🚨The Market is Crashing: Here's What I Am Buying

[@CharlesVaughn-bm9gq]

Last Monday is a day to be ignored for a long term investor.

[@user-qq9fr4pz6z]

I'm buying the dip PAX, BCE and BABA!

[@askjussi]

PAX!

[@bronsonvigilante9178]

THE MOST WAITED VIDEO THANK YOU JUSSI 🙏👍

[@askjussi]

Thank you for all your support!

[@lucterbogt183]

Thanks for the content Uncle J

[@PilatesinSacramento]

Thank you, Jussi! I’m looking more at PAX and may start a position. 👍

[@askjussi]

I have an update coming soon!

[@tvlookplay]

Any thoughts on trno? I keep adding to it. Could you make a video about it

[@askjussi]

I like it but prefer some of its peers

[@user-ei8zh9vy7k]

Thank you for the video

[@askjussi]

I appreciate your interest. What are you buying today?

[@vinay7397]

Last Monday, I sold all of my Realty Incme stock and bought Uniti group. Uniti I think has more upside then Realty Income.

[@askjussi]

UNIT is far far riskier. They are not comparable

[@Nemo-yn1sp]

Thanks for your insights and ideas.

[@the_stevecooper]

ADC & STAG have been very good additions to my portfolio.

[@askjussi]

Thanks for sharing!

[@RedpilledInvestor]

Thanks for the update Jussi. Do you think that PAX and KKR are dropping simply in line with the market or is there a specific catalyst?

[@askjussi]

Yes asset managers are just more cyclical so they are dropping more than the rest. Nothing company specific

[@taterrhead]

Is it not very risky to own BOTH VICI && CZR (&& even that strip club REIT you like would be correlated) as these would be insanely correlated (I mean VICI even rents some to CZR)?

[@TheRatedD]

*_It's really a thing of beauty seeing all my REITs doing so well right now, lol. SPG in particular is doing great for me._*

[@askjussi]

And it could be just the beginning :)

[@zjeerinho]

Fip, ngvc, lrn, titn, sg

[@BudgetBirdeye]

OPPORTUNITY

[@ukikiki7034]

Hi Jussi. I have followed yours wisdom and some of my investmwnts are So high that i think What do to 😂😂 should i replace some adc to eprt? Thanks a lot in advance

[@askjussi]

Good problem to have :)

[@dcunha25]

Hello Jussi! I have Realty Income, Agree Realty, Prologis, Equinix, Big Yellow and Vici. But everything is too expensive. Should i wait or keep buying?? What reit i have you like the most for now?? Good job, thanks🇵🇹

[@emanuelsilva3464]

Agnc é top

[@dcunha25]

@@emanuelsilva3464 i don't invest in mReits, but thanks👍🏻

[@delliott777]

What about Utilities? Have suggestions? Thoughts?

[@askjussi]

We own some as well. Check out the free trial in the description

[@bihanmk3801]

thanks!

[@oh_its_dw]

opinion on gladstone commercial and Essex Property Trust Inc

[@askjussi]

I prefer some of their peers

[@oh_its_dw]

@@askjussi what would you recommend moving gladstone to agree reality?

[@askjussi]

@@oh_its_dw ADC has already reached fair value in my opinion

[@oh_its_dw]

@@askjussi what would you recommend swapping gladstone out for

[@oh_its_dw]

​@askjussi i know you like byg as a self storage reit but whats your opinion on safestore self storage?

[@MartinD9999]

BDC’s had dips too. Grabbed a bit in the last 48 hours. More WPC and PAX mostly.

[@helvetica-4439]

I have a question I remember you were bullish on STAG industrial reit. Is it still the case ?

[@askjussi]

Yes but prefer some peers

[@chamime]

Iraaaan. Not I-ran.

[@locobloke]

Not "broken clock". That is when when we say even a broken clock is right twice a day. You mean to say a "broken record, " which means repetitive because a broken record skips and repeats.

[@askjussi]

Got it, thanks for the correction!

