U.S. REITs Log Dip In Short Interest In September
Average REIT short interest fell 8 basis points in September to 3.7% of shares outstanding, per S&P Global Market Intelligence data. The hotel sector followed with a 60-basis point drop, while the office sector remained the most-shorted at 5.3% of shares outstanding. Wheeler Real Estate Investment Trust logged the largest increase in short interest, up 16 percentage points to 32.4% of shares outstanding.
Resolving Dilemma Between Realty Income And Agree Realty
Realty Income and Agree Realty are structurally similar REITs with a strong focus on the net lease retail segment and very defensive fundamentals. Yet, as a durable income investor, who seeks to maximize yield, while keeping the dividend cut risk limited, I have decided to include only one of them in my portfolio. In this article, I compare ADC and O side by side, elaborating on the key aspects, which, in my opinion, substantiate bullish views on both of them.
3 Of The Biggest Lessons Of My 30+ Year Investing Career
My career in real estate development taught me the importance of analyzing financial statements and identifying durable competitive advantages, much like stock investing. Transparency is crucial; my bad experience with a dishonest business partner led me to prefer REITs over private real estate for their corporate governance and audited reports. Avoid highly specialized properties; focus on "fungible" boxes like those owned by Agree Realty, which offer better tenant replacement potential and lower rental rates.
Hard To Imagine Retirement Portfolio Without These 2 Blue Chips, Part 2
It would be fair to assume that usually when it comes to retirement investing, attractive yield and defense are two aspects that dominate investment decisions. If these two aspects have to be in place, there are not that many businesses or securities where to invest. In the previous or Part 1 article, I highlighted BXSL and EPD as two suitable products for defensive income investors.
Trick Or Treat, My Favorite REITs
High-quality REITs are trading at discounts due to a hawkish Fed, presenting significant upside potential and strong dividend yields for investors. Agree Realty has transformed its portfolio, boasts solid debt metrics, and offers a well-covered 4.1% dividend yield, making it a fair value investment. Realty Income's diversified portfolio and A-rated balance sheet support its 5.1% dividend yield, with shares trading below normal valuation, making it an attractive buy.
Invest $100,000 For Durable Income Without Losing Sleep At Night
Achieving the first $100,000 is crucial for portfolio diversification and accessing material reinvestment opportunities. If the objective is to build a massive snowball from durable income investments, there are only a few asset classes that tick the necessary boxes. In this article, I explain how I would allocate $100,000 among MLPs, BDCs, equity REITs, and SCHD.
5 Of My Favorite Monthly Paying REITs
Monthly dividends can be enticing, but quality and sustainability of the dividend are crucial. Avoid "sucker yields" by analyzing fundamentals. Agree Realty is a high-quality REIT with consistent dividend growth, but its current valuation makes it a Hold. STAG Industrial offers a higher yield and trades at a discount, making it a Buy despite modest dividend growth.
2 Dividends That Are Strategically And Tactically Attractive For Retirement Investors
For prudent retirement income seeking investors, securities that could be considered strategic fits should carry sound balance sheet, conservative cash flow profiles and at least above inflation-level growth prospects. In some situations, such strategic investments could also be tactically attractive in terms of producing strong returns over the near to medium-term. In this article, I present two investments that, in my opinion, should be seriously considered by defensive income investors.
4 Dividend Stocks Yielding 4% or More to Buy for Passive Income Right Now
Several companies currently offer dividend yields above 4%. They also have outstanding records of increasing their dividends.
Agree Realty: No Longer Undervalued, Still A Buy
Agree Realty achieves industry-leading growth at a low cost of capital, making it a fundamentally strong business and a long-term buy. REITs are expected to perform well given the lower interest rate outlook. The shares have caught up to value after rising by 32%, making ADC no longer significantly undervalued.
Earn A Potential 7% Monthly Income By Owning These REITs
REITs still offer high yields, in excess of 7% in some cases. Some of these high yielders also pay monthly. I highlight two of my favorite to buy today.
More Good News Ahead For REITs
REITs have rebounded due to recent Fed rate cuts, despite previous struggles with rising interest rates and the pandemic's impact on commercial real estate. I believe further upside is in store for REITs. I share why, as well as the REITs that I think offer the best risk-reward right now.
