This Is The Best Time In Decades To Invest In REITs | FAST Graphs
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- čas přidán 11. 06. 2024
- Best Time To Invest In REITs
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, will discuss the concept of FAST Graphs and analyze several REITs that he finds attractive. Chuck will explain how the market of stocks works and why all REITs are not the same. He will provide examples and teaching moments to illustrate his points.
We encourage you to watch the video to gain insights into investing in real estate investment trusts (REITS)
Time Codes:
0:00 - Introduction by Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation
1:08 - Portfolio Review
1:51 - Avalonbay Communities (AVB)
3:47 - Camden Property Trust (CPT)
5:57 - CubeSmart (CUBE)
6:44 - Digital Realty Trust Inc (DLR)
8:48 - Essex Property Trust (ESS)
9:40 - Extra Space Storage Inc (EXR)
10:57 - Federal Realty Investment Trust (FRT)
11:30 - Franklin Street Properties Corp (FSP)
12:39 - Mid America Apartment Communities Inc (MAA)
14:16 - Macerich Co (MAC)
14:31 - Medical Properties Trust (MPW)
18:39 - Diversified Healthcare Trust (DHC)
19:10 - Office Properties Income Trust (OPI)
19:28 - Diversified Healthcare Trust (DHC)
19:56 - Medical Properties Trust (MPW)
21:30 - NNN REIT Inc (NNN)
21:45 - National Storage Affiliates Trust (NSA)
22:09 - Nexpoint Residential Trust (NXRT)
22:51 - Realty Income Corp (O)
25:31 - Omega Healthcare Investors Inc (OHI)
25:39 - Prologis Inc (PLD)
26:42 - Public Storage (PSA)
26:47 - Rexford Industrial Realty Inc (REXR)
26:50 - SBA Communications Corp (SBAC)
27:10 - Tanger Factory Outlet Centers Inc (SKT)
27:25 - Simon Property Group (SPG)
27:34 - Stag Industrial Inc (STAG)
28:12 - Sun Communities Inc (SUI)
28:25 - UDR Inc (UDR)
28:38 - VICI Properties Inc (VICI)
29:51 - Concluding Remarks by Chuck
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Disclaimer: FAST Graphs is a tool designed to reveal and present information related to financial data and investment metrics. It is not intended to provide specific advice or recommendations. Instead, it offers a comprehensive view of relevant data, empowering users to make informed decisions based on their own analysis. It's your first step to a more comprehensive research and due diligence process. In short, it is a tool to think with. The opinions in this video are for informational and educational purposes only and should not be construed as a recommendation to buy or sell the stocks mentioned.
#dividends #reits #investing - Jak na to + styl
Please Chuck don't apologize for the length. The longer the better. Thanks for the concentrated wisdom.
Really, two hours would not have been too long.
Size matters
This is one of the best investing channels on youtube
Being a FastGraphs subscriber for some time now and following your videos really paid off so far. (And yes, nobody gets it right all the time, but you have a pretty good track record as far it concerns me.) Thanks for that!
@@delinquense Truth is, we're all biased. And that includes me, so I react to certain industries (and their stocks) in a different way than to others. And I do not buy every stock Chuck talks about, so I have no general overview and can only say that most of the stocks I researched (because Chuck mentioned them) and subsequently bought - paid off. But that's just for me, others may have different experiences.
But Premium FG has become very expensive and for the standard program we are getting very few of the new products included.
Fastgraphs gives me the confidence to hold and buy during volatile times. Thanks Chuck!
Thank you, Chuck. As always, great information. I just bought 4 shares of MAA.
Always so valuable! Nothing to apologize! Thanks Chuck and team!
Don't you dare apologize for this one being long, Chuck! As always, you deliver the goods! THIS is why you're Mr. Valuation! Excellent video and an excellent visualization of how REITs are such a strong buy right now!
My biggest complaint right now is I don't have the kind of dry powder to deploy that I'd like! It's a bloodbath out there and I have been snapping up REITs and other high quality businesses like a hungry shark!
Chuck you are the Master! Such an excellent tool. Thank you for all the work you do for us. Excellent perspective on REITs by Mr. Valuation.
