1. W. P. Carey Inc. has successfully reorganized its portfolio, focusing on industrial and warehouse properties, enhancing its risk/reward profile and dividend growth potential. 2. The REIT's dividend pay-out ratio is in the mid-70s, with a competitive AFFO-based valuation, making it an attractive option for passive income investors. 3. With a forecasted $1.0 billion investment volume in 2025 and minimal debt maturities, W.P. Carey is poised for AFFO growth and acquisition-driven expansion.

1. VICI Properties has a strong and stable cash flow due to its 100% triple net leases, high-quality tenants, and long average lease terms (41 years). 2. The company's leases offer inflation protection with rent escalations linked to CPI. 3. The recent earnings miss was due to an accounting adjustment, not a cash flow issue.

1. Medical Properties Trust has made significant progress in debt reduction and portfolio stabilization, repaying over $1 billion in debt in the last year; 2. The trust's strategic asset sales and dividend cuts have led to healthier dividend coverage, with a payout ratio of only 44% in 4Q24; 3. Despite a shrinking portfolio and declining funds from operations, MPW's normalized FFO remains stable, suggesting potential for re-rating to book value.

1. Realty Income offers a strong 6% monthly dividend yield; 2. Supported by a $50 billion market cap and a diversified portfolio of over 10,000 properties; 3. The company has expanded domestically and internationally, enhancing its AFFO per share by 4.8% YoY.

1. Global Net Lease is disposing of non-core assets and cutting dividends to $0.19 per share; 2. The move saves $78 million annually, aiding debt reduction and share buybacks; 3. GNL's sale of a $1.8 billion multi-tenant portfolio accelerates deleveraging and positions the company as an STNL REIT.

1. The recent market volatility due to recession fears, trade wars, and inflation has highlighted the importance of income-generating investments like REITs. 2. SA Quant has identified five REITs with high dividend yields and strong safety characteristics. 3. These REITs offer strong balance sheets and diversification across unique sectors.

1. Crown Castle delayed its earnings release to announce an $8.5 billion asset sale, aimed at debt reduction and stock buybacks, but this makes the company less attractive. 2. Despite a slight revenue beat, Q4 2024 results showed declines in key segments and a significant goodwill impairment charge, leading to a downgrade from 'strong buy' to 'buy'. 3. The asset sale will reduce debt and fund a share buyback, but the proceeds are disappointing, and the stock will appear more expensive post-transaction.

1. The REIT market is vast and versatile, with over 200 companies in the US alone investing in 20 different property sectors. 2. Some REITs like Iron Mountain (IRM) are best suited for growth. 3. The article highlights two exceptional REITs for investment.

1. Kimco Realty Corporation reported $0.42 per share in funds from operations in 4Q24, meeting expectations; 2. The REIT raised its dividend to $0.25 per share, with a low payout ratio of around 60%; 3. The company's portfolio is strategically located in major urban centers, benefiting from high household incomes and migration flows.

1. The author discusses the struggling state of hospitals in the United States and the impact on Medical Properties Trust, Inc. (MPW). 2. He predicts a long-term recovery for landlords as operators rotate out. 3. He suggests collecting income from oversold securities that are primed for recovery.

1. Medical Properties' Q4 earnings exceeded expectations, boosting shares; 2. The REIT's asset sales enhanced liquidity and supported the $0.08 per-share dividend; 3. Despite a 17% share price increase after earnings, Medical Properties has upside potential based off of its historical book valuation.

1. Realty Income, with a 30-year history of dividend growth, faces disappointment regarding 2025 guidance; 2. Despite solid 2024 results with a 4.8% AFFO per share growth, 2025 guidance is only expected to grow by 1.4%; 3. High interest rates, upcoming debt refinancing, and tight investment spreads are constraining Realty Income's growth; 4. The recommendation is to hold the stock due to its strong balance sheet, reliable dividends, and income potential, but caution is advised for investors expecting substantial growth.

1. VICI Properties has a quasi-monopoly in casino real estate with key tenants like Caesars Palace and MGM Resorts, ensuring stable and growing rental income. 2. The triple-net lease structure and long-term inflation-proof contracts provide high profit margins, stable cash flows, and minimal vacancy risk. 3. VICI's strong financials, consistent dividend growth, and attractive 5.5% dividend yield make it a compelling investment for stability and growth.

1. Realty Income is a Buffett-style 'fat pitch' with a 30% to 36% discount and 47% to 60% upside potential in 2025; 2. The company's management, led by CEO Sumit Roy, aims for long-term growth of 5% to 6% annually; 3. Realty Income offers a 12.4% CAGR over 30 years with a 5.8% yield and 5.2% growth, providing lower volatility and A-rated monthly dividends; 4. Despite short-term risks, the current valuation is attractive, especially with a yield above 5%; 5. Historically, real estate yields near 5% are near correction bottoms, making it a low-risk, high-yield, low-volatility investment.

1. Hudson Pacific Properties Inc. reported a significant drop in NOI for the year; 2. Q4-2024 results showed a decline in FFO and AFFO, with debt to EBITDA rising; 3. Guidance for 2025 indicates another massive decline in same property NOI.

1. Klepierre, a European Retail REIT with a strong portfolio of shopping malls in central European cities, offers a 6.32% yield and BBB+ rating. 2. Despite impressive fundamentals, growth is expected to be slower with a 4% EBITDA increase in 2024. 3. The company trades below its EPRA NTA, presenting a 10% discount, but US-based REITs offer more attractive opportunities. I rate Klepierre a 'Buy' at €31/share.

1. This month's Mailbox Money report highlights five top monthly paying REITs, including Healthpeak, with an average yield of 5.3% and an 18% annualized return forecast; 2. The featured REITs have strong fundamentals, diversified portfolios, and attractive dividend yields ranging from 4.2% to 6.3%; 3. Healthpeak Properties, now paying monthly dividends, offers a 6.1% yield and significant upside due to its focus on life science and outpatient medical properties.

1. Land has proven to be an excellent long-term risk-adjusted investment; 2. There are numerous opportunities to buy land at a steep discount right now; 3. Three compelling opportunities are shared, yielding up to 7.3% with big buybacks involved.

1. The author expresses his love for investing in REITs, BDCs, and MLPs due to their tax benefits and high, sustainable yields; 2. He shares his favorite picks in each sector; 3. He promotes the High Yield Investor service for exclusive access to subscriber-only portfolios.