2 REITs to Buy BEFORE Rate Cuts!

Image sources: NAREIT, YCHARTS, EPRA, Canva

Important Disclaimer: I am long BSR REIT. 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 other REITs are you buying in anticipation of lower interest rates? Let me know in the comment section.
Your "likes" help me a lot to grow this channel. Thank you so much!
Jussi

[davidwysocki]

Thanks, Jussi, for another interesting presentation on two REIT investment candidates. Neither of them interest me. SAFE's dividend is too low for me, and NWHUF is too risky for me.

[sagig]

Another great video. Recently added CCI, EPRT, NNN and VICI. Looking to add international REITs but dont know enough about them, so cautious.

[Muddi]

Market is always forward looking, so the initial upward stockmove due to rate cuts has already happened.
The full rate cutting cycle however is not priced in, so reits will see a secular tailwind the next few years with rates coming down slowly.

[Deviiih]

Let's go Jussi! Keep it up with the great research over on HYL! Hiano nähä!

[bodiandras]

VICI is my best performing and largest REIT position. DCA since 1 year ago. Div coming on 18 sept.

[letatreides]

I would argue that rate cuts are already mostly priced in. They are more than certain, so there is no reason for any particular market reaction.

[svengotthardt]

Thanks for presentation. What do you think about HPP as another one the could benefit from rate cuts?

[christopherhopp]

do you really think that there will be significant price performance afte the rate cut? I think the cut is already priced in. it will be good for the earnings of the companies, but i dont think., thtat we will see much more hiking prices right now.

[JXZ-JAM]

Yuo really should really included stock tickers.

[vinay]

could you please analyze LUXH the weirdist REIT on the market. They went from 6 dollars to 0.07 dollars this calendar year. Could it recover?

[DeDagelijkseBelegger]

Why sould we buy SAFEHOLD a PAYOUT RATIO of -181%

[sesentasegundos]

Vou investir meus reais em reits tá mas lucrativo aqui no Brasil tá 12% a rentabilidade

[RabianskiT]

I currently live in Poland (I’m Polish-American). It’s true that REITs gained quite a bit recently… but the Polish currency remains very strong against the dollar. The Interest Rates will remain very high here… maybe even until 2026.

That’s why I will keep buying REITs (and some other US stocks) for now.