New FastGraphs subscriber for a couple of weeks now, and really enjoy the software. Unique among a sea of others. And now I found your videos 🙂
Thank you, Chuck, for an excellent summary of REITs. I am still holding on to MPW but buying at a much lower rates than before. I will hold on to it until 2025 at least. Love you guys.
I rode MPW all the way down. The damage is already done, so I’m hanging on also.
@@holyhandgrenadeofantioch2019 I have confidence in Chuck's wisdom. I may not make a lot of money in MPW, but I don't think I will lose money. And yes, I am in the same position as you are in.
I have sold 50% of MPW position with a big loss. And thinking to sell the rest. If the rates do not go drastically down in 2024 and they probably won't, MPW will go bust.
buy high sell low is not a good strategy. An unrealized loss is not a loss until it is actualized. Stock price often lies.@@pasoleg1
Hi Chuck! Many thanks for your reply!
As you said, MPW should go up. But only if it does not go bust in 2025 or 2026. They have to repay of 2.5 USD billion debt in 2024-2026. Where this money should come from? MPW bonds trade at 12-13%. In case they have to borrow now at 12-13%, they will go bunkrupt in the comining 2 years.
What's your opinion on this?@@FASTgraphs
The long videos are great. We appreciate your time and effort.
Thank you. Another great in depth video, continually educating us.
Chuck,
I am very impressed with your work. Your videos are informative and engaging. I look forward to seeing more content from you in the future.
Great video Chuck. Full of great information and insight. Thanks man!
Thank you Chuck. These updates are very helpful!
Excellent work, Chuck. Thanks. My only point would be that I think we are in a higher for longer interest rate environment and some of those properties in those REITS are going to have to refinance as their loan turn over at higher rates. Will be seen how much pain that will cause. Some big Real estate guys predict a hard time is coming '24 and '25.
Chuck for US President 🇺🇸
Love all your Videos - learned a lot.
Chuck so much value in your videos! Thank you!
Thank you so much! This is a much needed perspective during this volatile time. Subscribed!
Thank you chuch, appreciate all your work and free information and advice you're giving.
Thx Chuck! Agree 100% about now is the best time to be investing in REITS!!!!
Thanks Chuck. Looking at fast graphs I will buy some MPW
Thanks Chuck. Loving the REITS right now.
Thank You very much it is very very informative. Appreciated very much!
No need to apologize at all! It was a fantastic video. Thank you so much, Mr Chuck! I would love if you make a video about Medfast one of these days. Thank you so much for all you do!🎉🎉🎉🎉🎉🎉
You’re right on MPW chuck!! Stay strong 💪🏾 it’s going to thrive once the fire sale is over and the critics will be praising you like they always do 🔥🙌🏾👊🏽👏🏿🙏❤️
Outstanding video Professor !
Thanks Chuck! I have been buying REITs and utilities heavily. Great video but no mention of Office REITS! They are the most undervalued REITS in the market right now and for some of the more high quality ones their fundamentals are still holding up well. Look at ARE and BXP. They had a very significant rise today.
Another great video. I have loved Realty Income for several years, and it happens to be strong with a really good dividend. Thanks again!!!
Sorry for the long video? No way. This video should have been at least a 1 hour video. Thank you for this video.
Thanks Chuck! Another helpful video!
Great video, Chuck, I couldn't agree more in the time being now to buy REITs before interest rates drop again and REITs pick back up.
INVESTORS 😂❤
YES. patience we must.
I am, and have been for the last 9 yrs, investing for my children. I have a now, 11 yr old granddaugter and will now start putting a piece of her stocks into dividends. Thanks a million.
Fantastic video thank you, you've got a new subscriber. I've been buying VICI over the last few weeks as the first REIT in my portfolio and plan on adding some more.
Great, comprehensive video. Thanks.
You are admirable in your handling of the trolls regarding MPW. Don't let em get to you.
I've been watching MPW for months. I'm very interested. I know it's just 2 analysts, but it's hard to commit when they project negative growth out 5 years. It's tough because I'm looking to buy and hold.
