What's your favorite high-yielding REIT to buy today? Let me know below. Thank you for all your support. All your "likes" help me a lot to keep on growing and I appreciate it! Let me know if you have any questions. Jussi
Hey Jussi. Another killer video. Hey, I have a suggestion for you, which I think will be great for the channel. Can you do a series of videos on REIT sectors. For example: do a video on healthcare reits where you can mention some of the players, compare them. Another is the multi-family homes reits also mention/compare, storage reits, industrials etc etc... for example, I would love to hear how you compare CPT, MAA, EQR (and more) when it comes to apartment reits . . etc etc... what do you think?
Let’s see those guns papi 💪 I bought WP after the spinoff and dividend cut. When they start raising the dividend again, people will pile back in. It’s a long term (hopefully) buy and hold
Many critics dismiss AGNC because of its past performance, but you "buy the fear". Discounted price means a higher yield as you buy shares at a discounted price. This is a dividend income strategy and not a capital gain; however, by DRIP and contributions, buying at discounted cost will result in a compounding of shares that will exponentially grow the account through dividends that will outpace a stock that is appeciating.
@@askjussi You are comparing apples and oranges thus making tunnel vision analysis. High yield dividend stocks do not compare with high growth capital stocks in the short-run (under 5 years). However, buying cheaper dividend stocks, not only is revealed by higher dividend yields, but the compounding effects (yes most don't know how to crunch numbers) will yield a higher return in the long run, making high growth stocks a joke. Glad nobody can grasp this, because they can't look beyond 5 years and especially when comparing to what VOO, VGT performed in the past year. Using the past to determine the future and not the present to determine the future is why folks will never achieve what the 1% is able to achieve.
If I understood its business model right, it seems to be nothing more than a long-dated bond proxy, and the stock has failed to deliver capital appreciation for over 30 years now, saving a few unpredictable trading opportunities here and there. I see it as a play on lower long-term interest rates, a game I don't want to play, especially in that direction.
WPC is an excellent choice for 2024! I am successively increasing my holding in PAX and thinking of initiating a smaller holding in ONL. Long WPC and PAX.
@jussi, I very much agree with you on WPC. I just recently came across WDP, which seems like it might have similar bull case? Europe focused warehouses at a deep discount.
Hey jussi! I'm thinking about selling some of my ADC to buy some WPC after the huge rise of ADC past months. Would you recommend this or is it better to hold on to ADC as a larger part of my portfolio?
My actual favorites are WPC & Sila but Rexford & EPR as well. But I’m hesitant to make substantial additions to my REIT holdings at the moment, as the chances of rising interest rates under Trump have grown considerably. What do you think?
REIT’s have gotten hit due to inflation fears, which have resulted from Trumps threats to put a 10% tariff on all imports and even higher tariffs on imports from China. Not all REITs would be directly impacted, but it seems the fear is widespread at this current time. I see it as a buying opportunity for the Long Term.
Hi Jussi! Good suggestions ... but what's your opinion on voices that forecast higher inflation in the future due to Trump's onshoring plans combined with the proposed deportation (which I personally think is impossible ro achieve) which might lead to a lack of workforce and rising paychecks? Just look at the current state of the Russian economy which has those problems (lack of workforce due to higher pay in the army or in the defense industry and highly reduced immigration)
I think that it is too early to say what will actually happen, but my base case is that the economy returns to the pre-covid norm and inflation and rates will head to lower levels.
this looks like confirmation bias as you loved the company even before slashing their dividend. WPC had a HUUUGE drop in FFO, cut dividend after 24 years and exited the office property at the worst time. Really doesn't give me any confidence in the management.
I own positions of both, but I am a little heavier on SILA. I am thinking of selling 40% of my ADC which is up considerably since I bought it, and putting it into SILA. Any informed opinions are appreciated!
What's your favorite high-yielding REIT to buy today? Let me know below. Thank you for all your support. All your "likes" help me a lot to keep on growing and I appreciate it! Let me know if you have any questions.
Jussi
Hey Jussi. Another killer video. Hey, I have a suggestion for you, which I think will be great for the channel. Can you do a series of videos on REIT sectors. For example: do a video on healthcare reits where you can mention some of the players, compare them. Another is the multi-family homes reits also mention/compare, storage reits, industrials etc etc... for example, I would love to hear how you compare CPT, MAA, EQR (and more) when it comes to apartment reits . . etc etc... what do you think?
Sure, I can work on that. I will soon have more consistent access to a studio to film better videos. Thank you for your support.
Thanks, Jussi, on your "bullish" presentation on these two REITs. Good stuff worthy of further consideration and research.
The best as usual, thank you Jussi!
Thank you for your kind comment!
I'm long WPC. Very good REIT.
Let’s see those guns papi 💪 I bought WP after the spinoff and dividend cut. When they start raising the dividend again, people will pile back in. It’s a long term (hopefully) buy and hold
ARE, AMT, CPT and lately REXR and VICI
Many critics dismiss AGNC because of its past performance, but you "buy the fear". Discounted price means a higher yield as you buy shares at a discounted price. This is a dividend income strategy and not a capital gain; however, by DRIP and contributions, buying at discounted cost will result in a compounding of shares that will exponentially grow the account through dividends that will outpace a stock that is appeciating.
