Very Good News for REITs

Image sources: NAREIT, YCHARTS, EPRA, Canva

Important Disclaimer: I am long BSR, EGP, BYG. 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 YouTube channel is managed by Leonberg Research OÜ, a subsidiary of Leonberg Capital OÜ.

#reits #dividend #passiveincome

[Iamcirconflexe]

Hi Jussi, many thanks for 3 things:

- Your ability to create a rare and qualitative content
- Your ability to give excellent inputs for long term investments
- To be very responsive to current events, to guide us on the right attitude to adopt

More generally, I find that I learn a lot about REITs from you, and it's very rare to find someone so specialized in a particular field. So thank you again, and I wish you every success for the future. I look forward to seeing your channel continue to evolve!

[cryptogrrls]

If I want to know about a reit, this is the channel I go to

[davidwysocki]

Thank, Jussi, for an excellent discussion on why good quality REITs are bargain-priced now and are great long-term investments. All of your "Good News" items are spot-on, especially "Good News Items 4 and 5". Good stuff!

[rodoflho]

Hi. You made this video before market opening today right?

[mohamadsaleh]

Thank you and like. Is 50% of my portfolio in reits too much? I'm currently at around 20% divided in several reits and still have 50% cash in my RRSP not knowing what to do with it

[alleno]

Your analysis is rounded. I look for and appreciate that.

[sagig]

thanks for another great video Jussi !! I bought CCI, NNN and EPRT today ... will buy more if this continues to dip.

[leitm]

I disagree with interest rates being cut in the near term even only by a little. I guess it depends on what you consider near term really, but I don't expect rates to even start dropping until early 2025. Inflation is still high and they wont cut rates till they are confident inflation is actually dropping closer to 2%

[oblongowl]

Jussi i love your videos - one request - could you put markers in the time line for each ticker, or section you are discussing? Thank you !

[YieldQuest]

Hey Jussi, I am glad to see your doing so good! Thank you for the amazing content you provide to us. I was curious, if you had a video on Apple Hospitality REIT? I thought you had one, but I couldn't find it.

[Adventure]

BSR. What’s stock ticker. As bsr is a etf

[daviddlarsen]

Hey Jussi.

Thanks for the video! Keep them coming.

This is the second time you mention MAA in a week.

MAA is on my watchlist.
At what price would you be bying the company?
Im planning to hold the stock for 30-40 years.

Davidd from Denmark

[borisalbert]

Very informative video Jussi 🙏🏻 did you had already a look on Safestore Holdings? Have a nice weekend 🙋🏻‍♂️

[keepitraw]

AIRC was my favorite among the residential REITs, couldn’t buy it because of very high spreads at my broker. You think there is a limit at which private investors will be able to buy them? 10B is a lot, but could it be possible to see buyouts of 30B+ or is thismuch less likely? Think about VICI or ARE

[gregerlindstrand]

How can you buy BSR when EU put a ban on US-CA ETF's etc for EU citysens?

[gabrielflaim]

What do you think about Vonovia do you still think is a bargain? Because I heard that their NAV is lower than it seem. But m not a escpert and i dont know where to start finding good information to understand if is true or not. But maybe you can help me

[Tomas-bssu]

How do you evaluate the risk that REITs still drop quite significantly in case inflation returns / resists dropping and prompts unexpected increase in interest rates?

[emekaokoroafor]

Hi, please would really love to know opinions about PRS Reit from the UK. Thanks in advance

[hallowiegehts]

Hope the dip continues till this friday. I will stock up on Vici, Essential Propertys realty trust and Alexandria

[MMinvest]

You said “even class A malls” as if they normally do bad. Look at SPG - growing their NOI annually by 4-5% without issuing new shares or increasing debt leverage.

Class A malls is a great place to be.