Important Alert for REIT Investors

by | Nov 21, 2023 | Inflation Hedge | 43 comments

Important Alert for REIT Investors




A lot of investors are today selling REITs because their dividend yields are lower than the interest rates offered by money market funds, treasuries, and bonds. But I am here to give you a warning: I think that this is a big mistake. REITs are not income investments. They are total return vehicles. Their valuations are the lowest in years and they will likely generate far higher total returns than fixed income investments over the coming years. I explain why and use VICI Properties (VICI) as an example. Relevant topics include REITs vs. bonds, REITs vs. treasuries, REIT interest rates, and REIT growth. 🎁You can access my entire REIT Portfolio by taking a 2-week free trial to my REIT newsletter, High Yield Landlord:

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Important Disclaimer: I am long ARE, HR. This video is impersonal and does not provide individualized advice or recommendations for any specific person. Viewers/readers should not make any investment decision without conducting their own due diligence and consulting their financial advisor about their specific situation. This video is for entertainment purposes only and you are responsible for your own investment decisions. The information is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. The opinions expressed are those of the publisher and are subject to change without notice. This YouTube channel is managed by Leonberg Research OÜ, a subsidiary of Leonberg Capital OÜ.

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#reits #dividend #passiveincome…(read more)


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Urgent Warning To REIT Investors: Here’s What You Need To Know

Real Estate Investment Trusts (REITs) have long been a popular investment option for those looking to diversify their portfolio and earn income from the real estate market. However, recent developments have raised concerns and prompted experts to issue an urgent warning to REIT investors.

REITs are a type of company that owns, operates, or finances income-generating real estate. They are required by law to distribute at least 90% of their taxable income to shareholders in the form of dividends, making them an attractive investment for income-seeking investors.

But, as with any investment, there are risks involved. And in the current economic climate, these risks may be higher than usual.

One major concern for REIT investors is the impact of the COVID-19 pandemic on the real estate market. With widespread lockdowns and social distancing measures in place, many tenants have struggled to pay rent, leading to a decline in rental income for REITs. Additionally, the shift to remote work has raised questions about the future demand for commercial office space, another significant source of income for many REITs.

Furthermore, the economic uncertainty caused by the pandemic has led to volatility in the stock market, with REITs being no exception. Many REITs have seen their stock prices plummet as investors worry about the long-term effects of the crisis on the real estate market.

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In light of these developments, experts are urging REIT investors to tread carefully and consider the following factors before making any investment decisions:

1. Assess the impact of the pandemic on the specific type of real estate held by the REIT. For example, retail and hospitality properties have been hit particularly hard, while industrial and residential properties have fared better.

2. Examine the REIT’s balance sheet and cash flow to ensure its ability to weather the current economic storm. Look for signs of financial distress, such as high debt levels or a declining dividend payout ratio.

3. Consider the long-term implications of the pandemic on the demand for different types of real estate. Will remote work become the new norm, reducing the need for office space? Will e-commerce continue to grow, impacting the demand for retail properties?

4. Diversify your REIT investments to spread out risk. Look for exposure to different types of real estate and geographic regions.

In conclusion, while REITs can be an attractive investment opportunity, the current economic climate presents unique challenges that should not be underestimated. Investors must carefully assess the impact of the pandemic on the real estate market and consider the long-term implications before making any investment decisions. By taking a cautious and informed approach, investors can mitigate the risks and potentially benefit from the income-generating potential of REITs in the future.

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43 Comments

  1. Jussi Askola, CFA

    REIT dividend yields are often low simply because REITs retain a big chunk of their cash flow to reinvest in their growth. Therefore, comparing the dividend yield to interest rates is misleading. You should compare the "cash flow yield" to interest rates instead. What do you think? Thank you for all your likes, they help me a lot!! 🙂 Jussi

  2. Chet Jackson

    do the opposite of the masses. buy reits!

  3. jonny777bike

    I think that there should be laws that protect HOA residents to be able to have vegetable and fruit gardens.

  4. AirPlayRule

    I see since like 1972 to 2021, REITS out preform the SP500 BUT as of November 2023, the near 0 interest rate boon has been undone, so any update info on REITS vs SP since then?
    What is the median REIT P/FFO, P/AFFO, n debt to equity of REITs in that time? does quick ratio or current ratio really matter if the debt to equity looks good?

  5. M. D.

    Absolutely right. Getting REIT’s low ensures growth in 2 ways. Bonds are incredibly short sighted.

  6. AnonDoge

    I'm not chasing yields… i'm chasing quality

  7. games view

    I are very wrong.

  8. doob

    give us some more picks ⛏️

  9. Ivan Juras

    Jussi, I'm a HYL subscriber. You mention you invest into P2P lending as well? What percentage of your portfolio is Reits, and what else do you invest into?

  10. Owais AA

    It would be nice to see your opinions on Canadian REITS, I am accumulating SmartCenters at these levels, Canadian Properties looks interesting also!

  11. MrLudoTube

    Thank you Jussi for your video, what do you think about Cromwell European Investment REIT? Do you have any position on it? Thanks

  12. Sammy Phones

    Great video, I'm scared but also excited to add to my positions as the market drops. I have over $4m in my portfolio. I started with 35K. My dividends is supplementing my retirement at the moment. Waiting 5 mores years to apply for my max SS at 70. It takes time and invest in good companies. I never sell the chicken that lays the egg (dividends). I just eat the eggs.

