Realty Income is Performing Worse Than Expected

[@The_LaughingHyena]

Oh, O dropped? Time to buy more.

[@Rich_Man101]

Another factor that affected many REITs post the election was long term rates popped up, but have since recovered and REITs have been recovering as well.

[@mikedearden777]

It is already recovering the last 2 days

[@butchmandilag9916]

Even better, buy the dip ...

[@marchatfield6085]

Thank you for breaking this down for us.

[@nikmotionmix]

I am O long man. Cheers!

[@peoriaos6627]

Great video! Yup, it was hard to find any bargains that day, but I did pick up some Realty Income.

[@tvb4227]

sounds like a discount

[@TheMule1]

ABBV and MPWR dropped like crazy too.

[@crissdizick9403]

Thank you for your insights.

[@kortyEdna825]

I’m ecstatic with Trump's victory and the year-end market surge. Which hidden jewels in the upcoming bull run would you buy with 150 grand right now? My goal is to position myself for a prosperous Q1 in 2025.

[@KaurKhangura]

Index Funds & ETFs: 40-50%, Emerging Markets (e.g., VWO): 10-15%, Dividend Stocks: 10-20%, Growth Stocks/Small-Caps: 10-20%, REITs: 5-10% Remember to always work with a knowledgeable person in the financial market when starting out to avoid getting burnt.

[@brucemichelle5689.]

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Impressive can you share more info?

[@brucemichelle5689.]

Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Aileen Gertrude Tippy’’ for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.

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[@Maryland_Kulak]

Are you a dividend investor or are you a speculator? O going down is good for dividend investors because we can buy it cheaper. We’re making our money by holding it not selling it.

[@nicolasbenson009]

Market declines, soaring inflation, a significant increase in interest rates by the Fed, and rising Treasury yields all point to additional losses for portfolios this quarter. How can I profit from the present market turbulence? I'm still debating whether to sell my $125k ETF/Growth Stock portfolio.

[@TinaJames222]

Concentrate on two main objectives. First, keep yourself safe by knowing when to sell stocks in order to limit losses and maximize gains. Second, get ready to benefit from market changes. I advise consulting a coach or other professional for advice.

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Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.

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She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

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Amazing content! I have been following your videos for sometime now, consistently kicking down Wall Street doors for two years now, I have over $320k in stocks. Currently, my portfolio is down by 15%. Wondering if they're any short term opportunities I can invest in.

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I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience

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Reason I decided to work closely with an brokerage-adviser ever since the market got really tensed and the pressure became so much(I should be retiring in 17months) so I've had an brokerage-adviser guide me through the chaos, its been 9months and counting and I've made approx. 650K net from all of my holdings.

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How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?

[@RayaMarcus]

My CFA is Stacy Lynn Staples, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

[@Theodore-l2j]

Thank you very much for this. I'll send her an email and I hope I'm able to connect with her.

[@blktester]

Thanks again for another timely video. As for the price decrease, not concerned. Realty has made several purchases over the last 3 years. Give the seeds time to grow 😊

[@williamhoward7624]

Are we all still buying o?

[@cattywampusmcdoogle]

I am.... I buy 1-3 shares a week.

[@hatter1179]

I personally buy more EPRT it’s close too o at what they are doing but with higher growth and a higher quality portfolio. But I still have a little bit of O And they are smaller so more and easier growth.

[@mikedearden777]

Yes I am

[@AlbertWeirdo]

They are big in my portfolio, not buying more. They have a lot of risk currently, loads of their clients won't have another decade in physical retail. The future will tell how hard they will double down on other sectors to avoid downfall from that sector.

[@dexinvictus6103]

ADC and EPRT >

[@Gary65437]

Speaking of PFE, that stk has been tanking hard recently, now down near it's 5 yr low for another dip buy.

[@scottbeeby5395]

It's paying a huge divide at 5yr lows while u wait, but the turnaround has been slow to get away from Covid vaccines & their huge acquisitions have been a bit loose and are also not yielding lot of new key drugs atm. Its also down hard again here b/c Trump is talking about Kennedy, an anti-vaccer & anti Big Pharma guy, to run Health. So it's a bit of a value trap given money has so many other places to go for much better returns (even with a divi)

[@AlbertWeirdo]

Following Realty closely as they are big in my portfolio. Soon as they drop on or under 98% I ditch them. A lot of their clientele will not make it in the next ten years which is a growing cause of concern... those empty retail buildings will not rent out easily (if ever again in a lot of locations)

[@hatter1179]

I think the sell-off wasn't just because of the bad quarterly numbers, but the bad quarter along with the struggling tenants and the resulting uncertainty about how well O will perform both from AFFO and dividend growth.

