動画公開日：2023-06-27 20:50:01
Today, we look at 2 REIT buying opportunities that could double in value, unlocking up to 100% upside potential in a future recovery. These are undervalued dividend stocks that crashed due to the surge in interest rates and now offer high dividend yields and upside potential. These 2 cheap REITs are among the best REITs to buy for 2023 and they fit nicely in a dividend portfolio. They are Safehold (SAFE REIT) and Uniti Group (UNIT REIT). They are not as famous as Realty Income (O Stock), but they are even more attractive in our opinion. 🎁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. I think both could double in value in a future recovery:
Safehold (SAFE Stock) is a REIT that invests in ground leases. Ground leases are long-duration assets with lease terms of up to 99 years and as a result, they are very sensitive to rising interest rates. As a result, the company’s share price has collapsed. But this also means that its share price could rapidly recover as interest rates finally return to lower levels. We think that the share price is heavily discounted and could double in a future recovery.
Uniti Group (UNIT STOCK) is a REIT that invests in fiber infrastructure. Its balance sheet is overleveraged and it is causing a lot of concerns to the market. As a result, it has priced the stock at just 4x FFO. But if you now remove the concern of rising interest rates, then its valuation could rapidly recover.
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Image sources: SAFE, UNIT, NAREIT, YCHARTS, EPRA, Canva
Important Disclaimer: Leonberg Capital holds positions in UNIT; SAFE. 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
