2 REITs All Investors Must Own

Here are two of my top REITs to buy today:
Camden Properties Trust (CPT REIT) is a REIT that invests in apartment communities mainly in the sunbelt markets. It is today priced at 7% implied cap rate and an estimated 40% discount to its fair value.

W.P Carey (WPC REIT) is a net lease REIT that has a multi-decade track record of years of market outperformance. It is a close peer of Realty Income (O REIT) but it is better positioned and more undervalued in our opinion.

Image sources: Tricon, WSR, NAREIT, YCHARTS, EPRA, Canva

Important Disclaimer: Leonberg Capital holds positions in CPT; WPC. 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

[askjussi]

What are some of your favorite REITs to buy for 2024? Let me know in the comment section below.
Thank you for all your support. Your "likes" help me a lot to grow this channel and I appreciate it!

[Dividend_Info]

W.P. Carey is poised for significant growth following the spin-off of its office buildings.

[BA-khfb]

This is the first video of yours I have seen. I truly appreciate how you present the Reits. You tell us the companies without making us watch a long video or subscribe to some report / newsletter that still does not name the stock. Thank you for standing out from the crowd.

[hallowiegehts]

Jussi u really are killing it with the reits. I'm invested in Camden and wpc because of you already the last few months. I really feel solid with your REIT picks for 2024

[abeelvago]

I bought WPC just weeks before their NLOP spinoff, I watched in horror as the price tanked. But after seeing your explanation video back then, I held on and watched calmly. It was the right decision.
I know you can't give advice, but thanks anyways, a lot

[davidwysocki]

Thanks, Jussi, for your video presentation on CPT and WPC. Good stuff!

[JamesJoseph-uy]

Jussi, I liked your video. Thanks for sharing your information with us. I also follow you on SA. I already own a fairly large position of WPC. I kept it despite the divvy cut from the spin off of the office properties. Not sorry it did. And I plan on keeping it indefinitely. I'll take a a look at CPT for more apartment exposure. I already have ESS and MAA. Not happy with ESS at all. But MAA has been great. Just FYI for you and your viewers. Keep the great videos coming!

[Thedividendprojectt]

Jussi, thank you so much for your help. Between you and others, I decided to make my own dividend growth REIT basket and I’m excited about it. After I made it, I went through most your videos and everything seems to line up well. Thanks again, hope things are well. I’m excited.

[jen-k-]

Great timing - I just funded my Roth IRA for 2024 today and have been trying to decide which new REITs to purchase. I already own CPT, so I will definitely consider adding WPC. I appreciate you, Jussi! 🙏

[michaelak]

just put an order in for camden this morning. hope this video is good news.
I own O, MAA and CPT.... will add an industrial soon.

[FxAndrej]

Unlike many panicky retail investors who sold WPC immediately after the cut, I held onto it, and now it's back up, even faster than I expected. My only regret is that I didn't have more cash to invest in it after the panick selling :)

[andrewmullen]

I'm long O and VICi. Love the 5% + dividend and appreciation.

[MGT.joseee]

very interesting as always. Thank you a lot

[nshackle]

Interesting video. I already have a holding in WPC and added to it when the price dropped following the spin-off. Opted to stay calm at the time, and I think that will prove to be the right decision in the long-run.

As a UK based investor, I’d love to see a video on UK REIT’s - maybe a three to consider type video? I’m invested in BBOX but looking for some further inspiration ! 👍

[keepitraw]

Planned to invest in CPT and MAA at the dip, ran out of money as I bought ARE and VICI. I liked AIC more, but was not available in my German broker or at a huge premium of 30%.

[johnhansen]

Jussi, you are one of my favorite Finns! Great info!

[fuz]

CPT - class B apts 4.5 dividend yield needs to weather apt supply growth

WPC - Net lease dumping office for industrial 5.5 dividend yield likely to fall in favor of growth.

[chetjackson]

WPC has been on my mind for a few months. I think its about time I just do it, ill throw some in my roth next week. Im long on O, STAG, VICI, MPW, and PCH curently.

[TTAZmanie]

Thanks Jussi, interesting and useful analysis as usual ! happy new year :-)

[williebrown]

Would love to see Dividend Bull and Jussi chat about WPC!!!