Realty Income (O) vs. National Retail Properties (NNN): Which Is The Best REIT For 2023?

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Realty Income, O stock, and National Retail Properties (NNN) are popular dividend growth stocks that a lot of investors include in their dividend portfolio. They have a high dividend yield and a long track record of dividend growth. But which is the best REIT for 2023? Are they still among the best dividend stocks for 2023? Should you sell Realty Income? You can access my entire REIT Portfolio by taking a 2-week free trial to my REIT newsletter, High Yield Landlord: seekingalpha.c...
Realty Income is a net lease REIT that has grown its dividend for nearly 30 years in a row. But the "Monthly Dividend Company" has gotten very big. Is now the time to sell? Will inflation eat into its profits? Is it one of the best stocks to buy now? Will new property acquisitions allow it to keep hiking its dividend? Is O Stock a Sell? Is the realty income dividend sustainable? I answer these questions in this realty income stock analysis.
National Retail Properties, on the other hand, is a similar net lease REIT with a great track record, but it is still a lot smaller in size and we think that it has better growth prospects. Is National Retail Properties a better REIT than Realty Income? Should you sell Realty Income to Buy National Retail Properties instead? I answer these questions in this National Retail Properties stock analysis.
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Image sources: NAREIT, YCHARTS, EPRA, O, Canva
Important Disclaimer: Leonberg Capital holds positions in O and NNN. This video is impersonal and does not provide individualized advice or recommendations for any specific person. Viewers/readers should not make any investment decision without conducting their own due diligence and consulting their financial advisor about their specific situation. This video is for entertainment purposes only and you are responsible for your own investment decisions. The information is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. The opinions expressed are those of the publisher and are subject to change without notice. This RU-vid channel is managed by Leonberg Research OÜ, a subsidiary of Leonberg Capital OÜ.
#reits #dividend #passiveincome

Опубликовано:

10 сен 2024

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Комментарии : 63

@askjussi Год назад

Sorry for the lag! It will be fixed on the next one :) Which REIT do you prefer? NNN or O? I own a position in both but slightly prefer NNN. Also, don't miss my interview with O: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-iC4mEzQevF0.html Thanks for watching. Jussi

@andreasb.7581 Год назад

I prefer and own a position in NNN. The reasons why are explained in the video above :)

@askjussi Год назад

@@andreasb.7581 Thanks for sharing!

@Haegstad Месяц назад

Great breakdown, Jussi. Hold a position in NNN myself over O. I like ADC too.

@jasoncohen9484 Год назад

NNN for me. Also been buying WPC, SPG, VICI, CCI, AMT, AIRC, and PLD. Yes, I love Reit's even if they are not tax efficient.

@askjussi Год назад

Thank you for sharing your thoughts. I actually think that REITs are quite tax efficient and I am currently working on an article on this topic.

@jasoncohen9484 Год назад

@@askjussi I don’t mind either way. I also invest in MLP’s. That will be a great video. I have around 25 Reits. Love the income.

@askjussi Год назад

@@jasoncohen9484 Thanks for sharing!

@askjussi Год назад

@@jasoncohen9484 thanks for sharing!

@RabianskiT 11 месяцев назад

@@jasoncohen9484 That’s A LOT of REITs 😮 I limit myself to 10 REITs…

@dcroxby 3 месяца назад

I own NNN, O and VICI.

@alanden009 Год назад

I own both. Why limit yourself to only one and not expand your portfolio.

@askjussi Год назад

Good point. We also own both. Thanks!

@patricktoppin793 Год назад

Thanks, great job! Your videos on REITs really highlight your expertise.

@askjussi Год назад

Thanks a lot for your support. What's your favorite REIT? I'll do a video on it.

@patricktoppin793 Год назад

@@askjussi thanks. You have re awakened my interest in REITs. I have followed MPW for a while and have been looking at AMT recently.

@SamI-qw7kx Год назад

Thank you Jussi.I own both companies in similar amount.

@askjussi Год назад

Thanks for sharing!

@RabianskiT 11 месяцев назад

That’s a good approach 😎

@eden821 Год назад

Thank you Jussi! I like the set and forget I get with Realty Income but always on the lookout for other opportunities also.

@askjussi Год назад

Thanks for sharing! O is a good name for that.

@DCSA84 Год назад

Love NNN. Just added ADC back in my portfolio

@askjussi Год назад

I like ADC as well. Which do you prefer? ADC or NNN?

