REITs and healthcare are indispensable sectors for the modern economy. Both are currently out of favor due to higher interest rates and the fear of tariffs and regulations. It pays to be patient, and we discuss two time-tested picks from both sectors that offer yields of up to 12%.
The world is changing – diversify your income streams. Two CEFs to add international exposure to your portfolio. Real estate and healthcare provide income opportunities.
abrdn Global Premier Property offers a high yield of 12.2% but fails to deliver on long-term capital appreciation. AWP relies heavily on leverage and often pays out more than it earns, creating sustainability concerns for its distributions. Despite sector and geographic diversification, AWP's performance significantly lags broad market indices like the S&P 500.
Property REITs remain attractive despite high rates, with low leverage, fixed-rate debt, and strong income growth supporting their resilience and value. We challenge the misconceptions surrounding AWP distribution and are buying into this 12.5% yield. REITs can create a robust, resilient portfolio with recurring cash flows. We discuss a few safer options to consider.
AWP offers high income and diversification across global REITs, appealing to income-focused investors seeking alternatives to direct property ownership. Despite a 12% yield and monthly payouts, AWP's NAV has declined due to high interest rates and unchanged distributions, raising sustainability concerns. The fund's conservative leverage and quality holdings provide some stability, but elevated debt costs continue to pressure earnings and margins.
I maintain a hold rating on abrdn Global Premier Property due to elevated interest rates and concerns about the sustainability of its high dividend yield. AWP's total return over the last twelve months was nearly 15.8%, but its reliance on net realized gains and higher premium valuation raises caution. The fund's diverse holdings and conservative leverage are positives, but its NAV remains below 2020 levels, reflecting ongoing challenges from high interest rates.
The abrdn Global Premier Properties Fund (AWP) offers exposure to the global REIT market sector. AWP's high expense ratio of 1.19% is notably higher than comparable REIT-focused investment vehicles. The fund's strong historical performance is not indicative of future performance.
REITs have experienced a “lost decade” of poor returns and minimal interest from the market. Many have wrongly turned a cold shoulder to this sector and missed out on great income opportunities. Learn to think like a contrarian and unlock massive income.
Great things take time. "Someone is sitting in the shade today because someone planted a tree a long time ago." – Warren Buffett. I am buying income-producing assets to enhance my passive income.
abrdn Global Premier Property has been a poor performer long term. Under new management, it has delivered negative 0.89% annualized returns over the last 5 years. We go over the three key drivers that determine what you make and why one of the components is distorting the picture today.
Halloween is a tradition of fear-filled fun, and candies. When approached correctly, financial markets, despite volatility and uncertainty, offer tasty rewards. We discuss two REITs with yields of up to 11%, delivering monthly treats to income investors.
For income-focused investors willing to venture outside the United States, Canadian REITs offer appealing qualities as a potential portfolio diversifier alongside their larger and more established U.S. peers. Canadian REITs, on average, offer higher monthly dividend yields and trade at lower P/FFO multiples compared to their U.S. counterparts, but typically have weaker balance sheets with higher debt ratios. In this report, we take a quick look at 30 Canadian REITs and break down the industry on a sector-by-sector level. We also take a deep dive into H&R REIT.