I thought this video was really needed. The REIT sector started to become out of favor so I had to share a bit more about how I keep my head cool by looking at stocks with High-Quality A-Grade Credit ratings.
I wanted to take a moment to express my heartfelt thanks for the recent video you published. Your content is always informative and insightful, and I truly appreciate the effort you put into sharing your knowledge with your audience. In the video, you highlighted the importance of high credit ratings when considering REIT investments, and I found your analysis to be extremely valuable. I was wondering if you could consider looking into Gaming and Leisure Properties (GLPI) in one of your future videos. While it may not have an A-grade credit rating, it's an interesting REIT that could provide some unique insights. Your analysis and perspective would be highly anticipated and greatly beneficial to your viewers, myself included. I look forward to watching more of your videos and gaining further insights into the world of dividend investing.
Ik heb ook bij jou de reclames laten lopen. O.a. Lays kwam voorbij, PepsiCo geeft dividend en ad-revenue. Verder erg leuke en goede video, as always! :) Apartment REITs zijn mij ook enorm opgevallen als sterke REITs (AVB, MAA, ESS, CPT).
Now it's a great time to buy into Eurpoean REIT's, especially germans, so beaten down. Vonovia is very healthy and can afford the old dividend with no problems.
I find Vonovia to difficult to understand, that's why I'm not sharing anything about it. Not in my circle of competence and especially that i don't understand Berlin housing market policies.
Thank you for the informative video and your thoughtful analysis. Concerning Agree Realty Corporation, given they have increased the share count by a factor of 3X since 2017 this should be included in the valuation analysis. Growth is coming at the expense of shareholder dilution, therefore the question becomes is the growth value exceeding the cost :>)
I own some O and EPR. EPR though as some risky tenants hence the attractive yield. Being performing much better lately than most REITs though. But my biggest head scratcher is AMT which was surprised not seeing it in this list. Do you have an opinion regarding AMT ?
Hello, please. I would like to start my studies on the European investment market. I have just had my European citizenship recognized, however I don't intend to live in Europe yet. Only 10 years from now at least. Are there any investment accounts for non-residents that I can open? Also, where can I start studying the European investment market?
for me, the most attractive reits are: PLD, PSA, VICI, O, AMT; maybe some SPG, WPC, NNN at a lower price! but for the next period, i won't buy any reits, until FED doesn't announce cuts of rates (same reasoning for banks!): i believe a crash in housing or a sistemic risk in banking system are in the cards, as long rates higher for longer are on the table! what do you think about AMT, do you think they will rebound?
Nice, then you will probably like this video as some of these are mentioned there. Regarding AMT, i like it's business model, but haven't studied it enough to give an opinion about them. I'll add it to the list and might get back to you on it. What do you think about AMT?
@@EuropeanDGI , i think AMT should do better! but because of some factors that i don't see, all these communication reits are rated Strong sell (seeking alpha); probably because of their debt, or to the higher rates from FED, which keeps factoring in! also, if you could make a video comparing big health dividend stocks, i'd really appreciate it! this sector is one of my favs, because of its big reward/risk ratio, good div increase history and lower volatility in case of recession! Thanks for your work!
For 3 years I’ve been looking to choose 1 reit to get into I’ve seen so many researchers coming up with different list and valuations The one reit that is always in everyone’s list, is $O, I’ll get that when the price is 50 or lower :)
Ayeah, I’m not surprised! I would suggest though to also give it your own look. Their investor relations is also very shareholder friendly. Lastly, we also did a business breakdown of Realty Income on the dividend talk podcast not too long ago.
@@salamonshevda5239 It's not the volume as such that's the problem. They can easily service their debt and they have very predictable lease income from their tenants. The main risk I see is that they start diworsifying in the search for yield.
@@EuropeanDGII know there’s a PSP Swiss Property. Dividend payer from Switzerland. Maybe it’s comparable, even though not technically a REIT as laws are different.
thanks for sharing it with us. To reduce the risk you can buy an REIT ETF like iShares US Property which invests in at least 30 REIT stocks in the USA. You can then DCA every month buying more ETF shares when the price is low.
I didn't include them, because they aren't A-rated. Their credit rating is Baa1. Having said that, i do have a small position in ADC and I do believe they are well managed with a relatively safe dividend 👍 Do you own some ADC?
