Topic Archives: REITs

Robert Ross is peddling his Yield Shark newsletter from Mauldin Economics, and he’s doing it with an all-too-familiar “enroll in this income stream” kind of idea… in his case, he calls it the “Social Security Catastrophe Plan” and implies that it can “Boost Your Retirement by $185,040 Today.” Like most such offerings, there’s an undercurrent […]

Everyone was watching this week to see if Warren Buffett did anything big with Berkshire Hathaway’s (BRK-B) portfolio in the fourth quarter of last year, news that comes once each quarter (large investors have to file their end-of-quarter holdings in US stocks 45 days after the quarter ends), and… he didn’t. Berkshire did add to […]

I don’t have any big updates on the Real Money Portfolio this week, or on my big-picture thinking (still holding a lot more cash than usual, still being mindful of stop loss triggers for momentum/growth stocks, still hoping some of my favorites will reach prices that inspire a buy soon, since we’re right in the […]

The latest ad from Dr. David Eifrig for his Income Intelligence service (published by Stansberry) makes it seem like there’s something secretive and amazing happening that will boost your portfolio… and it’s happening immediately and on a specific date (September 16). So what is it? Here’s the intro to the ad: “Last year, two of […]

As we enter mid-February and a slow week in Gumshoeland next week, I’ve got a few personal buys of stocks that we’ve mentioned before, and a new “Idea of the Month” candidate that’s maybe not quite ready to buy just yet (we’ll be closed on Monday, and will probably publish less than usual during the […]

I appreciate your work and I am glad to tell you that I was able to find out all the ticker symbols in the teasers but always thinking that there’s something fishy going on in the teaser emails. I am impressed by your analysis as well. I have a question, what do you think about […]

The latest from Andrew Gordon: “GOVERNMENT BACKED… HIGHLY LIQUID… and 8 Times the Interest of a Typical Savings Account. It’s not only billionaires who are using the financial crisis to get ‘insider deals’…. Thousands of regular Americans are cashing in on a loophole for collecting up to $8,881 a month, backed by an ‘explicit’ U.S. Treasury guarantee…”

Last week we looked at Porter Stansberry’s Put Strategy and his assertion that General Growth Properties would go belly-up last Friday. Well, that mortgage debt of $900 million that came due on Friday for a couple of their Las Vegas malls still hasn’t been extended, renegotiated, or repaid, but the company hasn’t gone bankrupt yet. […]

Comments

  • Great update, Travis. Had a question about the farm REITs. Is there any way to know if these are buying out family farms...

  • I have been a subscriber to the Contrarian Income report for about 5 years now, and I have found it to be a good value. ...

  • Let me at least offer my 2 cents. I am managing 10 accounts on any given day have around 60 positions in REITS, CEF"s, ...

  • I purchased the info as I am retired. He suggested putting funds in gold coins and Reits. There was also a couple stoc...

  • Travis, thank you for your article. You mention that you own REIT CoreSite. Are you concerned that their PE is 60+; I un...

  • My friends in the landlord world are all ready to sell thier properties as soon as this eviction moratorium lifts.... wh...

  • As a retired investor whose focus is now primarily on safe and growing dividend income, this tool is an essential for di...

  • There's a good Seeking Alpha article on what might be coming. KCI Research Ltd. has been pretty accurate in the past an...

  • Always nice to see my stocks in your portfolio. Added a few recently, including a couple that were only hinted at here. ...

  • I have done okay with the three stocks I purchased on Green's recommendation. one over 100% growth, 1 at 87% growth, on...

  • C-V2X is not a company, it's the name of a standard for cellular vehicle communication, part of the proposed standards f...

  • For REITs, such numbers are typically because they base the payout ratio on earnings, while REITs determine their abilit...

  • I don't know if posting to an older article gets seen by anybody, but I wanted to add some new information (to me, any...

  • What happens to CCI and other tower REIT's if Elon Musk is successful with his constellations of satellites providing di...

  • Covered that one here: https://www.stockgumshoe.com/reviews/oxford-income-letter-the/oxford-incomes-great-2020-real-esta...

  • Thanks, he did mention a fourth REIT in the tease that must be this one -- the only hint was that it's a mortgage REIT, ...

  • Please comment on Closed end REIT funds like NRO and JRS. They pay much higher dividends because they borrow funds at 3...

  • Thanks for the broad "rules of thumb I’m trying to keep in mind these days when it comes to REITs and similar divide...

