mysondanube This article was coproduced with Leo Nelissen. I’m a Starbucks (SBX) fan. I can’t help it. That coffee calls me, as do some of their breakfast treats. Like their oatmeal? Sign me up, please. That kind of combination just hits the spot for me. So if my loyal readers are wondering, no. I’m not…
ManuWe “Free soloing is not for the faint-hearted,” HardClimbs.info informs readers. I would add that it’s not for the intelligent, either. I get the thrill of taking on a challenge. Believe me. I was young once too. But I don’t think I ever considered something so – forgive me, but – stupid as climbing up…
Andrii Yalanskyi REIT Performance In March the REIT sector recovered some of its losses from the first two months of the year, but still closed out Q1 2024 in the red. Equity REITs averaged a +3.26% total return in March and outperformed the broader market. The NASDAQ (+1.8%), Dow Jones Industrial Average (+2.2%) and S&P…
z1b REITs (VNQ) have now been in a bear market for about 2 years. Their share prices crashed in 2022, and they have remained depressed ever since then. Data by YCharts But in late 2023, it seemed that REITs were finally starting to recover. Inflation began to cool down, interest rate expectations shifted lower, and…
zimmytws Do you need a March Madness update now that we’re officially into April? The clock is ticking, the field is narrowing, and there’s plenty to talk about in the NCAA basketball world… including off the court. If you read my last article on the subject – “My ‘Sweet 16’ REITs Revealed” – you already…
zimmytws/iStock via Getty Images The NCAA’s March Madness tournament is an annual opportunity to learn humility. I know I’ve written about this in past years, but the odds of filling out a perfect bracket are astronomical. It’s worth addressing again in 2024, starting with a quote from the NCAA itself. Early in March, while everyone…
Khanchit Khirisutchalual Written by Nick Ackerman, co-produced by Stanford Chemist. Cohen & Steers Real Estate Opportunities and Income Fund (NYSE:RLTY) is trading at an attractive discount in the real estate sector, and it is also trading at attractive valuations. Real estate investments trust and preferred, which RLTY is invested in, took a significant hit when…
cherrybeans Nine times out of 10, I don’t recommend pursuing high-yield dividend stocks. Not when it comes to real estate investment trusts (“REITs”) or when it comes to non-REITs. I’m a safety-first kind of guy, and chasing yield alone is the opposite of safety. As I write in REITs for Dummies, sucker yields refer to…
hometowncd/E+ via Getty Images I want to start here by saying that I would not want to own just 4 real estate investment trusts, or REITs. It is just not enough to properly diversify the risks of individual positions. If just one of your picks ended up becoming a loser, it would be very hard…
airdone Blackstone Mortgage Trust, Inc. (NYSE:BXMT) proved its value to passive income investors in February with a well-received earnings release for 4Q-23: The commercial mortgage real estate investment trust comfortably covered its dividend pay-out with distributable earnings, though it was forced to increase its CECL reserve for credit losses again. With that being said, Blackstone…
John Webb/iStock via Getty Images This article was coproduced with Leo Nelissen. I don’t think anyone has ever used “dumpster diving” in a positive context. However, did you know some people make decent money dumpster diving? Last year, Business Insider published an article with the interesting title: “We met dumpster diving 14 years ago and…
ArLawKa AungTun/iStock via Getty Images Recent History (Real Estate In the Post ZIRP era) REITs have been beaten down by rising interest rates over the past two years. As the ten year reaches a normalized yield, share prices across the industry have been crushed as yields are forced to adjust to an elevating ten year…
AntonioSolano/iStock via Getty Images REITs are often perceived to be boring income investments that are only suitable for retirees. But the reality is very different The REIT (VNQ) market is vast and versatile with about 1,000 companies worldwide and there is truly something for everyone. There are REITs that are great for conservative income-oriented investors….
ALEAIMAGE/E+ via Getty Images This article was coproduced with Leo Nelissen. About a month ago, Sports Illustrated published a piece about one former Kentucky Wildcat dunking on another. One problem with (the University of) Kentucky putting a ton of talent in the NBA and G-League is that we often see some Kentucky-on-Kentucky crime when it…
hernan4429 Co-produced by Austin Rogers for High Yield Landlord. The real estate sector has taken a beating over the last few years. The problems of office real estate are well-known today, but there are pockets of distress building in other sectors as well. There are plenty of negative headlines about commercial real estate right now,…
Funtap Interest rate sensitive sectors, such as Real Estate Investment Trusts, have felt the weight of high rates in recent quarters. Sam Damiani, Director for Equity Research at TD Cowen, tells MoneyTalk’s Greg Bonnell, why the outlook for REITs would likely improve once those rates start to come down. Transcript Greg Bonnell: Rate-sensitive sectors like…
RyanJLane Over the past 2 years, REIT share prices have crashed even as most of them kept growing their cash flow and increasing their dividends. Data by YCharts As a result, REIT dividend yields are now historically high. It is not uncommon to find good REITs yielding around 8% and many of them pay you…
Flavio Coelho/Moment via Getty Images Artificial intelligence, or AI, is the name of the stock market game these days. Any company that can make the AI label stick has a good shot of seeing outsized gains. Notice the wording there: “can make the AI label stick.” Not “uses AI meaningfully” or “successfully showcases a viable…
pcess609/iStock via Getty Images It is that not-so-fun time of year when we all have to pay taxes. Giving up a significant chunk of hard-earned money is simply part of living in a modern society, but we still want to give up as little as possible. This article will provide tips on how to reduce,…
andresr It’s been a year since my last analysis on Slate Grocery REIT (SGR.UN:CA). Stale Grocery has performed very well in the past year, however, its stock price and valuation haven’t kept up with its excellence operational results. Therefore, I continue to put a “Buy” rating on Slate Grocery, inching closer to a “Strong Buy”….
