2 Dividend Stocks All Investors Must Own (April 2024)

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

Important Disclaimer: I am long OWL and PAX. 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 other dividend stocks are you buying today? Let me know below.
Thank you so much for your support! Your "likes" help me a lot to grow my channel and I appreciate it.
Jussi

[brandonsnyder]

Love REITs but would appreciate more non-REIT videos.

[ofwands]

I am so glad you feature BEP because I have held a modest position and the share price has been hemorrhaging. With your intelligent assessments, I feel better about holding AND buying the dip.

[sagig]

Patria is really a good opportunity it looks like. Not only the valuation is good, not only the yield is great, but also it's an emerging market which is less inclined to be part of the US/Russia/China situation. Really a good call out!

[davidwysocki]

Thanks, Jussi, for your excellent presentation on BEP and PAX. Interesting stuff!

[elpinturrichio]

Hey Jussi, the biggest risk with Patria is currency risk which is exactly the reason why the share price is going down - due to devaluation of thr BRL. Keep this in mind

[SamI-qwkx]

Thanks Jussi for excelent video.

Can you make a video about PLD?
Do you think its share will drop more?

[williammontpirg]

l would love an update on PAX if you have one! Very cool info!

[singleman]

Thanks.... I have invested in the past in BEP. I finally dropped them due to the complexities of reporting the ( partnership income ) to the IRS. for the several years that I included several Partnership stocks in my Dividend portfolio my Tax Prep Costs were double what I paid without ( Partnership Stocks ) These stocks issue a K1 report which almost always requires a CPA level tax prep. Also The K1 reports often came in after AFTER 15 April requiring an amended return. I finally gave up on dealing with the hassle and purged all Partnership stocks from my my portfolio. My Tax Prep cost made a major drop.

[hallowiegehts]

These are not available for Europe investors unfortunately or do they have different tickers here

[idandez]

Hei...Jussi.... thanks for another thought provoking video. A few months ago, I went in on PAX... It is not highly rated by a lot of the broad market analyst (I'm in US) though they are relatively conservative when it comes to anything not in the leading OECD countries. That said (and greetings from Miami), I agree that Latin America (with a history of 'boom/bust cycles) has matured over the years and maybe PAX and others regionally focused companies and investors may benefit from said maturation of those markets. Again thanks for your videos (and IG posts). Safe and happy travels. P.S. regarding some of your other worl/IG posts Slava Ukrainii.

[cosmopolite]

Hello Jussi, only a little hint from a foreigner: You use the word "percent" of course very often - The pronunciation was "right" in 1:52. All the best for you and your channel!

[aivetrading]

Great video as always, enjoying it from the very first one. Please please continue with the non-reits videos. This is the best investment channel on entire YouTube

[hlavnechytre]

Hi Jussi, BEP had in Q4 2023 huge gain in Capital Expenditures -1, 15M USD and FCF margine went down -52%. What this happend for? I can see some potential in the future, but....thanks. Net Income this Q finall in positive number

[MisterHeartMusic]

Next week I will buy a full position of PAX, ARE, PLD and EPRT.👌🏽🙂

[oneshotg]

What about EPD, given middle east conflicts and russian aggression.

[genjuroSE]

I assumed the PAX drop is due to the big BSR depreciatiom against USD as of late.

[asiroman]

Patria looks nice but Im from Czechia for me its tax hell. (I hate czech regulations etc so much)

[PilatesinSacramento]

While I believe that you offer the best REIT videos (hands down), I really appreciate your non-REIT content as well. I’m a happy OWL owner since learning about it here. I’m starting to earn up to PAX too and now BEP. Really great content and I appreciate you!👍

[karinmottola]

Inflation is higher than reported, not lower. Houses, cars, food, etc. Interest rates won't be cut sooner, but later. All in on PAX, however!