  • Thanks for this travis; iw as asked to develop a watch list of US REITs recently form her sin Australia, and after I rol...

  • As a retired person, I found Motley put a lot of money into more speculative less known dividend stocks. I was lookin...

  • They have five REITs they manage now, and a few private companies and non-REITs. Listed at https://www.rmrgroup.com/cli...

  • That's a riskier one with a lot more leverage -- from a quick glance it looks like they're closer to being a mortgage RE...

  • Don’t know what the tax consequences are, but foreign investors often own REITs. I imagine the 2.5% yield is probably ...

  • Seems insane. Isn't the strip closed due to covid19? Why would anyone invest in unproven Cannabis operators while exis...

  • Take a look at closed end funds that invest in REITs, NRO is at 22% dividend and there is a large group of similar oppor...

  • Travis, your points about liquidity are well taken. If Fundrise were ever to get into a financial squeeze the rush to ex...

  • You need to read the entire comment including the links to information. You and many of your alleged stock experts are...

  • My inbox keeps filling up with hints about THC and CBD products being synthesized in labs much more cost efficiently and...

  • what is bigfoot going on about in a discussion about REITs? his poisonous comments should be removed. as for the defi...

  • The latest came today. This time, from Roger Michalski, Publisher, "Systems & Forecasts" The pitch is combine...

  • I purchase UNIT 11/21/2017 at $15.92 and sold 2/1/2018 at $15.66 per the recommendation of Tim Plaehn. He runs Tim's C...

  • I don't believe there are any Canadian cannabis-focused REITs. At least, not publicly traded....

  • Philip or Travis, What are REITS ? I've seen the word before but don't know what it stands for. Thanks...

  • Just upgraded Travis. Your work is so good! Your analysis on REITs (ProLogic etc) was masterful . Thanks for what ...

  • I agree. Some of the retail REITs have actually done OK lately as the mall apocalypse has been postponed, but I'm not v...

  • The optical equipment companies have not done very well yet, for the most part, though perhaps that will change. Crown ...

  • Good evening Travis , I’ve been doing really well with gain I’d just like to share this Your insights have helpe...

  • Two observations to make, before asking my real question; I will ask my specific question in another post, so it doesn't...

  • Dear Travis and fellow Gumshoers, Being rather new in investing, I would very much appreciate your views on investing ...

  • Right on with REITS! What another tour de force of grey matter hooked up to uniquely noble, and nimble stock watching ...

  • I’m hoping you didn’t buy or intend to buy all the above assets around the same timeframe. Do keep in mind that the ...

  • Been a irregular, very much enjoy this newsletter and following. Make of course my own decisions have been very profitab...

  • I've run across quite a few situations where listed total debt is far in excess of revenue plus cash (per Yahoo Finance...

  • I hope this is a good spot finally to ask about these "leasing" REITs I keep seeing with often 4 to 7 or more...times t...

  • Thanks for the education. I enjoyed reading the entire piece. I have stayed away from REITS ever since my first invest...

  • Reading a lot of these reviews it appears too many are blindly taking the advisors advice without doing your own due di...

  • IT and communication-related REITs are interesting in general. It's a bit of a stretch to think of rack space and fiber ...

  • It's not as direct a connection, though 5G will also depend on the towers to some degree -- and the REITs have all been ...

  • You're probably right, though, as you've seen, it's always hard to pick a buy point for a rising stock. There are no ...

  • I purchased D. R. Barton’s information only to discover it is nothing more than a 14-page typed version of his video. ...

  • Unless in a ROTH account the REITS are a nightmare at tax time!...

  • I have held Killiam Apartment and Canadian Apartment properties for years. Both REITS. They have done well but I'd like ...

  • For REITs, does anyone subscribe to High Yield Landlord by Jussi Askola? I signed up a few months ago and have really a...

  • Yes, what a shame that Hulbert's Digest is gone! He was not only proof for the many bad newsletters but also for the few...

  • Haven't looked at any Canada-specific REITs in a long time, but I'll keep any eye out for anything interesting....

  • Thanks Travis. Would you be able to provide suggestions on, say, top 5 REITs (across the real estate spectrum) in Canada...

  • Washington Prime (WPG) is a very different kind of beast, a highly levered REIT that owns shopping centers. I suspect t...

  • Please read the article. “Collecting rent” in this case means receiving dividends from REITs, which you buy like an...

