Realty Income is Doomed! Oh no!
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- čas přidán 25. 04. 2024
- My Portfolio: / dividendbull
A couple days ago there was an article published on Seeking Alpha titled "Very Bad News for Realty Income" that's received a lot of attention. Since being published it's received over 270 comments left on it, so it's fair to say it's been a highly discussed article. And when you come across a title like this, you can't help but feel a shiver go down your spine if you're a shareholder of this company. Seeing something like this brings up images of bankruptcy, or corporate scandal, or something fundamentally bad it’s gonna result in losses. So in my opinion 'very bad news' should include something that is genuinely awful. The article includes five pieces of bad news, which l'd like to go over in this video.
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My dividend journey began when I realized that two particular expenses in my budget were always going to go up and never go down. The two expenses were taxes and insurance. I realized that the dramatic rise in both will need some added income. So, I started buying shares paying dividends. I can now see that this will be the path I need to take to make sure those two expenses will not overtake my future income.
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I agree with all your points. And over the years I have grown increasingly skeptical of the kind of articles that appear on Seeking alpha. At times they even fail to vet some egregious factual errors! So I would recommend caution with them. And honestly I've grown tired of all the youtubers glorifying Agree realty and NNN. One hears about a trend from another and so it goes. Thank you for being objective and anti trend. Great video!
Hit 200k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started with 14k in last month 2024
Wow that's huge, how do you make that much monthly?
I'm 37 and have been looking for ways to be successful, please how??
Sincerely speaking. I will continue to trade and stick to katherine Flores daily signals and guides as long as it works well for me.
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time to buy I guess
edit: Yeah time to buy
Yes, very sad.. anyway, buying more when the salary hits my bank account.
I watch Jussi and I own O, ADC, and NNN. I read his article expecting some horrible, surprising news about O, but it was just 5 general concerns, which are nothing new. I feel like the title of his article was super click baity. He is obviously a knowledgeable guy about REITs and I still like his content, but I agree that the title of the article is over the top and feels a bit dishonest.
Sorry about that. I take note of the feedback, but unfortunately, this is how titles are these days online. A different title would get far less views.
I watch Jussi’s channel on YT and read his content on SA. Unfortunately, he can’t stop using click bait titles.
Wooudnt you if it gave 2x the views and maybe 2x the money also? @@holyhandgrenadeofantioch2019
@@askjussi While I agree that clickbaity titles have become the norm, honest titles get the most retention, by far. I also follow you on SA, but this is the first time I have seen your YT channel, and I must say, the first 2 thumbnails/titles that stick out are "How I lost 87%" and "How I lost 90%". This immediately makes me want to unfollow you on SA as well, since your stock picks obviously are quite bad to continually lose majorities - months apart. Telling someone "These are must buy stocks" followed up with "jk they are shit and my portfolio is suffering" makes 0 sense.
So the problem with “articles” published on Seeking Alpha is that they don’t have staff writers; all of their content is derived from influencers looking to sow a bunch of FUD in what are actually stable investments. Then when investors in those securities are sufficiently worried/terrified and wondering where they should park their money instead, the influencers can tell them. Subscriber numbers go up, and then the cycle begins again.
I just genuinely think that that some of its peers like ADC offer higher returns with lower risk. I agree that titles are clickbaity, but that's the nature of the game.
@@askjussi Nature of the game? I think most people probably prefer the honest straightforward discussions like the ones by Dividend Bull rather than some inaccurate title with panic face and fire burning just because you see a slightly better investment somewhere else
@@generalisofficial Are you saying that the title of this video is accurate? Also, that's the exact thumbnail of this video in case you missed it...
@@askjussi This video's title and thumbnail are sarcastic, not clickbait
All the writers get paid in how many clicks did they get
He found a way to catch views on his article.
But the numbers will speak. And until now, they have spoken for the management of O.
Great Analysis, Going to buy additional shares today. One of my favorite stocks.
I read this one and it's awesome to see you covering it. Personally, I don't mind the points the author made, O is my second largest holding behind VICI, and I think both will go down in the short term, but they've both been growing at a rapid rate. If I'm right and they go down, I will buy more. If they go up, seeing green is never bad.
