Why dividend investors love Prologis (REIT)

This Is The Best Time In Decades To Invest In REITs | FAST Graphs

ЧТО СЛУЧИЛОСЬ ПОСЛЕ ОТКРЫТИЯ? Вся правда. Строю бизнес часть 22.

Ольга Бузова отказалась выступать с БАЛЕТОМ из уважения к Алёне Апиной❤️‍🩹 | Битва поколений

Сюрприз, который вы не можете себе представить | длинная версия #shorts

БАЯНИСТ разносит ЗАПАД РУССКОЙ МУЗЫКОЙ | Реакция ИНОСТРАНЦЕВ в ЧАТ РУЛЕТКЕ

Why dividend investors love Realty Income (REIT)

Dividend Growth Investing

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Have you ever wondered why Reality Income REIT (Real Estate Investment Trust) is always referred to as one of the best dividend companies in the world? In this video I share a few reasons why Reality Income (REIT) is so loved among dividend investors.
(1) History of dividend increases 5:22
(2) Bulls Say / Bears Say 6:40
(3) Fundamentals snapshot 8:36
(4) Diversification (like investing into an ETF) 14:31
(5) Historical performance vs SP500 17:55
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30 сен 2024

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Комментарии : 129

@DividendGrowthInvesting 2 года назад

lol.. well after five copyright strikes I had to say F it and edit out most of the good stuff... It kinda looks like this.... Try M1 Finance: bit.ly/TryM1Finance How to transfer to M1: bit.ly/TransfertoM1 Seeking Alpha Premium (get 58% off): bit.ly/SeekingAlpha-DGI Instagram: instagram.com/dgi_jake/ Dividend Reinvestment Calculator: docs.google.com/spreadsheets/d/1W8UvXLZdEpVX-UPTKiHIT1oYIkj7Omvf30FgB3FTKWY/edit?usp=sharing

@JT0007 2 года назад

Indiana is the best place in 🇺🇸 for rental homes cash flow. I’m getting >$2K rent per $100K in Fort Wayne area.

@KietNguyen-up9vx Год назад

You also got to include having a portion of your dividend get eat up by tax cause it count as common income

@fernandoalcoverde399 Месяц назад

I have Realty Income through my ROTH IRA so it grows tax free.

@DividendGrowthInvesting Месяц назад

best place for it!

@JT0007 2 года назад

Indiana is the best place in 🇺🇸 for rental homes cash flow. I’m getting >$2K rent per $100K in Fort Wayne area.

@giuliofioretto Год назад

I love the way you explain stuff: simple and direct, with no complicated concepts with no aim to sell something. Your channel is one of the best around! Thanks

@jeddesselle2611 2 года назад

O is definitely my go to reit 👍

@DividendGrowthInvesting 2 года назад

Hey Jed!! Great minds think alike :)

@BC-hu6yq 2 года назад

Realty*

@DividendGrowthInvesting 2 года назад

lol maybe you can guess which part of the US I am from because I'm trying to over emphasize the "t" in there. Where I am from you don't say mountain.. you say mounain. Kudos to anyone who can guess where :)

@roylintz5130 2 года назад

UPS! Buy UPS

@rjflips186 2 года назад

Can you do a dive on ALX and MAIN.

@yvelf 2 года назад

this company you speak of, reality income is almost identical to another company I know of...Realty income

@DividendGrowthInvesting 2 года назад

lol yeah... its a bad habit

@Kevin-zy5jm Год назад

i love you.

@DividendGrowthInvesting Год назад

@KevinModz65 2 года назад

Me thinks they are trading at a bit of a premium right now. I own them but paused adding

@DividendGrowthInvesting 2 года назад

Hey kevin! Yeah they trade at about a 19x price/affo so yeah a bit on the higher end.

@NobleChief118 2 года назад

Hey Jake, have you received an M1 Finance mail regarding "needing instructions / exchange offer" 3M recently? Wondering if you could explain about it and what you're going to do about it?

@DividendGrowthInvesting 2 года назад

Hey Alan! I was just looking at that today. I'm not 100% sure to be honest. It said they need to hear about on my decision by this week. If someone else has looked into this deeper, I'd like to hear their thoughts on it as well.

