REIT

wanmoar

Amazon Andrew Peller - Canada Gamehost - Canada Choice REIT - Canada CAE - Canada Thomson Reuters - Canada Sumitomo Mitsui - Japan Mitsubishi heavy - Japan Qinetiq - UK Quartix - UK XPS Pensions - UK

fantasyfootball1234

It appears that most gold etf such as (GLD) would not be considered compliant with AAOIFI standards. iShares MSCI World Islamic (ISWD) is a global equity market cap weighted index fund that screens companies for being Shariah-compliant SP Funds Dow Jones Global Sukuk ETF (SPSK) holds Islamic Bonds that are structured to avoid interest. Provided that a REIT doesn’t use excessively high leverage, rental income from most publicly traded REITs would be considered Shariah compliant because 1) it’s payment for usufruct (use of an asset) and 2) doesn’t accrue interest.

Dampish10

Nexus REIT... bleh man.. why.. its payout ratio is so high compared to other REITs like NET-UN (QSR/Gas/Retail REIT).

Interesting-Run5977

A Real Estate Investment Trust (REIT) is a company that owns, operates, or finances income-producing real estate, allowing individual investors to buy shares and earn a share of the income from large-scale properties.

JoeyVottoS

My boring ass REIT is the only thing in my port that is green today Rip bull anus. And mine too

Logical_Idiot_9433

Cash and land purchases. No index tracks land purchases except some REIT.

provider14

Can you buy a dumpster for $1k? Maybe with a co-signer? I'm seeing an opportunity for an entrepreneur - form a REIT buying dumpsters, and renting them out behind Wendy's. Hell, maybe franchise them as well as renting. You've clearly got your finger on the pulse of your potential customers. You'll be Emperor of Tendies in no time.

ChairmanMeow1986

Good first year, looking good! You've probably considered this, as you talked about keeping a cash position in REIT's and bond ETF's for an income earning cash-position, but the main thing I'd be cautious about is a market wide down turn if you have too much capital tied up with CSPs and assigned positions. Not a problem in a bull market, but a sharp market wide drop followed by a down trend could leave much of your capital positioned where you can't profitably sell CC's above your cost-average for long periods of time. At that point you have to wait for it to stabilize near a local bottom and hope it's a good time to average down or, 1. have a much smaller amount of income generating capital as you hold your stock picks through a bear market. So you really want to make sure the majority of your holdings are going to be something you will hold if it's down 30% in your portfolio one day. 2. Be willing to selling CC's where you might be realizing increasingly large losses. 3. Choosing a point to realize losses out right selling in favor of cash position. This is the one that tends to really damage Trading Portfolios and potentially walk back years of compounding returns. I do like most of the tickers you listed (besides UNH and LULU) for long-term investing though. Thanks for sharing in such detail! Yeah other markets; commodities, crypto, futures, metals, currency etc can wreck you if you're not familiar. I mostly stick with equities simply because I understand that market best and have had some singed fingers in the past as well lol. Little curious if you remember what happened in February? I understand you we're probably just finding your feet Trading with real money, just curious on what happened/lessons learned?

theprinterison

Everyone going to be red except Berkshire and REIT’s.

MagnesiumKitten

At least with a REIT you can sell property in one day

skilliard7

Its called stabilized net operating income, I'm surprised you haven't heard of it if you work for a REIT.

Nemarus_Investor

Brother I work for a REIT. I know the math. Please show me the calculation for using occupancy rate to derive market price. I'll wait while you realize there isn't any.

SoCallMeDeaconBlues1

Don't sleep on RE. Here's my thinking on that. 1. The number of people in the world: up. (it fluctuates now and then, but generally over recorded history, this is true.) 2. The amount of land in the world: constant. 3. People need somewhere to live. 4. Historically, landowners have always had power, especially during times of unrest and economic uncertainty (as long as the government doesn't just take it from you). In some way shape or form, owning land provides that power. 5. In the end, if shit goes south, I've got enough property to grow my own food, make my own electricity, pump my own water, and raise my own livestock. It's a bit of prepper mentality; through the ages this has always resulted in some amount of personal freedom, except this time, with guns. 6. As always, the three L's will always apply to real property. If you get the 3 L's right, given enough time, its value will always increase faster than currencies devalue, and in some cases by quite a bit. I'm not necessarily talking about a homestead, but it certainly applies. If you can't afford to buy real property outright, REIT's can work too.

mithyyyy

they did a pretty good report on iron mountain REIT a while back

TheYaINN

TL;DR full port into REIT and precious metal calls for 2027 and bring home millions.

Familiar_Potato1244

Hi, the pivot to India (specifically Excon Bangalore) is a strategic move to lower the risk from the Chinese property sector. India is spending billions on green infrastructure right now, and RETO already has the REIT equipment ready for that market.

