Top 3 REITs For Dividend Growth Investors

Today, we look at 3 Real Estate Investment Trusts (REIT) with strong dividend growth track records that all investors should own. These 3 REITs are high-quality, blue chip dividend stocks that are undervalued and offer high dividend yields and upside potential. They are among the best dividend growth REITs to buy for 2024 and they fit nicely in a dividend portfolio. I also mention Realty Income (O Stock), NNN REIT, VICI Properties, Caesars, NewLake Capital Partners, and Others. 🎁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: NNN; VICI; O; NLCP, NAREIT, YCHARTS, EPRA, Canva
Important Disclaimer: Leonberg Capital holds positions in NNN; NLCP; VICI. 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]

What are your favorite dividend growth stocks? Let me know below. Thank you for all your supports! Your "likes" help me a lot to grow this channel and I appreciate it. Also, subscribe if you don't want to miss my coming REIT CEO interviews.

[@8ofwands300]

I have O, MAIN, EPRT, VICI , DOC and NNN.

[@askjussi]

@@8ofwands300 I like your picks. Why DOC instead of HR?

[@robbinschinkel8480]

I have O, STAG, ADC and VICI.

[@askjussi]

@@robbinschinkel8480 That's a lot of net lease real estate

[@robbinschinkel8480]

@@askjussi Hell yeah.

[@ginomariopoli4702]

Exceptional mentorship as always Jussi. Thank you for the detailed info on Vici, one of my favorite holdings. Looking forward to your WP Carey deep dive, also one of my favorites.

[@askjussi]

Thank you for all your support. I will work on it

[@sagig72]

what a great video Jussi as always. Over the last month I bought more NNN, VICI. I also added more CCI and EPRT.

[@askjussi]

Thank you for your support!

[@Dimi_T]

I have realty income, agree realty, mid america appartement, nnn, vici, ABR, Crown castle, Ares capital, main street capital and trinity capital.

[@askjussi]

What's your thesis for trinity? Thanks!

[@Dimi_T]

@@askjussi i think it will grow and it pays good dividend.

[@davidwysocki1004]

Thanks, Jussi, for your excellent presentation on NNN, VICI and NLCP. I am long NNN and VICI. Good stuff!

[@askjussi]

I agree that NLCP is a lot riskier. Thanks!

[@davidwysocki1004]

@@askjussi--Yes, it is a little too risky for me.

[@SIENDOGG]

What do you think of CUBE

[@pavelprochazka3963]

What do you think about the industrial Reit like STAG or Prologis? They do not offer very high yields but they are more stable , less risky and should deliver a dividend increase over a longer period.

[@askjussi]

I am bullish on many names but those two are not our top picks

[@HenryLopez-uw6hy]

The cannabis sector in general is very risky, but NLCP is a my way to invest with less risk. I’m long on the sector. No one knows when cannabis will be decriminalized but it’s nice to receive a dividend while I wait.

[@askjussi]

I agree. Better risk-to-reward

[@vicky007]

What do you think about TWO ?

[@Mumumama205]

Thank you so much! I don’t understand everything, but it’s good information. What about SPG?

[@askjussi]

I am bullish on it but prefer one of its close peers

[@SandraMarySM6]

I am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?

[@ElizabethLaura7EL]

Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.

[@NoahMateo5N]

The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.

[@OliverBenjamin8O]

Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?

[@NoahMateo5N]

My CFA NICOLE ANASTASIA PLUMLEE 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..

[@OliverBenjamin8O]

I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

[@michaelak1416]

ADC, EPRT, MAA, CPT and ARE are my current holdings and I love your NLCP and I need to look into that. You da man!

[@askjussi]

Thank you for your support. Do you prefer MAA or CPT

[@MatiasNorman]

Hello, Im new to the investment world so I apologize for what may be a silly question. How can a company be successful/have returns despite having debt and needing to refinance due to those debts?

[@askjussi]

Nearly all companies to use debt to finance their growth and grow their profits

[@tatahuama5251]

Great video and depth of information. I like risky; what do you think of BDN? Just subscribed.

[@askjussi]

Appreciate your interest! I appreciate some other names at this time. I will discuss it in the future

[@tomboyle4697]

I am newer to REIT investing, can you do a video on how to analyze a REIT stock?

[@askjussi]

Sure I can work on that

[@shannicedavidson2702]

Have you tried or know or done your research on any platform .. or you’ll need it to be explained from bottom to top .. at least a head start in knowing what’s you’re doing ??

[@hernstv]

Nice nice

[@RabianskiT]

NNN and EPRT are my Retail REIT champions 💪 I recently added quite a bit of EPRT - it’s currently my 3rd largest REIT position… it used to be NNN, which is now 4th. Maybe I should add more NNN and make it larger than EPRT 🤔🧐🤔

[@askjussi]

Thanks for sharing. EPRT is still my biggest

[@t33sher]

Lovely. I own positions in all 3 of these!

[@MrKRYLAR]

Hi Jussi, do you treat high dividend yield Reits and low dividend Reits like Safehold differently or is it purely total returns you look at? Thanks.

[@askjussi]

I look at REITs from a total return perspective.

