Buy One of the Best REITs at a Discount

Realty Income is hitting new lows on news of their Spirit Realty acquisition. We start by looking at why this REIT is different from all other contenders in its category - net lease REITs. Realty Income has been managed exceptionally well such that their monthly dividend has increased every quarter for 104 quarters in a row. That track record is only possible through financial discipline, and over the past decade they've managed to push their payout ratio to 75% which provides plenty of buffer for future dividend increases. As for the Spirit Realty acquisition, the two companies have surprisingly complementary portfolios which overlap across the board. Now you can buy it with a 5.7% yield and then start that dividend snowball compounding. There are concerns that the company's size post-acquisition will make growth more difficult to come by, but they'll also enjoy better access to debt. We've been holding O stock for close to two decades and believe it's one of the best REITs out there to own.

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RESEARCH PIECES USED IN THIS VIDEO:
1. Quantigence – A Dividend Growth Investing Strategy
https://www.nanalyze.com/dividend-growth-investing-strategy/
2. Investing in Big Data with Data Center REITs
https://www.nanalyze.com/2022/06/investing-data-center-reits/
3. REIT Investing | The Best REITs
https://www.youtube.com/watch?v=ffL4Bo9JbqA

CHAPTERS:
00:00 Intro
00:31 When we bought Realty Income stock
02:17 The leader in net lease REITs
03:24 Realty Income goes international
04:08 Metrics to watch for O stock
07:06 $O trades at historic lows
09:07 Realty Income acquires Spirit Realty
10:28 An expert weighs in O's acquisition
13:24 Predicting interest rate moves - a tool
14:18 Dividend growth and payout ratio
15:39 Our dividend growth strategy
17:25 Closing remarks


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#realestateinvesting
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