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Dividend cuts can be very painful for REIT investors, often leading to sharp losses and a major loss of confidence. In this video, I explain how we try to identify future dividend cutters before they announce cuts, using factors like dividend coverage, leverage, debt maturities, tenant issues, asset quality, and management incentives. We discuss the warning signs in REITs like Blackstone Mortgage Trust, Brandywine Realty Trust, and Ares Commercial Real Estate, while also reviewing past examples such as Alexandria Real Estate, KKR Real Estate Finance, and Chiron Real Estate. At High Yield Landlord, avoiding dividend cuts is a key part of our risk management process.
ā”ļø Use discount code JUSSI20 to save 20% on TIKR, the only REIT service I pay for: https://www.tikr.com/
š 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/about
š My book "The REIT Advantage" is now out on Amazon. I share everything I have learned from over a decade of REIT investing: https://www.amazon.com/REIT-Advantage-Higher-Returns-Private-ebook/dp/B0G8ZB8TDK/ref=tmm_kin_swatch_0?_encoding=UTF8&dib_tag=se&dib=eyJ2IjoiMSJ9.DVDUTYshJxdwWcCNpmbhk4SvRhh-Mf-UeIjLLOSbNjyZGp-wR_0Ejesu91_gl2LygBF2Tx3mjXGuHOnzwWBYA0Oag6WtRHg_hEvLBxE0YQ9Ipiuyit39PfPZ8HMDcu3niaulAGcLWqeEs_PjHvcCFSsO7etECICxTn0dYYT3-hnOqIfCQ3fU92dAHIzKo_HRttLi6_5yAL5ilwjA8lhU7Y8dXLEu3cZsppFy9WUmzxE.dgGgZk6chLHpbNaAuwV5Q7D4HzuPLh3jTQOBElnwJKU&qid=1766861877&sr=8-1
šš Follow me on Instagram: https://www.instagram.com/jussiaskola/
š§ For business inquiries, you can reach me at [email protected]
Important Disclaimer: I hold positions in the companies mentioned in the video. 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 OĆ, a subsidiary of Leonberg Capital OĆ.
#REITs #DividendInvesting #IncomeInvesting