@neelrastardust3052 2 года назад

I got the same thing from Charles Schwab. I have no clue. 🤷🏻‍♀️

@simp3204 2 года назад

I’m in the confused group with the 3M paperwork

@ankoortiwari8590 2 года назад

First 3 minutes is just saying stay tuned and check what I did

@DividendGrowthInvesting 2 года назад

yeah I tend to ramble :)

@mj625 2 года назад

Great analysis Jake. I'm also a fan of O and have been invested for a couple years now. Please consider doing a similar video on WPC. Thank you!

@DividendGrowthInvesting 2 года назад

Thank you! You are in luck! I have made an entire video on WPC: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-5OZtcHh4e3g.html

@mj625 2 года назад

@@DividendGrowthInvesting thank you Jake!

@billyjohnson9166 2 года назад

WPC is also a great reit I own it

@JT0007 2 года назад

Indiana is the best place in 🇺🇸 for rental homes cash flow. I’m getting >$2K rent per $100K in Fort Wayne area.

@Fatalinvesting 2 года назад

Jake have you ever talked about selling Cash Secured Puts?

@DividendGrowthInvesting 2 года назад

I have not! I am actaully doing it on the side and gather some personal experience before making content on it. I have been doing it for about a year now. I average about 2-3k a month on CC and cash secured puts.

@Fatalinvesting 2 года назад

@@DividendGrowthInvesting I have a pretty bad expierence with options, lost alot of money in the past but I would like to try again knowing what to do.

@DividendGrowthInvesting 2 года назад

@@Fatalinvesting I only sell covered calls and cash secured puts. I never buy. puts/calls. It can work very well.

@Fatalinvesting 2 года назад

@@DividendGrowthInvesting I am starting to see that.

@paimong5066 Год назад

Thanks Jake for all of your hard work. I was wondering if realty income would be a good investment for my mother Roth IRA. She is 57 years old now and plan to invest till 61. Any kind of thoughts and ideas would be appreciated, and thanks again. Wish you have a great year of 2023.

@lisacousins6110 Год назад

Hi .. I’m new to your channel and am really loving your content! Thank you so much for generously sharing your knowledge! Question .. when looking at the numbers .. especially in this down market I’m trying to decipher what great dividend stocks are on “sale” right now. Would we use your spreadsheet that takes current yield and the 4 year average to look to a forward projection?

@jasonhutchens4420 2 года назад

Is the portfolio you have for you son a custodial account? I didn't think M1 offered Custodial accounts is why I ask.

@DividendGrowthInvesting 2 года назад

The one we have for Lukas is just a regular individual brokerage. M1 does offer Custodial accounts. In this video I talk about how we made the decision on which account: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-jBUAaOoqe5A.html

@jasonhutchens4420 2 года назад

@@DividendGrowthInvesting - Got it, I was only about a minute into the video when I posted the question. I use a regular brokerage for my daughters account as well. She helps pick investments and it gives me the opportunity to teach her about investing. She has a few individuals companies like DIS, GOOG and AMZN but most of her account is in ETFs (VGT, VTI and SCHD)

@DividendGrowthInvesting 2 года назад

@@jasonhutchens4420 really great companies and ETFs!!

@davidclark155 2 года назад

Sold all my O shares in 2017 and put it into ABR. So far the best decision for my reits.

@DividendGrowthInvesting 2 года назад

ABR has done very well!!

@leonardols1 Год назад

SP 500 total return since 1995 is about 1300%

@BobBob-vx4ck Год назад

Great video, thx

@jonesy1589 2 года назад

Want it to drop so I can add more to my portfolio

@1974dodgecharger Год назад

Really wish I learned this 10 years ago

@rubencintron9441 2 года назад

Awesome video, love O my largest holding in my portfolio after VOO, will be holding and DCA for years to come , really enjoyed the content

@DividendGrowthInvesting 2 года назад

Hey Ruben! Thanks for watching! It sounds like great minds think alike :)

@norttorres 2 года назад

Great REIT 😍Love Realty Income too 😁😂

@DividendGrowthInvesting 2 года назад

one of the better ones out there!

@t.caskets9893 2 года назад

Best to hold in roth or taxable ?

@DividendGrowthInvesting 2 года назад

Roth if you had the choice.

@t.caskets9893 2 года назад

@@DividendGrowthInvesting My Roth almost maxed out for the year only about a few hundred dollars left .

@relaxmind5773 2 года назад

ADC is a good candidate to replace O

@DividendGrowthInvesting 2 года назад

Great alternative!