@DCSA84 Год назад

I like NNN if I had to choose. I like that they’re conservative and efficient and longer track record. I like ADC as well for the monthly pay and that they have 68% of their tenants investment grade and they only own 1,839 properties which means lots of room for growth. Also a fan of your seeking alpha series high yield landlord. If you’re looking for someone to add to the team I’m your guy 😎📈💰

@askjussi Год назад

@@DCSA84 Thanks for sharing

@ususopen Год назад

Hi Jussi, what do you think about NNN vs EPRT? EPRT is much smaller and has "riskier" tenants. do you expect much higher growth? Which one's current price is more attractive to you?

@askjussi Год назад

I am slightly more bullish on EPRT, but it is riskier.

@bjko3616 Год назад

OMG.. I was collecting NNN currently😂 You saw my portfolio😅

@roseymalino9855 11 месяцев назад

Direct, well presented info. I was leaning and your presentation nailed it. Buying tomorrow.

@askjussi 11 месяцев назад

Thanks a lot for your support!

@Metal_Stacking Год назад

I'll take agree realty over both.

@askjussi Год назад

I like ADC as well. I will share an interview with their management soon

@Metal_Stacking Год назад

@@askjussi nice look forward to it.

@askjussi Год назад

@@Metal_Stacking Here it is: seekingalpha.com/mp/1268-high-yield-landlord/articles/5866576-interview-with-joey-agree-ceo-of-agree-realty-strong-buy-upgrade

@e.t.theextraterristrial837 Год назад

NPR sounds similar to EPRT which one do you recommend considering, you said EPRT forms a big part of your portfolio

@askjussi Год назад

I will take a look, thanks!

@TrendyStone Год назад

Jussi, I'm a big fan, a subscriber here and I also pay for your Seeking Alpha service...so please take my advice with the best of intentions. I think your videos here on RU-vid will do better if you insert FEWER stock photos and artwork and other random things throughout the videos. I know you are going for a polished look...but in my opinion (and with some experience on RU-vid) you will do better if you just speak to the audience. You're very articulate and credible and will resonate with your audience if you just speak to them. Pics that are relevant such as pictures of the properties you are talking about are great, but the stock photos inserted throughout actually hurt and distract. Just my $0.02 advice. Big fan and I expect your channel to grow. Best of luck to you.

@askjussi Год назад

Thank you for your feedback. I take it seriously and I think that you are making a good point. I will pass it on to my editor. Again, thank you!

@TrendyStone Год назад

@@askjussi BTW - Your REIT advice has benefitted me financially to a great extent, especially my retirement portfolio. Thank you!

@javierleiva2482 Год назад

Hi Jussi, what are your thoughts on AHH Armada Hoffler Properties, Inc.

@JP-iq7pu 9 месяцев назад

What abour Agree Realty (ADC)? It similar but just a tad different and pays monthly.

@askjussi 9 месяцев назад

I like it as well

@thekingoftheworld9553 Год назад

Have you looked into Segro SGRO and Tritax Big Box BBOX? If so what are your thoughts on them as retail and industrial REITs?

@askjussi Год назад

I have and I own a position in SGRO. I also met its CEO recently at a conference. It would not surprise me BX made a run for it

@Jayvazquez15 Год назад

I own NNN and O, I will hold them forever 😎

@askjussi Год назад

That's a good mindset with these REITs

@filipfilipowski9522 Год назад

What do you think about Main Street Capital Corp? There is monthly and high dividend.

@askjussi Год назад

I have not looked at it in a while but I will now. What's your thesis

@patrickrg1746 Год назад

What do you think about NXRT this one really flys under the radar nobody knows about it.

@askjussi Год назад

I am bullish at these prices but I prefer some of its close peers

@christophkral191 Год назад

Realty Income could buy a lot of shares back. Or isn' t that allowed for REITS?

@askjussi Год назад

It is allowed and many REITs buy back shares. It wouldn't make sense for O at these valuations.

@billbeard9588 Год назад

Thanks for another nice video, Mr. Askola. Wondering if you have taken a close look at IIPR …any thoughts?

@askjussi Год назад

Thank you! I am bullish on IIPR, but I slightly prefer NLCP. What's your thoughts?

@billbeard9588 Год назад

@@askjussi actually I don’t consider myself knowledgeable enough about either company to render an opinion. But a quick check of the stats makes me believe I should dig in to both.

@askjussi Год назад

@@billbeard9588 Thanks for the follow-up!