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Shares of O are pretty expensive to hold as an income asset. They aren't bad, just expensive compared to things like bond-based CEFs. I've owned O for a couple years, now, and the shares tend to trade in a range, from no more than $65 on an unreasonably good day, to as low as $45 on a bad day for the market. It's worth owning, but you'll only get share price return if you buy low. Most of us are looking for $55 or even less, because again, bond CEFs pay 12% yields and you can get two or three shares of them for one share of O. You buy O for the dividend, paying the best price you can for the shares. The price of O will rise slowly with inflation, but otherwise don't look for it to appreciate much, its price is tied to the underlying real estate, not the greater market.
I once owned 500 shares of Realty income. I bought in the mid 50s, and sold at $64 per share. At 48 years old, I felt like I should have my money allocated to equities that we’re going to appreciate a faster rate. That said, in 10 years, I will probably, invest heavily in realty income again for the reliable monthly income.
I can understand alot have concerens for Realty because of Retail and Trump election. But i always remember a quote from Warren Buffet “Be fearful when others are greedy and be greedy when others are fearful.” Thats maybe something to think about right now for Realty. I think it's a great Company with good underlying bussines as you show in the video. I saw a video about Realty consider expanding more in to Europe, anybody have more news on that.??
I've bought the dip for 6 years. LOL. I've only been green for a few short times in those 6 years. Cost basis now is 60.52. I don't mind too much because of the good dividend. But sheesh let's go already.
I like O. Originally, bought with a 15 cents dividend yield in 2011 and currently getting 26 cent dividend yield. The quarterly dividend increase is just a few pennies, and capital gain is minimal, but still like to own this company.
I Personally would buy EPRT if I have the chance. They are smaller Growth faster Have a higher quality portfolio Higher AFFO growth And higher Dividend Growth. Yes they have a lower dividend Yield but for the long run EPRT is just better Still a great Video as always 👍
They have higher occupancy to median Reits they have 98.7% compared to 94,2% median of others Reits. They are expanding abroad and do very well researching locations as a result having so high occupancy rate, just because some shops are closing doesn't mean it's O location, they due diligence before getting certain location is on top of the game. They announced that they will increase expenses . This year do far they increased dividends 4 times already what is very unusual as they very likely will do it 5th time on December. Interest rate are predicted to drop, if O is below $55 I am good to keep on adding some very month. Their average tenancy is 9.4 years so I wouldn't worry about dividends, in a long run I believe share price will go up.
Are REITs capable of doing share buy back and what would it take to do something like that? Perhaps a depressed interest environment like before and borrow to buy back? Or can they take that from operations before they have to dish out their required distributions?
I just started investing 3 months ago. At almost 22 shares now, picked up a few shares last week! It was the only stock I've had in the negative in about a month. I dont know much, but there's reason to believe we will see pre covid prices fairly quickly, with great potential over the next 4 years under Trump. Say what you will, but O had its all time high under Trumps last term.
Hi I want to start invest in to US Stocks. I have not much money but I want to start with US small caps. Can you make a video how to find good stocks from small caps with good dividend increas growth?
How does the coming increasing inflation affect your analysis? Will the Fed be less likely to continue to cut rates, and if so, it seems like that will hold down the price of REIT's.
What makes you think we will see more inflation? The market doesn’t agree that more is incoming, that’s why the feds decreased the interest rates and are planning to decrease them again.
Good question. Inflation will continue to increase. But I think the Fed will continue to reduce interest rates at a slower pace in 2025 claiming their concerns about the labor market. We all know, however, that big government needs higher inflation and lower interest rates in order to keep spending money like a drunken sailor and avoid the looming debt crisis. So I think that’s why we’ll see more rate cuts even though inflation will creep higher. But that’s just my guess anyway
🚀 Access Tickerdata and my Spreadsheets: tickerdata.com/
💰 Get $30 off and a 7 day free trial to Seeking Alpha: www.sahg6dtr.com/9D5QH2/R74QP/
🔥 Join my free newsletter! dividendology.substack.com/
📊 Preferred Broker (Interactive Brokers): www.interactivebrokers.com/mkt/?src=dividendologyPY1&url=%2Fen%2Fwhyib%2Foverview.php
Shares of O are pretty expensive to hold as an income asset. They aren't bad, just expensive compared to things like bond-based CEFs. I've owned O for a couple years, now, and the shares tend to trade in a range, from no more than $65 on an unreasonably good day, to as low as $45 on a bad day for the market. It's worth owning, but you'll only get share price return if you buy low. Most of us are looking for $55 or even less, because again, bond CEFs pay 12% yields and you can get two or three shares of them for one share of O. You buy O for the dividend, paying the best price you can for the shares. The price of O will rise slowly with inflation, but otherwise don't look for it to appreciate much, its price is tied to the underlying real estate, not the greater market.
Any good CEFs you recommend?
Im looking to buy some O , i think O + SCHD will be great in a roth in the future.
@@user-ju9fv2om6o yeah yeah everyone buys SCHD...
Exactly
I once owned 500 shares of Realty income. I bought in the mid 50s, and sold at $64 per share. At 48 years old, I felt like I should have my money allocated to equities that we’re going to appreciate a faster rate. That said, in 10 years, I will probably, invest heavily in realty income again for the reliable monthly income.
for the first 3 seconds, when I read "mid 50s".... I thought you bought them in 1955 ....
Happy see the price come down.. just yesterday increased my position by 10 new shares (to 60 shares). It's not much, but it's a growing position!
Soldi breakdown and well explained. Thanks
You’re welcome!
