These REITs will BEAT Realty Income (O Stock)

Realty Income is a net lease REIT that has grown its dividend for nearly 30 years in a row. But the "Monthly Dividend Company" has gotten very big. Is it still one of the best stocks to buy? Will new property acquisitions allow it to keep hiking its dividend? Is the realty income dividend sustainable? Is O Stock a Sell? I answer these questions in this realty income stock analysis. I compare Realty Income to one of its close peers that could be the future Realty Income!

Image sources: NAREIT, YCHARTS, EPRA, Canva

Important Disclaimer: I am long VICI; ADC; NNN; EPRT. 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]

Thank you for all your support! All your "likes" help me a lot to keep on growing and I appreciate it.

[john]

I must say I love dividend investing, getting those payments in for just holding a company is amazing. from what I've witnessed it all comes down to having a Licensed investment Adviser to handle your portfolio. All thanks to my Investment Adviser, who has traded my savings daily from quarter a million to almost one million dollars in the last 3 months.❤✅

[TotalReturns]

I really like the content, but it would be helpful if you used timestamps or chapters.

[davidwysocki]

Thanks, Jussi, for an interesting presentation on these three REITs as alternatives to Realty Income. Good stuff! I am already long VICI and ADC. While EPRT is also interesting, it's dividend yield is too low for me and the valuation is a bit rich these days. Your video presentations are always thought provoking and interesting.

[lbjmedia]

VICI and O are in my top 5 holding. Up 25% ish on both. Super happy with the passive income (reinvested) on both of them.

[brigitterobinson]

Agree Realty Corp REIT ADC only pays 0.25 cents and the reit trades at $ 71.05 that is way too much money for such a small dividend. I would pass on this reit.

[TheDGICrab]

ADC and VICI are excellent. Haven't heard of EPRT, will take a look. I also like AMT, PLD and PSA due to their high market caps and stability. That being said, O still looks like a very solid value here in the low 50s. I am adding shares instead of looking for alternatives at this time.

What are your thoughts on ARE?

[Tchp-lduz]

I still have a holding in O.

Tbh using O as a benchmarker is like when car companies compare their reliability to a Toyota lol

One interesting REIT that you didn’t mean here is Big Yellow Group. The self storage based in UK. Interested in investing into it from the US though.

Oddly enough, actually bought in a position in McDonald’s as well. Although not listed as a REIT, it’s business model resembles one more closely than a burger chain

[dcunha]

Please cover Alexandria and American Tower

[scottdaniels]

How about Broadnet Lease (BNL), WSR (Whitestone), or AHH (Armada Hoffler)? Joey has been doing an awesome job.

[amirsal]

Hi just wondering

Would you recommending buying REIT ETFs?

If so which ones would you recommend ?

[PilatesinSacramento]

I own all three. This video is making me consider adding to my EPRT position. Thank you for your great content!👍

[cioofek]

Please discuss EPR, OUT, ARE, RICK. Thank you!

[Illuminutty]

Love your vids, keeps me thinking outside the box with my reits. I've been hoping for a second opinion on Arbor Realty, as well as Rythm Capital reit. Looking forward to the next vids!

[krislarkin]

Hey Jussi - I'd like to hear what think about a small REIT, Armada Hoffler. Thanks. I really appreciate your content.

[samuellima]

Please, 🙏🏽 let’s talk about Rick Hosp and Patria

[marcoalbertospadacini]

My request:
Unit group and after RCI Hospitality
Thanks :)

[chavdu]

@askjussi is your 3rd REIT EPR or EPRT. What's the difference?

[international_dividend]

My concern with VICI is double concentration, one city and one industry. This is a huge risk.

[TheArtes]

Great content Jussi, Thanks … Next episode’s hero Unity? O ye! Maybe Rexford for the next after one…