Acceptable-Alarm8611

Check out AHR, it’s a REIT that focuses on senior housing and other senior medical services, in the US and the UK. With people living longer it’s seems like a good bet. I own a small position in my Roth.

koerim92

If you dont own any real estate you can invest some in a REIT (real estate investment trust) to further diversify

crashorbit

Anyone who tells you which are the best is guessing. Investing is gambling. Big Index ETF are a good choice for long term investment. All the big firms have ETF in each of the categories. These are some Vanguard funds. Real estate backed ETF: - VNQ US real estate REIT - VNQI Global real estate excluding the US Stock ETF - VOO S&P 500 - VT Global total market - VXUS Global total market except for US Do your research.

kostac600

here’s my allocation: 25.81% 7.66% 30.29% 27.31% 8.94% fixed. cash. US. ex-US. other: Gold, BTC, REIT It’s been working great until yesterday.

bungholio99

It’s not only about the US…it’s about sector rotations and having almost no upside…and even bigger currency downside… Single Stocks will be difficult and a lot peaked while not having positive Data to support it… It’s time to sell volatility, at the end of a cycle and create cheap cash, to re-invest, while Bonds also get you 4-6% and euro bonds are favored. Setting at trailing lose at -20% does compare how to a 10-12% yield from covered calls? Also as an europe investor -20% and -5-10% FX will add up, selling doesn’t protect from FX. Broad income to wait for the dip, active mangement to keep up and quality stock picking. I got out during the last few months of China, REIT’s, hedge funds and S&P Dividend Stocks an rolled it into income, now got 0.75% monthly payout and can wait for the dip, like yesterday where i can deploy cash..

Agitated_Medium5844

You're far too conservative as a 36 years old. I would recommend looking at an amalgamation of bitcoin, gold, foreign index, and REIT's for your 40%. As far as tolerating market volatility, the answer is not what you think, it's spiritual. You have to cease seeing the 401k as something you control and turn it over to your higher power. If you believe, you will be rewarded. You won't worry about which way the wind blows because you just know.

Altruistic_Emu_146

VOO, QQQ, REIT and some high quality bonds, dividend ETFs or VXUS

Pretend-Reality5431

REIT divs are generally taxed as ordinary income.

Raise_A_Thoth

I'm invested in a REIT fund investing in my state that generates 9% dividends. It obviously carried *some* risk and isn't guaranteed forever but that's one path. Maybe a bit optimistic seeking 7% without any risk but at 29 everyone should be open to at least a little risk, especially short term risk.

Raise_A_Thoth

I've found some C shares of a REIT paying 9% dividends. I'm putting 1/3-1/2 of my savings for a future home in that as a good interest income and a hedge against my local housing market, as the REIT is in my state specifically. You can get CDs to generate around 3.5-4%. I think 7% is pretty doable, maybe slightly optimistic without taking *any* risk.

pickledough

Greenland REIT stock when?

CFDsForFun

Having read your comments, I’d go maybe WMT, JPM and maybe a REIT? Stuff not tech related

ConversationNo5409

Which REIT s you hold?

Seth0351USMC

I personally like REITs for this reason. I look for companies with little debt so if interest rates climb, they arent struggling to pay their debts (over leveraged) with good revenue, profit margins, etc. If I have a REIT paying 6% a year in dividends and the stock price is in the red 6% then I am technically even if there is no change to the price in a year. If the price increases 6% then I am in the green 12%. REITs have historically out performed the sp500 (and so has gold for almost half of the last 50 years). The stock price tends to be more predictable with REITs too. There are regular price swings up and down that seem to be easier to predict IMO. Take APLE for example, they own 109 hotels and lease the hotels, mostly to Hilton, and pay you a cut of the profits in order to get tax advantages over other companies. Dividends sitting around 8% now with little debt and good cash flow.

DependentPen4908

I would add that APLD could become a REIT with very high potential for distributing profits to shareholders.

Freedom-Of-Trades

Structure the purchase as an REIT and sell shares in a Greenland IPO. Simple really.

baboolsindahood

Idk VOO is not what it used to be. You think you're diversifying but its not what you think. You're actually over 1/3rd in tech. Thats similar to the dot com bubble days. VTI is more diverse since its all the stocks. I think today you should also consider commodities, crypto, and REIT etc, possible hedges against the USD to truly diversify

smarkman19

Main issue is where they draw the line between “normal investing” and “financialized bulk buying.” If they target entities above a unit or dollar threshold, homebuilders selling to end buyers (DR Horton, Lennar, even custom builders like Schumacher Homes) and small landlords/house flippers likely get carved out. The fight will be over LLCs and REIT-style structures that hoard hundreds of doors in one metro; expect loopholes via partner funds and JV shells unless they ban ownership at the fund/beneficial-owner level, not just the titled entity.

