Being a FastGraphs subscriber for some time now and following your videos really paid off so far. (And yes, nobody gets it right all the time, but you have a pretty good track record as far it concerns me.) Thanks for that!
@@delinquense Truth is, we're all biased. And that includes me, so I react to certain industries (and their stocks) in a different way than to others. And I do not buy every stock Chuck talks about, so I have no general overview and can only say that most of the stocks I researched (because Chuck mentioned them) and subsequently bought - paid off. But that's just for me, others may have different experiences.
Thank you, Chuck, for an excellent summary of REITs. I am still holding on to MPW but buying at a much lower rates than before. I will hold on to it until 2025 at least. Love you guys.
@@holyhandgrenadeofantioch2019 I have confidence in Chuck's wisdom. I may not make a lot of money in MPW, but I don't think I will lose money. And yes, I am in the same position as you are in.
I have sold 50% of MPW position with a big loss. And thinking to sell the rest. If the rates do not go drastically down in 2024 and they probably won't, MPW will go bust.
Hi Chuck! Many thanks for your reply! As you said, MPW should go up. But only if it does not go bust in 2025 or 2026. They have to repay of 2.5 USD billion debt in 2024-2026. Where this money should come from? MPW bonds trade at 12-13%. In case they have to borrow now at 12-13%, they will go bunkrupt in the comining 2 years. What's your opinion on this?@@FASTgraphs
MPW did need to cut their dividend the company is alot stronger now than it has been they sold alot of income generating assets to fund new hospitals that will make them alot more but old debt was killing them
Excellent work, Chuck. Thanks. My only point would be that I think we are in a higher for longer interest rate environment and some of those properties in those REITS are going to have to refinance as their loan turn over at higher rates. Will be seen how much pain that will cause. Some big Real estate guys predict a hard time is coming '24 and '25.
Thanks Chuck! I have been buying REITs and utilities heavily. Great video but no mention of Office REITS! They are the most undervalued REITS in the market right now and for some of the more high quality ones their fundamentals are still holding up well. Look at ARE and BXP. They had a very significant rise today.
MPW got downgraded and it fell a lot after that announcement. But, the market decided that it's not going to stay down. It's easy for almost anyone to buy 10 shares just for fun....even if it continues to go down. Did they reinstate the dividend? If so, this will go back up quickly.
Fantastic video thank you, you've got a new subscriber. I've been buying VICI over the last few weeks as the first REIT in my portfolio and plan on adding some more.
I sold 10 puts on mpw$4 . 8% profit dec15. Dont matter to me if i get it or not. I can use the 15 % dividend and sell covered calls its all money at the end of the day. Love your videos Boss!!
Hi Chuck, this is another excelllent video. Many thanks for that! I have a question about MPW. As you said, MPW should go up. But only if it does not go bust in 2025 or 2026. They have to repay of 2.5 USD billion debt in 2024-2026. Where this money should come from? MPW bonds trade at 12-13%. In case they have to borrow now at 12-13%, they will go bunkrupt in the comining 2 years. What's your opinion on this? Thanks!
No need to apologize at all! It was a fantastic video. Thank you so much, Mr Chuck! I would love if you make a video about Medfast one of these days. Thank you so much for all you do!🎉🎉🎉🎉🎉🎉
You’re right on MPW chuck!! Stay strong 💪🏾 it’s going to thrive once the fire sale is over and the critics will be praising you like they always do 🔥🙌🏾👊🏽👏🏿🙏❤️
Great, comprehensive video. Thanks. You are admirable in your handling of the trolls regarding MPW. Don't let em get to you. I've been watching MPW for months. I'm very interested. I know it's just 2 analysts, but it's hard to commit when they project negative growth out 5 years. It's tough because I'm looking to buy and hold. Thanks for the updates. Your comments are always educational. 🙂
Don't you dare apologize for this one being long, Chuck! As always, you deliver the goods! THIS is why you're Mr. Valuation! Excellent video and an excellent visualization of how REITs are such a strong buy right now! My biggest complaint right now is I don't have the kind of dry powder to deploy that I'd like! It's a bloodbath out there and I have been snapping up REITs and other high quality businesses like a hungry shark!
what's your point? buying at 45.21 when others were (fearful) and selling proved to be the wiser decision then those fearful that were selling and running towards the hills @@louisaparker
Thanks for the vid...and no appologise are needed. We get the content and expert oppinion . The rest is up to us. So I am still foing to nibble at med propertiea trust. No big bets. But as you say the fundamentals are still good. 👍
I just want to share some inside info in my area. All my GC friends say that this last month their work schedules have come to a screeching halt. When rates went up everyone finished out there current projects but are holding off starting new in all fields of real estate. Construction work is down 75%. So I'm just saying that respectfully it's not the best time to buy, probably early spring 2024 we will be at a real estate bottom. This may not apply to rental REITS . Thx for all you do chuck.
