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Getting Ready For The Next Bear Market: High-Yielding Alternatives

Published Sat, 12 Oct 2019 09:00:00 -0400 on Seeking Alpha

With interest rates at multi-decade lows, investors have had no other option than to move into riskier assets. P/E ratios have expanded for stocks, and opportunities are getting ever rarer for the active investor.
At the same time, we are likely to be in a late-cycle economy, and as the cycle finally turns, these high valuations are at risk of crashing down.
If you are having a tough time finding high-yielding bargains in 2019, this article is for you. We present three nichey sub-sectors that continue to offer:
Opportunistic valuations Recession resilience High income This is exactly what we look for at High Yield Landlord. We are value investors at heart and predominantly invest in sectors that offer high income and resilience in a late-cycle economy.

More specifically, we spend the majority of our time analyzing various “real asset” sectors, including REITs, MLPs, Infrastructure, Utilities and Energy. This is because we have found that “leasing” assets to operators is much safer and predictable than “operating” the assets yourself.
This seemingly small distinction makes a world of difference, especially during recessions. The owner of the assets participates in the profit earned by its tenants through rents that are contractually guaranteed - often for many years to come.
It protects property owners from changing market conditions, and therefore, it's common for real asset earnings to remain perfectly steady even in a recession.... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
CBL & ASSOCIATES PROPERTIES 1.38   0.0 -0.95 0.35 27.34
BRIXMOR PROPERTY GROUP 19.68   16.5 1.19 1.12 5.68
KIMCO REALTY 20.39   25.5 0.80 1.12 5.57
MEDICAL PROPERTIES TRUST 18.94   7.3 2.61 1.04 5.30
CHEVRON 121.42   15.7 7.72 4.76 3.91
NATIONAL RETAIL PROPERTIES 54.39   35.8 1.52 2.06 3.81
REALTY INCOME 74.49   56.9 1.31 2.72 3.69
CVS CAREMARK 63.90   17.9 3.57 2.00 3.14
FEDERAL REALTY INVESTMENT TRUST 135.76   40.4 3.36 4.20 3.00
BROOKFIELD ASSET MANAGEMENT 53.61   18.4 2.92 0.64 1.22
DOLLAR GENERAL 157.10   25.2 6.23 1.28 0.81


Older articles featuring Cbl & Associates Properties (CBL):
The Mystery Of REIT Dividend Cuts In The Great Recession
Macerich: To Cut Or Not To Cut Its 11% Dividend (And Why It's Irrelevant)
Learn The Rules: Shorting Dividend Stocks Can Be A Costly Mistake
Depressed Hotel REITs Provide Opportunities For Dividend Investors
Our High Yield REIT Portfolio
Upside-Down Week As REITs Stumble And Yields Surge
CBL Properties Declares Preferred Stock Dividends
Cashing In Dividends From Excessive Fear To Generate Income From Mall REITs
The Stunning Story Of Retail eREITs And Why Total Return Matters Even For Dividend Growth Investors - Part II
Washington Prime Group: Why A Dividend Cut Is Very Likely