10% Yielding REITs I Am Buying

Here are two of my top REITs to buy today:
Cibus Nordics (CIBUS Stock) is a European peer of US REITs Federal Realty Trust (FRT REIT) and Regency Centers (REG REIT). It is not officially structured as a REIT but it behaves like one. It buys grocery-anchored properties that enjoy steadily rising rents. It is today heavily discounted because its balance sheet is a bit stretched but I believe that the company will manage to address this issue. Its rents are rising rapidly and this should lead to rapid deleveraging in 2023 and 2024. The dividend yield is about 10%.

NewLake Capital REIT (NLCP) is a close peer of Innovative Industrial Properties (IIPR). They are REITs that specialize in cannabis cultivation facilities. These are higher risk sectors, but they are also a lot more rewarding due to the lack of capital chasing these assets. NLCP compensates for this higher risk by having a strong balance sheet with no debt and lots of liquidity. Its dividend yield is now 12% and it should be sustainable. The company has even enough liquidity to buy back shares at these discounted levels.

Image sources: NLCP, IIPR, CIBUS, NAREIT, YCHARTS, EPRA, Canva

Important Disclaimer: Leonberg Capital holds positions in CIBUS, FRT, REG, and NLCP. 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]

Thanks for watching! What other high-yielding REITs are you buying?
I appreciate all your support. If you could like the video, that would help me a lot. Thank you!!
Jussi

[davidwysocki]

Thanks, Jussi, for another thoughtful video presentation on these two stock investment ideas.

[youtube_is_my_tv]

Can you do a video on the best reits that offer weekly options. I'd like to double dip on the income by selling weekly covered calls.

[MattiMarjamaki]

Cibus pays their dividend in every month, if it's important example to some who want cashflow evenly. ✌️

[MinimalSwag]

Thanks for the video, What do you think about iipr instead of New Lake?

[wernerschonenberger]

Thanks for the "nordic" suggestion ... any suggestion of a Swiss REIT that's worth investing in at the moment. It's pretty hard to find high-yield investmentsin Switzerland 🙊

[AVee.]

Cibus ATM are really undervalued, as a Swede im happily buying the stock!

[brentpinard]

Really like your content and watch faithfully. Question. Has anyone ever pointed out that the reflection in the mirror behind your desk and be a little distracting? Like watching two people at the same time. Just a little honest criticism. Really do enjoy this content and your videos

[factionsguru]

Video on UK reits would be amazing <3

[Biz]

You’ve been talking about NewLake quite a bit lately. I’ll have to look more into them. Thanks Jussi!

[lansnykterhetsforbundet]

Great video, Jussi. Liked and subscribed. I'm buying ARCC and ORCC (both BDC:s) I also like WPC and British Land (UK).

[kennyistired]

Thanks for another great video so far I invested in hiw they been doing decent. But vno lately and not vno-m has been on a insane surge would love to see a movie explaining why if possible. definitely gonna keep in mind these two reits mentioned in the video

[SA-ffuc]

In the UK I like Supermarket Income Reit. Similar to CIBUS but only 8% yield (it's just about covered) around 30% LTV. Leases rise with inflation.

[FoamandStuff]

What do you think about other marijuana REITs like IIPR and AFCG?

[nikolinden]

Hi Jussi! I would be interested to hear your thoughts about MAA (Mid-America Apartment Communities Inc) stock. They have apartmets in high growing areas like Texas, so geopolitically they are on the right markets, but do you see some risks with this stock or what about the current valuation?

[MuzixMaker]

What are tax implications for non-US equities such as CIBUS?

[affegorilla]

Cannabis Sektor is really high risk overall imo

[MuzixMaker]

Gut reaction by those not accustomed to income investing to “dividend trap” worries are unfounded because the SP have dropped with the rest of the market so much since 2022.

[Ingo_investiert]

But are you sure CIBUS is paying dividends atm? According to Interactive Broker it doesnt?

[jivandas]

Only Wixpool offers good returns from investments in DEX platforms on reliable networks like Bitcoin. And I dont see the point of working with risky assets...