REIT stands for Real Estate Investment Trust. It is good option how to incorporate real estate exposition to your portfolio without taking on leverage in form of mortgage. REITs in general offer much higher dividends than regular stocks.
Below are some REIT stocks that I'm personally thinking about buying in 2020. To evaluate REIT, do not use PE Price/Earnings ratio, use FFO Funds From Operations instead.
Note that mortgage reits are more like financial services sector than real estate. They provide real estate loans. Such REITs will be likely heavily impacted during longer term recession. They provide often more than 9% dividend yield, but are very risky. Limit their weight in the portfolio.
The 'buy' mark means that I will be likely buying the stock in the future, it is not recommendation to anyone else.
This is not investment advice.
Interesting REITs to consider:
|GNL||Global Net Lease||not bad, owns buildings, 100% payout, hence likely share dilution|
|ACRE||Ares Real Estate||real estate loans|
|SKT||tanger outlets||approaching double bottom|
|SOHO||Sotherly Hotels||hotels, long history, good technicals, good dividend, hotels risky during recession||buy maybe small position|
|SLG||SL Green Reality||offices|
|SBRA||Sabra Health Care reit||long history, amazing dividend, 400+ properties||buy|
|PLYM||Plymouth Industrial Reit||warehouses, short history, good dividend||buy maybe small position|
|BRG||Bluerock Residental Reit||multifamily, regular flats, nice properties, very good dividend, average technicals||buy|
|EPR||EPR Properties||casinos, vineyards, schools, pretty ok dividend||buy small position|
|RPT||RPT Realty||long history, good technicals, nice yield|
|BRX||Brixmor Property||shopping centers, huge amount of buildings, nice dividend, average technicals|
|WRI||Weingarten Realty||shopping centers, ok technicals, pretty ok dividend||buy|
|VER||Vereit||pretty ok technicals, very good dividend|
|VTR||Ventas||nice dividend, soon pretty ok dividends, senior housing, medical offices||buy|
|PSA||Public Storage||average dividend, soon pretty nice technicals, possible good swing trade|
|IVR||Invesco Mortgage Capital||mortgage loans, very high dividend, average technicals, Invesco is well known company, mortage backed securities are risky, limit to small position||buy|
|LAND||Gladstone Land||farmland, I love the stock long term, it is just farmland, lower yield||buy|
|FPI||Farmland Partners||farms, low dividend, bad technicals|
|CORR||Corenergy Infrastructure Trust||nice dividend, very bad technicals (resistance)||maybe buy a little|
|UNIT||Unity Group||communication infrastructure, fiber, bad technicals|
|GLPI||Gaming and Leisure||casinos, good dividend|
|MGP||MGM Growth Properties||casinos, good dividend|
|O||Realty Income||amazing company, overpriced right now|
|NRZ||New Residential Investment||mortgage REIT, high dividend, meh-ok technicals||you can buy small position|
|SPG||Simon Property Group|
|LTC||LTC Properties||health care, senior housing|
|STOR||STORE Capital Corporation|
|MAIN||Main Street Capital||mortgage REIT||possible buy|
|WSR||Whitestone REIT||shopping centers, good dividend, average technicals|
|APLE||Apple Hospitality REIT||has Marriot or Hilton, that's pretty good brands, good dividend, average technicals, very stable dividend that does not grow, very nice payout ratio, https://seekingalpha.com/symbol/APLE/dividends/scorecard||buy|
|VNO||Vornado Realty Trust||very long history, good results during recession, nice properties, lower dividend, https://www.vno.com/||buy small position|
|OHI||Omega Healthcare Investors||great amount of facilities, good dividend, risky technicals (double top)||maybe buy very small position|
|BPY||Brookfield Property Partners||good technicals, very good dividend, https://www.brookfield.com/our-businesses/real-estate||buy|
|NYMT||New York Mortgage Trust||mortgage securities, surprisingly good technicals for such high dividend||buy small position|
|STWD||Starwood Property Trust||mortgage loans and leasing real estate, very good dividend, technicals: breaking out pattern, https://www.starwoodpropertytrust.com||buy small position|
