動画公開日：2023-05-09 00:29:49
Blackstone has $200 billion in cash and it is looking to acquire REITs. Today, we look at 2 REITs that could be takeover targets. These undervalued dividend stocks are priced at large discounts to their net asset value and offer significant upside potential, especially if they become targets for Blackstone. These 2 REITs are among the best REITs to buy today in my opinion and they fit nicely in a dividend portfolio. They are STAG Industrial and BSR REIT. They are not as big or famous as Realty Income (O Stock) or Vonovia (VNA Aktie), but they are just as attractive, if not more. You can access my entire REIT Portfolio by taking a 2-week free trial to my REIT newsletter, High Yield Landlord: https://seekingalpha.com/checkout?service_id=mp_1268
Here are two of my top REITs to buy today. They are some of the best dividend stocks 2023:
STAG Industrial is a REIT that invests in industrial properties. It is a monthly dividend stock with attractive growth prospects. Its rents are growing rapidly because e-commerce companies like Amazon have grown a lot in recent years and lease a lot of industrial space. We estimate that it is priced at a 20% discount to its NAV and it is today offered at a 5% dividend yield.
BSR REIT is an apartment REIT that focuses on Texan markets like Dallas, Houston and Austin. It is similar to Whitestone REIT which we have previously highlighted in that it focuses on sunbelt markets and it benefits from the same growth. Its occupancy rates are high and its rents are growing at a good pace. BSR is priced at a 40% dividend yield and it pays a 4% dividend yield.
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Image sources: Tricon, WSR, NAREIT, YCHARTS, EPRA, Canva
Important Disclaimer: Leonberg Capital holds positions in STAG Industrial & BSR REIT. 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