[@ceansilorcaso5820]

With the new administration taking over tenants will not struggling no more. Buying more O.

[@BenjaminHansen]

Thanks for the video. And the explanation of the key metric for analyzing reits.

[@ivanpinkas3829]

Thank you..

[@nonayabusiness6170]

We should look into who are they leasing to. Top companies are Dollar General and Dollar tree. Which they are struggling!

[@majorsam83]

From your analysis, it appears that O is probably a good long term buy right now(?)

[@Madridstrat]

Initially, REITs investing in healthcare seemed like a solid choice, especially with aging populations. However, experiencing a significant -40% loss equating to around $160k has left me questioning whether to sell or continue holding.

[@Bunnydrille]

Don't sell; avoiding trying to time the market and incurring unnecessary taxes. Stay grounded and focus on the long term!

[@Frankweily]

Your invt-adviser must be really good, I hope it's okay to inquire if you're still collaborating with the same invt-adviser and how I can get in touch with.

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[@trongtuong2]

SHE IS ON TELE GRAM.

[@trongtuong2]

@Serenwintersun

[@Mikeygrady]

In a field as rapidly evolving as cryptocurrency, staying updated is crucial. Seren’s continual research and adaptation to the latest market changes have been instrumental in helping me make informed decisions.

[@79AdventureBaby]

Always backup your trading with a good strategy.

[@2Luisalvarado]

Nice, I was just hoding before I found Wintersun. In my opinion she is the very best out there.

[@druvaciam5407]

Interest rates are moving higher aggressively, look at TLT, that is the reason why all REITs are crashing.

[@PermacultureHomestead]

their numbers are gonna get EVEN worse, ive been saying this on all your O vids for over a year, 15% of their holdings are closing down, going broke or struggling .... walgreens, AMC, 7-11, auto zones and on and on and on.....

[@Dusan698]

does not matter if their rent is for 10 years. O is going to be profitable on those estates

[@christmas10023]

Back on the right track today it appears.

[@timo4040]

A bloodbath…at least for me. I’m in pharma dividend stocks and in ABBV since it’s spinoff from Abbott. Also, got this O stock is going through macroeconomic changes. It’s gonna take a few years to get this company on that profitable track. The management in place is the reason why I stay. I’m buying the managers not just the stock. Hurtin but hangin

[@Antonin1738]

yeah Im done with this stock. 10+ years. When I first got into dividends, every dividend channel was praising O/realty income.

[@FreakyLynx]

If it drops further I’ll probably buy more shares, currently debating between this and more shares of GOF and RITM.

[@P37RU5]

REITs are a very bad investment. Please name 1 REIT that did increase dividend and share price in the past 5 years

[@USMC-CAR]

Did they try to get too big too fast? Please, keep panic selling and driving the price down. I'm doing a lot of panic buying. 😂

[@slkttop]

Love your channel. Love your picks. Have a question, though. You keep mentioning "interest rates going down". Now, the FOMC has lowered rates twice this year, true, and that has a direct effect on the SOFR and presumably, bank lending rates. But... mortgage rates are based on the 10-year+ a spread and longer-term bonds have sold off recently, sending their yields (rates) sky high again, and mortgage rates have indeed gone up. So, for REITs, are they more affected by the SOFR or Mortgage-type rates? With the recent regime change, the general fear is: bonds will continue to sell off and 10-year yields will continue to skyrocket.

[@druvaciam5407]

$WPC is probably better buy now than $O

[@HenningYT]

I was shocked when I heard Realty did a sell and lease back deal for Decathlon stores here in Europe (Germany). While Decathlon seem to be doing okay atm, those 3.000+ m2 stores are unrentable if something goes wrong with its current tenant. Big retail is almost dead here in Germany.

[@pepinlebref7585]

Decathlon is quite well placed with very aggressive prices and their own brand for almost all sporting goods. I think that in the sector there will be others failing before them as people cut costs.

[@A2B_Music]

When I'm near or in a Decat store, it is much busier compared to other simular sized sports stores. However, for high quality stuff I would go elsewhere.

[@HenningYT]

@@A2B_Music I have no problem with Decathlon as a tenant. My probilem is that those imho are low quality properties. Sacrificing quality for growth is a valid strategy but this could also means that they'll have more problems during a recession than in the past. I am invested in O and will keep doing so but so far I feel more comfortable recently having spent my money on e.g. Agree Realty.