mediocre_remnants

Investing in real estate or a business is a job. These aren't passive investments. Anyone who claims real estate is a passive investment is lying to you, there's nothing passive about it unless you're talking about a REIT. I personally have zero interest in being a landlord or being directly involved in someone else's small business. That being said, I earned a high income in my career and retired early because I was investing a significant amount of money outside of my 401k. Except, I did max out my 401k and invested everything left in taxable brokerage accounts. My taxable accounts are worth about 4x what my retirement accounts are.

explorer_soul99

Running your picks through the data: **Price Position:** | Stock | Price | 52w Low | 52w High | Above Low | |:--|:--|:--|:--|:--| | NBN | $106.75 | $49.07 | $117.66 | +118% | | MU | $339.55 | $61.81 | $343.95 | +449% | | OHI | $45.14 | $27.54 | $46.36 | +64% | | UHS | $208.39 | $150.12 | $245.92 | +39% | **Quarterly Financials (Latest):** | Stock | Revenue | Net Margin | Trend | |:--|:--|:--|:--| | NBN | $80M | 26.7% | Stable | | MU | $13.64B | **38.4%** | Up from -26% in Q1'24 | | OHI | $310M | **57.7%** | Improving | | UHS | $4.5B | 8.3% | Stable | **Your thesis validation:** 1. **NBN** - You said "strong earnings growth, low P/E." Margin is solid (26.7%), but stock already doubled from 52w low. 2. **OHI** - REIT with 57.7% margins. Only +64% above 52w low - hasn't fully run yet. Your thesis checks out. 3. **MU** - Your call on "RAM bottleneck for AI" is playing out. Margin went from -26% (Q1'24) to +38% (Q4'25). Near 52w high now. 4. **UHS** - Healthcare exposure with 8% margins, stable. Conservative pick but only +39% above low. **Best "value" left:** UHS at +39% and OHI at +64% above lows vs. MU at +449%.

Kanolie

You realize that Blackrock has $10 trillion in assets but only a $166 billion market cap because they don't actually own those $10 trillion in assets, right? They have no claim to the earnings of those companies because they are asset managers, not owners of these companies. Blackrock "owns" 6% of Apple, but when Apple pays a dividend, they keep none of it and pass it along to the actual owners which are their clients made up of individuals like you and me or institutional investors. Blackrock doesn't make money from investing, but from collecting management fees for other investors. If I personally spend $1,000,000 investing in a REIT fund with Blackrock that holds companies that buy single family homes, is that an institution investor buying these companies, or is it me? Furthermore, I still don't personally own any of the underlying assets of the companies that the fund holds, so it's just factually incorrect to say that by spending $1,000,000 on a Blackrock REIT fund that I am buying up single family homes.

Vandamstranger

It's a REIT...

faithOver

It happens. It’s just regulatory capture. You’ll have to be a Landlord/REIT or something. There will be house size loopholes. He will make someone sell 100 houses at a discount to make a show of it.

beautiful_my_agent

A 2% yielding REIT that has 70% gains in the last 12 months. Healthcare focused, humans won't stop getting sick!

beautiful_my_agent

ARCC is an REIT that has paid 9%+ the past 10years.

Hopeful-Air6110

A REIT that focuses on gaming/casinos. Has tenants like MGM, Ceasars entertainment, etc…