Thanks for the updates. Your comments are always educational. 🙂
Thank you for this interesting video. It gave m a lot of new investing insights and ideas !!
Thanks again for your great content Chuck! Greets from the Netherlands.
great video Chuck I appreciate the wisdom
Thank you chuck! I bought a lot of reits after this video. Has been great. I plan on holding long term.
I sold 10 puts on mpw$4 .
8% profit dec15.
Dont matter to me if i get it or not. I can use the 15 % dividend and sell covered calls its all money at the end of the day. Love your videos Boss!!
i did it too, but at $8 😢
Your videos are fantastic!
No need to apologize, that was a great and informative video. I have been buying MPW, O, WPC, & MAA.
Same
Thanks for your video! I just added Realty Income and MPW. Maybe it´s now the peak of the interest rates.
Great summary. Thank you
Your making a big difference in all of our investing. Thank you. 😊
Great video; definitely will look into it. Regards from Berlin
great one !!!! thank U
Great video! Would love to see another update on AMT! :)
Thank you Mr Chuck. Greetings from Italy, that seems to have something in common with your last name. Have a nice day.
long videos are good for your brain, a lot of wisdom here
Excellent vid. REITs are strong in the coming time frame, I think.
Great analysis Chuck
Thanks Chuck 👍
it is a lesson in wisdom and courage to be long mpw, but im all in...! please keep revisiting to keep us off the ledges... :)
Great video man
Thank you for this video. What do you think of Ellington Financial Inc. (EFC)?
I love vici
Thank you Sir.
Thanks for the vid...and no appologise are needed. We get the content and expert oppinion . The rest is up to us. So I am still foing to nibble at med propertiea trust. No big bets. But as you say the fundamentals are still good.
👍
Thanks man, i have been using fast graphs for years now…I love it…I dark theme would be awesome! Thanks chuck
In development for a future release
Bought AVB on Monday 💪
DLR was an awesome pick back in April indeed. If only the others (MO, WBA, RF, etc.) would have kept up too...
Took some opportunity to get grab some AMT in the 160s at a 4%+ yield. Already spiked into the 190s
Thank you Chuck!!
Sick Video Chuck thanks
Holy moley reits were just popping off today.
Thank you for this video...I've been thinking the same thing about REITs.
THX
I've been buying o ever since the div yield got over 6%
yep, that's a great marker, like an inverse of valuation, that you can spend.
Thank you. I went with a bit of MPW, & SUI. I'm not sure I should buy more SUI. It seems kind of high.
Hi Chuck, this is another excelllent video. Many thanks for that!
I have a question about MPW. As you said, MPW should go up. But only if it does not go bust in 2025 or 2026. They have to repay of 2.5 USD billion debt in 2024-2026. Where this money should come from? MPW bonds trade at 12-13%. In case they have to borrow now at 12-13%, they will go bunkrupt in the comining 2 years.
What's your opinion on this?
Thanks!
thanks
Any thoughts on PEAK and DOC REITs.
I just want to share some inside info in my area. All my GC friends say that this last month their work schedules have come to a screeching halt. When rates went up everyone finished out there current projects but are holding off starting new in all fields of real estate. Construction work is down 75%. So I'm just saying that respectfully it's not the best time to buy, probably early spring 2024 we will be at a real estate bottom. This may not apply to rental REITS . Thx for all you do chuck.
I want to buy another 1500€ of MAA when my Paycheck comes 1 12.2023😊
And ad also a little bit more of MPW or BMY.
I am glad to have a large position in ARE I bought at an average of $96. I also recently started positions in UDR and ARE before the recent bounce upwards
Did I miss something Check didn’t cover ARE
@@philipp-andreasschmidt7966 he did cover it in his new video yesterday. But no not in this one. I was just thinking of both since I think they’re both solid REITS and have good looks on FASTGraphs
What is Chuck's thinking on having to deal with K1's in REITS and even now there is withholding taken from their payouts even in Tax Sheltered accts? Major paperwork involved. Worth it?