I am glad to have a large position in ARE I bought at an average of $96. I also recently started positions in UDR and ARE before the recent bounce upwards
@@philipp-andreasschmidt7966 he did cover it in his new video yesterday. But no not in this one. I was just thinking of both since I think they’re both solid REITS and have good looks on FASTGraphs
I've always liked IIPR as well, but got out long ago when it just kept dropping...it went up a lot today....need to check it out. Thanks for mentioning it. Vici is a very loved stock and I was lucky to have bought it a few days ago.
Innovative Industrial Properties (IIPR) is a powerful yet risky "Growth" REIT for those looking for exposure in the Cannabis/Marijuana Industry - as a former-Fed Funds Trader/Money Markets Broker, the best entry price-points for IIPR = $60-70s - it's currently trading at $80 #BeQuickOrBeDead #IIPR #YouSnoozeYouLose
It is more about psychology than about rising rates. We have the same yields like in 2006-7 where 10Y yielded up to 5.25%. And yet P/FFO was so much higher than now and market at all time high. For example ARE P/FFO 20x in 2006 and 10x now and rates are identical. Another proof that it is not about rates would be ADC. No maturitues until 2028 and yet stock is down a lot. While OHI with a lot of debt is at 52 week high despite 27% of tenants don't make enough profit to cover rent. And there is still that shadow of 2009 recession where most reits suffered big declines in FFO and new lows in stock prices. Recession next year surely will bring new lows.
What is Chuck's thinking on having to deal with K1's in REITS and even now there is withholding taken from their payouts even in Tax Sheltered accts? Major paperwork involved. Worth it?
Thank you Chuck for all your great work. It is really inspirational to me. What is your current assessment of Alstria Office Reit AG? Would you be willing to make a video on this company? Best regards, Guido
I am currently really thinking of having an all reit and utility portfolio as a waiting portfolio and new cash coming in is going here. I am the only thinking of this or others thinking the same ? im currently 36 i was thinking of having a massive base line of income for the portfolio and if somthing crashes like growth stocks i would switch focus with new cash but still not selling and keeping the reit and utility exposure. Not risk adverse but the current environment is.. eh.. kinda not favorable o_O
I am, and have been for the last 9 yrs, investing for my children. I have a now, 11 yr old granddaugter and will now start putting a piece of her stocks into dividends. Thanks a million.
With all what happened to MPW over the last few months, bad news then some good news, then the no dividend announcement, do you still think that the stock is attractive at these levels?
Why not just invest in the ETF VNQ if you like REITs, especially a load of them. And remember this too needs to be invested in retirement accounts, otherwise you end up paying a lot taxes.
Yes and no. The last decade allowed REitTs to grow as they could get money for more or less nothing. This was the time when Reits actually delivered. First these days are over. Interest might go down but if so how much? Second, they all do refinancing for a longer period …now with much higher interests which will reduce profits for longer, even if the rates are already down. Bonds will be a competition in yield. So it will be not as easy as you paint it.
Being a FastGraphs subscriber for some time now and following your videos really paid off so far. (And yes, nobody gets it right all the time, but you have a pretty good track record as far it concerns me.) Thanks for that!
@@delinquense Truth is, we're all biased. And that includes me, so I react to certain industries (and their stocks) in a different way than to others. And I do not buy every stock Chuck talks about, so I have no general overview and can only say that most of the stocks I researched (because Chuck mentioned them) and subsequently bought - paid off. But that's just for me, others may have different experiences.
But Premium FG has become very expensive and for the standard program we are getting very few of the new products included.
Fastgraphs gives me the confidence to hold and buy during volatile times. Thanks Chuck!
This is one of the best investing channels on youtube
Thank you, Chuck, for an excellent summary of REITs. I am still holding on to MPW but buying at a much lower rates than before. I will hold on to it until 2025 at least. Love you guys.
I rode MPW all the way down. The damage is already done, so I’m hanging on also.
@@holyhandgrenadeofantioch2019 I have confidence in Chuck's wisdom. I may not make a lot of money in MPW, but I don't think I will lose money. And yes, I am in the same position as you are in.
