Follow the Rent: 3 REITs at the Top of Their Game

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Follow the Rent: 3 REITs at the Top of Their Game

Real estate investment trusts (REITs) as a group have been kicked to the curb this year. The sector has returned negative 1.3% including dividends—third-worst among the S&P 500’s 11 sectors, and miserable showing compared to the index’s 16.5%.

But note that I said “as a group.” Some landlords are doing just swell.

The secret to REIT picking, right now, is to identify the companies that are still collecting payments like it’s 2019.

Here’s NAREIT’s most recent rent-collection data, covering rents collected between April and September—all of our newly completed “shutdown” and “re-opening” and “just kidding, we’re closing again” months.


Source: Nareit

You’ll notice that NAREIT didn’t bother calculating some categories.… Read more

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3 Ideal REIT Dividends (with Growth Up to 170%)

Where are you going to find meaningful income to get you through retirement? Not from popular stocks, with the S&P paying less than 2%. And bonds won’t help either, as their yields are in the tank, too.

Instead let’s consider real estate investment trusts (REITs), which are tailor-made for investors who are at or nearing retirement. Specifically, I’d look to dividend-growing REITs, like the three I’m about to show you. This trio of landlords are on pace to double their dividends in just four years.

How Dividend Growth Can Quickly Double Your Money

Respected healthcare REIT Ventas (VTR) is the perfect example of how this strategy can do more than provide income.… Read more

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10 Dividend Growth REITs “Breaking Out” to the Upside

Have real estate investment trusts (REITs) finally “decoupled” from rising interest rates? In other words, has the popular (but untrue) “rates up, REITs down” reasoning been busted (again)?

For those of us who have been waiting for the stock market’s landlords to carve out a bottom before buying anything new, we may be back in business:

REITs Finally Rising with Rates?

Regular readers know that the best REITs do just fine as rates rise. That’s been the case historically, and they’ll rally again this time around.

Why? Because elite landlords simply keep raising their rents. These higher cash flows translate to higher dividends, and higher stock prices, regardless of what the Fed is up to.…
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