I saw Jussi's video. As stated, he made some valid points. And I was in the middle of increasing my investment in O by 25%. Talk about disillusion. But he prefers smaller REIT's. Personally, I completed my investment and the dividends keep rolling in. I'm happy with the result so far and expect the price to recover when the Fed stops playing games. Cheers
The Fed playing games? Who caused that? Who'd ya vote for?
@@larryevans2806 didn't vote for Jerome Powell or the appointed bd of gov's. But interest rates will eventually come down, at least a little, and O price will recover. Wishing you the best.
Good update!
A big topic I think needs to be shared is that some of its biggest tenants (dollar general, CVS, Walgreens) are closing stores throughout the country
Yes, but to a tune of like 1% of THEIR stores, so a fraction of that from Realty's properties, if any.
And dollar general is raining money. In addition, all 3 will still be able to pay the rent.
Idk. Corporate real estate is really struggling, especially these 3. With increased theft, decreased foot traffic, and monopolizing giants like UNH cutting out the middle men in Walgreens and cvs it really looks like those 3 business are going to continue to struggle. Especially when your top clients are declining businesses like Walgreens, dollar tree, dollar general, CVS. It’s no surprise the stock has been on the decline for the past 5 years
The property can be repurposed into a different retail tenant, the underlying real estate has value. Many DG and FD have been remodeled in the last few years, adding more frozen and refrigerated lines.
@@metalheadami123 They struggle in big cities with certain progressive policies that embolden criminals, but thankfully its somewhat limited. They can open a new store in an area that doesn't reward criminality. It certainly is an area of concern, but its a small piece of the puzzle for O.
O realty is going no where 💯
This line made me think of bones Aw from Spider-Man 😂😂
Commercial real estate will not be a good investment especially post COVID.
@@daw7773 Then invest in REITS that build homeless shelters bro...Just make money !
I hope the doomed news could lower the stock price so I can buy some more ! Thanks for the video ! 😆
it didnt outperform the s&p 500 for 10 years now. why do you think it will be different suddenly?
Great content, as always, D.B. I get paid on Monday, and I can’t wait to buy more $O when the market opens.
O is an amazing business to buy.
Analysts can say whatever they wanna say.
Great video. I also think there nothing wrong with O, just an alarming article title to make people click and talk about it. In fewer words : ADC, NNN, EPRT are smaller than O therefore they have better growth potential. O is a mature very large REIT so more stable and probably better chance to get good deals in rolling their debt. You don't need to choose one just own them all if you are fond of this REIT sector
Realty Income has bought farmland and even invested international, in the UK and Spain. Not only did they buy farmland but they bought some vertical farming, meaning a grow house but on a industrial scale. This sets them up with a nice portfolio, I am letting my shares DRIP and been buying shares at a discount. They are not losing focus, you have to adapt to a changing world. They issued new shares, it only fell because people sold off thier shares.
100% maybe other REITS are better cause they more specialised Like Farmland Partners or others that have more opportunity/room to grow like ADC but O is just the ETF of reits xD really big, good diversified in industry Sectors and Country and a Long and stable history
Where can i read that ?
@@TheYaq I think on their own site even, they do publish things on what their strategy is etc so just google it "realty income purchases land in UK/Europe/Italy and you will probably find plenty sources
Jussi Askola has a CZcams channel where he mostly talks about REITs, and he has expressed his relative misgivings about Realty Income in his video's already. So to me, this person having this opinion is nothing new as he already expressed his opinion publicly on multiple occasions.
Also, I believe Jussi Askola doesn't think O is horrible now, only that their growth from now on will be limited and that there are other retail REITs out there with a better growth prospect.
Dividend Bull: "Very Bad News for REITs" Look at this clickbait title!
Also Dividend Bull: "Realty Income is Doomed! Oh No!
Fair play haha. Thank you again for the mention. I appreciate it. I would be happy to film a video together. Maybe it could be an open discussion about Realty Income. That could be very interesting to our audience.
I think you need to read the title of this video with the accent of Mike from Family Guy „Oh nooooooo“, meaning a bit over the edge on purpose 😂
That being said…a „crossover“ episode between the two of you would be hella interesting!
Just please…don’t give old people like me a heart attack with titles like in that article or this video 😅 lately the market has been enough of a rolercoaster already.
@@mikaelsmith3605 🤣🤣
Reality Income has navigated decades of ups and downs including multiple crashes both big and small and has consistently increased their dividend. I tend to trust their management more than. I trust a seeking alpha writer. I limit any one investment to 5% of my investments but am happy owning 5%.