I have sold 50% of MPW position with a big loss. And thinking to sell the rest. If the rates do not go drastically down in 2024 and they probably won't, MPW will go bust.
buy high sell low is not a good strategy. An unrealized loss is not a loss until it is actualized. Stock price often lies.@@pasoleg1
Hi Chuck! Many thanks for your reply!
As you said, MPW should go up. But only if it does not go bust in 2025 or 2026. They have to repay of 2.5 USD billion debt in 2024-2026. Where this money should come from? MPW bonds trade at 12-13%. In case they have to borrow now at 12-13%, they will go bunkrupt in the comining 2 years.
What's your opinion on this?@@FASTgraphs
Thanks Chuck. Looking at fast graphs I will buy some MPW
Love all your Videos - learned a lot.
Please Chuck don't apologize for the length. The longer the better. Thanks for the concentrated wisdom.
Really, two hours would not have been too long.
Size matters
Thank you, Chuck. As always, great information. I just bought 4 shares of MAA.
MPW did need to cut their dividend the company is alot stronger now than it has been they sold alot of income generating assets to fund new hospitals that will make them alot more but old debt was killing them
Great video, Chuck, I couldn't agree more in the time being now to buy REITs before interest rates drop again and REITs pick back up.
INVESTORS 😂❤
Excellent work, Chuck. Thanks. My only point would be that I think we are in a higher for longer interest rate environment and some of those properties in those REITS are going to have to refinance as their loan turn over at higher rates. Will be seen how much pain that will cause. Some big Real estate guys predict a hard time is coming '24 and '25.
Always so valuable! Nothing to apologize! Thanks Chuck and team!
Sorry for the long video? No way. This video should have been at least a 1 hour video. Thank you for this video.
Thanks Chuck! I have been buying REITs and utilities heavily. Great video but no mention of Office REITS! They are the most undervalued REITS in the market right now and for some of the more high quality ones their fundamentals are still holding up well. Look at ARE and BXP. They had a very significant rise today.
Hard to disagree Chuck with MPW
MPW got downgraded and it fell a lot after that announcement. But, the market decided that it's not going to stay down. It's easy for almost anyone to buy 10 shares just for fun....even if it continues to go down. Did they reinstate the dividend? If so, this will go back up quickly.
Fantastic video thank you, you've got a new subscriber. I've been buying VICI over the last few weeks as the first REIT in my portfolio and plan on adding some more.
I sold 10 puts on mpw$4 .
8% profit dec15.
Dont matter to me if i get it or not. I can use the 15 % dividend and sell covered calls its all money at the end of the day. Love your videos Boss!!
i did it too, but at $8 😢
Great video Chuck. Full of great information and insight. Thanks man!
Outstanding video Professor !
New FastGraphs subscriber for a couple of weeks now, and really enjoy the software. Unique among a sea of others. And now I found your videos 🙂
Chuck you are the Master! Such an excellent tool. Thank you for all the work you do for us. Excellent perspective on REITs by Mr. Valuation.
Thank you Mr Chuck. Greetings from Italy, that seems to have something in common with your last name. Have a nice day.
I've been buying o ever since the div yield got over 6%
yep, that's a great marker, like an inverse of valuation, that you can spend.
Thank you chuck! I bought a lot of reits after this video. Has been great. I plan on holding long term.
I want to buy another 1500€ of MAA when my Paycheck comes 1 12.2023😊
And ad also a little bit more of MPW or BMY.
Hi Chuck, this is another excelllent video. Many thanks for that!
I have a question about MPW. As you said, MPW should go up. But only if it does not go bust in 2025 or 2026. They have to repay of 2.5 USD billion debt in 2024-2026. Where this money should come from? MPW bonds trade at 12-13%. In case they have to borrow now at 12-13%, they will go bunkrupt in the comining 2 years.
What's your opinion on this?
Thanks!
No need to apologize at all! It was a fantastic video. Thank you so much, Mr Chuck! I would love if you make a video about Medfast one of these days. Thank you so much for all you do!🎉🎉🎉🎉🎉🎉
I love vici
please do an update on mpt(mpw) - looks like a senator is looking into it and the guy that predicted wirecard
You’re right on MPW chuck!! Stay strong 💪🏾 it’s going to thrive once the fire sale is over and the critics will be praising you like they always do 🔥🙌🏾👊🏽👏🏿🙏❤️
Great, comprehensive video. Thanks.
You are admirable in your handling of the trolls regarding MPW. Don't let em get to you.
I've been watching MPW for months. I'm very interested. I know it's just 2 analysts, but it's hard to commit when they project negative growth out 5 years. It's tough because I'm looking to buy and hold.