dvdmovie1

"I hope my posting doesn't feel cheap, because I used AI to help me formulate it." No, that wasn't an issue and you used ai to *help* formulate it. The issue I have with AI is that you get all of these threads with clickbait titles which - why do you need people to click so badly and it makes the sub look like a terrible blog some days. People just wanting to talk their bags up which is a lot of what this sub has become. If someone uses AI in part to fill out a thoughtful discussion of a stock/do research okay, but a lot of it seems like "ChatGPT, make a case for (fill in the blank stock) and really sell it." "Sorry if this subreddit is not the same for you as it was once... " I think it's investing discussion on Reddit in general, although it's more an issue here. It's less back-and-forth discussion and people looking to learn (I'm older and I'm still looking to learn/believe investing is a continual learning experience), it's more everyone talking their book - and so many people's books look like variations of one another. There are so many threads that have "clickbait" titles now, thanks to AI - which also wrote the post. People are more looking to dunk on each other than ever before, which I think over the long-term leads to gradually less and less discussion. People don't want to hear even constructive criticism anymore even when they ask for what people think - in so many instances saying something even neutral about a stock seems equivalent to talking bad about one's favorite sports team. It's not "growth stocks bad" either - I'm not coming from the perspective of a value investor or something - but there's really become almost a Reddit hivemind portfolio of a dozen or two popular names and there seems to be this reluctance to look beyond that. Some of the best growth stocks in the last couple of years I've rarely seen mentioned on here. Instead, there's so much "collect em all" and discussion about Mag 7 names every day. I turned off CNBC years ago, if I wanted discussion of the most household names only and not much beyond that I could go back to watching that. There was always a focus on whatever the most popular couple dozen stocks are at any given time, but in recent years it feels like that's the majority of discussion. Reddit used to be more about idea generation, now it increasingly feels like people just copying from the list of most commonly discussed Reddit names at any given time. Sometimes people think they need an income name and if someone logged every time a REIT has been mentioned in the last 5 years or so on here you'd probably get Realty Income/O mentioned 90-95% of the time. Something gets mentioned enough on here, people don't want to research to see what else is out there and just copy each other. "investing strategies/philosophies?" There's really primarily been one strategy on here for a little over 5 years and it's only gone more in that direction in the last couple years. Anyone doing anything even moderately different/interesting is a joy to find but also seems like it gets little/no response. "lol yeah... But would be kind of the point of the platform... people might get a reality check, when seeing how difficult it is to estimate uncertainty." That's fair, you're right. Also, I don't know why this thread was taken down. Thanks for the reply.

momijidream

You’re thinking about all the right things, but I’d be careful about adding complexity just because it sounds smart. VTI already has REIT exposure and you’re already getting EV and AI growth through the total market. Bonds don’t hurt, but they’re more about emotional stability than returns at your age. Before adding new investments, I’d honestly just fix the terrible HYSA situation. BankTruth makes it easy to see which ones are actually paying decent rates.

BobtheChemist

maybe a mix of VOO, QQQ, VIG, perhaps an international fund, REIT fund, or other bits. I picked a mix of about 5 funds and it got me to retirement early. Your results may vary.

Asleep_Emphasis69

Individual tickers in my roth at <5% of account: SBET, LVMUY, MSTR, NBIS, REIT (yes, this is the ticker), IONQ... Looking to add: INTC

Fluffy-Structure-368

I lived through both, but I wasn't investing much in 2000 and I didn't really understand the markets. In 2008 I was working for a publicly traded REIT. I would say, the investing sentiment was strong and positive going in. However we were starting to see cracks. The 2007 housing market was definitely starting to cool with our sales trending down and the phones weren't ringing like they had been. Houses were on the market longer and foot traffic was declining. Not terribly, but the market was still roaring like things were on the upswing but the numbers told a very different story. I don't necessarily feel like today is similar to either 2000 or 2008. Back then the markets were more speculative and small companies were getting wild valuations. I think the issue today is.... were facing a scenario were amazing technology is going to displace millions of workers in the next 5-10 years. If so, where is the money going to come from to buy the products to keep the economy rolling? I just don't see a good outcome in the long term.

MileHighManBearPig

~18% I’m invested in 60% SP500, 15% EuroIndex, 15% mid/small cap, 5% REIT, 3% Bonds, 2% EMG

alberto_pescado

I'm assuming property because an REIT is an equity..

Weldobud

I’ve been watching GIS for a long time. It’s not gone anywhere except down and then stays in the $45-50 range. Dividend is good, although it’s very unclear if there will be any stock market rally anytime soon. If you are happy to wait VZ is an option too. Or a REIT like VICI, O, ARE give dividends around that range. Worth a look.

Wild_Following_7475

feedback or enrichment. REIT is 50 basis greater than Vanguard

nsozkncjso

Just petitioned my employer to add the Truth Social Red State REIT to my 401k options

d33p7r0ubl3

I asked ChatGPT for a Wellness ETF and it gave me WELL, which is a REIT. Puts on AI slop

windowbox9152

There are REITs like Really Income Corp, the original REIT from 1974, has always paid it's dividends, never canceled, never reduced. So far in 2025 the stock price has been stable, trades mostly in the $50-65 range. There are also natural gas and oil pipelines that pay reliable dividends: ENB, EPD, ET, KMI, MPLX, OKE. These are places to park your investment funds that offer better returns than bonds.

Jolly-Professional57

Yeah, looks like a pay as you use rather than chat gpt monthly type. You basically buy their tokens so they get cas up front then use to pay for the ai you use In a way qumulus reminds me of an AI REIT. They have the power and the servers. They also can lease space as you need. Big boys like Amazon Google and them are blowing up on power costs of AI. Qumulus goes public, shows it works. The giga tech firms whose ai isn’t golden yet will see the money they saw on power and use their server farms

MoneynRacks

I will look into those dividend aristocrats and decide from there. One thing keeping me from REIT's and MLP's are the tax implications, but I am not 100% sure on how those work, so I'll do some research on those. I just want to maximize value long-term. And good advice on the S&P. I may be overthinking that one haha. Thank you!

