Top 5 REITs Returns and Dividends

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REITs and real estate got hit this year but could be the rebound story…or could be another year of disappointment if you don’t know where to look. In this video, I’ll show you REIT returns and share which real estate property types you should be watching next year. Then I’ll reveal five REITs I’m buying.

REITs had a pretty abysmal year with the group down 7% through November. That overall return hides a huge disparity among the property types and different real estate stocks. The worst performing REITs like malls and hotels were down thirty- and forty-percent. The best performing sectors like infrastructure and data were up ten- and twenty-percent.

Being ready to invest in REITs means knowing which of these property sectors will rebound, which will keep running and which you need to avoid.

Among the year’s losers, I would avoid retail and office space. Both still have long-term trends against them so even though there could be a quick bounce, the longer-term momentum is lower. I do like hotels and the resort REITs though and think this is where you see a lot of that pent up demand.

I also like healthcare REITs and have already highlighted a few of these on the channel. Even the REITs with senior living facilities should have a chance to recover this year and the long-term demographic trends and spending is definitely in their favor.

I think infrastructure and data center REITs are a little pricey at this point but can still be good long-term investments. The trend to 5G, streaming and Internet of Things is a decade-long shift that will benefit these real estate stocks for years to come.

My Investing Recommendations 📈

Joseph Hogue, CFA spent nearly a decade as an investment analyst for institutional firms and banks. He now helps people understand their financial lives through debt payoff strategies, investing and ways to save more money. He has appeared on Bloomberg and on sites like CNBC and Morningstar. He holds the Chartered Financial Analyst (CFA) designation and is a veteran of the Marine Corps.

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As of market close on 3-17-2021

APLE. $15.65
WELL. $73.69
MPW. $21.88
EQIX. $656.45
AMT. $223.17

stevehalverson

So many stocks and so little cash. Thanks for the insight, Joe!

dimitarvasilev

I hold the almighty popular “O”. I also hold STWD and an ETF FREL. Good way to be involved in real estate if your not able to own properties yourself.

markarnoldsfinance

Always trust a man with a bow tie when it comes to cheddar! Love this channel! I come here as one of my 5 personal research confirmation sources!

donshipman

I'm glad I discovered your channel 😀

williamd

10% of my portfolio is in real-estate. 2% each in O, SLG, MPW, WPC and VICI. I'm pleased with all five.

NetGhost

YESSS!!! Glad that I narrowed in on Hotel and Healthcare REITs last month, just like you did! Coming from the credit card churning community, I know that there are many people gathering up points to book on travel and hotels. So I tried to find a REIT with LOTS of Marriott's, Hilton, and Hyatt hotels and BAM APLE came up!

projectjt

What do you think of LTC 👍or👎.. thanks . Great video
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davidolds

I invest in Vanguard's REIT's but I also looking forward to purchase rental property in future. Just want to wait and see how the housing market will be in 2021 - 2022.

cancel.lgbtq.

loved this vid NYMT, ECTM, FAX, NRO, JQC

ShortCrypticTales

I reit is under 59.20 right now. Great video

clownanaround

Are REIT's going to be negatively affected by higher interest rates?

justmakewon

Hi Joe, great stock picks. One of my favorite is PSA and 2nd largest position in my portfolio.

holywarrior

Nice list, I own all those except APLE and am very happy with them. If I want a stock with no dividend, I will go grab a growth stock, not a REIT like APLE that had to cut their dividend and not pay me to wait. I am more interested in MAC (Macerich), still paying a div at 5.71% and could double in value this upcoming year.

doctorviz