|WSR||Whitestone REIT||retail buildings, relatively high dividend, average technicals, pays dividend monthly, https://whitestonereit.com||buy small position|
|WY||Weyerhaeuser||owns forests in USA, land, wood products, partially energy (land for windmills, solar ...), not much that can go wrong with forests, good technicals, good dividend https://www.weyerhaeuser.com/||buy|
|RWT||Redwood Trust||mortgage reit for residential real estate, long history, stable since financial crisis, nice dividend, no movement in price, http://www.redwoodtrust.com/|
|PEB||Pebblebrook Hotel Trust||hospitality REIT, ok dividend, good technicals|
|MFA||MFA Financial||mortgage REIT, long history, was fine after the crisis, ok technicals, high dividend, their dividend does not grow but is super stable (impressive), around 100% payout ratio, so they cannot grow, http://www.mfafinancial.com/|
|CIM||Chimera Investment Corporation||mortgage REIT, high and stable dividend, no growth, average technicals, https://www.chimerareit.com/|
|MAC||Macerich||retail REIT, long history, very high dividend (comparable to mortgage REITs), wait for bottoming technical pattern, dividend is stable and payout ratio is looking good, not sure why it is dropping like a rock long term https://www.macerich.com/||watch for good technicals|
|TWO||Two Harbors Investment Corp||mortgage REIT, decreasing absolute dividend over time, 109% dividend payout ratio, https://twoharborsinvestment.com/, https://seekingalpha.com/symbol/TWO/dividends/scorecard||do not buy,|
|SVC||Service Properties Trust||diversified REIT (net leases for retail, travel centers for truck drivers plus mostly hotels in big cities - Marriot, Holiday Inn, ...), high dividend, very low payout ratio, consistent dividend growth, soon bottoming pattern, https://www.svcreit.com/, https://seekingalpha.com/symbol/SVC/dividends/scorecard||buy larger position when technicals are good|
|PK||Park Hotels & Resorts||hospitality REIT (mostly Hilton hotels), do not think AirBnB would take their market share, very good dividend, good payout ratio, random dividend values each quarter, https://www.pkhotelsandresorts.com/, seekingalpha.com/symbol/PK/dividends/scorecard||buy when good technicals|
|APTS||Preferred Apartment Communities||multifamily, retail, office, student housing, loan investments, high dividend, regular dividend increases, it is dropping like a brick, but the numbers look good to me, https://pacapts.com/communities/, https://seekingalpha.com/symbol/APTS/dividends/dividend-growth||strong buy when recovers from free fall, watch it weekly|
TSE: NWH.UN, NorthWest Health Prop Real Est Inv Trust
they have portfolio all over the world - Canada, Germany, Brazil, Australia/NZ, Netherlands
Own hospitals, small private hospitals and clinics.
Looks like an attractive REIT.
2 euro on Degiro broker to buy, 2,5 euro per stock exchange per year, so if you buy on TSE, buy bigger position or other stocks there to compenstate for the yearly fee.
Other REITs o Etoro:
|LEG.DE||LEG Immobilien AG||average technicals and dividend|
|TLG.DE||TLG Immobilien AG||good dividend||buy little|
|TEG.DE||TAG Immobilien||ok technicals, ok dividend|
|VNA.DE||Vonovia SE||ok technicals, average dividend|
|DWNI.DE||Deutsche Wohnen||very low dividend for a REIT|
|ICAD.PA||Icade SA||good technicals, good dividend||buy|
Health Care REITs:
Eventually I would like to buy shares of all of these health REITs. Still need to do more research on dividend history and their exact portfolio. These had often 50% correction, but as health related company I do not see much risk.
|HR||Healthcare Realty Trust||www.healthcarerealty.com/portfolio/|
|HTA||Healthcare Trust Of America|
|DOC||Physicians Realty Trust||https://www.docreit.com/portfolio/||large amount of properties, nice dividend, like this company so far|
|MPW||Medical Properties Trust||https://www.fool.com/investing/2019/10/19/is-medical-properties-trust-a-buy.aspx|
screen REITs on WeBull:
Analyst that writes about REITs:
Great list of REITs:
Look at Vanguard Real Estate ETF (VNQ) and screen some REITs: