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.

1. Realty Income Corporation's share price has dropped by 20% in the past three months; 2. The stock is now at its lowest point since the bear market before the pandemic; 3. The article discusses whether it's a good time to buy the stock while it's cheap.

1. Realty Income offers a compelling 6% yield, backed by 30 years of dividend growth; 2. The retail real estate sector remains resilient with low vacancy rates; 3. Despite rising bond yields, Realty Income's valuation is attractive and offers significant upside potential.

1. The article compares two major players in the Triple Net REIT space, Realty Income Corporation and NNN, focusing on their income-generating capabilities for shareholders. 2. It highlights the author's preference for maximizing income and the importance of sustainable income in retirement investing. 3. The author discusses the High Dividend Opportunities community and its investment strategies.

1. Low valuation combined with strong catalysts can lead to big profits; 2. Some real estate companies have become very cheap recently; 3. The author presents three of his largest holdings for 2025.

1. REITs like Federal Realty and Realty Income have shown resilience with strong balance sheets and diversified portfolios; 2. Federal Realty, known as a Dividend King, has consistently increased dividends for 57 years; 3. Realty Income offers a well-covered 6.1% dividend yield, making it a solid choice for long-term wealth creation.

1. Realty Income offers a 6% yield and long-term growth potential at a 33% undervalued price; 2. The company's low-cost capital allows for nearly unlimited growth; 3. Realty Income has demonstrated strong cash flow and occupancy through economic downturns, positioning it as a stable dividend aristocrat; 4. The company's entry into data centers positions it for growth in the AI infrastructure market.

1. VICI Properties' stock dip has increased its yield to 6%, making it an attractive opportunity for passive income investors at the beginning of 2025. 2. The trust's entertainment-focused real estate portfolio, with 100% occupancy and significant EBITDA growth, is a key strength. 3. VICI Properties' dividend payout ratio is stable and comparable to Realty Income, offering inflation protection with CPI-linked rent increases.

1. Public Storage remains a 'hold' due to high valuation despite being a strong operator in the self-storage industry with a significant market share; 2. Revenue growth driven by acquisitions, but profits and cash flows have declined due to lower rental revenue per square foot and occupancy rates; 3. Public Storage has less net leverage compared to peers, providing operational flexibility and potential for strategic acquisitions amid slower industry supply growth.

1. EPR Properties has seen its dividend yield rise to just under 8% following its recent pullback; 2. The REIT is covering its dividend by 151% from its fiscal 2024 third-quarter FFOAA; 3. Strong free cash flow generation and a well-laddered maturity profile raise the possibility of a near-term dividend hike.

1. The author is optimistic about 2025, expecting a REIT renaissance driven by corporate tax cuts, tariffs, and reduced regulation under President Trump's new administration. 2. Corporate tax cuts will incentivize business creation, benefiting REIT tenants and boosting rent quality. 3. Trump's tariffs could lead to increased U.S. investments, benefiting REITs leasing space to companies building new factories and warehouses.

1. Not all REITs are worth buying; 2. Some property sectors are risky and overpriced; 3. I present REITs to avoid in 2025.

1. The author has over 15 years of experience in the REIT sector and has observed its evolution. 2. He analyzes REITs based on competitive advantages and financials, focusing on those with wide moats and trading at a margin of safety. 3. His top 10 REITs for 2025 are selected based on strong fundamentals, solid balance sheets, consistent dividend growth, and potential returns of up to 30% over the next 12 months.

1. REITs faced challenges in 2024 but are well-positioned for growth in 2025, especially in sectors like net lease, shopping centers, healthcare, and data centers. 2. Falling interest rates and proposed policies by President Trump could stimulate demand, benefiting REITs with strong balance sheets and attractive valuations. 3. Key sectors to overweight include net lease, shopping centers, healthcare, and data centers, with equal weight in cell towers, industrial, sunbelt office, and apartments.