I can understand alot have concerens for Realty because of Retail and Trump election. But i always remember a quote from Warren Buffet “Be fearful when others are greedy and be greedy when others are fearful.” Thats maybe something to think about right now for Realty. I think it's a great Company with good underlying bussines as you show in the video.
I saw a video about Realty consider expanding more in to Europe, anybody have more news on that.??
I've bought the dip for 6 years. LOL. I've only been green for a few short times in those 6 years. Cost basis now is 60.52. I don't mind too much because of the good dividend. But sheesh let's go already.
I’d imagine it gets better no time soon cause as long as rates are high
And being in real estate…
It’s not adding up
Unless you plan on selling your shares you’re better off dripping at a lower cost.
Just added to my position!
I like O. Originally, bought with a 15 cents dividend yield in 2011 and currently getting 26 cent dividend yield. The quarterly dividend increase is just a few pennies, and capital gain is minimal, but still like to own this company.
I Personally would buy EPRT if I have the chance.
They are smaller
Growth faster
Have a higher quality portfolio
Higher AFFO growth
And higher Dividend Growth.
Yes they have a lower dividend Yield but for the long run EPRT is just better
Still a great Video as always 👍
Will continue to buy 1 share per month..it’s also buying a full share of itself monthly 👍🏽
I put $1,000 into Realty income just a few hours before you made this video haha. How funny!
They have higher occupancy to median Reits they have 98.7% compared to 94,2% median of others Reits. They are expanding abroad and do very well researching locations as a result having so high occupancy rate, just because some shops are closing doesn't mean it's O location, they due diligence before getting certain location is on top of the game. They announced that they will increase expenses . This year do far they increased dividends 4 times already what is very unusual as they very likely will do it 5th time on December. Interest rate are predicted to drop, if O is below $55 I am good to keep on adding some very month. Their average tenancy is 9.4 years so I wouldn't worry about dividends, in a long run I believe share price will go up.
Will you consider an analysis on some data centre REITS? 🙏👍🏼
Been buying the dip! Woohoo!
great video and interesting information. I have been buying this for the past few months while it's been dipping down.
Thank you for another great and informative video!
You are welcome!
O is my whole IRA account. TAX FREE 🆓 Dividends Baby 🙌
I am not sure if I would want to hold O, unless I want no appreciation but only income. The dilution was heavy in the last year.
Gonna buy a bit more then slowly buyin every month up to total of 10k in usd value :)
Thanks for the video!
Are REITs capable of doing share buy back and what would it take to do something like that? Perhaps a depressed interest environment like before and borrow to buy back? Or can they take that from operations before they have to dish out their required distributions?
I guess this is a perfect time to buy some, if i could 😅
Top content!
thanks!
I just started investing 3 months ago. At almost 22 shares now, picked up a few shares last week! It was the only stock I've had in the negative in about a month. I dont know much, but there's reason to believe we will see pre covid prices fairly quickly, with great potential over the next 4 years under Trump. Say what you will, but O had its all time high under Trumps last term.
Was a good buying week for O and NNN
Wow, even a buy signal from Quant 😅!!
Can you do IIPR. It’s a canibis reit with great yield and growth
I just bought $15k . I’m 62 so I want the dividends
Jepq
I have over 70k in JEPQ already.
Can you make a video on abbvie they are down 13% today looks like a decent buy
Hi I want to start invest in to US Stocks. I have not much money but I want to start with US small caps. Can you make a video how to find good stocks from small caps with good dividend increas growth?
Jep. Its oversold.
Another guy says Trump 60% tariffs will bury Dollar General and Walgreens and hurt the portfolio. What do u think?
Ten items or fewer.
Less than one gallon.
The good dip is already gone
Mine are expensive too kinda bad do we buy more ?
what's your average price?
If the stock is flat or going down, I´m basically paying tax on my capital thru these dividends. Not interesting for me right now. mabe in 2 years.
so would it be worth swapping VICI for this going forward?
I personally like VICI a bit more.
@@DividendologyVici is also on sale, and has a better dividend cagr, albeit shorter history.
NEVER!!!
VICI ALL THE WAY OR EPRT
How does the coming increasing inflation affect your analysis? Will the Fed be less likely to continue to cut rates, and if so, it seems like that will hold down the price of REIT's.
What makes you think we will see more inflation? The market doesn’t agree that more is incoming, that’s why the feds decreased the interest rates and are planning to decrease them again.
Inflation has come down quite a bit and like mentioned in the video, rates are projected to come down for the next couple of years.
Hold your breath.
Good question. Inflation will continue to increase. But I think the Fed will continue to reduce interest rates at a slower pace in 2025 claiming their concerns about the labor market. We all know, however, that big government needs higher inflation and lower interest rates in order to keep spending money like a drunken sailor and avoid the looming debt crisis. So I think that’s why we’ll see more rate cuts even though inflation will creep higher. But that’s just my guess anyway
I own $ADC growing but not fat and bloated like $O
I think O is a good buy at $50 or lower
I think its a better buy at $45
Realty income REALLY was a buy now two days ago!
Yep I bought £1000 of shares yesterday at just below 52 dollars making my average 52.66 dollars
@@oliverash8490 Well done! 👍 I did similar with £300 at an average of roughly £53 a share.
You're going to continue to hold, great... but what would this need to do/happen to make you sell?
Changes in the underlying fundamentals that prevent them to grow their dividend over time.
Dont catch a falling knife?
A falling knife is when the fundamentals are deteriorating. Not just the stock price.
Sorry… NO. On “O”. Hope i’m wrong for you and your followers including me. Always great vid