Very Bad News for REITs

Опубликовано: 03 Апрель 2024
на канале: Jussi Askola, CFA
20,613
1k

Real estate investment Trusts (REIT) are facing a lot of very bad news, challenges, and risks. Some sectors of commercial real estate are oversupplied. Apartment REITs like Mid-America Communities (MAA) and storage REITs like Extra Space Storage (EXR) are good examples. Interest rates have also surged and a wave of loan maturities will soon hit CRE markets. Many mortgage REITs are facing loan defaults and some are already cutting their dividends. Net lease REITs like Realty Income (O) are struggling to grow due to their rising cost of capital. Healthcare REITs like Medical Properties Trust (MPW) are feeling the lingering impact of the pandemic. Etc. I discuss the good, the bad, and the ugly. 🎁You can access my entire REIT Portfolio by taking a 2-week free trial to my REIT newsletter, High Yield Landlord: https://www.high-yield-landlord.com/

Video on Big Yellow:    • 2 REITs All Investors Must Own (April...  

💰 Interested in my non-REIT portfolio? Sign up to High Yield Investor for a 2-week free trial to access all my stock and bond investments: https://seekingalpha.com/affiliate_li...

🧵Follow me on Twitter for real-time updates on the REIT sector:   / askjussi  

💙💛Follow me on Instagram to not miss my upcoming trip to Ukraine:   / jussiaskola  

Image sources: NAREIT, YCHARTS, EPRA, Canva

Important Disclaimer: I am long BSR, EGP, BYG. This video is impersonal and does not provide individualized advice or recommendations for any specific person. Viewers/readers should not make any investment decision without conducting their own due diligence and consulting their financial advisor about their specific situation. This video is for entertainment purposes only and you are responsible for your own investment decisions. The information is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. The opinions expressed are those of the publisher and are subject to change without notice. This YouTube channel is managed by Leonberg Research OÜ, a subsidiary of Leonberg Capital OÜ.

#reits #dividend #passiveincome