I have an active savings plan on O. No risk, no fun!
More than I knew about the company before. Thanks !
I have watched that author's channel on many occasions. Today he mentions Newlake Capital Partners ticker symbol NLCP as being a good opportunity citing that they have no debt. It's a REIT specializing in properties leased out to cannabis operators. But I don't like the fact it is an OTC stock. I draw the line with OTC stocks as I have had very bad results investing in anything not listed on a major exchange.
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Charlotte Miller.
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
Really you people know her? I was even thinking that I'm the only one she has helped walk through the fears and falls of trading
she's mostly on Instagrams, using the user name
FXMILLER18 💯.. that's it
I have all three REITs referenced. As for Realty, considering that with the acquisitions and loan rates, and that the dividend hasn't been cut is a plus. Second, acquisition means expansion which means reorganization, structural modification and patience. That's why I'm an investor and not a trader. When the earnings start going through the roof I'll be there with a grin.
It amazes me how positive you remain while discussing this SA article and its author. I read it also. I didn't have any nice thoughts at all.
I keep added O onto the share price is down to the 2008 price circa USD 16
Few stocks are the perfect stock. Keep O, have patience.
These articles are filled with recommendations of companies with no cash flow or facing serious downturns from systemic problems. Either doom and gloom or overly rosy and little realism.
this story started with "Seeking Alpha" and that's all I needed to hear.
Just keep buying
Just what we need. Another video about video about Realty Income.
Excellent analysis
I loaded up when it was below $50 a share and the yield was 6%. I am quite happy and assume I will be for some time.
Based on all the layoff and closing news that we currently know about due to GAAP requirements, Realty Income has a projected future tenancy rate of 81%.
That's a fairly large hit and I am curious how they will survive it.
I would also say by the time most people hear the news its probably too late to make a quick buck on selling and buying. Just dollar cost average
From my perspective, the second point of being too big has an effect in the acquisition. Generally, it is not unusual to drive price up if you have a wealthy buyer. So, Realty Income may pay premiums bigger than other REITs due to its size.
I own them on Robin hood. I sold all my shares because it said my return was not available when they did their merger. I sold it at like a $70 loss. But I bought it all back the same day. Just so I can see what my returns are. I'll just have to remember that there's $70 less than actual.
Thank you!
I think the author of the article also has a CZcams channel where he talks about REITs and other income investing. He also has a course to sell. I am not entirely sure if it is the same person, but the name looks familiar.
Yes same person. It is not a course. It is a research subscription.
Have a great weekend evwryone! ❤😊
You've been the biggest champion of Reality Income I know of and after seeing the title of this video, I clicked on it thinking that I'm keeping "O" anyway.
On the whole, I agree!
It doesn't really matter if O could secure loans with lower costs, the higher-for-longer interest rate environment WILL hinder Realty Income's growth in the foreseeable future. It's a hold as of today's close.
I think them moving away from properties like Taco Bell are good due to everyday consumer no longer going as much. So it makes sense for it to explore more long term without it diving fully in
I personally think there is some potential negatives, and thats why like so many types of stocks I like to diversify.
I sold all my O two weeks ago and invested those funds in EPRT for better growth.
And the main reason...interest rates are not being cut.
Then in 2026 when interest rates are
@@iscrulzthey will be 2% never will be 1
No way this Bad news is insane. Smh we’re doomed I’m selling all my shares Monday at open. Thank you for this information. Wow guy O had a really good run.
Well said.
MORT is a REIT ETF. It pays DIVs quarterly and has a pretty high yield, (higher than O).
i'd like to see more discussions opinion based content such as this.
I really don't like the vertical farming acquisition. They are limited to vegetative products like lettuce as supposed to flowering and fruiting crops due to the needed changes in nutrients for each phase and will never be able to compete with a basic farm. And in a sealed monoculture, a single aphid intrusion on an employee could be a miserable and costly infestation
Long O seeking entry to ADC but that’s it. Other REITs are covered in RFI and RNP for me.
Is it still worth buying Main St? It’s currently charging. Can we get a video on why this is happing and is it worth while buying?
I am going all in on Realty income
REITs are still a no go for me... there's still quite a bit of risk right now with commercial real estate and especially for the smaller banks holding the loans.
