2 REITs All Investors Must Own

Here are two of my top REITs to buy today:
American Tower (AMT REIT) is a REIT that invests in cell towers. Some of its biggest tenants are companies like AT&T and T-Mobile. It enjoys rapidly growing rents, has a strong investment grade rated balance sheet, and one of the best track records in the REIT sector, and despite that, it is today heavily discounted.

National Retail Properties (NNN REIT) is a net lease REIT that invests that has a track record of 30+ years of dividend growth. It is a close peer of Realty Income (O REIT) but it is better positioned and more undervalued in our opinion.

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

Important Disclaimer: Leonberg Capital holds positions in AMT; CCI; O; NNN. 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]

What are some other REITs that you think most investors should own?
Thank you for your interest and let me know if I can help.
Finally, if you could please like the video, it would help me a lot. Thank you!!

[TheSmartLawyer]

NLY for the cash. Yes, its a mortgage reit and not an equity reit. Yes, there are risks due to leveraging and interest rates. Most of its holdings are backed by full faith & credit and it has a great flow of cash even in hard times

[SamI-qwkx]

Thank you very much for such good analises .I have AMT and NNN.I love them both .I start invesing in february 2023.
More than 80% of my portfolio are reit companies.I think they are very discounted in that moment and i still invest in them.Beside AMT and NNN, i own ADC, ARE, CCI, CTO, DLR, ESS, MAA, MPW, O, PLD, SPG, STAG, VICI, WPC. In my short watchlist is KRC now.I also like PINE but they have external management.(CTO).

[BelleDividends]

I thought you preferred Crown Castle over AMT, or am I mistaken?

[pyramazekeyboardist]

I own AMT and am always adding more. I love their dividend growth!

[JMZ.T]

Hyvä Jussi! Great video once again and valuable information!

[affegorilla]

Bought more Alexandria on the dip today 👍🏻

[StevenCovey-ctsx]

The debt to equity on AMT is a massive 750% + and is more than 12x Realty Income and 5x Enbridge (a heavily leveraged mid stream business) Those are crazy numbers. I am sure this is turning off a lot of analysts.

[jcdebray]

What do you think about Digital reality trust - DLR? I have it with Vici and O but can’t make up my mind for this one

[DavidSmith-lptz]

FREL from fidelity is a REIT ETF. It’s low cost and holds the major REITS. Pays over 4% now.

[nastaq]

Hi Jussi! Thanks for the great content! Any thoughts on Finnish REI company Citycon?

[IPQ-sjzs]

How does the quality of NNN's tenants compare to ADC's?

[Handsfree]

Great video Jussi! AMT and CCI are some of my larger positions. How do you like SBAC vs those other two?

[febelusterio]

Is that REIT exclusive for American only? How much is the minimum po sir. I am a Filipino. Thank you po

[fsmllox]

Hmm, not so long time ago you preferred CCI over AMT so have you changed your opinion between these two? BT, Timo

[johnhansen]

Excellent! I own both of these REITs and plan on adding to my position.

[payitforward]

I know this is off subject but I remember you mentioning in a comment a few months ago you were bullish on MPW and would do a video on it. I’d love to hear your thoughts.

[learneconomics]

Love your videos. Kudos from another finance bro (I'm in Global Markets tho, private equity and accounting was not my thing :P )

[jakerose]

Should you not be worried about satellite internet like Star Link if you own AMT ?

[WhistlingWillie]

Do you prefer NNN over O? If so, why?