1. Chasing high yields can be dangerous; 2. Sachem Capital Corp. has a history of dividend cuts and poor financial performance; 3. Healthcare Realty Trust Incorporated faces management instability and unsustainable dividends; 4. Prioritize investments that protect your principal and provide stable returns.

1. Dynex Capital's forward dividend yield and shifting inflation outlook present a strong tactical opportunity. 2. Transitioning to specified pools may reduce risk. 3. A favorable short-term liquidity market supports a positive outlook. 4. Dynex's common stock is trading below book value, and preferred stock is not overly demanding, mitigating the risk of toxic waste shares.

1. Macroeconomics trumps politics; 2. REITs are cheap and set to benefit from rate cuts; 3. Here are 3 REITs that win no matter what.

1. Five US REITs have suspended dividends this year; 2. Six other REITs have lowered regular dividend payouts; 3. The activity contrasts with the majority of the US REIT industry that raised dividends in the first three quarters of 2024.

1. VICI reported very consistent Q3/24 earnings, exceeding top and bottom line expectations. 2. VICI's unique business model distinguishes it from other triple-net lease REITs, making it of higher quality. 3. Even with almost no growth, the company appears attractively valued. 4. Assuming aggressive but realistic growth rates, VICI could be undervalued by up to 54%.

1. Retirement planning is unpredictable; diversification across asset classes, including a minimum of 10% REIT exposure, is crucial for financial stability. 2. Rexford Industrial Realty, Mid-America Apartment, and Realty Income are recommended REITs with strong fundamentals, diversified portfolios, and solid growth prospects. 3. Rexford Industrial Realty has a high-quality, diversified portfolio in SoCal, excellent debt metrics, and a strong dividend growth track record. 4. Mid-America Apartment and Realty Income boast investment-grade balance sheets, consistent dividend growth, and diversified portfolios, making them reliable options for long-term investment.

1. REITs have surged by nearly 40% on average; 2. Some specific REITs missed out on this rally; 3. Highlighted two REITs with significant upside potential.

1. The REIT market is currently very volatile, leading to numerous new investment opportunities; 2. The article highlights two of the author's favorite new investments; 3. The author is the President of Leonberg Capital and shares his real-money REIT portfolio.

1. My real estate development background taught me the value of financial statement analysis and identifying durable competitive advantages; 2. Transparency is crucial, and my negative experience with a dishonest business partner led me to prefer REITs over private real estate; 3. Avoid highly specialized properties and focus on 'fungible' assets; 4. Diversification is key, and I now spread investments across various asset classes to mitigate risk and enhance long-term returns.

1. Essential Properties Realty Trust, Inc. (EPRT) demonstrates a solid business model, strong tenant relationships, and prudent management, making it an attractive long-term investment. 2. EPRT's diversified tenant base, long lease durations, and consistent rent escalations ensure steady income and growth, even in challenging economic environments. 3. The company's focus on sale-leaseback deals provides elevated cash yields and supports strong tenant relationships, contributing to a near-perfect occupancy rate.

1. Annaly Capital Management is a mortgage REIT with a portfolio primarily consisting of agency mortgage-backed securities. 2. The article discusses the steady price history of the company's preferred shares, highlighting the low call risk and the 30-day notice requirement for any call. 3. The risk of dividend reduction is considered in the context of the Federal Reserve's policies.

1. DX-C is a top pick among mortgage REIT preferred shares, offering lower risk due to Dynex Capital's strong management and high common equity to preferred liquidation ratio. 2. The current stripped price of DX-C is just over $25.00, with a yield of 6.89%, but it will switch to a floating rate in 2025. 3. Investors should consider DX-C for its relatively low-risk profile and potential for higher yields post-2025, despite the current modest yield.

1. Medical Properties Trust (MPW) has been facing negative news recently; 2. The company is making progress in releasing some properties, selling others, and paying off debt; 3. Interest rates are dropping, which could be beneficial for the company.

1. Canadian Natural Resources offers sustainable dividends and production growth, leveraging vast low-decline oil reserves, a strong balance sheet, and shareholder-friendly capital returns. 2. CNQ's attractive valuation, near-5% dividend yield, and quality assets position it for potential market-beating returns and robust forward growth prospects. 3. Rexford Industrial excels in the supply constrained Southern California market, showcasing impressive FFO and NOI growth driven by strong tenant demand and value-added initiatives. 4. REXR's strong balance sheet, high growth expectations, and growing dividend make it a compelling investment for potential market-beating total returns.

1. Net Lease Office Properties (NLOP) is undervalued despite a 61% YTD share price increase; 2. Strong revenue generation from 47 office properties, with significant tenants like JPMorgan & Chase and CVS Health; 3. Asset sales have picked up, achieving good prices, but near-term lease expirations pose a risk; 4. Attractive investment potential due to undervaluation and successful asset dispositions; 5. Concerns about near-term lease expirations and potential rent concessions.

1. First Industrial Realty Trust is an industrial REIT with a large portfolio of properties and a significant leasable area. 2. Despite market challenges, the company is poised to benefit from improving demand and cooling construction. 3. The author maintains a 'buy' rating on the stock, citing attractive valuation and strong fundamentals.

1. REITs are experiencing a surge in value as interest rates are expected to decrease. 2. Dream Industrial and Clipper Realty are two REITs benefiting from strong rent growth and are expected to gain further from upcoming rate cuts. 3. Both REITs are undervalued compared to their peers, offering potential for significant returns.

1. The author recommends owning 10-20 diversified REITs, considering risk tolerance and including REIT preferreds or bonds for a balanced portfolio. 2. Sun Communities shows strong growth in manufactured housing and marinas, with potential for substantial dividend boosts and 20-25% annual returns. 3. Crown Castle offers a compelling 5G investment opportunity with a 5.6% dividend yield, despite a high payout ratio and short-term AFFO challenges. 4. VICI Properties excels in gaming and experiential assets, with solid AFFO growth and a 5% dividend yield, making it a worthy buy.

1. Realty Income has been upgraded to a Buy due to its potential after a period of underperformance. 2. The company is expanding into Europe, utilizing the favorable market conditions there. 3. The impending rate cuts by the Federal Reserve could support higher valuations for the stock.

1. The article discusses three small-cap REITs: CTO Realty Growth, Alpine Income Property Trust, and Broadstone Net Lease, highlighting their potential for solid total returns from dividends and capital appreciation. 2. It emphasizes the importance of thorough research to identify high-yield small-cap REITs that avoid 'sucker yields' and have the potential for long-term shareholder value growth. 3. The article also mentions the continued rally in REITs and the expectation to provide more actionable investment ideas in the future.