Thanks for the updates. Your comments are always educational. 🙂
Chuck for US President 🇺🇸
Bought AVB on Monday 💪
Thx Chuck! Agree 100% about now is the best time to be investing in REITS!!!!
ARE with its exceptional positioning and low debt not included? Why?
FAST Graphs covers 431 REITs, I didn't cover them all. Nevertheless, ARE could've/should've been included.
No need to apologize, that was a great and informative video. I have been buying MPW, O, WPC, & MAA.
Same
Don't you dare apologize for this one being long, Chuck! As always, you deliver the goods! THIS is why you're Mr. Valuation! Excellent video and an excellent visualization of how REITs are such a strong buy right now!
My biggest complaint right now is I don't have the kind of dry powder to deploy that I'd like! It's a bloodbath out there and I have been snapping up REITs and other high quality businesses like a hungry shark!
Went $200,000 in on Realty income when it hit $45.21. Be fearful when others are greedy, be greedy when others are fearful. 😊😊😊😊
Be fearful when others are fearful, because others have a point.
what's your point? buying at 45.21 when others were (fearful) and selling proved to be the wiser decision then those fearful that were selling and running towards the hills
@@louisaparker
Its already up from that point on and interest rates haven't even been cut. Seems like a pretty good buy to me. Enjoy the dividends in the meantime 😉
Why invest only peanuts?
Buffett, who said that, is as fearful as ever and net seller for years.
Once your 200k will drop to 100k Buffett will buy your shares.
Thanks for your video! I just added Realty Income and MPW. Maybe it´s now the peak of the interest rates.
Thanks for the vid...and no appologise are needed. We get the content and expert oppinion . The rest is up to us. So I am still foing to nibble at med propertiea trust. No big bets. But as you say the fundamentals are still good.
👍
Chuck so much value in your videos! Thank you!
long videos are good for your brain, a lot of wisdom here
DLR was an awesome pick back in April indeed. If only the others (MO, WBA, RF, etc.) would have kept up too...
Another great video. I have loved Realty Income for several years, and it happens to be strong with a really good dividend. Thanks again!!!
Thank you so much! This is a much needed perspective during this volatile time. Subscribed!
Took some opportunity to get grab some AMT in the 160s at a 4%+ yield. Already spiked into the 190s
Thanks Chuck. Loving the REITS right now.
I just want to share some inside info in my area. All my GC friends say that this last month their work schedules have come to a screeching halt. When rates went up everyone finished out there current projects but are holding off starting new in all fields of real estate. Construction work is down 75%. So I'm just saying that respectfully it's not the best time to buy, probably early spring 2024 we will be at a real estate bottom. This may not apply to rental REITS . Thx for all you do chuck.
great one !!!! thank U
Your making a big difference in all of our investing. Thank you. 😊
Thank you for this video. What do you think of Ellington Financial Inc. (EFC)?
Thank You very much it is very very informative. Appreciated very much!
Any thoughts on PEAK and DOC REITs.
Thank you. Another great in depth video, continually educating us.
I am glad to have a large position in ARE I bought at an average of $96. I also recently started positions in UDR and ARE before the recent bounce upwards
Did I miss something Check didn’t cover ARE
@@philipp-andreasschmidt7966 he did cover it in his new video yesterday. But no not in this one. I was just thinking of both since I think they’re both solid REITS and have good looks on FASTGraphs
Only REITs i hold are VICI and IIPR. hoping for continued growth
I've always liked IIPR as well, but got out long ago when it just kept dropping...it went up a lot today....need to check it out. Thanks for mentioning it. Vici is a very loved stock and I was lucky to have bought it a few days ago.
Innovative Industrial Properties (IIPR) is a powerful yet risky "Growth" REIT for those looking for exposure in the Cannabis/Marijuana Industry - as a former-Fed Funds Trader/Money Markets Broker, the best entry price-points for IIPR = $60-70s - it's currently trading at $80 #BeQuickOrBeDead #IIPR #YouSnoozeYouLose
Thanks again for your great content Chuck! Greets from the Netherlands.
It is more about psychology than about rising rates. We have the same yields like in 2006-7 where 10Y yielded up to 5.25%. And yet P/FFO was so much higher than now and market at all time high. For example ARE P/FFO 20x in 2006 and 10x now and rates are identical. Another proof that it is not about rates would be ADC. No maturitues until 2028 and yet stock is down a lot. While OHI with a lot of debt is at 52 week high despite 27% of tenants don't make enough profit to cover rent.
