Up To 10% Yield: 3 Top REITs For 2025

[@askjussi]

What are your favorite high yielding REITs to buy today? Let me know below. Your "likes" help me a lot to keep on growing and I appreciate it. 🚨 Claim our Black Friday offer: www.high-yield-landlord.com/subscribe Thank you for your support! Jussi

[@RabianskiT]

My high-yielders are: ABR, LTC, EPR, CCI and VICI. VICI is by far the largest position from these. ABR is much smaller than others. NLCP is intriguing... but as far as I know my broker doesn't offer their stock. I might call them to add it.

[@LasVegasStateOfMind]

followed your suggestion earlier this year and started a position with EPR. Adding more tomorrow. Thanks Jussi

[@davidwysocki1004]

Thanks, Jussi, for your "bull" case presentation on these three REITs. I am long EPR. Good stuff!

[@askjussi]

Thank you for all your support!

[@forestmotoadventures]

❤also very long $EPR!

[@jonathantaylor426]

AHH and EPR are two favorites. I haven’t jumped on New Lake yet.

[@Pepito13520]

Hello. Your videos are always very appreciated. Thanks for your work. I would like that you make a video talking about timber and mortgage reits and which are a good ones.

[@askjussi]

Not a huge fan of those . I will do another vide on them soon

[@torgnyandersson403]

Your videos are always appreciated! Can't believe you make this stuff for free. I started building a portfolio of REITs inspired by your work, and so far it's doing well overall. I'll be joining HYLL when I'm back at my job again as right now I'm home with my son and cash flow is diminished significantly.

[@askjussi]

Amazing! Thank you for your support

[@deidrahines3746]

I am a newbie, Jussi, you are Gem..😊

[@GyrosSteel]

Thanks for the video, i keep adding to epr, can you comment on why they are forced to suffer a 12 million impairment on 2 hotels from a JV destroyed in hurricane helene and ultimately abandoning it inspite of insurance?

[@askjussi]

This is peanuts for EPR. They own billions worth of real estate

[@mikekipar]

Nice video, thank you. I have been adding to epr, vici, o, pld.

[@askjussi]

which one is your favorite right now? Thanks!

[@leeharrell777]

Already own all 3. May add more EPR

[@askjussi]

Thanks for sharing!

[@whitevanman8703]

i just love AHH's assets, I wish I owned them in my own name. As long as the business is run right which it has been, it will make money.

[@martingreen9187]

Hey Jussi, thanks as always for the great analysis. Just wanted to point out that opportunistic means exploiting opportunities with little regard to ethics or consequences, so it isn't necessarily a positive term.

[@askjussi]

@@martingreen9187 thanks for letting me know! I appreciate your support

[@RabianskiT]

It's funny that saying that something is "a great opportunity" sounds much more positive/ ethical than saying that something is "very opportunistic" 😆

[@paolovita1720]

Since these REITs are so undervalued, and as long as they remain so, wouldn't buybacks be a much more efficient allocation of capital than these large dividends?

[@askjussi]

A lot of REITs are buying back shares. But they also need to pay dividends to enjoy the tax benefits of REITs

[@parrisgjerde9212]

Jussi, in a future video can you address how rising insurance rates are affecting reits and what reits should be avoided.

[@RabianskiT]

Jussi has already made some videos about REITs to avoid. Check his previous episodes.

[@askjussi]

Sure!

[@babz5313]

I bought Clipper realty again after the recent price drop... i should have bought NewLake :/ Thanks Jussi for the great video

[@askjussi]

@@babz5313 Clipper has nicely recovered lately. Thanks!

[@mitchcuttingedgerealestate]

Bulking up on VTMX and ARE

[@daw7773]

Nope

[@askjussi]

Big fan of VTMX at these levels

[@kchen67048]

AHH has been on my watchlist for a while, just waiting for a further dip (my target price is $10.75). Also, maybe I'm missing something, but did AHH miss one quarter's dividend in 2023? There was no payment record in Q3 2023.

[@foleysdetails]

Unfortuntaly I can not invest in Newlake through a UK Investment ISA probably due to govt (HMRC) rules. what would you suggest a good way to buy Newlake otherwise would be? cheers

[@mitchrils]

I’m in the same boat as you, IBKR won’t let me buy PINK listed stocks in my ISA

[@korean9635]

I want to know how you think about MTN. Trump will kill all the ski resort? Or is it a great opportunity to invest on ski resort? What is your idea? I want to know your view

[@askjussi]

I prefer some other names. I am not familiar with the story. Would he kill the resort?

[@korean9635]

@ Just talking about global warming. Mtn is now historical low price. But I worry about global warm would kill their business. Especially managing ski resort. They have managed it for a century. But still can be good after 10 or 20 years later? They can not manage their ski slope fewer days cause of high temperature. And all the investors worry about their vital business. I think it looks like value trap......Hard to concluse

[@BlaskDnia]

What's the ticker of NLCP in Saxo ?

[@askjussi]

They don't have it

[@BlaskDnia]

@askjussi Do you know who Has it ?

[@askjussi]

@@BlaskDnia IBKR

[@MrRusvald]

AHH generates only 17.51% of its NOI from residential properties, with the rest approximately evenly split between offices and retail. Naturally, it shouldn’t be valued with the same multiples as other residential REITs.

[@RabianskiT]

I'm going to pass AHH for now. Alexandria is my worst performing REIT at the moment (and I have a large position in ARE)... so I don't think it's a good idea to add anything else that smells of office 😅 (even if it's not a typical office REIT).

[@bihanmk3801]

Thanks.

[@Steve-nb9kg]

Given AHH's exposure to the greater Baltimore/DC area, I wonder how they would be affected by the Elon Musk DOGE cutting government staff. Not sure how effective they are going to be, but a possible risk I would think.

[@askjussi]

@@Steve-nb9kg I would not expect a major impact

[@keithss67]

Forward blue tiger!

[@NelloW100]

Jussi, Armada and EPR are so cheap because they generate too less CF in relation to their interest expense. A interest hike will easily wipe out their Cashflow

[@askjussi]

that is not correct, you are likely failing to adjust for non cash depreciation

[@NelloW100]

@@askjussi I appreciate being challenged to find out where I'm making a mistake. But I can't find one here. I compared the operating cash flow to the interest expense. This already has depreciations adjusted. Armada paid 77 M. USD in interest rates in the TTM (source Seeking Alpha), that's roughly 10% of revenue. They generated 107 in Op. CF. That's only 1.37x of interest expense. They pay on average 4.6% for their existing debt of which 73% expires from 2025-2027 (source: investor presentation09/2024). If they have to refinance at 7% their interest expense almost doubles and their CF goes up in smoke. I learned that the hard way in 2022/2023 with most of my REITs.

[@Noxirio]

prshent