Also, the article would not have garnered any interest if it were honestly titled. Fear sells.
Those writers can say they don't have a short position, but nothing is preventing them from lying.
That would be illegal.
Your concern is pointless, these articles do not get anywhere near enough readers(even assuming 100% readers fully agreed with the articles) to influence a stocks price a meaningful way. At best an article criticizing a stock from seeking Alpha would cause a drop a few cents, nothing substantial that somebody could make a profit off
The two articles below "Very Bad News For Realty Income" article are "Realty Income: One of My Favorite Holdings is Now A Bargain Buy" and the other article is "Realty Income: Why I am Buying this Dip". All the articles were written just days of each other. I stopped reading analysts articles long time ago, I only read the news and watch two dividend CZcamsrs .
Might I ask who you watch on you tube?
@@169Tomh Dividend Growth Investing and Dividend Bull
Thanks for the info, I hold O. 😊
I think you’re right. We’ll see…
If there are several more funds that are way better why would you buy O or reinvest dividends? I don't get it. So you can say you have real estate investments and your portfolio has diversification? Let's just take SPYI for example, pays 12% with some tax benefits and pays monthly with multiple sector exposure. So why on earth would you buy this when you can buy that? It is as simple as that. Even if the market crashes 50% you would be looking at a dividend similar to O. So many dividend investors own a bunch of holdings for the sake of diversification. There is no shame in dumping something for a better option. A 12% drip will crush this even if O continues to grow the dividend at its historic rate. Maybe O will bounce back in share price and help total return but that isn't certain. You could be collecting more income and dripping now. I get folks sitting on a loss may want to hold out but don't see why you would drip current distributions or buy shares.
I'm staying away from O, its growth has slowed down over the past years; I think there are better REITs out there. Not saying O is bad though.
Jussi is a good sport and I subscribe to both your videos and you two should tag team on a couple companies, it would be good fun. I hold O nonetheless, some VICI too and I'm always watching EPRT, NNN and ADC if they drop. So team up you guys could clickbait together and it'd be entertaining for all your viewers. 😃
Thnak you for your support!
I don't believe that O is "going anywhere", but I've lost faith in the individual REITS in general. MPW, WPC, ACRE, SLG are just a few names that have let investors down. Even O barely gives out dividend increases and STAG is even worse. I now only invest in the CEF's or ETF's within the sector like RQI, RFI, IGR, and RIET At least I get more protection by owning hundreds of REITS and then I get paid far better than some of the paltry div.'s and increases that the individual REITS pay out.
I was holding O when the Orion spinoff occurred but I didn’t get any Orion shares. Anyone else notice this as well?
I hold, and will continue to hold O. It has a 27 year dividend growth streak, a 5.65% yield, and a (Snowball Analytics) "Safe" rating of 61. There are 20 news articles linked to O on the Snowball site - 17 are positive and 3 are neutral. I had a trial subscription to SA but let it go. One of the main reasons I did not subscribe was Jussi Askola. After reading/watching his various analyses, I realized he really is just a sensationalist influencer and tends to waffle a great deal on his positions. I know he is just one of many "analysts" and contributors to SA but if someone like him can slip through, then I don't want to be a part of it. SA does have some nice features but I can get them elsewhere, for less money, and even free in some places. The difference of opinions among the different contributors doesn't help much when trying to make a decision.
I'll continue holding and dripping O, not a large percentage of my portfolio but I see no reason to exit my position.
Time to buy more
Agree reality again
I hope it goes down so I can buy more at a discount.
My spouse and I are diversifying our long-term investment portfolio by adding various stocks and ETFs. We've allocated $220k to begin with, focusing on inflation-indexed bonds and companies with strong cash flows. I think the current market presents a good opportunity for long-term gains, but I'm also interested in learning ways to make short-term profits.
While the current market offers short-term profit potential, it's crucial to note that executing such a strategy requires expertise and skill.
Having an adviser is the smartest approach in today's market, especially for those nearing retirement. I personally gained over $270K during this market downturn, which highlighted that there's valuable insight the average individual may not be aware of.
the best market strategy is to work with a credible investing coach. Since a while ago, I've been in touch with a coach, mostly because I lack the depth of understanding and mental toughness to deal with the ongoing market conditions. You lack the information necessary to succeed in a competitive market, not because you're doing anything wrong, but rather because of your lack of experience.