[@pinkbrain4064]

Can you make a video about realty income corp’s new private capital business

[@eugenegarrett1156]

I had a stop loss that got triggered by the sell-off, but I'm buying back in. 😀

[@johncu7007]

I also got KILLED 🗡️☠️ with PSEC. They “made” their estimate, but Lowered 👇 their Dividend rate (from 0.06 cents, to 0.045 cents per share) - the very FIRST time they’ve lowered in over 83 Months! 😱 If PSEC (a notable/large BDC) is lowering👇, then I believe a lot of other BDC’s may be soon following in their footsteps 😢 (due to the obvious Fed Reserve lowering). I plan to start lowering 👇my BDC exposure.

[@lancealderman2755]

I'm similarly minded but only very little in at the moment. Sell baby sell so I can get in 😅 I think rates will stay up longer because the Fed doesn't want to give up its ability to drop rates. I could be wrong too. One of those things where nobody knows what's going to happen. If I was already in then I'd hold the line though. I'm a nobody that doesn't know anything, don't listen to me...

[@scottbeeby5395]

A well-reasoned strategy 👏 No need to cut and run, but a scaling reduction sounds wise. I was in early on housing B4 1st cuts and saw massive gains when those ran. Wisely scaled out 35% before this pull back as rates are going to stay elevated for longer despite cuts. Never a bad idea to book some gains & raise some cash after big runs.. or to pivot to underweight when headwinds arise

[@RhodoniteCapital]

Something stinks with these guys. I worry it's a house of cards. I cannot verify Realty Income owns even one piece of property.

[@cat-cuddler821]

what was unexpected... ? the housing market will burst. Bureaus are empty.. ley offs everywhere... The U.S is three trillion in dept

[@michaelmoore4840]

Capital Southwest - CSWC missed earnings. The last few market moves this stock lost value including today 11-11-2024. We may need to look at this investment again.

[@luckyc3926]

Personally I’m hoping for retrace of $49.50 I’m looking to stack shares and sell puts on O for the long haul.

[@user00165]

STAG is the same as O

[@fialee8ca132]

Are you trying to pump and dump this etf? You don't discuss why it missed their ffo... or what their future occupancy rates. All those stores going to close haven't been closed yet, and do they have any story on how they plan to fill those vacancies? Mini mart and retail pharmacy buildings aren't easily released without major remodeling if at all.

[@nanoman06]

#averagedown

[@jettbezos8074]

U sound clueless panic selling???? 😅dude stock nowadays bounce like +-5% just for lol tell me when it drop 40% from ath then is panic

[@graduateinvestor]

Can you review ONL (office REIT)

[@charminghustler3736]

I sold the company a few years ago and purchase Dodge coin and bitcoin I’ve been regret from the beginning, but for right now I can see the price of Dodge record and bitcoin and enjoy it! I believe the company will go downhill!

[@219garry]

O sounds like junk.

[@MrDboydeluxe]

Having crummy tenants like DG, dollar tree and Walgreens will do that..but O is a KZbin darling along with CELH and SMCI, never is heard a discouraging word....

[@Aevykin]

Why focus on these crappy dividend REITs? Buy a quality company ffs lol. Try Constellation Software. Practically no dividends (good, because that's a sign management isn't good with capital allocation), no dilution, 30% CAGR over the last 20 years.

[@Mornblade]

Glad I sold O and bought a stock that had a good dividend.

[@Lotar_Kowal]

which one, may I ask?

[@Daniyoyo]

There’s no reason to buy 5% yielding stocks when you have bonds paying the same lol or SPYI paying double with broad market exposure

[@mlwilliams4407]

There's no diversity with individual stocks. For those interested in O, recommend replacing it with NETL.

[@scottbeeby5395]

Or if u go individual, u def buy a basket to achieve diversification. A little research can keep u away from all the laggards within an etf. Look @ SmallCap as a great example rn. Russell has 40% unprofitable co's in it, a basket or more focused etf can offer much better returns.

[@mlwilliams4407]

@scottbeeby5395 Def agree that for the few individual investors that can remove their desire for loyalty and that have the time to read the reports (10-K, etc), meetings transcripts, and so on...investing in a basket of stocks is typically better. The previous comment was for the majority of investors. When investing in funds (ETFs, etc), not only is there natural diversification, but it's a huge time saver and you get fund managers who have access to better, more timely resources individual investors do not. Basically, even though there's an additional $ cost, there's monumental perks with funds over stocks.

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I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Kristine Lynn Weber, for her expertise and exposure to different areas of the market.

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Without a doubt! Kristine Lynn Weber is a trader who goes above and beyond. she has an exceptional skill for analyzing market movements and spotting profitable opportunities. Her strategies are meticulously crafted on thorough research and years of practical experience..

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how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What's your take on this approach? and How can i reach her, if you don't mind me asking?

[@DerickSams]

look up her name on the web for her website.