Good morning, will you be able to clarify some doubts for me? Can you tell me if there is an agreement for European shares that we can complete or are we double taxed on dividends and capital gains? For example, if you buy LVMH shares and how it pays dividends, will you be taxed in France and Portugal plus 28%? Example if I want to buy Prada shares in Degiro it is only available in Hong Kong and Tradegate, if I buy in Tradegate and as the share pays a few measly cents in dividends, can you tell me exactly what I would discount? Is there any agreement with Portugal or would it be double taxed? Thanks
I don't think a 3A or 2a rating is the best way to find best REITs. Best REITs here means a decent share price return, safe dividend, growth in dividend above the inflation rate and strong balance sheet in REITs section. REITs must use leverage to compete and grow which means the best ones are not necessarily the ones with 3A rating. That is a powerful tool they have and they should use it. That is but just my opinion :).
I agree from a potential total shareholder return point of view. This video was more about showing that if you’re anxious about high interest rates, credit ratings and strong balance sheets do provide an extra layer of protection compared to highly levered REITs.
I thought this video was really needed. The REIT sector started to become out of favor so I had to share a bit more about how I keep my head cool by looking at stocks with High-Quality A-Grade Credit ratings.
I wanted to take a moment to express my heartfelt thanks for the recent video you published. Your content is always informative and insightful, and I truly appreciate the effort you put into sharing your knowledge with your audience. In the video, you highlighted the importance of high credit ratings when considering REIT investments, and I found your analysis to be extremely valuable. I was wondering if you could consider looking into Gaming and Leisure Properties (GLPI) in one of your future videos. While it may not have an A-grade credit rating, it's an interesting REIT that could provide some unique insights. Your analysis and perspective would be highly anticipated and greatly beneficial to your viewers, myself included. I look forward to watching more of your videos and gaining further insights into the world of dividend investing.
Ik heb ook bij jou de reclames laten lopen. O.a. Lays kwam voorbij, PepsiCo geeft dividend en ad-revenue. Verder erg leuke en goede video, as always! :) Apartment REITs zijn mij ook enorm opgevallen als sterke REITs (AVB, MAA, ESS, CPT).
The real estate mutual fund at my job has AVB as a top holding. Solid company 💯💯💯💯
Hehe, thanks 🙏 long: PEP
I always appreciate your perspective. I recommend your channel frequently. Thanks again for this video and overview.
That’s really nice to hear, thank you 🙏
Excellent video - my REIT favourites - O, NNN and WPC ! - keep up the good work !
Nice ones! WPC is also a solid one 👍
I also like net lease reits here . nice choices
This is awesome. A different way to look at REITs. Fantastic. Good job as always. Thanks a lot:)
Thank you 🙏
Now it's a great time to buy into Eurpoean REIT's, especially germans, so beaten down. Vonovia is very healthy and can afford the old dividend with no problems.
I find Vonovia to difficult to understand, that's why I'm not sharing anything about it. Not in my circle of competence and especially that i don't understand Berlin housing market policies.
MAA one of the best
In comparison with CPT ,very likely, even better. A-rated, great balance sheet, similar sunbelt exposure
Hmm, I should’ve put that one in here then!
Thank you for the informative video and your thoughtful analysis. Concerning Agree Realty Corporation, given they have increased the share count by a factor of 3X since 2017 this should be included in the valuation analysis. Growth is coming at the expense of shareholder dilution, therefore the question becomes is the growth value exceeding the cost :>)
My broker withholds 38% on US REIT and LP distributions despite having completed a W8BEN !!!!
I own some O and EPR. EPR though as some risky tenants hence the attractive yield. Being performing much better lately than most REITs though. But my biggest head scratcher is AMT which was surprised not seeing it in this list. Do you have an opinion regarding AMT ?
Hello, please. I would like to start my studies on the European investment market. I have just had my European citizenship recognized, however I don't intend to live in Europe yet. Only 10 years from now at least. Are there any investment accounts for non-residents that I can open? Also, where can I start studying the European investment market?
for me, the most attractive reits are: PLD, PSA, VICI, O, AMT; maybe some SPG, WPC, NNN at a lower price! but for the next period, i won't buy any reits, until FED doesn't announce cuts of rates (same reasoning for banks!): i believe a crash in housing or a sistemic risk in banking system are in the cards, as long rates higher for longer are on the table!
what do you think about AMT, do you think they will rebound?
