BAD NEWS: 3 REITs To Sell ASAP!

Image sources: GNL, BXMT, BDN, NAREIT, YCHARTS, EPRA, Canva

Important Disclaimer: 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]

I do my best to cover the good and the bad of the REIT sector. If you think that this type of content is valuable, I would really appreciate it if you could click the like button and subscribe to the channel. Thank you for all your support and let me know in the comment section if you have any questions! Jussi

[torgnyandersson]

I find this kind of video really interesting where you contrast the less good REITs with ones you prefer and give some reasons for why. Would love to see more like this with more details on your thought process as it help me get into the way of thinking.

Thanks you for your work!

[jovokrneta]

How would you comment on MPW now? Would you buy, sell, hold... where do you see it going

[hawktangerine]

Your description listed Iron Mountain, but I don’t think you spoke on that. I was looking forward to hearing about both IRM and WELL

[nextphase]

Thanks for the review. In contrast to Tanger, SPG has certainly been going strong this year. Your thoughts on SPG going forward?

[nextphase]

Thanks for the review. Considering your comments on Tanger do you see SPG at the other end of the spectrum going forward into 2025?

[HenningYT]

Bought SKT at around 6 USD, I'm not selling. Thank you for the video.

[MrDboydeluxe]

Hindenberg hit PACS yesterday with a short report, really tanked other nursing home reit's, including my holding OHI.

[YieldQuest]

Is it time to buy the small dip on NLCP?

[brgel]

Thoughts on patria earnings? I like the growth but I see also a big increase in costs and expenditures. Also the share buyback of last quarter is unnoticeable because of stock based compensation. Shares outstanding is still rising

[gilliangiles]

Hey Jussi, what are your thoughts on AMT?

[hallowiegehts]

O is getting cheaper. Today there will be earnings calls. Maybe a buy now or after

[davidwysocki]

Thanks, Jussi, for an interesting presentation on these three REITs, none of which I own. Good stuff!

[biroxan]

Just wanted to note an anecdotal intangible on SKT. I used to live 3-4 hours away from two different Tanger outlet locations and knew plenty of people that fit into a group of consumers who would do 3-4 (typically seasonal) major trips to tanger every year due to their perceived value to the consumer and would classify this behavior as a type of "brand loyalty" that I haven't seen with other (higher end) mall REITs.