  • The ones I've never bought are trickier, because you have to be comfortable enough with the company to overcome the pess...

  • There is nothing to “sign up” for — you earn rent checks by owning property, in this case buying publicly traded R...

  • REITS gold Ernie Tremblay FDA options...

  • We do see these kinds of adds all the time -- often headlined with the word "Checks" -- ...

  • I was intrigued by this topic, because I personally own 5 government-occupied properties. No REITS, no stocks, no compli...

  • What I am not sure on is do they pay 11% per month on Rent Checks From the Government REIT's or is it accrued for the ye...

  • I'm going right out and sell all my cloud software stocks and REITs and semiconductor stocks and renewable energy stocks...

  • REITs are not scams, generally speaking, but they're not miraculous money-generators either. REITs own the buildings an...

  • I don’t know how their dividends are classified, if they’re earnings or return of capital. Canadian withholding sho...

  • Thanks for this review Travis. I'm long several of these stocks as well. The metals stocks have been a disappointment ...

  • As a long term member, let me add my two cents to this discussion note this is my first entry in perhaps 3 years. I am ...

  • That depends on what their real estate is worth, whether occupancy stays up, and whether they can access debt and equity...

  • I assume you're referring to CCI, yes? CCI is a REIT and is generally evaluated like REITs, which means that investors ...

  • Haven't looked at a teaser along those lines lately, but generally when "Mortgage Refunds" have been pitched in the past...

  • Now Dent research is getting into the same teaser pitch, but broadening the scope to, apparently, include REITs in other...

  • The government rent-check teaser is one of the most blatant misinformation circulated via email on the internet. And ye...

  • Depends on the stock you choose -- the average yield for REITs is 4-5%, the average for other "blue chip" type stocks is...

  • Unfortunately, Diane, it's not a list that you sign up for and they send you a check. These are REITs (Real Estate Inves...

  • I like your picks, especially TTD and SAFE. IIPR and SWCH are more on the speculative side. Cornerstone, the specialist ...

  • Quite a thorough article with lots of good information. But of course this brings us back to the original tease that we ...

  • A better way to go if you're interested in REIT's, government or otherwise, is Brett Owens "Contrarian Outlook". This gu...

  • Roy R Hartzler, I follow a guy on seeking alpha named Brad Thomas and he specializes in REITs and breaks them down he ha...

  • I suspected what you affirmed above. I will check out the symbols you mentioned, but I generally stick to common shares...

  • Good old Barton recommends 7 reits in his letter, GOV indeed, but also DEA, VNO etc. And his "federal rent check" consis...

  • Reits are a tax nightmare....

  • Whenever I see a video that seems to be getting a bit long, showing photos and checks of all the 'winners', I immediatel...

  • The Federal Rent check information has to do with investing in Real Estate Investment trusts (Reits)....

  • And in later-breaking news, IIPR declared their dividend for the quarter -- no increase this quarter, which should have ...

  • When a newsletter promises the moon, or starts off with a video presentation and nothing else visible on a page. It's a...

  • Haven't looked at that just yet, but he's probably touting one of the REITs that owns primarily government buildings -- ...

  • That's a good question, but REITs are far less established in most countries than the are in the US... and I'm not reall...

  • Do USA REIT's move / react to the market differently than other REIT's (ie: are USA REIT's influenced by different facto...

  • $GTY np ... My Oh My, 4 Spec Buys https://seekingalpha.com/article/4163356-oh-4-spec-buys? Apr. 17, 2018 7:00 AM ET|...

  • Haven't seen that ad, if you have a copy or link please forward it to ILoveStockSpam@gmail.com... or post a link here. ...

  • "IPOs rarely start out paying dividends, unless they happen to be income-focused companies (REITs, MLPs, etc.)iscussion"...

  • S. is ok as long as he pushes his own stuff, but he likes names. For a while he was pushing Stanley Gibbons for stamps (...

  • The way I do it: 1) K-1 partnerships in taxable account, to get tax break. 2) Foreign dividend payers in taxable accou...

  • Thanks for a beautiful post, Roger. You are a man after my own heart. I am a little bit younger, and as such a little ...

  • Gdogg, One nice thing about Value Line, they give FFO (cash flow) in their financials. Important for REITs & MLPs....

  • REITs look like a decent value here, did some shopping on Thursday. Also got CRTO at $22 last week, thoughts on that ...

  • They can be complicated, though for most people with relatively small holdings UBTI doesn't end up coming into play -- i...

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