  13. Makung X

    Great contents thanks. Can you do review of UK regional REIT…

  14. xh z

    can you do an update on alexandria riet? it hasnt been doing well this year

  15. Lotar Kowalski

    Comment for algorithm to say thanks for your help in investing

  16. Millenial Investor

    I know you mentioned tgus but div hikes and larger yields is a good reason you should buy REITs. While a lot of REITs have low price growth (or none) the div hikes.

    NET (Canadian Net REIT) has an AFFO payout ratio of 57%, and has an avg div growth of 9.7%, yield 7.1%,

    MHC has an AFFO PR: 53%, avg div growth: 5%, and a low yirld of ~4%. But due to them owning MHC property (which has never seen negative growth) and very low "lot rent" its likely to catch up to 5% easily in a couple years.

  17. John J.

    Musk wants X to replace banks

  18. T1M3ATK

    Jussi – You forgot to tell people about real rates.. with US GDP crushing it, your actually getting negative returns on bonds/tbills

  19. Luffy3D2Y

    What to do after 2025? Buy REIT stock when they have become more expensive once interest goes down?

  20. martinithechobit

    Some reits Is are low as 2020 or 2008. I am not afraid. But in theory is this a left time buy?. Not all in. But gotta have a strong stomach here.

  21. TR

    true but I dont like the tittle. puhutko muuten suomea? 🙂

  22. Gary65437

    There you go picking the REIT with the least damage to support your opinion. You should use MPW, DOC, or GMRE down around 50% turning your hard earned 500K into 250K in short order.

  23. Gary Thomas

    I keep pumping more and more money into REITs as their prices plummet. I have a ten to fifteen year investment horizon, and I am loading up on SCHD, HIGH, seven different REITs, and six different BDCs.

  24. T Washington

    Listen to what he says at 8:20! Excellent point!

  25. Just Pete

    Obviously I’m here because l’m looking for ideas with REITs and not fixed income but I’m more concerned about consumer debt and how that trickles down.

    If interest rates fall people are still going to be paying 20+% on their credit cards.

    But then maybe that’s good for VICI with people going to Vegas and sticking it all on red!

  26. Alen Zvikart

    i will give you a warning, rates can stay high for longer. All your recommedations in last 6 months just got hammered and now you are promoting VICI, because it didn get hammered so hard like yours other recommendations. And about future, we dont know what will happen, maybe people will buy smaller homes or trailers. What will company then do with big apartments???

  27. canihaz watermelon

    Thanks, Jussi, but is it already good time to buy REITs when there is a looming recession? How are they gonna perform during a recession, go up? It seems unlikely and so the bottom is not yet here. The storm is likely coming and you want us to invest already? Please address this next time.

  28. keith sprague

    ViCI IS GOOD, BUT ITS VERY VERY HIGHLY CONCENTRATED IN VEGAS. Best to own some vici and some gaming and leisure. It’s mostly outside of Vegas. Owning both diversifies your footprint in gaming and diversifies the customer base for each individual company.

  29. João Vitorino

    Recession only starts usually when an inverted yield curve returns to normal.

  30. Joshua Ryan

    What do you think of VICI acquisition of Bowlero? I thought bowling is dead.

  31. jeff rucks

    I agree,which should worry you!

  32. jeff rucks

    I hope rates stay higher.

  33. Denys Cherkashyn

    I think there are way better REITS available and mispriced than the VICI you recommend. The Vici Tangible value per share short of kills the deal for me a bit. It's 23.86 in SeekingAlpha. So buying share at 27 you are paying a bit of the premium for the shares. Slightly risky. I mean its not bad … but in this market you should be looking for massive deals and discounts. But now there are so many bargains, becase of the etfs sell off and interest rates panic. Check Dream Industrial Real Estate Investment Trust , mormorguard-north-american-residential-reit

  34. Wajih Haider

    Great insights as always. Please also comment on REIT ETFs for simpletons like me.

  35. Victor Sanchez

    Bonds over reits is like arguing by milk over the cow.
    Bonds are short term income
    Reits will continue to make you money. Bonds once paid out are gone forever. Reits continue paying and paying and paying

  36. tvlookplay

    Keep it up. Helping me stay strong for my next 20 to 30 year time horizon.

  37. Littlenicky

    Hey jussi, just found your channel. Love these topoics your covering, looking forward to watching your previous videos too.

  38. someparts

    The real question is 6 to 12 months will reits valuation be lower or higher than present. With money markets paying 5% during that time…

  39. Res Ipsa Loquitur

    Write puts on the REITS (or stocks), get paid interest on money market until the put exercises or expires.

  40. Druvaciam

    Actually recession happens when yield curve is not inverted but when inversion disappears.

  41. andrew teisar

    Yes but returns will not be the same in a high interest environment, once they come off any fixed rate terms the free cash flow will suffer having to service a loan with a higher interest component, realty have secured most of their loa s on a fixed term for up to 5 years but that is what anslysts are speculating on

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