Top 3 REITs for 2023

WSR is a REIT that focuses on service-oriented shopping centers and it is currently offered at a 30% discount to its net asset value and pays a 5% dividend yield.

AHH is a REIT that owns a diversified portfolio, but it is rapidly becoming a quasi-apartment REIT and yet, it trades at a 2x smaller valuation multiple than its pure-play apartment peers.

CLPR is a REIT that specializes in apartment communities in New York City. It trades at just half of its net asset value because NYC is today out of favor.

Image sources: NAREIT, YCHARTS, EPRA, AHH, WSR, Canva

Important Disclaimer: Leonberg Capital holds positions in the 3 REITs discussed in this video. 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 #passiveincome #dividend

[askjussi]

What are your favorite REITs for 2023? Let me know below!
Please like and subscribe for more REIT videos :)
Thank you!

[aivetrading]

Great video as always Jussi. Thanks again for sharing your expertise, this is super helpful!

[harshkutti]

Hi Jussi, I am new to this channel and also new to REIT investing. I really appreciate the content what you post in here. Would like to know your take on DLR or similar data center REITs. Also a video explaining all the basic terms related to REITs like P/FFO and so on would help new investors like me :). Thanks

[toddwelch]

Will you be doing a video on RICK? I invested initially after learning about it from you on Twitter and doing my due diligence. I'd love to see you do a deep dive.

[TMATK]

Love the thumbnails and, even more the content! Thank you

[kingsize]

Thanks a good and informative video!

Can you make a video about
-Timberland's
-Energy & Natural Resources
-Wood Products

I think it will be an upward trend, companies consider forests to be CO2 neutral.

Best regards from germany

[scottdaniels]

AHH has been doing well; also made a nice return on the preferred AHH-A (15% since Oct 22'.) Just took a 26.52% gain on UBA and bought more WSR.. CLPR I'm down 48% from last year.

[TheRatedD]

*_I'm very happy I bought WSR back in 2020 under $7 lol. I'm definitely looking forward to the dividend growing more in the next few years._*

[SamI-qwkx]

Thank you very much Jussi.Whst do you think about PINE?

[johnmachata]

Jussi-
I am diversifying my portfolio to include REITs.
I find MPW and ABR interesting REITs.
You are the expert. What do you think of these two?
John

[gennaromarfella]

Hey great video’s I love Reits to. Just starting with investing. what do you think of mcdonald's stock ? not really a reit. but it's also real estate. ( if im not mistaken).

keep coming with the videos 👌

[TheForge]

I go full risk and buy more iipr 🤯😂🚀 it now the biggest position of my cashflow depot with 12% followed by ntst with 9% 🙈

[ronniefranklin]

So at the end of 2023, would you hold or sell these three REITs for 2024?

[richardkay]

Thanks and very informative. Where can I find the NAV for a REIT? Im an SA premium member and subsribe to Morningstar I cant find the NAV. Thanks.

[rodrain]

I have been building a position in IIPR. Can you do a video on it?

[gabrielflaim]

Hi Jussi I realy appreciate your video. I' new in the reit enviroment and I would like to ask you how I can take in cosiderescion the fact that there are some reit that are diluting you by issuing more share fore example Essential Properties (EPRT) and how can I put it my valuation?

[palestineViper]

A question regarding CLPR, their Operating Income is $27m, & their Net Interest Expenses is $41m, & they have $20m in Cash & Equivalents.. how can this work out? isn't there a risk of bankrupcy if they don't sell their properties promptly? or am I missing something?

[lxdyiwz]

You only invest in reit. Reit gets ordinary dividend which is not tax friendly.

[DT]

Hello Jussi, greetings from Portugal.

I currently have Realty Income, EPR and STAG. I like monthly dividends haha. What´s your opinion?
I also have Alphabet (Bought at 88.50) and ACM Research (Bought at 12.35).

Keep up the good work!

[ditoiuc]

Good coontent. Yet i find hard to take you seriously when all your videos thumbnails shows you in silly poses like a tenager that saw a mouse. All that face holding in palms don't do you good. Would you follow the advice of a doctor who poses like that ?