[@locobloke]

No problem. Don't get me wrong - your English is great. ​@@askjussi

[@askjussi]

@@locobloke Thank you!

[@readyready-u8j]

but a broken clock is right twice a day, so that's good

[@user-lb4mf6hx5u]

5:45 wrong Graph, isnt it? You were talking about REXR

[@askjussi]

You are correct, thanks!

[@robbierenteria7979]

Can you do a video on VNQ

[@askjussi]

Note that I have one already on my channel. thanks!

[@dividendfire855]

He doesn’t like REIT ETF’s and I agree with him, some REITS are just trash manipulated by outside management just to make money.

[@askjussi]

@@dividendfire855 They make sense to some investors but I think that I can do better

[@davidwysocki1004]

Thanks, Jussi, for your take on the latest current macro events that have been worrying the stock markets. For a long-term dividend-focused investor (like me), none of this really matters much except to the extent the down draft in the market creates more investment opportunities. Good stuff!

[@marc8126]

I cant find the substack link you mentioned in the video...

[@askjussi]

See the pinned comment

[@MirianneB]

I was planning on buying more Swire Properties, but after this insane gain of today i cant buy the amount i wanted 😢

[@askjussi]

That's how I feel about many REITs right now! What's your thesis for the company?

[@MirianneB]

@@askjussi i like their mixed portfolio (hotels, residential and office) and focus on the major cities in different countries including the USA. Nice history of growing dividend and the company has a nice long history in the region. Besides that it fits nicely with the other reits (Mapletree Industrial, First Reit and CapitaLand Ascendas) i got in the region. Now i just need a good European (non-UK) one 😉

[@ukikiki7034]

Is this still buying Opportunity?

[@MirianneB]

@@ukikiki7034 personally for me it's still buyable. Dividend yield is still >7%

[@MirianneB]

@@ukikiki7034 For me it's still buyable as long as the dividend yield is >7%

[@mitchelllvovsky6351]

Thoughts on the following REITS APLE CHCT VAC All at 52 week lows!

[@askjussi]

I'll work on a video. which do you prefer?

[@mitchelllvovsky6351]

APLE is intriguing but a lot of the travel industry is taking a hit

[@keithss67]

Rate cuts would be a sign of impending recession-were it not for the fact that the FED had jacked rates so fast and so high to combat inflationary spikes. We have been crying for a year about how high interest rates were killing us. Now the fed is about to cut rates and we are crying that it must be the end of the world lol

[@askjussi]

REITs are not cyclical

[@paulsondj]

Adding more to mpw, vtmx, pax, celh, clsk, evvty, and hims.

[@askjussi]

What's your take on MPW's latest results

[@user-vf8ri1zd3w]

@@askjussiDoes not look too bad for me :) But I’d be more interested in your opinion 😁

[@keithss67]

Where’s the beard? 🤷‍♂️

[@askjussi]

I was not shaving in Lapland :)

[@keithss67]

@@askjussi oh Lapland? Of course 🤷‍♂️

[@askjussi]

What REITs are you buying following the recent correction? Let me know below. Thank you for all your support! Your likes help me a lot to keep on growing and I appreciate it. Finally, I post a lot of free research on my new Substack. You can sign up here: www.high-yield-landlord.com/

[@FxAndrej]

I listen to your opinions carefully, but I am also happy that I don't follow every trade of yours, PAX or CZR being such examples. I'm more conservative, so after accumulating enough ADC (22% up!) and WPC (6% down, I'll wait), I am buying more of ARE - it's lagging other good REITs. Thank you for all you work!

[@carlocoretti7514]

Netstreit and Apple Hospitality because I’DCAing, otherwise my other REITs are aleeady in the high price side ciao

[@Lawyerup904]

Vici, Epr, Wpc, O. Long and hope to never sell!

[@mitchellraymond9744]

Lately I've been buying UNIT since it is coming back up from its low.

[@askjussi]

@@mitchellraymond9744 What's your thesis? Thanks!