[@whitevanman8703]

These triple net leases have a flaw, if the property burns to the ground the tenant's insurance pays to rebuild it. That's the best of a bad job. What happens if the tenant has not paid the insurance? The tenant is going bust and will not pay to rebuild it and the landlord is left owing a burnt out shell. I have worked for a landlord of commercial property who always paid the insurance because of this. He did not want to be left with a plot of land which had even less value as it would cost money to clear out the burnt out wreckage.

[@askjussi]

Your scenario is extremely rare. This is why you diversify.

[@toddl.3454]

Usually, rhe owner if the building pays rhe insurance and than sends the tenant an invoice. Same. with property taxes. Also some of these reits own 1000s of properties.

[@askjussi]

@@toddl.3454 That is correct. Also, the improvements are not typically very expensive. The land holds lots of value in the case of net lease properties

[@michaelbrown-nz4on]

Please add time stamps

[@learneconomics2021]

Giving you a comment and like for the algo, keep up the good work!

[@askjussi]

Thanks!! Let me know if I can help with anything

[@stevelewis7501]

You mention very quickly that Casinos typically lease at high cap rates but do not go in to any reasons why, or how those raisins also make VICI risky.

[@askjussi]

It is simply because there has historcally been far less capital chasing casinos. That allowed them to buy the properties at higher cap rates

[@8ofwands300]

You're the best Jussi! 💗

[@thebunnyfoofoo]

I am a newbie so this may be a stupid question but I don’t know how to vote in the investor voting sessions. In your newsletter do you guys discuss pros and cons of those types of votes. I’m not a huge stake holder but I just end up not voting because I don’t want to do something wrong

[@askjussi]

We typically do not participate in the votes. Our positions are too small to really make a difference

[@learneconomics2021]

Commenting for the algo, keep up the good work!

[@askjussi]

Thank you so much!! :)

[@HustleNinja]

Nice video❤️ btw are u looking for thumbnail designer who create eye catchy Thumbnail which will help your videos to reach wider audience?

[@thanasballabani1026]

What do you think of PLD?

[@askjussi]

I have a video coming soon on PLD :)

[@jordankendall86]

And low interest rates have been a huge tail wind that has helped REITs outperform, which have a bigger impact on REITs than most assets and explains most of its underperformance lately with interest rates increasing. Given your mention of NLCP, I am curious what you think of IIPR?

[@askjussi]

Low interest rates benefit all stocks, not just REITs. It is a common misconceptions that REITs benefit more. REITs actually use little debt and low interest rates lead to more supply and slower rent growth. REITs have also outperformed during most past periods of rising rates

[@jordankendall86]

@@askjussi We can agree to disagree on the impact of interest rates. I am more interested in your opinion on IIPR since it is similar to NLCP.

[@askjussi]

@@jordankendall86 NLCP has better assets, less leverage, faster growth prospects, and trades at a lower valuation

[@jordankendall86]

@@askjussi Good reasons. Can't argue with the fundamentals, but I am curious what makes their assets better. I thought their type of assets were the same. What are the differences?

[@askjussi]

@@jordankendall86 Greater focus on limited license states and they also own some retail assets

[@robbinschinkel8480]

Could you talk about some really bad REIT's? Like Armour, AGNC, etc.

[@askjussi]

Sure!

[@robbinschinkel8480]

@@askjussi Thanks. Wonder why these are bad and what they do wrong in your opinion.

[@tridibshome4309]

What makes VICI riskier than other REITs?

[@askjussi]

Riskier than NNN. Concentration

[@hallowiegehts9227]

Are NNN and Essential Realty Property Trust, a pick one or the other? I want to open an position in the next dip

[@askjussi]

EPRT is a higher risk higher potential reward alternative to NNN. So it depends on your objectives and risk tolerance.

[@RabianskiT]

Why not have both? 😊

[@askjussi]

@@RabianskiT I own both

[@Mike-by8kw]

Cswc

[@centrino538]

So at Leonberg you are the boss or Samuel?

[@askjussi]

It is my company

[@ΨωλήΚαντάρι]

Main gain glad good dx efc

[@VictorSanchezVS13]

Maa Nnn O Ess Wpc Main Amt Exr Abr Arcc +schd as my portfolio

[@askjussi]

Thanks!

[@standingonmountain3975]

Stop saying PERSHENT. It's weird.

[@zizu8988]

Start pronouncing % correctly 😭

[@cameloko]

But why?

[@Wankidy]

I bet you can't speak more than one language

[@Stefano-xt9os]

Wow I just found about this channel today and the topic of REIT yesterday. Instant sub, thanks for all the info! 😊 I am interested to DCA something into this, but due to commissions from broker it doesn't look doable for small amount. They give me free buy of etf though. Do you think VanEck Global Real Estate UCITS is decent enough for a start? It's the only one the broker has - I'm in EU. If not good enough, I'd just buy 1 stock per mont Thanks in advance !

[@askjussi]

Thank you for your support! It is decent, but I prefer to buy individual REITs. You can do that from the EU as well

[@Stefano-xt9os]

@@askjussi thanks !