D_Pablo67

Here is a list of great non-tech companies I own long-term: Goldman Sachs (GS), a top investment bank. Federal Realty Investment Trust (FRT), a REIT and dividend aristocrat. Realty Income (O), a REIT and dividend aristocrat. Comfort Systems USA (FIX), a great midcap industrial that manufactures air conditioners. East West Bancorp (EWBC), a specialized bank.

chaotic_world

Great (and rare) to see the honesty, whenever I see anyone ask about a managed fund... my first thought is "why don't you just mimic the portfolio?" and save the fees. Don't get me wrong, I do see the convenience of funds and the "set and forget" approach. OP's original query and risk tolerance doesn't seem to comport, where is the HIGH risk tolerance and aggressive growth in large cap? Perhaps there is room for growth and I'm being a fool again, like I was when I was told I should mine and buy BTC. Real gamblers are going to search for the diamond that pops a 1000%+ years gain off a penny stock. Less risky, search for the undervalued solid stocks (in my case/opinion consumer cyclical like CAG, KHC, possibly KO... REIT ABR, likely not O right now). The first two seem to be in limbo at a very attractive price, adding a bit of the IRA into more CAG and ABR in the next week. \*\*\*I am not a financial advisor, just an idiot with too much confidence and a bit of Dunning-Kruger\*\*\*

ooky_pooky

That's a REIT based in Vegas right?

The-Prestige-1825

VICI. short the REIT that owns the land under nearly every Strip casino. If Caesars files for bankruptcy, you'll make out. If you're too early, you'll go broke waiting. Or, walk into Caesars with the same "investment" funds. Put it all on Black at the Roulette wheel. (Always bet on Black.)

Own-Character395

I don't know that there will be a crash. I don't know that there won't be. I am certainly moving my portfolio to a defensive position, increasing bonds to 40% and increasing foreign stock and defensive equities (healthcare, staples, mining, energy, REIT and utilities). But I'm also staying 60% in equities with a third of that in the S&P because there might not be a crash

Dr_Phil_Has_A_Huge_D

Buncha -steins here on the REIT game, huh?

Day-Chicken

CMCT is the best undervalued REIT stock. This will run. Spikes and volume surges are telling the story. Lots of retail support here.

greytoc

It's a very respectable model. But I don't know how you would simulate the alt investment sleeve of the portfolio. Is the REIT and emerging market portion of your allocation model meant to substitute for the PE and alt portion?

Great_Molasses_4601

So honest question, what do yakl think about ONL now that it broke its weekly high of 2.13 today? I'm betting it does the same spike tomorrow to 2.15$, and honestly I'm hoping that its gonna remain a trend up to 3$ before pulling back. It was massively oversold for cutting their dividends to restructure their asset portfolio to more popular assest, like labs, and warehouse. I also want to mention that it was speculated to be 86% undervalued due to the vague categorization of being a Office REIT when they are more expansive then that, and run by the former founder of capstone; which was a huge company during the Housing boom indicating that they are far from amateurs in this market.

limestone2u

Because I do not like all the dross that is in an index fund. Pretty much also true for CEF's, BDC's, and REIT's. And I think I can do just as well if not better on my own.

JimmyMcTrade

Did a panic trade yesterday. First one in a while and feel dumb so i'll confess. Buddy sends me 6 minutes of voice messages about ARE (REIT ETF) and how it's at all time low and how it will bounce. FUCK IT. I threw 7k in $50 calls 300 days out (sitting at 46.5). To my surprise, my lowball order (limit) hit and immediately saw a loss of like $500 cos the trade after that had the contracts at like 50 cents less. Then the ETF went down another 2%. I was now down like $750 in minutes. I got super mad and got all upset so I set a sell at 10c above what I bought. The stock reversed and climbed back up, my position closed and it kept going up and ended +30 cents above my purchase. It was stupid cos it's 300 days out and it was 2% move. I was just revenge trading cos I was mad at my mistake of setting my limit buy too high. All in all, lost $140 I think. At least I'm not the iRobot guy.

dvdmovie1

There's also countless other, better healthcare companies than a company that has done horridly over both the short and long-term that has a lousy track record with M&A including about 5.4B on GBT (whose drug was eventually pulled) and getting bid up by NVO recently for MTSR. PFE on here feels like it's the healthcare name so many people go with simply because it's the healthcare name they've heard of. It's like O and REITs - if someone mentions a REIT on here there's about a 90% chance it's that - people just going with what they read everyone else owns.