@MisterHeartMusic 2 года назад

Why replace? Own both.😝

@Johnnyboycurtis 2 года назад

Am I reading that correctly, are his gains only $9,214 to the $727,646 portfolio value? Isn’t that like bad?

@DividendGrowthInvesting 2 года назад

Hey! I transferred my portfolio last year in September and it reset my history. The total is about 55K gain including dividends right now. The majority of my contributions have been after the recovery since 2020 and a large lump sum in this year.

@GreatAmerica149 2 года назад

why dont you buy bonds? because less tax

@DividendGrowthInvesting 2 года назад

Bonds and reits are taxed both as ordinary income

@GreatAmerica149 2 года назад

@@DividendGrowthInvesting I mean T bill

@fernandoalcoverde399 Месяц назад

@@DividendGrowthInvesting you can buy REITS through a ROTH IRA so its tax free.

@jimprohaska6407 2 года назад

Can not find discount instructions for getting a discount for yearly subscription to Seeking Alpha. Thought you said was in comments area. Where do I get the seat ails??

@jimprohaska6407 2 года назад

At 9’ 18” says yearly cost for Seeking Alpha is $100 or in nineties - please advise.

@DividendGrowthInvesting 2 года назад

This link will take you to it. bit.ly/seekingalpha_DGI

@johnl4235 Год назад

i have stag, no intention to own O.

@KevinJohnsonX 2 года назад

Nice video. O has a nice place in my portfolios. Funny how you pronounce Realty ...Real-It-Tee instead of Real-Tee 🙃

@DividendGrowthInvesting 2 года назад

lol yeah Its a bad habit of mine.

@kevinmendoza4402 2 года назад

Thank you for the new video! I will be buying more $O shares tomorrow!

@DividendGrowthInvesting 2 года назад

Great company to DCA into!

@DARTHDANSAN 2 года назад

Lmao 😜

@DividendGrowthInvesting 2 года назад

lol

@billyjohnson9166 2 года назад

Love O

@DividendGrowthInvesting 2 года назад

Well Billy.. you are not alone. We share the same love.

@theryandenglershow 2 года назад

good work Jake, love O and I think regardless of the taxation it’s a great passive income source.

@DividendGrowthInvesting 2 года назад

Thanks Ryan!! You are spot on!

@Curtis69213 2 года назад

I got a tax break for investing in reality income

@user-bm6wu9zw9m 2 года назад

Great video. What's your opinion on STAG?

@DividendGrowthInvesting 2 года назад

I have STAG and O at the same allocation in my portfolio so that should say a lot :) I'm a huge fan of STAG!

@salopstocks8667 2 года назад

Great video, love the stock! Subscribed.

@DividendGrowthInvesting 2 года назад

Hi Salop!! So glad you enjoyed the video!!! Thanks for watching!

@sandysamith7218 2 года назад

Great analysis but what about the valuation? 🤔

@DividendGrowthInvesting 2 года назад

O currently has a 19x Price/AFFO which is a bit on the higher end, but you tend to see O demand a higher Price/AFFO.

@dustindodge5974 2 года назад

I don't know their historical AFFO average, but I know it's higher than the sector. Reminds me of how MSFT is always slightly overvalued, not a big deal when you sell overvalued too (with hefty gains).

@DividendGrowthInvesting 2 года назад

@@dustindodge5974 Hey Dustin! I view O similar as KO. KO has always demanded a higher PE. Great companies like O, JNJ, KO etc.. always trade at a bit of a higher valuation.

@sologeorgio 2 года назад

hey good video , what if you buy the 20 top stocks that O is holding ? buy 1 share 1 stock all 20 stock and see how you do in 1 year ? or we can go back and check for the last 10 to 20 years how the top 20 stocks have done and if if what is better to own 100 stocks 1 share of each ? or to buy 1 etf and buy 100 shares of that 1 etf . ? or if we buy 100 share of 0?. this is my way of investing and to be honest with you i feel safer think of it like an etf but you are that etf . would be cool to see after dividends and after years how they do .

@DividendGrowthInvesting 2 года назад

Yeah that would be interesting to compare the results. That’s why I diversify because you never know what the future will hold

@karlbe8414 2 года назад

Real -Tee, not "Real i ty" Income. Thanks for the review, it makes me feel better about my oversize positions in O. 8 more this morning.

