STAG Industrial, Inc (STAG) is an attractive monthly dividend REIT that has experienced a sizeable increase in its asset base since its IPO in 2011. The company plans to continue on its path of acquisitive growth, and its calculated strategy of aggregating properties along with purposeful diversification is expected to pay growing dividends for years to come. This article analyzes the various strengths of STAG, looks at the dividend yield, valuation, risks, and concludes with our opinion on why STAG is worth considering if you are a long-term income-focused investor.
As the 10 year treasury yield hit a 7-year high on Thursday, the market got jittery. Specifically, many investors fear the fed’s increasingly hawkish monetary policies will put the brakes on the 9-year bull market rally. As a result, stocks sold-off. However, not all stocks are created equally, and some very attractive high-yielders extended their unwarranted slides. Here is a list of 100 high-yield stocks that have continued to sell-off, followed by five specific high-yielders that are attractive and worth considering.
STAG Industrial (STAG) is a REIT that pays a big monthly dividend (5.0%), and it's been delivering outstanding price returns, but it's also riskier than many investors realize. This article provides an overview of STAG's strategy, details on the three main factors that drive its price performance, an explanation of why it has performed well in its relatively short life, a review of some big risks, and finally our views on how to "play" an investment in STAG.
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.
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.
If you like big dividends and discounted prices, Stag Industrial (STAG) may have recently caught your eye. Its shares have fallen 12% since August 1st, and its dividend yield (paid monthly) has risen to 6.3% (annually). And despite Stag’s unique risk exposures, we’ve ranked it #10 on our recent list of 10 Big Dividend REITs Worth Considering because of its diversified approach, reasonable valuation, continued growth opportunities, and big monthly dividend.
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.
Stag Industrial is a highly-diversified, well-managed, Real Estate Investment Trust (REIT) with a high 7.6% dividend yield. Despite Stag’s well-run business, it is a higher risk than its industrial REIT peers due to its high-growth, single-tenant, secondary/tertiary investment strategy. Barring a severe economic downturn, we believe Stag’s growing dividend is safe, and we expect the stock to deliver superior total returns.