@@mariaguerrero08That's impressive! I could really use the expertise of this advisors.
*Gertrude Margaret Quinto* maintains an online presence. Just make a simple search for her name online.
He also has a CZcams channel only covering REITs
*reads articles* damn this guy has some good points *buys more the next paycheck*
I’m leaving m1 and moving to a new broker. Schwab or vanguard?
Both have positives and negatives. Schwab, Fidelity, and Vanguard. Schwab has the best information available for free and a decent UI, Fidelity has great customer service and the zero funds, and Vanguard has great funds, maybe the best(but that's about it).
@@HermannTheGreat thank you for the info bro.
If interest rates increase, all REITs will be negatively affected
Has not been great for me - looking elsewhere for income!
Sesationalized title like "Realty Income is Doomed! Oh no!"? lol.Yes I get the joke.
People are irrational and hate change. Always change means the sky is falling.
My god i smell the cope through my screen
I'll buy when it drops. Real estate, especially commercial, is going to be rough the next few years
Its better to buy over time then to try and time the bottom
@@iamdoktah Still not a good price, and will wait for better macro. FAR too many better opportunities right now
@@disco4535 I picked up some OBDC. What do you think of them, also ARCC PMC AND MPW
As of now, my favorite stock is OBDC. Blue owl is just crushing it since conception just a few years ago. I honestly expect them to outperform ARCC given enough time
The author has a CZcams channel and this isn't the first time he covers O. He specializes in REITs and owns several ones, but he doesn't favor O. Catchy titles just attract attention, I'm sure you know that 😉
Thanks for mentioning it! I appreciate your support.
Jussi is a CZcamsr I watch. He always hates on O.
To be clear, I don't hate it. But you are right that I prefer some of its close peers. I still expect O to do relatively well over time.
I dont like "O" it's a disaster, I sold 1k of it recently in my traditional ira and purchased MGK from Vanguard instead. I did some research and MGK will make me more money than most Reits or ETFs in the next 10 years. I know this is a growth ETF but it does pay a small dividend. Good luck with Realty Income!!
I think I got it @ $46. Im holding
I am buying
I Think (correct me if I'm wrong) that the article author has his own YT channel. After evaluating the "bad news" report, I unsubscribed.
Ok, the bigger question is, should you be in the equity REIT market at all until interest rates start to fall. If you are content with 1% to 5% dividends with little stock appreciation stay with them. Eventually they will come back. If you are an income investor like myself(who worked and invested in the REIT industry for 20+ years), the only REITS I hold now are mortgage and hybrid REITS. Look where the grass is greener; BDC's, MLP's, LP, derivatives(plays on interest rates and the VIX), covered call ETF's to name a few. I think a lot of investors will get frustrated if they concentrate their $$ in REITs until rate changes come.
Apartment reits? People can't afford homes and have to rent with rates going up.
@@HermannTheGreat Herman, apartment REITS are cheap, I agree. Unfortunately the sector is overbuilt. I sold mine about 6 months ago because of this fact along with higher for longer interest rates. You can earn 8% to 16% in the following etfs and BDC’s; SPYI, QQQI, SVOL, PFFA, FSK, EIC, XFLT, OBDC, BANDX to name a few. Check them out.
I sold $O about 2 years ago and bought $QYLD instead. And my $QYLD is doing better than $O lol
Realty Income did not lose its focus. It has recently bought 82 Decathlons in buy lease back transactions so firstly they guaranteed themselves the tenant for these properties and constant monthly income as well.
Who buys at Decathlon? It is not as safe as flats... I'd be skeptical.
@@AwesomeDude272 half of Poland buys the sport and outdoor equipment at Decathlon. Ask anybody who lives in or near the main cities.
Those are the risks and black swans that we don't want to see. Including attacks by detractors. But that's life. Diversification will help us. We sit quietly, looking at the river flowing from left to right. Or from right to left. Or from the bottom up. As you like. And we sleep in anticipation of a better tomorrow.
I sold all my realty income when they bought gambling sites, looks like it was a wise decision. Sold just before the drop.
People, both bulls and bears, have an odd relationship with O. You O investors act as if it MUST be a part of your portfolio and must be defended until the death. The thing is, even if the bears are absolutely wrong it doesn't mean that O is automatically a great investment. Realty Income can absolutely continue just fine as a company while stock holders continue to receive poor return on investments.