REIT specializing in properties leased out to cannabis operators. But I don't like the fact it is an OTC stock. I draw the line with OTC stocks as I have had very bad results investing in anything not listed on a major exchange.
I'm staying away from O, its growth has slowed down over the past years; I think there are better REITs out there. Not saying O is bad though.
this story started with "Seeking Alpha" and that's all I needed to hear.
Sesationalized title like "Realty Income is Doomed! Oh no!"? lol.Yes I get the joke.
These articles are filled with recommendations of companies with no cash flow or facing serious downturns from systemic problems. Either doom and gloom or overly rosy and little realism.
People are irrational and hate change. Always change means the sky is falling.
This article lol such bs biggest point 3 losing focus ?
Thats so great that they invest in other types i like it. Dont understand the problem invest in europe is good
Oh, bad news?…. Sounds like good news to me. Get greedy my friends
I would also say by the time most people hear the news its probably too late to make a quick buck on selling and buying. Just dollar cost average
Great video. I also think there nothing wrong with O, just an alarming article title to make people click and talk about it. In fewer words : ADC, NNN, EPRT are smaller than O therefore they have better growth potential. O is a mature very large REIT so more stable and probably better chance to get good deals in rolling their debt. You don't need to choose one just own them all if you are fond of this REIT sector
I have an active savings plan on O. No risk, no fun!
The author has a UA-cam channel and this isn't the first time he covers O. He specializes in REITs and owns several ones, but he doesn't favor O. Catchy titles just attract attention, I'm sure you know that 😉
Thanks for mentioning it! I appreciate your support.
Have a great weekend evwryone! ❤😊
Realty Income has bought farmland and even invested international, in the UK and Spain. Not only did they buy farmland but they bought some vertical farming, meaning a grow house but on a industrial scale. This sets them up with a nice portfolio, I am letting my shares DRIP and been buying shares at a discount. They are not losing focus, you have to adapt to a changing world. They issued new shares, it only fell because people sold off thier shares.
100% maybe other REITS are better cause they more specialised Like Farmland Partners or others that have more opportunity/room to grow like ADC but O is just the ETF of reits xD really big, good diversified in industry Sectors and Country and a Long and stable history
Where can i read that ?
@@TheYaq I think on their own site even, they do publish things on what their strategy is etc so just google it "realty income purchases land in UK/Europe/Italy and you will probably find plenty sources
Wynn resort is perhaps the nicest property on the Strip.
Great content, as always, D.B. I get paid on Monday, and I can’t wait to buy more $O when the market opens.
I keep added O onto the share price is down to the 2008 price circa USD 16
Jussi is a UA-camr I watch. He always hates on O.
To be clear, I don't hate it. But you are right that I prefer some of its close peers. I still expect O to do relatively well over time.
DCA into some O and chill.
I loaded up when it was below $50 a share and the yield was 6%. I am quite happy and assume I will be for some time.
My god i smell the cope through my screen
But Jussi is a total hottie 🤷♂️
Make me rich realty income
Good update!
I like Jussi but I’ve held O for decades and will continue to. Besides I don’t follow other investors whatever letters they have after their names. And I agree some of his points seemed sensational. If I folded every time I saw a cloud in they sky I’d be working for someone else like everybody else.
I am going all in on Realty income
Never invest in reits
REITs are for fools
I am buying
I dont like "O" it's a disaster, I sold 1k of it recently in my traditional ira and purchased MGK from Vanguard instead. I did some research and MGK will make me more money than most Reits or ETFs in the next 10 years. I know this is a growth ETF but it does pay a small dividend. Good luck with Realty Income!!
And the main reason...interest rates are not being cut.
Then in 2026 when interest rates are
@@iscrulzthey will be 2% never will be 1
I hold, and will continue to hold O. It has a 27 year dividend growth streak, a 5.65% yield, and a (Snowball Analytics) "Safe" rating of 61. There are 20 news articles linked to O on the Snowball site - 17 are positive and 3 are neutral. I had a trial subscription to SA but let it go. One of the main reasons I did not subscribe was Jussi Askola. After reading/watching his various analyses, I realized he really is just a sensationalist influencer and tends to waffle a great deal on his positions. I know he is just one of many "analysts" and contributors to SA but if someone like him can slip through, then I don't want to be a part of it. SA does have some nice features but I can get them elsewhere, for less money, and even free in some places. The difference of opinions among the different contributors doesn't help much when trying to make a decision.
Load up
Those writers can say they don't have a short position, but nothing is preventing them from lying.
That would be illegal.
Your concern is pointless, these articles do not get anywhere near enough readers(even assuming 100% readers fully agreed with the articles) to influence a stocks price a meaningful way. At best an article criticizing a stock from seeking Alpha would cause a drop a few cents, nothing substantial that somebody could make a profit off
On the whole, I agree!
Ashkola always doesn't like $O and he is trading right and left between REITs and REITs he selected is shi*t
I sold $O about 2 years ago and bought $QYLD instead. And my $QYLD is doing better than $O lol
Those are the risks and black swans that we don't want to see. Including attacks by detractors. But that's life. Diversification will help us. We sit quietly, looking at the river flowing from left to right. Or from right to left. Or from the bottom up. As you like. And we sleep in anticipation of a better tomorrow.
