Maximizing Returns: How REITs Offer High Income and Growth for Investors | FAST Graphs

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Publicado 2024-03-01
Real Estate Investment Trusts (REITs) have long been thought of as a great source for income investors seeking higher than average income as well as good growth and income. They are not necessarily always the greatest long-term investments from a standpoint of total return, but that may have changed here recently. In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will cover some REITS that he thinks are extremely attractively valued now with good dividend yield that you can consider and do your own research and due diligence on.

Time Codes:
0:00 – Introduction by Chuck Carnevale
2:15 – Realty Income Corp (O)
12:19 – Office Properties Income Trust (OPI)
12:56 – Realty Income Corp (O)
13:38 – Agree Realty Corp (ADC)
16:02 – Camden Property Trust (CPT)
17:54 – Mid America Apartment Communities (MAA)
18:17 – Chuck Carnevale – To Be A Successful Value Investor
19:05 - Mid America Apartment Communities (MAA)
19:16 – NNN REIT Inc (NNN)
20:35 – Public Storage (PSA)
21:00 - Agree Realty Corp (ADC)
21:19 – Chuck Carnevale – High Valuations
21:43 - Agree Realty Corp (ADC)
22:33 – VICI Properties Inc (VICI)
23:11 – Chuck Carnevale – The Bottom Line
23:29 – Portfolio
24:33 – Closing Remarks by Chuck Carnevale

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Disclaimer: FAST Graphs is a tool designed to reveal and present information related to financial data and investment metrics. It is not intended to provide specific advice or recommendations. Instead, it offers a comprehensive view of relevant data, empowering users to make informed decisions based on their own analysis. It's your first step to a more comprehensive research and due diligence process. In short, it is a tool to think with. The opinions in this video are for informational and educational purposes only and should not be construed as a recommendation to buy or sell the stocks mentioned.

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#dividends #reits #investing

Todos los comentarios (21)
  • @land7776
    I bought O today @51, with >6% div yield, divs increasing quarterly. It pays more than a bond or CD, and there's the cap-app that will happen- and I don't mind waiting with that monthly paycheck.
  • @Tideo123
    Hi Mr. Chuck, awhile ago I watched your analysis on MPW Medical Property Trust and I saw opportunity to buy at low price. I bought it at $3.06. Today MPW went up 42.4%. I could not believe my eyes. Thank you very much for your analysis. Since the price is so low I can add more shares any time it dips down below my average cost but it has not went down since I bought it.
  • @Bruxy23
    Love you coverage on REITs Chuck! Thank you for all of the consistently great content.
  • @land7776
    Mr. V, I want to thank you for your recent personal re-confirmation of REIT MPW. It was a considerable weight in my decision to buy when it fell to $3. In less than four months, it's currently 120% gain, plus a dividend. wow
  • @tonioyendis4464
    My REIT positions are: ABR, MPW, SACH and my catch-all with SCHH etf.
  • @58jcee
    Continue to learn by your great wisdom! Thank you.
  • @cwilson6880
    After some additional research, I have been buying the top 6 on that last list (by yield), looking back to this video, great call!. Fast forward to Mid May, looking like were set to take off in Q3 and Q4 with lower interest rates on the horizon. Thanks Chuck!!
  • @FxAndrej
    I got O, ADC, MAA and PSA from the list. All more or less at break even. I keep adding more before the interest rates go down. I am happy for them to stay high for longer - gives me more time to buy them at such opportunistic levels
  • @NiekVink
    Thank you so much for your great content. And I was delighted to hear you on the Dividend Talk podcast the other day!
  • @willydear4906
    I've done really well the last couple of months on HIW. Sold a covered call against HIW and may get called away soon but I'm okay with that. Back in the positive for MPW and will get most shares called away if back over 5.00. I know you aren't much of a options guy but it makes sense to me.
  • @samfawlia
    i like the look of ADC, lots of insider buying
  • @Blessing927NJ
    Thank you so much for your wonderful video. Just what I needed!!❤🎉
  • @sagig72
    Great video Chuck!! REITs are a good opportunity now for long term income with some margin of safety. When rates will decrease, locking today's dividend rates may prove smart. Good video !
  • Alexandria (ARE) is listed as an office REIT but it rents out lab spaces to biotech companies. I consider that to be a plus
  • @pdureska7814
    I bought O, MAA and Agree when they dipped late in 2023. I am still looking to add to my positions. I have considered Alexandria because they are a unique type of office REIT with good tenants and the only office REIT I have considered. I also considered VICI but I am on the fence. I’d like to add an industrial REIT like Redford but the concentration in southern cal has me somewhat worried. Anyway an excellent write up which will definitely help me flesh out a portfolio of perhaps 6 to 10 refits covering a variety of Reits
  • @ldstiesto
    Another great video! Thanks man… 👍🏽👍🏽
  • @flp572
    Thanks Chuck, another great video. I started investing in US Stocks only 2,5 years ago. I am a Fast Graph member since the beginning. It has helped me a lot. The only thing I actually am not sure is whether it really makes sense to make stock picking (compared to the S&P 500). I gave me a 5 year timeline to figure it out. Sofar I am losing to the S&P by a large number. One of the main reasons is my REIT position (around 45% of my portfolio). Lets see! Thanks again.
  • @Nemo-yn1sp
    Thank you I've been considering ADC and VICI for a while, may soon start positions in either or both. I own O and ARE. ARE is not a traditional office property, it's a specialty work space for labs, provides diversity in my portfolio, plus I was able to buy it with a +5% yld. Too pricey for me now and I view it more of a growth stock rather than income, so once the price gets to a a greedy and tax friendly profit, it's gone. My only office REIT, which is down quite a bit and just cut the div, is ACRE. I think the management will get it figured out, so I'm hanging in and even nibbling on more when it dips. Occasional covered call premiums ease the pain of how much it's down (as with MPW). Thank you so much for your incredibly valuable videos. I refer back to them often. Too bad I can only give one like!