It has done very poorly to its shareholders over the long run, despite the high yield
@@askjussi You are comparing apples and oranges thus making tunnel vision analysis. High yield dividend stocks do not compare with high growth capital stocks in the short-run (under 5 years). However, buying cheaper dividend stocks, not only is revealed by higher dividend yields, but the compounding effects (yes most don't know how to crunch numbers) will yield a higher return in the long run, making high growth stocks a joke. Glad nobody can grasp this, because they can't look beyond 5 years and especially when comparing to what VOO, VGT performed in the past year. Using the past to determine the future and not the present to determine the future is why folks will never achieve what the 1% is able to achieve.
Hi Jussi, could you share your updated opinion about SAFE 😄😉😋?
If I understood its business model right, it seems to be nothing more than a long-dated bond proxy, and the stock has failed to deliver capital appreciation for over 30 years now, saving a few unpredictable trading opportunities here and there. I see it as a play on lower long-term interest rates, a game I don't want to play, especially in that direction.
Sure! Note that we will post an interview with their management at High Yield Landlord
Good ideas, I will study them more closely. Regards
You got some impressive forearms, how often do you workout?
Thanks! daily
WPC is an excellent choice for 2024!
I am successively increasing my holding in PAX and thinking of initiating a smaller holding in ONL. Long WPC and PAX.
I am doing the same. Thanks!
@jussi, I very much agree with you on WPC. I just recently came across WDP, which seems like it might have similar bull case? Europe focused warehouses at a deep discount.
It's not that WPC cut the div, they cut it right after raising it. That was underhanded. I'm watching, but don't know if I'll jump back in.
They have explained that to us in our interview at High Yield Landlord. They had to continue with the same hikes due to SEC rules.
@@askjussi Too bad that wasn't explained at the time. I like it closer to $50. Thanks.
Hey jussi! I'm thinking about selling some of my ADC to buy some WPC after the huge rise of ADC past months. Would you recommend this or is it better to hold on to ADC as a larger part of my portfolio?
WPC is riskier so it depends on what you are looking for, but I agree that it is tempting.
My actual favorites are WPC & Sila but Rexford & EPR as well.
But I’m hesitant to make substantial additions to my REIT holdings at the moment, as the chances of rising interest rates under Trump have grown considerably.
What do you think?
All great picks in my opinion
An update for are and rexr would be great. Im laoding and loading - dont get it why they are dropping (that dramatically)
I agree that it is a great opportunity for long term oriented investors.
REIT’s have gotten hit due to inflation fears, which have resulted from Trumps threats to put a 10% tariff on all imports and even higher tariffs on imports from China. Not all REITs would be directly impacted, but it seems the fear is widespread at this current time.
I see it as a buying opportunity for the Long Term.
@@delliott777 I agree
What do you think about Broadstone ($BNL)?
I think that WPC is a better pick. The premium is worth it in my opinion.
Are you bullish on Callaways spinoff of top golf, eprs biggest tenant. Long modg?
I have not done enough work on them
Wpc, Sila, Are, Ahh, iipr, Modiv, Nnn. In equal weight (wpc something more) it's my portfolio updated to 80% Reit's 😅
All great picks in my opinion. Thanks for sharing!
how resilient will this reit be in an event of a bursting housing bubble?
Only 2 REITs invest in single family rentals
I’m buying WPC one share at a time to dollar cost average down
I am also gradually buying more of it at these levels
There could be a good dip for reits coming in if they pause rate cuts in the next december meeting. Time to load up
Hi Jussi! Good suggestions ... but what's your opinion on voices that forecast higher inflation in the future due to Trump's onshoring plans combined with the proposed deportation (which I personally think is impossible ro achieve) which might lead to a lack of workforce and rising paychecks? Just look at the current state of the Russian economy which has those problems (lack of workforce due to higher pay in the army or in the defense industry and highly reduced immigration)
The Russian economy is heavily sanctioned, so I wouldn't compare it to the US economy.
I think that it is too early to say what will actually happen, but my base case is that the economy returns to the pre-covid norm and inflation and rates will head to lower levels.
@@brgel You're right! But the onshoring of industry with no immigrants to bolster the workforce is a possible scenario
When will we see the SPG Vs. MAC video? @askjussi
We are working on a report on this for High Yield Landlord right now
For reit to perform in excess to S&P 500 return, does it require 10 y rates to go down?
It does not but it would surely help!
its wierd when you are able to say S for example in teams why you sa SH in percent :D:D
Sorry 🤣
I almost sold sila due to the recent fall
Why would you sell? That only makes it more attractive.
@askjussi need cash to fund my tesla haha
WPC, ARE, NLCP, REXR the best buys in today's overpriced stock market !!!
Thanks for sharing your picks. I like them all. Which one is your single favorite?
@@askjussi Right now 100% ARE the best Healthcare reit, with nice dividend yield and some upside potential 😋
@@StockMarketCompanies I agree that it is very attractive
Uno
dos
this looks like confirmation bias as you loved the company even before slashing their dividend. WPC had a HUUUGE drop in FFO, cut dividend after 24 years and exited the office property at the worst time. Really doesn't give me any confidence in the management.
Getting out of office was the right decision
I own positions of both, but I am a little heavier on SILA. I am thinking of selling 40% of my ADC which is up considerably since I bought it, and putting it into SILA. Any informed opinions are appreciated!
ADC is a very different type of investment at this point. Safer and faster growth. So a tough one. It really depends on what you are looking for.