Long O seeking entry to ADC but that’s it. Other REITs are covered in RFI and RNP for me.
Is it still worth buying Main St? It’s currently charging. Can we get a video on why this is happing and is it worth while buying?
I think them moving away from properties like Taco Bell are good due to everyday consumer no longer going as much. So it makes sense for it to explore more long term without it diving fully in
Take the clickbaitey articles in stride. Next week, "If you buy WPC, your house might burn down"
i generally like your vids but i do think you are wearing some rose colored glasses here. Im gonna name just 4, there are more, properties in their portfolio that are doing horrible as far as properties held and income on an individual basis. Dollar tree, dollar general, walgreens and AMC.... im my town alone all the amcs are closed and half the dollar stores are closed/closing, walgreens alone has just cut their dividend and is cutting back stores as well. these are just 4 terrible companies that are gonna drag down O..... sure its only 3% each but it adds up.... i just metioned 10% of their portfolio that is hot garbage or getting worse. the US economy is falling off a cliff as well as our govt. debt load, inflation is intrenched, we are in stagflation right now, more discretionary income is gonna move outta O, CRE is dying and O holds a lot of it
People, both bulls and bears, have an odd relationship with O. You O investors act as if it MUST be a part of your portfolio and must be defended until the death. The thing is, even if the bears are absolutely wrong it doesn't mean that O is automatically a great investment. Realty Income can absolutely continue just fine as a company while stock holders continue to receive poor return on investments.
It seems that opinions is all of what this is all about. So, this is still one of the best REIT around. I'm not happy with all the losses since I bought it. But I feel that it will move when things start to change in the economy after we get Joe out of office.
From my perspective, the second point of being too big has an effect in the acquisition. Generally, it is not unusual to drive price up if you have a wealthy buyer. So, Realty Income may pay premiums bigger than other REITs due to its size.
Based on all the layoff and closing news that we currently know about due to GAAP requirements, Realty Income has a projected future tenancy rate of 81%.
That's a fairly large hit and I am curious how they will survive it.
I was holding O when the Orion spinoff occurred but I didn’t get any Orion shares. Anyone else notice this as well?
You know that you have to take the article with a grain of salt when the author is promoting an alternative investment product to use instead of this popular reit. Context bruh
If there are several more funds that are way better why would you buy O or reinvest dividends? I don't get it. So you can say you have real estate investments and your portfolio has diversification? Let's just take SPYI for example, pays 12% with some tax benefits and pays monthly with multiple sector exposure. So why on earth would you buy this when you can buy that? It is as simple as that. Even if the market crashes 50% you would be looking at a dividend similar to O. So many dividend investors own a bunch of holdings for the sake of diversification. There is no shame in dumping something for a better option. A 12% drip will crush this even if O continues to grow the dividend at its historic rate. Maybe O will bounce back in share price and help total return but that isn't certain. You could be collecting more income and dripping now. I get folks sitting on a loss may want to hold out but don't see why you would drip current distributions or buy shares.
click bait on click bait 😂
MORT is a REIT ETF. It pays DIVs quarterly and has a pretty high yield, (higher than O).
I don't believe that O is "going anywhere", but I've lost faith in the individual REITS in general. MPW, WPC, ACRE, SLG are just a few names that have let investors down. Even O barely gives out dividend increases and STAG is even worse. I now only invest in the CEF's or ETF's within the sector like RQI, RFI, IGR, and RIET At least I get more protection by owning hundreds of REITS and then I get paid far better than some of the paltry div.'s and increases that the individual REITS pay out.
I really don't like the vertical farming acquisition. They are limited to vegetative products like lettuce as supposed to flowering and fruiting crops due to the needed changes in nutrients for each phase and will never be able to compete with a basic farm. And in a sealed monoculture, a single aphid intrusion on an employee could be a miserable and costly infestation
I own them on Robin hood. I sold all my shares because it said my return was not available when they did their merger. I sold it at like a $70 loss. But I bought it all back the same day. Just so I can see what my returns are. I'll just have to remember that there's $70 less than actual.
No way this Bad news is insane. Smh we’re doomed I’m selling all my shares Monday at open. Thank you for this information. Wow guy O had a really good run.
You've been the biggest champion of Reality Income I know of and after seeing the title of this video, I clicked on it thinking that I'm keeping "O" anyway.
Just what we need. Another video about video about Realty Income.
I sold all my realty income when they bought gambling sites, looks like it was a wise decision. Sold just before the drop.
It doesn't really matter if O could secure loans with lower costs, the higher-for-longer interest rate environment WILL hinder Realty Income's growth in the foreseeable future. It's a hold as of today's close.
Seeking Alpha has turned into clickbait trash.
REITs are still a no go for me... there's still quite a bit of risk right now with commercial real estate and especially for the smaller banks holding the loans.
If interest rates increase, all REITs will be negatively affected
*reads articles* damn this guy has some good points *buys more the next paycheck*
It amazes me how positive you remain while discussing this SA article and its author. I read it also. I didn't have any nice thoughts at all.
Are you reading off a page or something you sound like a robot