2 REITs All Investors Must Own

What are some other REITs that you think most investors should own?
Thank you for your interest and let me know if I can help.
Finally, if you could please like the video, it would help me a lot. Thank you!!

How does the quality of NNN's tenants compare to ADC's?

American Tower or Crown Castle?

The debt to equity on AMT is a massive 750% + and is more than 12x Realty Income and 5x Enbridge (a heavily leveraged mid stream business) Those are crazy numbers. I am sure this is turning off a lot of analysts.

I'm from England where i work as a journalist until i met Expert Mrs Amanda K, Mrs Amanda K is legit and her method works like magic. I keep earning every single week with her new strategy

Hyvä Jussi! Great video once again and valuable information!

NLY for the cash. Yes, its a mortgage reit and not an equity reit. Yes, there are risks due to leveraging and interest rates. Most of its holdings are backed by full faith & credit and it has a great flow of cash even in hard times

AMT: A P/FFO of 18+...and a yield of only 3.5% Doesn't sound that great.

Keep up the great work

I’m new and trying to learn so when you say 5%. Do you mean a 5% gain per year or 5% every month/quarter.
Just curious I’m interested

which plateform do you recommend ? now I use robin hood , but not allow me to purchase some rest

Promo>SM 😊

FREL from fidelity is a REIT ETF. It’s low cost and holds the major REITS. Pays over 4% now.

Love your videos. Kudos from another finance bro (I'm in Global Markets tho, private equity and accounting was not my thing :P )

Sl Green is now $29, are you sure you dont want it ?

Thoughts on $DOC?

Really like your videos 👍👍👍 But I'm not so sure about AMT's long term outlook. Is it "immune" to disruptive technologies like telecom thru satellites, ...

What’s your current view on DIC Asset? It is now under five euros.

What do you think about Digital reality trust - DLR? I have it with Vici and O but can’t make up my mind for this one

Vici, Stag, O, ADC

Hi Jussi! Thanks for the great content! Any thoughts on Finnish REI company Citycon?

I know this is off subject but I remember you mentioning in a comment a few months ago you were bullish on MPW and would do a video on it. I’d love to hear your thoughts.

I won't lie the name american tower really got me. its kinda lawl.

Great video Jussi! AMT and CCI are some of my larger positions. How do you like SBAC vs those other two?

What about CCI as a alternative to AMT? It fell a similar pershent.

A 1 to 2% rent increase a year with NNN is a disaster in a higher-rate environment. If the REIT wants to sell a property with a long lease with a rental increase of only 1 to 2% a year and the new buyer is stuck with that rate for years and years to come and all nearby properties are able to raise rents at 5 to 6% yearly that new buyer is going to pay only about 40% of what the property is worth, depending on the length of the lease.
If inflation stays high the price of this REIT is only going down.
People liked buying properties housing big names but that day is ending with those big names locked into low rental increases in a rising rental environment.
AMT is a far different story.

Excellent! I own both of these REITs and plan on adding to my position.

So from what i been seeing your def in on cci, o and a few others 📝. Sucks robinhood doesnt do vno-m :(

I also thought you preferred CCI over AMT. 🤔

Should you not be worried about satellite internet like Star Link if you own AMT ?

Thank you very much for such good analises .I have AMT and NNN.I love them both .I start invesing in february 2023.
More than 80% of my portfolio are reit companies.I think they are very discounted in that moment and i still invest in them.Beside AMT and NNN , i own ADC,ARE,CCI,CTO,DLR,ESS,MAA,MPW,O,PLD,SPG,STAG,VICI,WPC. In my short watchlist is KRC now.I also like PINE but they have external management.(CTO).

Great picks my Friend - I like O, ADC and VICI - would like to own AMT but can’t buy here in Canada

Guy has no pants on lol

I thought you preferred Crown Castle over AMT, or am I mistaken?

You mentioned EPR some time ago, what do you think of it now?

Do you prefer NNN over O? If so, why?

Hmm, not so long time ago you preferred CCI over AMT so have you changed your opinion between these two? BT, Timo

I like CCI better than AMT

Bought more Alexandria on the dip today 👍🏻

I own AMT and am always adding more. I love their dividend growth!

What about alexandria real estate?

Great picks!