Icy-Nefariousness424

The stock has gone from $45 to $4.34 in a year. That's typically what happens. The trust only has 14 properties in it and the company claims to be an office REIT but has multi family properties making up 40% of its portfolio and they're all on the West Coast. They probably tried to entice investors with a higher than sector average yield but ended up paying out distributions by having to sell more shares or sell assets which is why the NAV eroded so badly and quickly. A good REIT is usually very large and will have a payout of between 2.5 and 6%. Not saying they can't go higher but you usually won't get price appreciation or dividend growth either.

BasicPerson23

An *office* REIT? No thanks.

CadeCumminhand

If GIPR has volume tomorrow, it’ll be a GAPPER. Rate cut REIT play

PalpitationSmooth992

REITs will outperform tech next year stop buying stocks that already pumped the whole year start buying stuff that has underperformed I dumped all my S&P on monday and now my largest holding in my roth is COLD which is up 10 percent today that is nuts for a REIT

PalpitationSmooth992

everyone talking about AMZN up 1.5 and my REIT COLD I loaded my roth with at 11 is up 10 percent

Due-Papaya-6217

AHT has started moving! A low float REIT on a rate cut? Yes please 😋

Due-Papaya-6217

Watching $AHT, another low float REIT which could double with the rate cuts. https://ashfordhospitalitytrust.q4ir.com/investor/news/press-releases/press-release/2025/ASHFORD-HOSPITALITY-TRUST-ANNOUNCES-REVIEW-OF-STRATEGIC-ALTERNATIVES/default.aspx

Then-Vermicelli6075

Honestly, for a 65 year old planning to stretch a million over four decades, that mix is a little spicy 😂. VTI and VOO together is basically double dipping into the same basket, and throwing 10 percent into GME at retirement age is like saying “I like adrenaline more than stability.” If you’re trying to keep growth while still giving yourself room to breathe, most people your age end up shifting closer to something like a 60/40 or even 50/50 blend once withdrawals start. Not because bonds are sexy, but because sequence of returns will humble anyone depending on their portfolio for income. The REIT slice makes sense though, especially VNQ, as long as you’re ready for the volatility that comes with it. If you want a second opinion that’s actually tailored, I got a ton of value chatting with alann capital when I was reworking my own long term setup. They’re pretty practical and won’t push anything weird. You can just google alann capital . com if you ever want a more custom breakdown. But yeah… maybe keep GME as a fun one percent instead of ten and call it a day.

Bent_Brewer

Which still won't pull them out of the hole they voted for. They'll manage to stay treading water long enough for, who was it? JD Vance, and his [Acretrader](https://civileats.com/2024/09/18/jd-vance-invested-in-acretrader-heres-why-that-matters/) REIT? Oh, look!

jauch888888

For 27, you're actually in a great position. Your savings rate is solid, you’re investing consistently, and your debt is manageable. The main thing I’d adjust is diversification — having 30k in a single REIT (O) is a big concentration risk. A smoother long-term approach would be: • keep VOO as your core • keep QQQI as a growth tilt • reduce the oversized REIT position over time Your strategy is totally fine for long-term retirement as long as you stay diversified and keep that savings rate. Voila

Great_Molasses_4601

ONL is 86% undervalued as a office REIT, and is actively paying dividends around a 2$ price; which is almost unheard of. BTLCY is also marginally undervalued, but easier to swing trade; and pays a significantly higher divedend yeild in a undervalued market. Aswell as BTLCYs portfolio was overall labeled by wallstreet for being "lean and mean" in its reliability against future headwinds.

dvdmovie1

In terms of your investing direction, it's way too income oriented for your age. Growth should be the priority imo and if something happens to offer dividends great but that large a % in Realty Income (it feels like whenever someone mentions a REIT on Reddit, there's a good chance it's that) feels dividends for the sake of dividends and is way too much reliance upon one name. O's trailing returns are not that compelling imo, either: https://www.morningstar.com/stocks/xnys/o/trailing-returns I think you're doing well broadly and congrats on that but in terms of your investments I would definitely not devote that much to income-oriented names. QQQI too.

OpeDefinitely

Been on my mind for a long time but implementation is tricky. The only practical way I've thought of to make it happen is to create broad sector REITs, but that focus on individual markets. That way, each REIT is practically a slice of its focus area's local economy.

