2 'Strong Buy' REITs At Steep Discounts
REITs have risen considerably already. But not all REITs participated in this rally. I present 2 REITs that remain heavily discounted.
Forget The Election: 3 REITs To Buy Today
Macroeconomics trumps politics. REITs are cheap and set to benefit from rate cuts. Here are 3 REITs that win no matter what.
Buy The Dip: Big Dividend Growth Stocks Getting Way Too Cheap
High-yield dividend growth stocks have been on a strong run over the past four months. However, there are several that have not participated in the rally and have even dipped sharply in some cases. We share three examples of high-yielding dividend growers that have strong outlooks but are deeply discounted due to short-term issues.
The Dark Side Of REIT Investments
Not everything is perfect in REIT world. On the contrary, this is a sector in which you need to be very selective. Here are 5 types of REITs to avoid at all cost:
Looking for Passive Income? These 3 High-Yield Dividend Stocks Cut You a Check Monthly.
Dividend-paying stocks consistently outperform those that don't pay a dividend.
ADC Therapeutics Faces Competitive Oncology Market But Analyst Sees 100% Upside - Here's Why
ADC Therapeutics Faces Competitive Oncology Market But Analyst Sees 100% Upside – Here's Why
2 Overpriced REITs To Avoid And 1 Better Buy
Not all REITs are worth buying. Some very popular REITs are today overpriced. I present two of them to avoid and one better alternative.
Rates Up, REITs Down! It's Opportunity Cost
The recent 75 basis point rise in the 10-year treasury yield has led to a significant selloff in net lease REITs. Despite strong earnings, REITs like O and ADC have seen stock price declines due to increased opportunity costs from higher treasury yields. This market shift presents a buying opportunity for investors, as many REITs now offer higher dividend yields and discounted prices.
Agree Realty: A Strong Performance, But Preferreds Getting Less Attractive
Agree Realty's preferred dividends are extremely well-covered, requiring less than 2% of core FFO and AFFO, making them one of the safest in the REIT sector. The REIT's balance sheet is robust, with $5.3B in equity and only $175M in preferred equity, providing a significant cushion for preferred shareholders. The preferred shares offer a 5.27% yield but have become less appealing due to a 15% price increase and a relatively low mark-up over the 5-year US Treasury yield.
2 REITs To Avoid And 1 Strong Buy
Not all REITs are worth buying. This is a vast sector, and you need to be very selective. I highlight 2 REITs to sell and a better alternative.
Agree Realty: Quality Always Rises To The Top
Agree Realty remains a top-quality REIT with strong fundamentals, despite a less attractive yield compared to a year ago, offering solid long-term upside potential. The company has demonstrated robust growth in AFFO and core FFO, with effective capital allocation and a forward-looking management team driving performance. Agree Realty's fortress balance sheet, low leverage, and significant liquidity position it well for future investments and price appreciation in a lower interest rate environment.
If I Could Own Only 4 Stocks In Retirement, It Would Be These
For retirees, I advise to own high-quality assets that balance growth, income, and stability. My preferred asset allocation includes 70% in equities and dividend-focused ETFs, 20% in short-duration fixed-income assets, and 10% in liquid savings. For equities, I prioritize blue-chip stocks with consistent dividend growth and non-cyclical earnings, which help offset market fluctuations and inflation pressures and ensure steady retirement income.
