If I Could Only Own 3 REITs, It Would Be These

Today, we look at 3 Real Estate Investment Trusts (REIT) that all investors should own. In fact, if I could only own 3 REITs, it would be these. They are high-quality, blue chip dividend stocks that are undervalued and offer high dividend yields and upside potential. They are among the best REITs to buy for 2024 and they fit nicely in a dividend portfolio. I also mention Realty Income, MidAmerica Apartment (MAA), and Public Storage (PSA). 🎁You can access my entire REIT Portfolio by taking a 2-week free trial to my REIT newsletter, High Yield Landlord: www.high-yield...
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Image sources: RICK, BSR, BYG, NAREIT, YCHARTS, EPRA, Canva
Important Disclaimer: Leonberg Capital holds positions in BYG; BSR; RICK; CPT. 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 KZbin channel is managed by Leonberg Research OÜ, a subsidiary of Leonberg Capital OÜ.
#reits #dividend #passiveincome

[@askjussi]

Now let me know in the comment section: If you could only buy 3 REITs, which ones would it be? Thank you for all your support. All your "likes" help me a lot to grow this channel and I appreciate it. Jussi

[@mmytacist]

$RICK. Fits in well with my other holdings: alcohol, oil & gas, cigarettes, and guns

[@8ofwands300]

You provide the BEST, most intelligent and thorough info on REITs on KZbin. Thank you. ( Only issue with buying Big Yellow from USA is there is a whopping foreign transaction fee). I have a small position in Blackstone, and since you mention it in this video, I would be interested in your covering it in more depth at some point.

[@MohdWaseem-ic4qv]

You definitely have my sub. This content is next level. For me Eledator was the turning point. Please keep doing what you do and keep being you, love it.

[@fuz4623]

Dude Diligence? Were you excited by the ASSets? 😂😂

[@Rohninz]

15-20 REITs is quite huge number. It requires a lot of work to keep on track with that big investment portfolio

[@askjussi]

It takes work to be an active manager.

[@Rockiii9]

So you visited Tootsie’s strictly for due diligence, Jussi? Clearly, you were impressed with their assets! I’m sure you thoroughly examined their fundamentals! 😂😂😂

[@askjussi]

🤣🤣

[@jefflane4264]

Suggestion.. It would be helpful if you put the REITS you discuss in the subject line. usually it is flashed on the screen so you have to go through the entire video to find out what REITs you discussed. There should at least be a segmented time line. It is difficult to go back to your videos to find a specific REIT you discussed. I think you would get more views if you did this.

[@MartinD9999]

If he did that, many wouldn’t watch the video. Why would a content creator want that? It benefits the inpatient and lazy, but if the video is watched, people can get an understanding as to WHY or HOW the pick was made. These videos cost time and money to make, no one wants to see that taken advantage of by merely looking at the title.

[@askjussi]

Unofrutnately, I fear that it would hurt watch time and mess up the algo

[@delliott777]

@@askjussiI often search YT by specific tickers. In this case, this video would be skipped over?

[@T1M3ATK]

Very interesting! Thank you for sharing

[@druvaciam5407]

I'm so happy that didn't buy $RICK. No bottom for the stock, crashing like $SAFE. I unfortunate $SAFE bagholder, it was pumped on SA. The same was with $MPW. And now $RICK.

[@ElectromaticG5120]

3 is nothing. I need at least 10! Jussi, Discovering stuff isn't too hard for me but evaluating is. I can't see, what is a crappy REIT and what is a good one. I have been looking into these high yield ones, of which many sit in Europe. REITs are not my only investment: I got 11 sectors. But the REITs are my "dare" section. Altarea - 7.7% - mixed property in France Clipper Realty - 9.9% - Residential NY Icade - 17,4% - Biggest French REIT which took a dive due to interest raises Medical Properties Trust - 11.8% - Health, net-leased hospitals in the US NSI n.v. - 7.7% - Dutch Shops and Offices Pebblebrook Hotel - 7,6% - Hospitality West Coast US Triple Point - 9.3% - UK Social housing Uniti Group - 18.5% - US Cable and Fiber I'm very curious about your findings Best regards, Geoff Vane

[@askjussi]

Thanks for sharing your picks. Some interesting names in there

[@iHungry.]

Please, when you have time, please make a video on how you evaluate REITs. What’s it you look for in a REIT before buying it?

[@michaelso5018]

During RICK’s latest earnings call the CEO mentioned that earlier they had planned for casinos to open by late 2024, but now expect that those wouldn’t be open for a few years. That’s one major reason why the stock crashed.

[@askjussi]

We discuss this at High Yield Landlord

[@eladhar-even7447]

😢

[@robpiper9079]

I mentioned to you about ‘Y’ a few weeks ago. I am really impressed with how quickly you pick up new language points. 👍🏻 Another thoughtful video, thanks.

[@askjussi]

Thank you!!

[@sparfuchs7959]

As for BSR as a small cap, and the board having a bigger stake, what to do if the price comes just more down and then it is privatised by its main shareholders below my aquisition price? As i am not very deep in reading too much about my investments, i prefer just bigger players that make it more easy for me to follow the news, for exapmple PLD, MAA, O.

[@askjussi]

I would still need to occur at a premium to the latest share price. But yes, not impossible

[@davidwysocki1004]

Thanks, Jussi, for an interesting presentation on these three REITs.

[@Weedsethesecond]

Great content, as always! Also, your editing skills are improving.