trippwmcd3

LOL. What? "Cash flow is not a suitable valuation metric for US REITs." Cash flow is the primary valuation metric. FFO and AFFO are SUPPOSED to be quick & dirty proxies for cash flow. That is the case for almost all REITs, except MPW which reports a NFFO inflated by more than 50% with non-cash straight-line rents. No other REIT reports such a massive amount of fake, non-cash revenue (i.e., Straight Line Rents or SLR). In MPW's case, the SLR is driven by absurd assumption that insolvent tenants will pay the inflated rents through 20-40 year lease terms. MPW even includes option periods in that calc! Given junk credit and sky-high odds of default, MPW's leases never make it through full lease term. Just look at the 5 YR probability of default approaching 50% for CCC credit in latest S&P study to gauge the absurdity of MPW's assumptions. Beyond the SLR, MPW also funds loans to these tenants so they can pay rent. These loans are then slowly impaired. But neither the loan support, nor the capex and other cash outflows ever make it into AFFO calc. Which is why you have to look at cash flow statement from audited financials. OP is badly mistaken. And this whole thing is a scam to draw in naive retail investors. [https://www.reit.com/glossary/funds-operation-ffo](https://www.reit.com/glossary/funds-operation-ffo)

trippwmcd3

I've seen a bunch of desperate non-factual posts in the past few years since Aldag has "pivoted" to paying social media sock puppet accounts to pump & dump. This one is up there based on OP's laughable confusion with basic REIT metrics in comment section. I guess OP's posts from last September didn't stick...wonder why so many get removed? This is an obvious fraud to anyone paying attention.

blaaaaaaaam

Why not buy a REIT?

Great_Molasses_4601

Your right no penny stock comes without a risk, however if your concerned with my picks I cant give you a list. MBOT (accumulating for possible profitability next year goal being 4$+) PLBY, My retail pick that broke profitability (found at .89 selling 3$×+) BTLCY, for a reliable and stable REIT with plenty of cash on hand; and prime tenants (found at 4.55 selling 5.10+) DFLI (found at .25, selling 2$+ innovated EV batteries for larger vehicles; and was recognized by both the trucking and battwry community for its innovations with their products) FEMY (found at .75, selling 1.10$+ Innvated Feminine OBGYN care currently going without much contesting in their market since IVF fell) ONL (found 2.10, selling 2.40 REIT thats pays divedends that has a ceo thats a natural to flipping REIT companies; and was confident out valuing a buy out offer they recently turned down) IVDA a data center in arizona thats the easiest of the states data centers to be put on the market (found at .65 selling 1.10$+) Less then 10$, but not penny stocks Nokia (Divdend paying services company. riding out till end of its billion dollar nivida contract in 2026. Found 5.50) Adt (dividend paying serives company. riding out till end of google contract in 2026. Found at 8.15) Overall a services company being out of debt with high institutional/ceo ownership, doesn't mean they have a for sure way to secure profits.

Historical_Low4458

That plan was my original thought as well. I'm not anti-dividend as some people in these threads (I have SCHD/SCHY in my IRA, an income fund in my 401k, and my taxable is almost all individual dividend stocks), but rather the specifc REIT and sector fund you selected as why I would put that 20% into FXAIX combined with you being mostly risk adverse.

ImprovementMain7109

You’re overfocusing on “dividends” and underestimating how nasty some of these names are. AGNC in particular is a highly leveraged mortgage REIT that’s been a long term wealth destroyer once you include all the dilutions and price declines. I used to sit in meetings where people pitched these for “income” and the total return chart over 10+ years basically killed the story every time. If you want moderate risk, that’s not it. At 28, the big levers are your overall stock/bond split and savings rate, not slicing into 6+ buckets. Something like “80–90% broad stock index, 10–20% bonds” is already a complete, moderate-risk portfolio. You’re basically at ~95% equities if you treat REITs as stocks, so your risk is already high regardless of the word “dividend.” VNQ/NNN are fine in small size, but now you’ve got 20%+ in REITs if you count AGNC, which is a big sector bet. If it were me: drop AGNC entirely or cap it at a tiny “fun money” slice, shrink REITs to maybe 5–10% max, and keep the rest in one or two broad cheap funds (S&P 500 or total market, plus some international if you want). That gives you tech exposure automatically without betting the farm on it. And separate goal: any money you need for a house in the next ~5 years should probably not be in this portfolio at all, more like HYSA / short term bonds.

looool_k_libtard

As a dividend REIT investor I receive $28 a quarter from my smart investment strategy. Through passive compound investing I will be able to retire off this money by the time I am 481 years old.

Great_Molasses_4601

This isnt a pump and dump at all, its a beaten down REIT, thats offering significantly more value then other portfolios on the market at its level.

