Best REITs for this fall of 2020

0:00 Here's my the top 3 U.S. REITs for the rest of 2020 and beyond.
1:23 Innovative Industrial Properties Inc (IIPR)
6:45 Essex Property Trust Inc (ESS)
11:45 Stag Industrial Inc (STAG)

What are you favorite REITs?

The tax structure behind REITs is designed for the business to distribute the largest part of their profit to shareholders (unit holders). For many, Real Estate is the definition of stability in the investing world. However, one must be careful about which type of Real Estate you choose. Classic retailers are under significant pressure and many shopping malls have and will deal with bankrupt tenants. Industrial REITs including warehouses, distribution centers, data centers and cell towers are likely going to do well as they are supported by ecommerce and the internet. This is obviously a sector where you can invest 30% of your portfolio and still achieve a great diversification within the various sub-sectors. This sounds like a sound plan for income seeking investors.

For Retail REITs, I would pass. Most of them slowed down in 2019 due to the ecommerce trend. This trend will not stop in 2020… far from it. I’m more interested in apartment REITs.

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[xavidropo]

My favorite US reits: $O, $STAG and $WPC. Long with all them and REITS are between 10% and 15% of my portfolio

[driveshaftracing]

Ever look at Fronsac? It's a small, Triple-net lease REIT focused in Quebec. It recently had a 17.2% distribution increase for 2020 (yes, 2020) and its CAGR over last 10 years is 10.2%. FFO per unit has grown 18% CAGR as well. Distribution is about 50% taxable income too which is nice. The Distribution yield is ~4% and it trades on the venture.

[Yarsjin]

Hi Mike. I've been following you for a while and jumped into DSR a few months ago. I picked up PSEC about 4 years ago and it's one of those REIT stocks that I haven't really paid attention too but would like to get your thoughts. Thanks, Steve

[johanstokstad]

Hi Mike: Interested in your thoughts on FRT.

[mikeandruthlong]

Hi Mike, what is your opinion on WPC?

[lucianopaladini]

Hi Mike, what do you think about Realty Income "O" ?