These Landlords Pay Up to 22%. Can We Trust Them?

Our Archive

Search completed

I love the economics of real estate. But a landlord I’m not. Please, change your own lightbulb—don’t call me.

Enter real estate investment trusts (REITs), which provide us with landlord-style income from the comfort of computers and smartphones.

Why are these “virtual fourplex” deals available in convenient ticker form? Thank Congress (no, seriously!) By law, the bulk of a REIT’s income has to be returned to us, the shareholders, in the form of dividends. Even an average REIT is going to pay more than most other sectors, and some REIT dividends can get downright enormous—like the 7.8% to 22.3% yielders I’ll discuss here in a moment.… Read more

Read More

Stick with me for some “next level” dividend thinking. We have a potential opportunity right now to buy five payers yielding up to 14.9% as the economy heads into recession.

Wait, what? Why would we want to buy stocks as the economy slows?

Well, we don’t want to own any names. We’ll pass on sky-high AI darling NVIDIA Corp (NVDA). Give us cheap REITs (real estate investment trusts) because they are likely to rise as rates fall.

Yes, that’s what happens in a recession. Investors flood into fixed income. Interest rates fall, and REITs—which tend to move opposite rates—rise.

These landlords are already getting up off the mat after a rough two years in which rates rose relentlessly.… Read more

Read More

I’m someone that pays close attention to my surroundings.

My wife calls me ‘attentive,’ and I think it’s a fair assessment given my analytical background.

There’s one thing that always seems to capture my attention.

It’s those giant, bright, colorful shiny billboards that sit on top of every single highway in America.

Ask my wife, and she will tell you about the time that I nearly drove our RAV4 into a pickup truck on Interstate 93 in Boston.

We were heading back from a rural wedding in New Hampshire and only a few miles from home.

And there it was—a half-naked, dinosaur-sized photo of Anna Kournikova (the former tennis player) advertising something…maybe it was Nike or some liquor, I can’t quite remember.… Read more

Read More

Nine weeks ago, our fellow income investors were concerned about rising tariff tensions and falling stock prices. (Sound familiar?) So, in late May, we discussed seven dividend payers (yielding 6% on average) that wouldn’t go down if stocks-at-large kept dropping.

The broader markets soon reversed, as they usually do when pessimism is running high. But our defensive dividend machines did even better. Five out of my seven “never go down” plays beat the S&P 500. On average they returned 12.5% (including their big dividends) over the last nine weeks. A percent a week or better will sure boost your retirement account quickly!… Read more

Read More

Do you own the next GE? I’m talking about five dividends that are not as sacred as their shareholders mistakenly believe. We’ll review them in a minute.

First, the warning signs. Many investors were kicked in the gut by General Electric (GE) last year, no thanks to pundits who ignored numerous red flags and encouraged people to buy GE and its historically generous yield. Sure, 5% isn’t “high,” but in a sleepy industrial like General Electric, that’s certainly attractive at a glance.

It also was downright dangerous.

Anyone keeping tabs on the all-important payout ratios for General Electric’s dividend had to see the writing on the wall.…
Read more

Read More

Categories