Nice, then you will probably like this video as some of these are mentioned there. Regarding AMT, i like it's business model, but haven't studied it enough to give an opinion about them. I'll add it to the list and might get back to you on it. What do you think about AMT?
@@EuropeanDGI , i think AMT should do better! but because of some factors that i don't see, all these communication reits are rated Strong sell (seeking alpha); probably because of their debt, or to the higher rates from FED, which keeps factoring in!
also, if you could make a video comparing big health dividend stocks, i'd really appreciate it! this sector is one of my favs, because of its big reward/risk ratio, good div increase history and lower volatility in case of recession!
Thanks for your work!
@@marinik85 earlier this year i had this video about analyzing health care stocks. So you mean to say to compare a few of those stocks, right?
@@EuropeanDGI, yes! biggest healthcare stocks from XLV that have dividend growth!
For 3 years I’ve been looking to choose 1 reit to get into I’ve seen so many researchers coming up with different list and valuations
The one reit that is always in everyone’s list, is $O, I’ll get that when the price is 50 or lower :)
Ayeah, I’m not surprised! I would suggest though to also give it your own look. Their investor relations is also very shareholder friendly.
Lastly, we also did a business breakdown of Realty Income on the dividend talk podcast not too long ago.
Very First :))
You're quick buddy! Thanks as always and I hope you enjoy it 😀
Watching now and will provide comments soon :)@@EuropeanDGI
$O is my favourite as I see many people talk about them confidently
It has big debt 25B dollars. Why do you think it is not a problem ?
@@salamonshevda5239 It's not the volume as such that's the problem. They can easily service their debt and they have very predictable lease income from their tenants. The main risk I see is that they start diworsifying in the search for yield.
For a European Dividend Investors you could have looked at more in the EU
I am not aware of A-Rates REITs in Europe, but maybe I’m wrong?
@@EuropeanDGII know there’s a PSP Swiss Property. Dividend payer from Switzerland. Maybe it’s comparable, even though not technically a REIT as laws are different.
Gecina has A- stable from SP@@EuropeanDGI
thanks for sharing it with us. To reduce the risk you can buy an REIT ETF like iShares US Property which invests in at least 30 REIT stocks in the USA. You can then DCA every month buying more ETF shares when the price is low.
True that 👍
Don’t forget ADC
I didn't include them, because they aren't A-rated. Their credit rating is Baa1. Having said that, i do have a small position in ADC and I do believe they are well managed with a relatively safe dividend 👍 Do you own some ADC?
Yes, I have some ADC and want some more. Still waiting for my target-price. I have a bigger position of SPG, which I like very much.
Good morning, will you be able to clarify some doubts for me? Can you tell me if there is an agreement for European shares that we can complete or are we double taxed on dividends and capital gains? For example, if you buy LVMH shares and how it pays dividends, will you be taxed in France and Portugal plus 28%? Example if I want to buy Prada shares in Degiro it is only available in Hong Kong and Tradegate, if I buy in Tradegate and as the share pays a few measly cents in dividends, can you tell me exactly what I would discount? Is there any agreement with Portugal or would it be double taxed? Thanks
Hi Miguel, Have a look here, hopefully that clarifies? www.europeandgi.com/dividend-tax/foreign-dividend-tax-by-country-in-2023/
I don't think a 3A or 2a rating is the best way to find best REITs. Best REITs here means a decent share price return, safe dividend, growth in dividend above the inflation rate and strong balance sheet in REITs section.
REITs must use leverage to compete and grow which means the best ones are not necessarily the ones with 3A rating. That is a powerful tool they have and they should use it.
That is but just my opinion :).
I agree from a potential total shareholder return point of view. This video was more about showing that if you’re anxious about high interest rates, credit ratings and strong balance sheets do provide an extra layer of protection compared to highly levered REITs.
PSA
🙌
A WW3 could be worse than a pandemic for markets right ? In those case, where can we invest ? Ahah