[@avigurzmora8175]

Thanks for the video, is RICK actually paying $0.24 dividend/ year or I got it wrong? Thanks

[@askjussi]

they only pay a tiny dividend

[@centrino538]

What do you think about the EPR continuous dip, keeping dropping...? Are you buying the dip?

[@askjussi]

I like it a lot. Update available at High Yield Landlord.

[@teadris]

I've only 3 REITs: ADC, CCI and VICI. What do u think?

[@hannor4516]

I have a very similar portfolio: ADC, AMT, and VICI.

[@carlocoretti7514]

Hi Jussi, thanks for your videos. I entered into RCI a bit too earth and I am down about 20%, however even if it has a higner risk profile than I usually accept, I am intending to dollar averaging down until hopefully the price will recover. Ciao

[@askjussi]

Thanks for sharing your thoughts

[@delfina2771]

Thank you, Jussi! ❤

[@fgraf]

Interesting, RCI up 4.19% so far today as I write this, on no new public news (other than Jussi's positive outlook/opinion on it!) Coincidence? 🤔

[@kchen67048]

Thanks for the video. One difference I see between RICK and traditional REITs is that it pays out very little in dividends. Is that why it's not structured as a REIT, and do you think it's advantageous? (i.e., retaining earnings to fund future acquisitions)

[@askjussi]

Yes, I think that it is an advantage in their case since they can reinvest this cash flow at very high rates of return

[@MrRafaelMatiazoguita]

You are legend!! Great content!

[@johnmyers5256]

It would help if you got a shirt from the big and tall section so the sleaves are long enough.

[@taterrhead]

why are the ASSets so large in RICK but the dividends so low?!

[@askjussi]

It is not officially a REIT. They retain their cash flow to reinvest in new clubs at very high rates of return

[@christopherhopp9621]

I would like to see Terreno and Eastgruop next! Thanks fpr your content!

[@askjussi]

Sure, we own some EGP

[@8762kenten]

BSR - how is this 60 cents on the dollar? I see equity just $60m above market cap or roughly 11%. If this is buyout seems almost a break even after preferred share payouts.

[@askjussi]

You cannot use unadjusted balance sheet figures which are depreciated. NAVs are calculated by analysts in the REIT sector

[@davidc6666]

lol....buying into the tata bar scene. I'm gonna have to pass. I'd purchase storage units or older laundrymats and renovate- keep for 5 yrs and sell

[@Saxafruge]

15-20 REITs is the right number? interesting, thanks

[@Rshen11]

I got 15 reits.. plus 4 Doors rental properties

[@askjussi]

I believe so

[@fuz4623]

Btw, I like your use of upsilon.

[@askjussi]

Haha thanks

[@longtheworld]

Is Rick a REIT? I cant finds that info anywhere...

[@askjussi]

It is not officially

[@joaojordao6411]

I'm new at reits, right now im starting with Alexandria (ARE)( 117 -121 per share), do you think its a good one to start?

[@readmeat4vegans829]

The biology lab reit ticker symbol is ARE Alexandria Real Estate REIT.

[@joaojordao6411]

@@readmeat4vegans829 yes miswritten

[@dmitryskornyakov9473]

Hello, could you please to analyse ONL it was a spin off from Reality Income

[@askjussi]

Sure! Thanks for the suggestion

[@jakeearnshawvevo5943]

What do you think will happen with unity group

[@askjussi]

We have an update at High Yield Landlord

[@gennaromarfella7179]

Hey Jussi, thanks to you I’m up in VNO ( vernado Realty trust) 55%. Much love for that. I’m thinking of selling and invest that money in EPR or VICI, what do you think ?

[@askjussi]

Good to hear! I prefer those other REITs at today's prices

[@gennaromarfella7179]

@@askjussi thanks. And thanks for the valuable content!

[@reemusfonseka]

Hi, can you pls provide an update on Uniti Group Inc UNIT pls HOLD or SELL?

[@readmeat4vegans829]

Dividends will likely be suspended after it acquires Frontier. If you are looking at the yield for buying - it will be gone shortly.

[@askjussi]

Our update is available at High Yield Landlord. Free trial in description

[@alanyu2949]

Are you concerned with Rick's bombshells segment of business? That segment has performed worst than their clubs. This show poor capital allocation strategy and not focused on their core business.

[@askjussi]

It is a tiny business. I am not.

[@user-wh8df2cu2v]

Why rick🤔🤔🤔🤔

[@enzolebon6628]

What about the sustainability of these REITS ? Do they have great ESG guidelines ?

[@michaelak1416]

lol

[@ray650420]

👍

[@DunRovinRanch-1969]

So, Ricks can sniff out what smells fishy in the strip club business.

[@user-su7dn9kn3s]

Moomi Talo :)

[@askjussi]

Haha yep! Those are the best coffee cups

[@ralfbernhard]

Great Video, please cover Uniti Group, Ticker: UNIT The last update is long ago

[@C.GabrielMihalache]

Actually, Jussi mentioned Uniti a few weeks ago in a negative context, and rightfully so as they announced discontinuing their dividend at the last earnings conference. This July is their last one this year. I wish I had watched that video before buying recently. Anyway, I sold the shares with some loss, knowing from experience that dividend suspension usually leads to huge drop in price.

[@ralfbernhard]

👍 but the shares price crashed…. maybe be it’s now a good chance at a historical low level???

[@C.GabrielMihalache]

@@ralfbernhard That's what I thought and bought it, before learning about the dividend suspension. Small companies lose even half the value in a few months, when that happens. They may take years, if ever, to recover.

[@askjussi]

We have an update available at High Yield Landlod. Check out the free trial in the descriptin.

[@mikewallin6049]

PSTL