2 Undervalued REITs To Buy

Best dividend stocks 2023:

Simon Property and Macerich REIT are cheap REITs that offer high dividend income and good total return prospects in the coming years, but what's the best opportunity today? We think that both REITs are attractive at these discounted valuations, but SPG is slightly more appealing because it has better management and a stronger balance sheet. SPG REIT is one of my favorite high yield stocks to buy today. It is riskier than Realty Income, but it offers a far higher dividend yield and more upside potential.

Image sources: NAREIT, YCHARTS, EPRA, SPG, MAC, Canva

Important Disclaimer: Leonberg Capital hold positions SPG and MAC. 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 #spg #mac

[askjussi]

What REITs are you buying today? Let me know in the comment section.
Thank you all for your support! If you could like the video, it would help me a lot :)

[kevinstowell]

These two REITS have done exceptionally well...this video aired in June. since then, MAC is up over 50% and SPG over 30% Good picks!

[esthercorreia]

I watch all of your videos. Thank you! 😀

[billbeard]

Another nice video, Jussi. Can you define class A, B, and C malls? I have not seen a mall that I would call class A since 1976. Also, do you know of any cases where class A malls have shifted space from retail use to office use? I can imagine a future where malls increase traffic by bringing office workers inside. For workers, it’s easy parking, close restaurants, etc. And imagine having a grocery store on your path from your office to your car.

[martin]

Good pick like Simon to😊 waiting for a second video on Uniti Group.

[Nemo-ynsp]

I started acquiring SPG earlier this week, watching to see if it will make it to its 52-week low before jumping in too deep. Appreciate your expert perspective.

[IPQ-sjzs]

Great insights Jussi. Love your presenting skills

[chronos]

Nice video and nice sector to investo. Which would you say have the best locations, Simon Property, Unibail Rodamco or Klepiere?

[WeekiWacheeMax]

Was it a wise move for Simon Properties to offer $100 a share for Macerich if it was a poor idea for Macerich to turn down the offer?

[nadeemlakha]

Hey jussi can u make a video why, American tower & crown castle is down ??

[keithss]

Not selling was a poor decision for their shareholders, not for them. They continue to have their jobs and collect their paychecks and bonuses and stock options

[benten]

Would you mind talking about the increasing of realty income's outstanding shares ?

[carl]

I discuss finance and investing with a co-worker who chides me for my bullish outlook on EPR. I made the same argument about EPR that you made about the class A malls; struggling lower quality locations closing is bullish because it reduces supply and drives traffic to the best situated properties. Am I wrong?

[arturo.a]

Great analysis, as always.

I like SPG a lot. Great company and great management at an attractive price. Of course the company faces some difficulties, but it isn't an existential thread.

Is it required to be subscribed to seeking alpha premium to subscribe to High yield landlord or not?

Thank you

[ILSHATSINGATULLIN]

I suggest NorthWest Healthcare Properties REIT ( NWH) is one of the most undervalued stocks on the market today. What is your opinion on it?

[christophkral]

Outlet Centers like Simon are great because nobody wants to shop in cities with a lot of crime and drugs. I usually buy online or in outlet.

[Kaweenga]

😂😂 I just read this company is going to default on maturing debt.😂 this guy is full of crap. Sell sell sell