Realty Income (O) is a popular monthly dividend paying REIT that has recently started to invest outside the US. This article considers whether this international forage is a good idea or if the company is now desperate for opportunities. We also consider the company’s portfolio, balance sheet, competitive advantages, dividend safety, valuation, and conclude with our opinion on whether or not Realty Income is still an attractive investment opportunity for long-term income-focused investors.
If you are an income-focused value investor, you’ve probably been drawn to REITs by their big dividend yields and perceived low-volatility. Over the last year, a few REITs have performed well, while many others have been very disappointing. This article highlights 8 big dividend REITs that we believe are attractive and worth considering, but all for different reasons. Without further ado, here is the list.
According to Bank of America, we're likely setting up for a “big top” in stock markets this fall. And if you cannot stomach short- and intermediate-term volatility, this article highlights 10 safe high-income investment opportunities that we believe are worth considering.
Last week was volatile and painful for many higher-yielding securities. For example, REITs, BDCs and MLPs (all known for high-yield) sold off significantly. We are in no way suggesting last week was a bottom, but we do believe some high-quality companies have sold off thereby making for more attractive entry points for long-term investors. This article highlights 100 high-yield equities that sold-off last week, and then reviews 10 specific opportunities that long-term income-focused investors may want to consider.
Big-dividend REITs have underperformed the rest of the market, particularly since the election, as interest rate expectations have increased, and investors have sold “safe-haven” stocks in favor of more aggressive-growth sectors. In our view, this has created some attractive investment opportunities. This article provides data on 60 Industrial and Retail REITS yielding over 4%, and also highlights a few of our favorites.
The recent pullback in big-dividend REITs may have created the buying opportunity that many income-focused investors have been waiting for. Specifically, REITs have declined 10% since August 1st (as measured by the Vanguard REIT ETF, VNQ) whereas the overall market is down only 1% (as measured by the S&P 500). Rather than buying the Vanguard REIT ETF, we have compiled a top 10 list of attractive big-dividend REITs that we believe are worth considering.
Realty income pays a big, steady, monthly dividend (3.9%, annualized), and the shares have declined more than 13% since August 1st. To some, this may be a screaming buy signal. But before diving in headfirst, we believe there are three big risks worth considering: lower growth signals, share dilution, and inflation risks. Despite these risks, we’ve still ranked Realty Income #9 on our recent list of Top 10 Big-Dividend REITs Worth Considering because of its ability to deliver what many investors want- big, safe, monthly dividends.