MPW did need to cut their dividend the company is alot stronger now than it has been they sold alot of income generating assets to fund new hospitals that will make them alot more but old debt was killing them
thx mate
please do an update on mpt(mpw) - looks like a senator is looking into it and the guy that predicted wirecard
I am currently really thinking of having an all reit and utility portfolio as a waiting portfolio and new cash coming in is going here.
I am the only thinking of this or others thinking the same ?
im currently 36 i was thinking of having a massive base line of income for the portfolio and if somthing crashes like growth stocks i would switch focus with new cash but still not selling and keeping the reit and utility exposure. Not risk adverse but the current environment is.. eh.. kinda not favorable o_O
Thanks for your Video. Can you also take a look at IIPR - Innovative Industrial Properties, Inc.?
Only REITs i hold are VICI and IIPR. hoping for continued growth
I've always liked IIPR as well, but got out long ago when it just kept dropping...it went up a lot today....need to check it out. Thanks for mentioning it. Vici is a very loved stock and I was lucky to have bought it a few days ago.
Innovative Industrial Properties (IIPR) is a powerful yet risky "Growth" REIT for those looking for exposure in the Cannabis/Marijuana Industry - as a former-Fed Funds Trader/Money Markets Broker, the best entry price-points for IIPR = $60-70s - it's currently trading at $80 #BeQuickOrBeDead #IIPR #YouSnoozeYouLose
Any reason why ARE wasn’t on ur list
Hard to disagree Chuck with MPW
MPW got downgraded and it fell a lot after that announcement. But, the market decided that it's not going to stay down. It's easy for almost anyone to buy 10 shares just for fun....even if it continues to go down. Did they reinstate the dividend? If so, this will go back up quickly.
Question: Chuck, can you explain a bit more why you recommend reinvesting dividends on REITS rather than taking the cash? Why are REIT's different than taking the cash from a dividend king stock for example.
I don't recommend reinvesting the dividends on REITs or from any dividend paying stock unless the investor is looking for growth and doesn't need income. What I am showing is that high-yield investments like REITs can generate capital appreciation by reinvesting dividends. Investment objectives and needs vary from one person to the next.
It is more about psychology than about rising rates. We have the same yields like in 2006-7 where 10Y yielded up to 5.25%. And yet P/FFO was so much higher than now and market at all time high. For example ARE P/FFO 20x in 2006 and 10x now and rates are identical. Another proof that it is not about rates would be ADC. No maturitues until 2028 and yet stock is down a lot. While OHI with a lot of debt is at 52 week high despite 27% of tenants don't make enough profit to cover rent.
And there is still that shadow of 2009 recession where most reits suffered big declines in FFO and new lows in stock prices. Recession next year surely will bring new lows.
ARE with its exceptional positioning and low debt not included? Why?
FAST Graphs covers 431 REITs, I didn't cover them all. Nevertheless, ARE could've/should've been included.
Went $200,000 in on Realty income when it hit $45.21. Be fearful when others are greedy, be greedy when others are fearful. 😊😊😊😊
Be fearful when others are fearful, because others have a point.
what's your point? buying at 45.21 when others were (fearful) and selling proved to be the wiser decision then those fearful that were selling and running towards the hills
@@louisaparker
Its already up from that point on and interest rates haven't even been cut. Seems like a pretty good buy to me. Enjoy the dividends in the meantime 😉
Why invest only peanuts?
Buffett, who said that, is as fearful as ever and net seller for years.
Once your 200k will drop to 100k Buffett will buy your shares.
I wonder why the MPW management did not use the $500m credit facility (expired October) to complete share buybacks 😅
I also like EPRT.
EPRT has been great for me, one of my best buys in 2023.
You better do the independent audit because you spend more or less base on understand or not
Can you suggest the best 5 reits at discounted price right now to invest...thanks...
FastGraphs subscriber here, please explain FFO vs AFFO metric for REITs. Thanks!
Here's a link: corporatefinanceinstitute.com/resources/commercial-real-estate/p-ffo-vs-p-affo/
Which website he is using to see these data?
www.fastgraphs.com
What website do you use in the video?
www.fastgraphs.com
Hello Mr. VAULATION ❤😊
Can you do a bank video
Yes, both American and Canadian banks would be appreciated.