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Dividend Sensei's Portfolio Update 21: It's The Best Time In 6 Years To Buy REITs

Published Mon, 05 Feb 2018 11:58:10 -0500 on Seeking Alpha

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First, let me be very clear that this is my personal portfolio tailored to my specific financial situation, risk profile, time horizon, and personality traits. I am not recommending anyone mirror this portfolio, which is merely designed to show my unique, rule-based, methodical approach to value-focused, long-term, dividend growth investing.
My situation is unique, as though only 31, I'm already retired (medical retirement from the Army), thus making this portfolio an income-focused retirement portfolio (though in a taxable account). I'm also working full time (self-employed) and thus have an external source of income to continually add to this portfolio. I do not plan to actually tap the portfolio's income stream for 20-25 years, when I plan to move my family (and help support my parents) to the promised land of my people (retired dividend investors): Sarasota, Florida.
What this portfolio can be used for is investing ideas; however, this portfolio includes high-, low-, as well as medium-risk stocks, so it's up to each individual to do their own individual research and decide which, if any, of my holdings are right for you.
For a detailed explanation of my methodology, please read my introductory article to the EDDGE 3.0 portfolio. However, keep in mind that the portfolio is not static, and both it and the underlying investment strategy will evolve and adapt over time. This is because a changing world, new knowledge, and more... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
SABRA HEALTHCARE REIT 22.49   204.4 0.11 1.80 8.28
STARWOOD PROPERTY TRUST 24.39   18.5 1.32 1.92 7.95
IRON MOUNTAIN 34.14   28.4 1.20 2.44 7.29
OMEGA HEALTHCARE INVESTORS 41.16   32.4 1.27 2.64 6.57
HEALTH CARE REIT 52.22   41.1 1.27 3.48 6.40
ENBRIDGE 34.70   19.7 1.76 2.21 6.38
EPR PROPERTIES 77.15   22.8 3.38 4.50 5.84
MAIN STREET CAPITAL 43.18   16.8 2.57 2.46 5.69
KIMCO REALTY 20.39   25.5 0.80 1.12 5.57
PHYSICIANS REALTY TRUST 17.27   61.7 0.28 0.92 5.36
MEDICAL PROPERTIES TRUST 18.94   7.3 2.61 1.04 5.30
SIMON PROPERTY GROUP 155.27   20.8 7.48 8.40 5.21
NATIONAL HEALTH INVESTORS 82.87   23.1 3.59 4.20 5.14
LTC PROPERTIES 49.71   18.6 2.67 2.28 4.63
VENTAS 71.17   51.6 1.38 3.17 4.41
RETAIL OPPORTUNITY INVESTMENTS 18.42   46.0 0.40 0.79 4.25
AMERICAN CAMPUS COMMUNITIES 47.29   78.8 0.60 1.88 4.05
REALTY INCOME 74.49   56.9 1.31 2.72 3.69
FEDERAL REALTY INVESTMENT TRUST 135.76   40.4 3.36 4.20 3.00
MID-AMERICA APARTMENT COMMUNITIES 128.66   62.2 2.07 3.84 3.00
AVALONBAY COMMUNITIES 209.53   31.6 6.62 6.08 2.89
PROCTER & GAMBLE 122.77   90.3 1.36 2.98 2.49
ESSEX PROPERTY TRUST 324.02   52.2 6.21 7.80 2.43
BROOKFIELD REAL ESTATE SERVICES FUND TRUST UNIT 10.63   0.0 0.00 0.00 0.00