動画公開日：2023-05-22 23:16:51
I recently attended the Citi Global Property Conference and I had many REIT CEO interviews and participated in the roundtables of many REITs. Here, I share my top pick. Among others, I talked to Realty Income (O), VICI Properties (VICI), STAG Industrial (STAG), Independence Realty Trust (IRT), Boardwalk REIT (BEI.UN), and Chatham Lodging (CLDT). Which of these dividend stocks is the best for 2023? Should you include them in your dividend portfolio? At the end of the video, we explain what is the best REIT to buy today. 📩Subscribe to my new Substack for REIT analysis. It is FREE: https://jussiaskola.substack.com/
I participated in the roundtables of the following REITs:
Tricon Residential (TCN)
American Homes 4 Rent (AMH)
Federal Realty Trust (FRT)
AvalonBay (AVB)
Independence Realty Trust (IRT)
Mid-America Communities (MAA)
Camden Property Trust (CPT)
Boardwalk REIT (BEI.UN)
Alexandria Real Estate (ARE)
Gaming and Leisure Properties (GLPI)
VICI Properties (VICI)
EastGroup Properties (EGP)
Segro (SGRO):
STAG Industrial (STAG)
Germany: Grand City Properties & AroundTown – Relevant to Vonovia (VNA) & DIC Asset (DIC)
National Storage REIT (NSR)
Hotel REITs: Apple Hospitality REIT (APLE), Hersha Hospitality (HT), Chatham Lodging (CLDT)
National Retail Properties (NNN)
Essential Properties Realty Trust (EPRT)
Spirit Realty Capital (SRC)
Realty Income (O)
W.P Carey (WPC)
Links to full interviews:
Realty Income Interview: https://www.youtube.com/watch?v=iC4mEzQevF0&t=257s&ab_channel=JussiAskola-REITInvesting
STAG Industrial Interview: https://www.youtube.com/watch?v=U0CO0iRemqM&t=141s&ab_channel=JussiAskola-REITInvesting
VICI Properties Interview: https://www.youtube.com/watch?v=cjk7ocfNa_g&t=54s&ab_channel=JussiAskola-REITInvesting
Boardwalk REIT Interview: https://www.youtube.com/watch?v=8F28muumvb4&t=40s&ab_channel=JussiAskola-REITInvesting
🏠Join my REIT newsletter to access my entire portfolio: https://seekingalpha.com/checkout?service_id=mp_1268
🧵Follow me on Twitter for real-time updates on the REIT sector: https://twitter.com/askjussi
📩Subscribe to my new Substack for REIT analysis. It is FREE: https://jussiaskola.substack.com/
Image sources: Tricon, WSR, NAREIT, YCHARTS, EPRA, Canva
Important Disclaimer: Leonberg Capital holds positions in Tricon and Whitestone 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
