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Let's talk REITs

Posted on 9/1/20 at 11:56 am
Posted by RussianFromLSU
Baton Rouge, LA
Member since Nov 2014
192 posts
Posted on 9/1/20 at 11:56 am
Which ones are you investing in and what kinda predictions are ya thinking?

I've been heavily investing in :

- O
- NHI
- MPW
- STOR
- AVB

Hard not to with such nice dividends and in some of them are nearly half the price they were pre-COVID.

I plan on holding them all for at least 24 months and then dumping once the market goes back up as well as using them to do some cash covered calls once I'm ready to sell.

Gunna use them to buy me a nice M5.
Posted by TigerintheNO
New Orleans
Member since Jan 2004
44093 posts
Posted on 9/1/20 at 12:12 pm to
Sabra Health Care & Iron Mountain
Posted by Drunken Crawfish
Member since Apr 2017
3883 posts
Posted on 9/1/20 at 12:21 pm to
Totally ignorant of REITs, but I was talking to a friend who put some money in a few and said he had issues with selling. Is there anything special about selling/liquidating holdings?
Posted by dirtsandwich
AL
Member since May 2016
6465 posts
Posted on 9/1/20 at 12:25 pm to
quote:

Is there anything special about selling/liquidating holdings?

Some are publicly traded so no issues with selling. Other are non-publicly traded. For some of these, liquidating can be problematic depending on several factors.
Posted by PlanoPrivateer
Frisco, TX
Member since Jan 2004
2926 posts
Posted on 9/1/20 at 1:31 pm to
I am normally a buy and hold type of guy. However, I have moved in and out and back in on O. I've commented about in before. Triple net leases, monthly dividends with a good yield and if I remember right they stay away from malls. I didn't go back to check to see when I first purchased but I sold some of my shares earlier this year at $75.96 for a 50% profit. Bought back 200 shares at $45.10 on 4/3/20. I have an alert set to look into selling some if hits $68. Oh yeah, they have been slowly raising their already good dividend.
Posted by zephry801
Member since Dec 2017
436 posts
Posted on 9/1/20 at 2:32 pm to
EPR
Posted by Privateer 2007
Member since Jan 2020
7694 posts
Posted on 9/1/20 at 2:51 pm to
I invest in IRT (Independence Realty Trust).

Nice apartment buildings. In areas like Tampa, Louisville, Atlanta, Charlotte, etc.

Ppl are going to be leaving the NYCs, SF etc.
Work remote.
Many REITs are heavy in these areas.

I'd tread carefully and avoid REITs with holdings in high price locations.
Posted by white perch
the bright, happy side of hell
Member since Apr 2012
7569 posts
Posted on 9/1/20 at 9:02 pm to
NYMT

Buy the fear
Posted by SlidellCajun
Slidell la
Member since May 2019
15946 posts
Posted on 9/1/20 at 9:19 pm to
so much question about commercial real estate right now.

The debt loads are high and I'm hearing a lot of talk about a coming collapse in the commercial sector.

I'd steer clear with few exceptions.
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