And there is still that shadow of 2009 recession where most reits suffered big declines in FFO and new lows in stock prices. Recession next year surely will bring new lows.
What is Chuck's thinking on having to deal with K1's in REITS and even now there is withholding taken from their payouts even in Tax Sheltered accts? Major paperwork involved. Worth it?
Thank you Chuck for all your great work. It is really inspirational to me. What is your current assessment of Alstria Office Reit AG? Would you be willing to make a video on this company? Best regards, Guido
An update of MPW would be greatly appreciated please Chuck, thank you
So you are still bullish about MPW... I hesitate to buy more...
Look at their 2030/31 bonds, trading at 60% currently.
They can buy buck their debt with a 40% discount...
I'm still adding mpw.
Not one person was still bullish on mpw last time it hit 3.xx$ in the financial crash.
@@Metal_StackingSome were, and made out like kings. 😊
I was going to double down today but it popped. Not happy
Mpw is bad now at June 26 2024....
Well, lemme do more research.
Nobody ever talks about IIPR
Thank you for this interesting video. It gave m a lot of new investing insights and ideas !!
Thank you Chuck. These updates are very helpful!
Thanks man, i have been using fast graphs for years now…I love it…I dark theme would be awesome! Thanks chuck
In development for a future release
You just jinxed MPW. Never say publicly a price target.
Thank you chuch, appreciate all your work and free information and advice you're giving.
Thanks Chuck! Appreciate you and hope to see some new content when you have time
YES. patience we must.
Can you do a bank video
Yes, both American and Canadian banks would be appreciated.
The long videos are great. We appreciate your time and effort.
Excellent video! Thank you!
Holy moley reits were just popping off today.
Which website he is using to see these data?
www.fastgraphs.com
Great video man
Thanks Chuck 👍
👍
Great summary. Thank you
Simply pick one #AMT #CCI #SBA as Cell Tower REITS all move the same...by the way, Chuck Carnevale is a f*ckin' Stock Market Genius!!!
THX
I wonder why the MPW management did not use the $500m credit facility (expired October) to complete share buybacks 😅
Your videos are fantastic!
Thank you. I went with a bit of MPW, & SUI. I'm not sure I should buy more SUI. It seems kind of high.
Thanks for your Video. Can you also take a look at IIPR - Innovative Industrial Properties, Inc.?
I am currently really thinking of having an all reit and utility portfolio as a waiting portfolio and new cash coming in is going here.
I am the only thinking of this or others thinking the same ?
im currently 36 i was thinking of having a massive base line of income for the portfolio and if somthing crashes like growth stocks i would switch focus with new cash but still not selling and keeping the reit and utility exposure. Not risk adverse but the current environment is.. eh.. kinda not favorable o_O
Excellent vid. REITs are strong in the coming time frame, I think.
it is a lesson in wisdom and courage to be long mpw, but im all in...! please keep revisiting to keep us off the ledges... :)
I am, and have been for the last 9 yrs, investing for my children. I have a now, 11 yr old granddaugter and will now start putting a piece of her stocks into dividends. Thanks a million.
I took a nasty hit to my portfolio, buying MPW at 12 dollars a share
With all what happened to MPW over the last few months, bad news then some good news, then the no dividend announcement, do you still think that the stock is attractive at these levels?
I will wait until there's real news when the issue their next financial reports to decide.
So it is a hold for now, thank you
Great video; definitely will look into it. Regards from Berlin
FastGraphs subscriber here, please explain FFO vs AFFO metric for REITs. Thanks!
Here's a link: corporatefinanceinstitute.com/resources/commercial-real-estate/p-ffo-vs-p-affo/
STAG is overvalued. Its intrinsic value is $31.00 per share. Disappointed no talk on VICI 💔🙏
28:38
Great video! Would love to see another update on AMT! :)
Why not just invest in the ETF VNQ if you like REITs, especially a load of them. And remember this too needs to be invested in retirement accounts, otherwise you end up paying a lot taxes.
Because most of the REITS in VNQ are overvalued
Thank you for this video...I've been thinking the same thing about REITs.
Yes and no. The last decade allowed REitTs to grow as they could get money for more or less nothing. This was the time when Reits actually delivered. First these days are over. Interest might go down but if so how much? Second, they all do refinancing for a longer period …now with much higher interests which will reduce profits for longer, even if the rates are already down. Bonds will be a competition in yield. So it will be not as easy as you paint it.
You better do the independent audit because you spend more or less base on understand or not