What I Wish I Knew Before Buying REITs

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All your "likes" help me a lot to grow this channel :)
Thank you so much for all your support! Jussi

Very well explained video, well done, Thank you.

you're expecting the market to behave rationally wrt REITs but the market is essentially irrational and bipolar and can stay that way longer than one can stay solvent. Long term, it might be better to invest in sp500 since it has exposure to REITs too

Myself I build heavy into world intl real estate etf around other growth and income portfolio overall

I would 100% buy Boston prop and SL GREEN. Those are top tier office properties in top cities. yielding way higher than most reits

r u russian? your accent seems russian

I feel like your yelling at me because you keep pushing your words with your head

REITS were created by Larry Fink Himself the current CEO of Blackrock Equity Group. I have yet to see a thing out of either of these 2 that is in any way good or even close to fair. Equity Groups are about legal ways to skirt the law and steal .

In the event of a housing crash, what will happen to REITS? What would you consider the best REITS out there?

great video! what do you think of the wisdomtree new economy real estate? ticker symbol ETF: WTRE

The REIT category of my investments represent the worst capital losses in my portfolio.
I think this post must be carefully choosing time frames to quote impressive returns.

Jussi, I was told by my financial advisor to never buy a REIT outside of a mutual fund. He said, he's seen time and again clients that can't get out of them! Is this true? If so, what mutual funds carry REITs? I'm new to REITs and was thinking of starting a position for long term with O (Realty Income) and PLD.

Half the people talking down in Reits don’t even own physical rental properties lol my friend says yes physical is nice and all but people don’t know what it takes to keep tenants happy along with maintenance

When you lived long enough in finland and you have to keep your eyes closed to slight exposure to sunlight.
REITs are just modern, square shaped caves. Infrastructure is a solid investment cuz is valueble for humans. They will protect you from the elements or your products.
Thats why best REITs are STAG(industrial)REALITY(pharma+)Agree Reality(walmart)

Very clear mind and wisdom❤❤❤

Great🎉🎉🎉

are you still long SLG or has the view of offices changed?

Very well made video thanks for all the input!

What is impact of home builders buying points on mortgages?

Great vid. Past performance of reits was in a low interest rate environment. As apposed to the normal interest environment we are seeing now and according to credible investors (Howard marks etc) it could be like this for some time. Therefore what does this do to the average return of reits of the coming decade?

Please consider becoming a sperm donor so that the future of humanity can be replaced with best looking and most intelligent descendants of Jussi.

His sister is beautiful 😻 also 👍🏼❤️🔥🙌🏼

He looks like GSP 👍🏼🙏🏽❤️🔥

Jussi is the bomb 💣

What is a good REIT that is involved in Industrial Cold Storage?

Add high inflation to that and you are talking about a biblical crash of 60%

Luckily I did not put all in. I nibble now.

I’m seeing no relief in sight with earnings coming out this past week, most REIT’s are missing earnings numbers, Who’d a thought CCI at 85 a year ago? VICI hopefully staying above 25 once it reports next week. Bleak times. There comes a point when people run out of money for the 47th “buying opportunity” in a year…

Love your videos! keep it up!

pure gold speech as usual 👌

Very pleased to Jussi, always very interesting

3 Reits and BRK, BN, BAC, C is my future

I like WPC, GMRE, Crown Castle🙌🙌🙌🙌🙌🙌🙌

Great video Jussi, per usual!

10 years? you like you're max 20 years old. lol

Bravooooooo🙌🙌🙌🙌🙌👌👌👌

Pretty simple don't buy REITs when interest rates are at historic global lows, inflation is increasing and the yields are at or below the inflation levels being reported. I still won't forget when I first covered the group in the 90's, you could get 10%+ yields. Given that REIT pay out their income growth either comes from issuing equity or debt which both get more expensive in a rising rate environment which slows growth. Obviously, REITS have had cheap cost of equity and debt for the last 30 years, so investors have received both growth and income. That period has come to a pause until interest rates & inflation stabilize. Thus for the next 1-2 years, REITs that pay a safe dividend above the 10 year (7.5%+) are in my opinion the safest options. If not, I would just buy treasuries paying 5% and get lower risk and the benefit over lower rates going forward as that happens.

REITS grew and did well the last 20 years because rates were on a steady decline. That trend just broke so REITS will under perform from here on out.

Great info and im glad to be a subber.

Have my roth ira on all reits so hearing from you is always a good.

Is the CFA new in your name? If so, congrats! If not, oops. 😅 I am relatively new to the channel. I am currently studying for Level 1 which I take in less than a month so fingers crossed! Also what are your thoughts on IIPR? Their FFO have been growing YoY along with their dividend payout yet their price is trading at 3 year lows.

What do you think about riocan ?

I have my doubts on your tought of reits are being resistant to interest rate think that NAV they use to refinance themselves gets affected plus the interest they pay on their rental which will require dissolve more the shareholders in order to continue with their growth

Great video as always. What would be your top 3 reit picks today?

Jussi, brilliat video!!! Although at some point you say REITs are not leveraged, which I think is a mistake. Even if they are leveraged, many of them were smart enough to use fixed rent debt, which makes me believe the likes of SLG and BDN are not such a bad investment. I work in a office doing IT, and I think it won't take long for managers to realize teams are vastly superior when they work face to face. At the moment tech jobs are in short and that allows developers and engineers to demand remote working, but most multinationals will prefer to have them in the office. So, buying an office REIT with 10%-15% yield and a P/B of about 0.5 is it that bad? I don't think so. Still, even conservative REITs like industrials WPC, STAG or apartments ones like BRN or EPRT can be a far nicer and liquid income investment than buying private real estate. I live in Spain and my countrymen seldom can't think of another way of getting a passive income other than buy-to-let. My family had a terrible experience with my grandmother apartment which was occupied and destroyed by gipsies. I try to educate at least my friends to make better choices. However, it is fun that most people don't want to listen you mention the words "stock market" as people in this country are very risk averse. Another funny fact is that the smarter and the more accurate the things you say, the smaller your audience. You can check that out in your channel. Should you speak about Tesla and Palantir, you would have threble the followers. Thanks God you don't. :)

Moi Jussi, you used to talk a lot about AHH. It has crashed along with the rest of sector, but you haven’t covered it in a while. I’m slightly worried about the office buildings it owns, but it is hard for me to judge the quality of them, and I was wondering if your perspective has changed? When I first bought into it I was looking for exposure to apartments. Do you thinks these apartments AHH owns are still gonna drive the companies profits or is the office sector weighing the rest of the company down. You seem to like BSR much more. Thanks jussi!

Thanks, Jussi, for an outstanding video presentation on the reasons why REITs are an excellent growth and income investment class. That said, your video title is all wrong in that it does not accurately reflect the case you are making for investing in REITs. How about "Why REITs Are Excellent Long-Term Market-Beating Growth And Income Investments"?

Very informative video. Thank you!

If you are 80 years old, it makes sense to buy a 10 year treasury and clip your 4.9% coupon. If you are 56 (like me) it makes sense to take a portion of money and buy that treasury, but put the majority in a investment that will grow in value while paying me a dividend which I can either reinvest or buy snickers bars with 😮