If I Could Only Own 4 REITs, It Would Be These

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

Important Disclaimer: Leonberg Capital holds positions in BYG; O; BYG; CPT. 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]

If you could only own 4 REITs, which one would it be? Let me know in the comment section below.
Thank you for all your support. All your likes help me a lot to grow this channel and I appreciate it.
Jussi

[lucharward]

it would be very useful if on a top corner you would have permanently the ticker of the company you are talking about

[codypilkington]

My 4 will be O, Vici, PLD, and CPT!

[eden]

Agree Realty, Camden Property Trust and Rexford Industrial are my picks! Looking for a fourth.

[paolovita]

A video comparing MLPs and REITs would be very interesting, also discussing the debt maturity profiles of the different companies and what it means for inflation protection.
Just an idea... Currently I still like the risk/reward proposition of energy infrastructure in North America, and I would definitely pick an MLP like EPD together with REITs in a high-yielding portfolio.

[benoitbotteau]

O / Big Yellow / Vici and Alexandria => 4 differents activity

[davidwysocki]

Thanks, Jussi, for your interesting video presentation on these 4 REITs. EPRT continues to look very interesting to me. And I actually like AIRC as a better, if not riskier, alternative to CPT in the apartment space. Good stuff!

[camiloramirez]

Very interesting topic. My 4 would be: for Towers ($CCI), for Net Lease ($NNN), for apartments ($CPT) and for alternative/Unique ($ARE).

[RedpilledInvestor]

Hi Jussi, do you invest in VESTA via the NYSE or MEXI stock exchange, and what are the benefits of either choice as a European investor? struggling to find any info on this. Thanks again for the great content.

[hugosalvador]

if i understand: CPT, BIG, O and EPRT?🤷

[Rockiii]

I’ve been following your channel here since early on & have made many purchases (after due diligence, of course😊) from your recommendations; ADC, CCI, CPT, EPR, EPRT, UNIT, VNO/PRM, VONOY, WPC. You’ve been a great resource & I really appreciate your thorough research & thoughtful evaluations. Big Yellow, though, looks less compelling to me. The UK has a much higher population density than the US & homes tend to be smaller, hence people (& businesses) there would seem more likely to get rid of, rather than store, unused items. Further, the UK’s economy is not doing well & is not expected to pick up in the near future, which I would think will limit Big Yellow’s growth as well.

[cheya]

I started followed you and it really helped. Thanks for sharing. I just bought INDS- Pacer Benchmark Industrial Real Estate Sctr ETF, which is global (contains Big Yellow) and Industrial. MER is 0.55 but don't expect lower for a global ETF.

[ronmusopole]

What do you think about just owning XLRE ETF?

[brijendrasahye]

Amazing video, incredibly educational for anyone seeking financial knowledge.
I love Camden Town, Camden beer and Camden REIT’s.
Greetings from London, my city is facing some very serious challenges, we need wealth creation, prosperity, equality, inclusion and happiness in our city .

[MikeVictory]

My four are VICI, O, MPW, MAA, CCI and ABR -- that 4 great one's 🤪🤪🤪

[thebunnyfoofoo]

I’d love another video covering HTWSF again. Out of everything you have covered in your videos, HTWSF is the only thing considered a penny stock so it feels different than the others you’ve discussed.

[Rockiii]

Vesta looks compelling. Mexico is definitely a great place to be for an industrial REIT, but the thinly traded shares have a ridiculous spread. As I write this the bid on the NYSE ADR is 30.56, vs 55.59 ask, while the MXSE spread is similar, 2.69 vs 4.40. This is nuts.

[Al-pjlx]

Great channel.... keep up the good work!!! What is your tought on Safestore relative to Big yellow... would it make sense to do a 50/50 allocation between the two???

[methioswar]

Nice one. I while ago i watched your interview with the CEO of STAG. But so far...it hasnt realy panned out. Whats your thought on stag today? Preffer Vesta?

[sagig]

great video as always Jussi ! Hey, can I ask you: Can you do a video explaining what cap-rate is, how it's measured, why it matters etc? perhaps even include other metrics that are important for REITs such as FFO, AFFO etc... . What do you think? it's just a suggestion.