Very Bad News for REIT Investors

Image sources: NAREIT, YCHARTS, EPRA, Canva

Important Disclaimer: I am long CPT, 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

[georgeearling]

I am a dividend investor for the most part but I have bought Tesla stock for a couple of times. However I have bought Tesla stock again and will hold for the long haul this time

[louis]

Good. The more they go down, the more I imvest.

[bihanmk]

Tell us more about the industrial Reits that are investing. thanks.

[et_phonehome_]

My former employer decreased the number of floors in NY/NJ, everyone was working hybrid. Though that was the case, the floors still seemed very empty most of the time.

[Cay-lm]

@Jussi have you considered creating an ETF with your picks of RIETs. Actively managed with your research? Or becoming a consultant for a larger firm for their RIET etf? I like your videos and break downs. There is alot of value in your knowledge and research

[thebunnyfoofoo]

Been meaning to check out that second channel you mentioned. Good content in this video.

[antoloy]

Thanks for the video. What is a good manufactured home REIT in your opinion SUI, LEGH?

[TemperanceMinistry-rinz]

Are you buying more MPW?

Also are you buying CHCT?

[mhi_]

Some of the sectors that you mention here do not surprise me. But thanks for sharing your interesting viewpoint on Data Centers.

[sille]

Industrial was rewarding and will most likely be rewarding . What’s your opinion. Rexford, Prologis, WP Carey etc.

[MartinD]

These hardships make it prime buying time. 👍🏽

[thane]

Is there enough electricity for all these data centers? Probably not for the next 10 years in the USA.

[spkie]

Do you have opinion on Alexandria Real Estate?

[CC-gurg]

Hi Jussi,
Thanks for the update.
Have you any thoughts on the direction of Rick as share price is down 47% over the last year.
Do you remain bullish on their business ?

[international_dividend]

As an Australian, I'm curious which Australian reit you mentioned that you're invested in?

[xJoeKing]

Any thoughts on repurposing office space into something like apartments?

[Not_Sure_]

MPW is another one that has also been going down for over a year.
I bought some MPW at the bottom of $3.55

[thetruthandnobs]

thank u for yr updates, Jussi. According to famous Larry Williams (futures trader) the CYCLE shows that the trend is DOWN IN THE 2nd half of 2024 and ALL OF 2025. Some kind of financial crash is coming. How to prepare for that??

[paulclaussen]

Agree on hospitality. Have to have best of breed if dipping your toe here. APLE in the hospitality sector has disappointed on price action. But pays a good dividend which should rise with continued execution. Good mgt. But patience required.

[ColourRevolution]

I would buy MPW, VICI, ABR, SLG, LTC cuz people will get sick, people will be addicted to gambling, people need multifamily houses, companies need to live in new york to have better connections, people will get old and need a place to be nursed.