Published Thu, 09 Aug 2018 07:30:00 -0400 on Seeking Alpha
It's a commonly held belief about real estate investment trusts (REITs): rising interest rates typically lead to stunted growth. With the Fed projected to raise interest rates four times in 2018, that would not seem to bode well for the sector. However, some believe rising rates will actually benefit REITs, stimulating their growth engine and even restoring REITs' outperformance by "reviving internal and external growth rates." Of course, if you're an income investor, you might care less about the growth engine, as long as the dividend train keeps chugging along, slow, steady, and on schedule.
All aboard the dividend train... chugga chugga choo choo! Source
Income first, appreciation second is Jussi Askola's primary focus on his Marketplace service, High Yield Landlord. He and his members take a "value-driven" approach, which he explains in more detail below. The end game is to generate income through strong, consistent dividends rather than stock price growth. In this Roundtable interview, Jussi describes how he applied this approach to vet his "#1 Growth REIT Investment Idea," where he's seeing opportunities in the largely unloved retail REIT sector, why he isn't buying Realty Income (O), and why he's jazzed about entertainment industry REIT EPR Properties (EPR).
Seeking Alpha: What is the appeal of the “high yield landlord” approach to investing? How is it different from the way most people invest... Read more
|Stock name||Last trade||P/E||Earnings/Share||Dividend/Share||Dividend yield|
|CBL & ASSOCIATES PROPERTIES||1.20||0.0||-0.95||0.30||25.64|
|NUVEEN REAL ESTATE INCOME FUND||10.65||0.0||0.00||0.00||7.18|
|COHEN & STEERS REIT||21.50||0.0||0.00||0.00||6.90|
|RMR REAL ESTATE INCOME FUND||19.20||0.0||0.00||0.00||6.89|
|COHEN & STEERS QUALITY INCOME REALTY FUND||14.20||0.0||0.00||0.00||6.80|
|COHEN & STEERS TOTAL RETURN REALTY FUND||14.36||0.0||0.00||0.00||6.68|
|HERSHA HOSPITALITY TRUST||17.08||0.0||-0.36||1.12||6.54|
|ISHARES COHEN & STEERS REALTY MAJORS INDEX FUND||116.42||0.0||0.00||0.00||0.00|
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