Javier Ghersi/Moment via Getty Images The “January effect” continues into 2024, as fallen angels outperformed broad high yield; real estate exposure in the Index grows as the sector continues to struggle. The positive momentum gained by fallen angels (as represented by the ICE US Fallen Angel High Yield 10% Constrained Index, “H0CF”) in the final…
Bloomberg/Bloomberg via Getty Images By Daniel Scher, Portfolio Manager, Research Analyst, Franklin Equity Group | Blair Schmicker, CFA, Portfolio Manager, Research Analyst, Franklin Equity Group In his recent article “Quick Thoughts: Five surprises for 2024,” Head of Franklin Institute, Stephen Dover, opines that 2024 could mark the return of secular stagnation, where economic growth slows,…
ATU Images/The Image Bank via Getty Images Generally speaking, real estate investment trusts, or REITs (VNQ), are well-positioned to continue growing their dividend payments in 2024 and beyond. That’s because: REIT payout ratios are historically low. REIT balance sheets are the strongest they have ever been. Rents keep growing in most property sectors. Since REITs…
Richard Darko/iStock via Getty Images Co-produced by Austin Rogers. In the post-pandemic years of 2021 through 2023, commercial real estate (with the exception of the office sector) enjoyed an almost uniformly strong environment characterized by rising occupancy and strong rent growth. At the tip of the pyramid in terms of strength is industrial real estate….
Pakin Songmor/Moment via Getty Images As we enter February 2024, REITs are still stuck in a vicious bear market. Their share prices are down 27% over the past two years, and that’s despite growing their rents by 5-10% since then: Data by YCharts As a result, valuations remain historically low with most REITs (VNQ) trading…
Thos Robinson Billionaire Stephen A. Schwarzman recently attended the Davos World Economic Forum, where he made some very interesting remarks about what he thinks are great investment opportunities at the moment. In case you are not familiar with Steve Schwarzman, he is the co-founder and CEO of Blackstone Inc. (BX), which is the biggest private…
TimAbramowitz I’ll admit this is a click-bait title. But before you turn away, the actual article is anything “butt.” No really. Let me explain… I’m sure many of you now have flatulence on the mind. In which case, here’s an excerpt from The Definitive Fart Book (1961): “Funny, everybody does it, but nobody wants anybody…
sommart Dear readers, I was quite bullish on REITs for most of last year and invested a third of my total net worth in the sector through a diversified portfolio of about 10 REITs. Just as an example, below is a snap shot of what my portfolio looked like last fall (this was shared with…
Third Eye Images/The Image Bank via Getty Images Will Rogers once said, “don’t wait to buy real estate, buy real estate and wait.” It is a great quote that highlights the importance of diligence in long term investing. Life rarely presents an opportunity to buy the highest quality assets at a reasonable price. However, 2024…
SIphotography/iStock via Getty Images “Something is rotten in the state of Denmark.” It’s one of the most famous lines from Shakespeare’s Hamlet, right up there with “Get thee to a nunnery” and “To be or not to be.” The funny thing is that, while the latter two are made by Hamlet himself, the “rotten” comment,…
Luis Alvarez Dear subscribers, I’ve been fairly clear in the last few months about the fact that I’m going into Office REITs, and my three picks of Highwoods (HIW), Kilroy (KRC), and Boston Properties (BXP). My shares were bought at a mix of valuations, but one thing they all have in common after the last…
Settapongd Dee-ud/iStock via Getty Images Dear readers, Iron Mountain Incorporated (NYSE:IRM) is a data storage REIT focused on innovative solutions in data center infrastructure, asset lifecycle management, and information management services. The REIT primarily owns two distinct types of properties – paper storage facilities and data centers. While the former is likely to experience a…
Ryan Herron/E+ via Getty Images The Opportunity REITs are hot at the moment. From its $70.61 low on October 30, the Vanguard Real Estate ETF (VNQ) is up 26% in just under two months, standing at $88.79 as of this writing. Based on the technicals, I believe VNQ will reach $129.00, probably within the next…
southtownboy/iStock via Getty Images REITs (VNQ) rallied after it was announced that the consumer price index had come down to the target range. The market took this as further proof that the Fed’s aggressive rate-hiking cycle had finally killed inflation and that further rate hikes wouldn’t be needed. On the contrary, many investors quickly changed…
Kwarkot REIT Performance The REIT sector soared in November after 3 straight months in the red. The average REIT total return in November outpaced than that of the Dow Jones Industrial Average (+9.2%) and S&P 500 (9.1%), but fell short of the double digit return of the NASDAQ (+10.8%). The market cap weighted Vanguard Real…