@chaddangler2046 2 года назад

I honestly have been tossing around the idea of adding this to my portfolio. I've switched to a more ETF heavy porfolio, but I feel comfortable adding this to my portfolio over VNQ. It just seems like the vastly superior option at this point!

@DividendGrowthInvesting 2 года назад

Well they are not necessarily apples to apples VNQ and O. If you were only going to go with the one, VNQ is objectively the more conservative one. I see O as almost its own retail ETF so I love having it in the portfolio with VNQ.

@ewlinitis 2 года назад

Guess you love paying those fees

@Mco11111 2 года назад

@@ewlinitis What do you recommend? How much fee do you consider a lot? What do you think of SCHH as alternative? I usually go directly owning the stocks that i feel are at a good margin of safety, VNQ under 85$ is my range

@rrad3926 2 года назад

I like O. Thanks for the deep dive on this stock! Look forward to more.

@DividendGrowthInvesting 2 года назад

Thanks for watching!!

@OnTheChainwax 2 года назад

I actually trimmed and want to rebuy at 50-60 in my taxable account. Maybe a foolish move, maybe I get my way.

@DividendGrowthInvesting 2 года назад

Might take some time, but that would be an amazing price to get it at!

@ImEddy92 2 года назад

If it gets down to that I'm loading up a bunch. Long term hold and began selling covered calls on my current shares. Love it

@billyjohnson9166 2 года назад

Your timing the market and you know how that turns out

@MisterHeartMusic 2 года назад

Some things in life, I don't understand. Why did you trim?🤔

@josephstover4736 2 года назад

I'd readjust to 62-68 but that's just me. It looks to be coming down from 72 last I checked so just hang patiently. Best of luck

@julioerodriguez6097 2 года назад

Realty Income is one of my main positions. I love Realty income monthly distributions. Great video, Thank you!

@DividendGrowthInvesting 2 года назад

Such a great company!! Thanks for watching Julio!

@jaystreasure 2 года назад

Do this same video with SCHD, realty income and VOO

@DividendGrowthInvesting 2 года назад

Noted!

@baileyembry6057 2 года назад

Great Video

@DividendGrowthInvesting 2 года назад

Thanks for watching Bailey!

@kc8txw 2 года назад

Loved the video Jake. I love Reality Income

@DividendGrowthInvesting 2 года назад

Hey James!! Long time no see! Thanks for watching!!

@kc8txw 2 года назад

@@DividendGrowthInvesting yea been in Canada with limited Internet

@dazza9859 2 года назад

I love it too Jake.But it’s real tea income.It’s Realty not Reality.

@DividendGrowthInvesting 2 года назад

lol yeah I always say it wrong.. my brain shuts off after about 8 hours. Hope the message still got across.

@jakubkaplocky8534 2 года назад

The only problem for me is 275.19% payout ratio, that is just huge

@josephstover4736 2 года назад

It's a REIT so you don't measure payout ratio like stocks. Look at AFFO and free cash flow instead.

@DividendGrowthInvesting 2 года назад

They average around an 80% payout ratio (normal for REITs)

@DarthDividend 2 года назад

Great video!

@yuriymuzyka9741 2 года назад

Hi Jake What % of portfolio would you recommend to keep in O ? Thanks

@DividendGrowthInvesting 2 года назад

Hey there! I personally could see a case to having O be 5% of your total portfolio. O makes up 2.5% of my total portfolio (one of the largest individual companies in my portfolio).

@yuriymuzyka9741 2 года назад

@@DividendGrowthInvesting Thanks. I am thinking about buying O for a long time.

@mr.financial 2 года назад

I view REITs as part of my RE portfokio and I like to keep them at a good hunk of my net worth. Reasoning behind that for myself is RE has been one of the best performing asset classes over the last 100% and I haven't seen a reason to think otherwise.

@david.b4798 2 года назад

thanks ! awesome video

@DividendGrowthInvesting 2 года назад

Thanks for watching David!

@sebastianlucas704 2 года назад

Any thoughts on SPHD?

@DividendGrowthInvesting 2 года назад

I personally think there are better options out there. I like SCHD/VYM. If you absolutely want monthly, I like JEPI.

@Malaphisis 2 года назад

My girlfriend likes her O

@DividendGrowthInvesting 2 года назад

My wife and your gf would probably be friends :)

@lengerer 2 года назад

I would rather invest in actual realestate. You get the income (rent) the capital growth and tax deductions/depreciation. Once you retire, swap to a reit/dividend etf

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