Warren Buffett invests in companies that enjoy strong moats. A moat is a major competitive advantage. This can be applied to REITs. Here is how.
Many investors focus on selecting robust businesses with stable cash flows, reinvesting dividends to benefit from compounding, and avoiding the need for frequent trading. In the equity REIT segment, there are some possibilities to find specific names that match these objectives. In this article, I present two REITs, which I have bought in my portfolio with an intent to hold forever.
Dividends are crucial indicators of a company's financial health, providing real returns and reflecting profitability, as emphasized by Kelley Wright in "Dividends Still Don't Lie". EastGroup Properties, a premium industrial REIT, has a strong dividend growth track record and a robust balance sheet, making it a Buy. Federal Realty Investment Trust, with a long dividend history and solid growth potential, is great for conservative income investors.
Agree Realty: Still Reasonably Valued For Its Rich Growth/Dividend Thesis - Initiate Buy
Daiichi Sankyo's ADCs, particularly trastuzumab deruxtecan (Enhertu) and datopotamab deruxtecan, are showing promising results in treating various cancers, including HER2-mutated NSCLC and HER2-positive breast cancer. Enhertu has multiple approvals, including tissue-agnostic for high HER2 expression, while datopotamab deruxtecan shows promise in non-squamous NSCLC. Recent findings support ifinatamab deruxtecan's potential to outperform topotecan in second-line treatment, signaling a significant advancement for Daiichi Sankyo's oncology pipeline.
“Let your winners run.” Most investors have heard that sage advice even if it is easier said than done.
A prominent billionaire recently warned of the plausibility of the worst-case scenario for the U.S. economy playing out. We discuss why we think there is a reasonable chance of this happening as well. We share some of our top picks that, we think, will likely weather this scenario quite well.
Since my earlier piece this June on Agree Realty, the total return performance has landed at close to 25%. This has expanded ADC's multiple quite a lot, and consequently brought down the yield to below 4% level. Theoretically, this renders a strong base of argumentation to consider other alternatives.
I often hold my REITs for just 1-2 years. But there are some exceptions that we expect to hold for the long run. Here 5 REITs that I will hold for the next decade.
Net lease real estate investment trusts require tenants to pay most property-level operating expenses. Although any one location is high-risk for a net lease REIT, those with large portfolios tend to be fairly low-risk.
There is a minority of REITs that check all the boxes. High yield, steady growth, lower risk, and upside potential. I discuss 2 such REITs that most investors should consider.
Agree Realty owns retail properties, like grocery stores and home improvement locations. Getty Realty owns gas stations and other auto-related convenience properties.