A lot of investors are today selling REITs because their dividend yields are lower than the interest rates offered by money market funds, treasuries, and bonds. But I am here to give you a warning: I think that this is a big mistake. REITs are not income investments. They are total return vehicles. Their valuations are the lowest in years and they will likely generate far higher total returns than fixed income investments over the coming years. I explain why and use VICI Properties (VICI) as an example. Relevant topics include REITs vs. bonds, REITs vs. treasuries, REIT interest rates, and REIT growth. 🎁You can access my entire REIT Portfolio by taking a 2-week free trial to my REIT newsletter, High Yield Landlord: https://seekingalpha.com/affiliate_link/HYLonYoutube
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Important Disclaimer: I am long ARE, HR. 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.
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