chaofann Right now, REITs (VNQ) are at an inflection point and time is running out for investors. In 2022 and 2023, REITs crashed because interest rates were rising and it caused investors to panic. On average, REITs dropped by 38% at their lowest point, and many individual REITs, including blue-chips like Crown Castle (CCI) and…
chaofann Today, some REITs are so cheap that they could double in 2024. Before you tell me that I am getting ahead of myself just consider that the last two times, REITs were this cheap, they more than doubled in value shortly after. Following the crash of the great financial crisis, REITs nearly tripled in…
Marcus Lindstrom/iStock via Getty Images U.S. residential real estate as an asset class has had a mixed performance over the last two years. On the one hand, home prices on aggregate have held up really well despite some analysts warning that aggressive monetary tightening by the Federal Reserve (Fed) would crash home prices. Home price…
rarrarorro Easterly Government (NYSE:DEA) currently boasts an impressive 7.9%-yielding dividend. Despite the substantial yield and the challenges that REITs are navigating amidst heightened interest rates, I believe that Easterly Government’s dividend stands as one of the most secure high yields within the sector. I believe this is due to Easterly Government’s one-of-a-kind qualities that should…
PM Images While other REITs were declining throughout the summer and fall months, Omega Healthcare Investors, Inc. (NYSE:OHI) bounced off its 52-week low of $25.61 and rebounded to $34.77. Things took a turn, and while the markets rallied into the Fed meeting and after Jerome Powell’s speech, shares of OHI retraced from their 52-week highs….
Feverpitched I invest today about 50% of my net worth in real estate investment trusts, or REITs. I am so bullish because they are heavily discounted and essentially allow me to buy real estate at a large discount to its fair value. I don’t think that this window of opportunity will last for much longer…
Guillaume If you follow financial market news – and I assume you do since you’re here – you may have seen a story or two this year about artificial intelligence, or AI. And by a story or two, we all know I mean excessive coverage. Ever since November 2022, when ChatGPT leaped into public focus,…
EschCollection Commercial real estate as an asset class has in general registered subpar results since early 2022, when the Fed changed its accommodative stance to a clearly restrictive position. YCharts Yet, as we know, the commercial real estate sector itself is not homogenous. It consists of many subsectors, which to a large extent carry distinct…
Douglas Rissing As of now, it seems that the odds are clearly stacked in favour of commercial real estate going into 2024. The key driver of this is the expected change of Fed’s direction in the monetary policy. FOMC; St. Louis Fed Starting from 2024 and onwards, the FOMC’s median estimate plots a rather consistent…
BanksPhotos $100,000 is a big sum of money. But it is not big enough to typically change your life. It certainly isn’t enough to retire these days. But I am going to make the case that putting $100,000 into real estate investment trusts, or REITs (VNQ), today could be a life-changing investment for long-term-oriented investors….
Mario Tama Dear subscribers, Over the years, I’ve made no secret about my continual low-valuation investing in Altria (NYSE:MO) when the company was cheap. The closer to sub-$40, the more I’ve added. Much of my position was added during COVID-19. With FX included and dividends paid, it’ll take a lot for me to go more…
Walgreens is Realty Income’s largest client at 3.9% of Annualized Contractual Rent. patty_c/iStock Unreleased via Getty Images Realty Income The stock market (as measured by the S&P 500) has been strong this year (up over 15%), but if you strip out the “Magnificent 7” mega-cap stocks, the rest of the market has largely struggled. And…
bin kontan Global commercial real estate valuations have been falling since the beginning of the year as rising rates have driven rapid cap-rate expansion. Operating fundamentals remain stable for most property sectors, the unprecedented pace of rate hikes has had an unsettling effect on the macro level for commercial property. REITs can serve as a…
Feverpitched Today, I invest about 50% of my net worth into a portfolio of 25 real estate investment trusts, or REITs, that I have cherry-picked to maximize returns in a future recovery. But I often get asked: What REITs would you buy if you could only own 3 of them? It is a tough question…
designer491 Redwood Trust (NYSE:RWT) has an over 20% return since I placed a “Buy” rating on the REIT in May. With other mortgage REITS struggling, let’s take a closer look at the name ahead of its Q3 earnings. Company Profile As a refresher, RWT is a specialty finance company that is classified as a REIT…