These 3 Office REITs Should Buck The WFH Trends

Our Archive

Search completed

By now you’ve read the headlines about CEOs sounding the foghorn about getting employees back to the office.

“WFH doesn’t work for those who want to hustle” 
– Jamie Dimon, CEO JP Morgan

“Be back by Labor Day or “we’ll have a different kind of conversation” 
– James Gorman, CEO, Morgan Stanley

The only problem? Employees don’t want to go back to the office.


Source: HBR

So, the big question: Who wins? The employer or the employees? And how does this impact any potential investments in the Office REIT space which is right smack dab in the middle of this whole tug o’ war.… Read more

Read More

Can we income seekers safely get back into REITs (real estate investment trusts) next year?

With the yield on the S&P 500 about to drop to a sad 1.5% (thanks, Tesla (TSLA) addition), renewed REIT-hope sure would be nice! The landlord industry index Vanguard Real Estate ETF (VNQ) pays 3.5%. That’s a dividend oasis in this zero-point-nothing world.

Once upon a time, VNQ performed in-line or better than the blue-chip index. It was a pretty good deal, as you could double your dividend and keep up with the Joneses’ portfolio with less heartburn.

Then, April 2020 came along, tenants stopped paying rents, and REITs-at-large got crushed:

A Good REIT Run While It Lasted

Does the fork-in-the-road above represent a paradigm shift or relative value?… Read more

Read More

I’ve zeroed in on five real estate investment trusts (REITs) set to hand you three critical things in 2019:

  • High, safe payouts whose yields crush the typical S&P 500 dividend.
  • Booming dividend growth: These five have already boosted their payouts an amazing 38%, on average, in the last five years—and they’re just getting started!
  • Double-digit upside as an overlooked market shift kicks in, sending investors scrambling into these ironclad income plays.

Why am I so confident?

Because a long-running (and needless) worry that’s shackled REITs through 2018 has just been cast aside—but most folks are only starting to sense this big shift.Read more

Read More

Once again, almost everyone has gotten sucked in by a tired investor slogan that’s dead wrong—and it’s costing them big gains (and income).

But that’s good news for contrarians like us, because we can bank some easy profits thanks to this all-too-predictable reflex.

That’s especially true now that the Federal Reserve has sent out a blaringly obvious signal that it’s stuck to its rate-hike track, calling the economy “strong” after its latest meeting last week.

But let’s not get ahead of ourselves. Before I go further, the shopworn myth I’m talking about is that REITs nosedive when interest rates rise.

Many folks just can’t be talked out of it, despite all evidence to the contrary, including the fact that REITs skyrocketed during the last sustained rising-rate cycle, in 2004–06.…
Read more

Read More

Categories