Great_Molasses_4601

ONL, ultimately the CEO (Paul C. Hughes) is a REIT company flipping Veteran with 35 years of experience with this market; and flipped his previously founded company Caplease for 2.2 billion dollars in 2013. Aswell as the current team is handed picked from a previous entitie (VERIET) he ended up Aqquiring in 2013. They also hold alot of credible leasers, with 17% of their total leasing being to the Goverment Severcies Administration.

polynesiantrapezius

I know that Nvidia and Snowflake operate in high-margin segments. The comparison with Nebius is not one-to-one. The goal was to use analogies to help understand their long term vision. Neoclouds are indeed capital-intensive by design because they own and operate physical infrastructure. Their margins will always be structurally lower than pure software or IP businesses unless they reach very large scale, but I believe Nebius has all the tools to not become commoditized down the road and to become the reference in overall AI Cloud services. Yes, they are currently spending heavily in acquiring capacity and building infrastructure, but that is because of the current market dynamics. The end goal is not to become a REIT/pure infrastructure play, it's about offering the best AI Cloud services stack for enterprise/startups. Another thing here is that I don't see demand slowing down anytime soon. I am witnessing the exponentially fast adoption of AI at the enterprise level and all its applications. A year and a half ago people were barely using AI at work, and now any company and their mother ensures there's widespread adoption of AI internally with different applications that generate real value for their companies. Nebius long term play is more towards the enterprise/startups market than for hyperscalers. So we shouldn't view Nebius as a pure compute - bare metals data center long term play. They are already more than that, but the end goal is about their software stack. I am not saying Nebius is the new Nvidia and that it will be worth multiple trillions. I was simply making analogies on the early structural decisions that allowed both Nvidia and Snowflake to become dominant and win against bigger players in their respective industry.

Fit-Acanthaceae-5741

Dividends, income etf, bond etf, REIT, & even growth ETF pay divs. You can customize your portfolios however you want!

Great_Molasses_4601

I understand what you mean, truthfully all options seem extremely risky; I have a really good set up of swing trades/investments that Ig makes it were I never need to look at those options. Aswell as I think I can gag the REIT market generally better then the tech, or healthcare department. My biggest haul was chasing AHR up to 49$ (dumped yesterday mostly)

Clueless5001

Great clip. This is exactly how I always feel about RE, and worse if you have tenants. Seems like you could find a good REIT or individual stock that is RE focused. I think it appeals to some people on a visceral level and it either does or does not. It also may be based on experience. You grew up with RE or the opposite, you bought your first house in 2007 and watched your investment tumble almost immediately

RequiemAeternam2000

I am in a fund Reliant Self Storage Fund IV, a REIT. I invested 50k at the beginning of 2024, had 2% distribution for all of 2024, and zero for 2025 with no distributions for the foreseeable future. The company is actively advertising for Reliant Self Storage Fund V, seeking investors. Use the information as you wish, but I am making no further investments with this company, and cannot access my funds until the REIT sells its properties in 2030.

Great_Molasses_4601

Real-estate based shares, theirs alot of good ones out there that dip into other markets like AHR is also considered apart of the healthcare market while being a real estate share. Same with PW and the energy market. However they have their own scandles. Less stable and more volatile REITs are usually offices, Warehouse, and Lesuire based REITs. Aswell as some REITs will promise high divedend yeilds 4%+ as their losing money to try, and maintain shareholders from pulling. Honestly I couldnt give you the full rundown here, but please consult youtube for a few guides on how to navigate the REIT market; everymarket has their mulligans/red flags so always ve researching!

D_Pablo67

JEPI and JEPQ are both covered call ETFs from JPMorgan that pay high monthly dividends and track the S&P 500 and NASDAQ 100 respectively. My four top dividend payers are: Realty Income (O), a REIT that pays interest income monthly and a Dividend Aristocrat. Federal Realty Investment Trust (FRT), a REIT that pays interest income quarterly and is a Dividend Aristocrat. Enterprise Products (EPD), a pipeline MLP that pays a quarterly dividend taxed as ordinary income and is a Dividend Aristocrat. Energy Transfer (ET), a pipeline MLP that pays a quarterly dividend taxed as ordinary income. If you buy all of these you will have a balanced portfolio with growth potential and good monthly income.

goobes11

Power REIT specializes in owning and leasing real estate for solar energy projects and railroad infrastructure, capitalizing on renewable transitions and positioning as a potential buyout target. Top catalyst: Elon’s $TSLA solar vision ignites this low-float gem trading deep below $2.50 NAV prime entry for historic upside plays. Massively undervalued and well positioned to reach and stay above $1 on solar assets and buyout speculation.

unsweet-

Power REIT, both markets are undervalued; and REITs tend to pay out dividends after securing profits. So ultimately it's a promising long term hold even if they end up down the being bought up route.

jerk2

crwv's revenue more than doubled yoy you understand that profit is what is left over from revenue after you reinvest in the business, so for a rapidly growing tech company doubling revenue in a year, you don't want there to be anything left over because that would mean their growth opportunities are limited, right? you want them borrowing even more than they brought in because their business has so much more demand than they have capacity that they can double again next year if they pursue all the opportunities available to them, right? if you want profits buy visa or an REIT