49 U.S. Real Estate Investment Trusts Yield Over 6% In Late September

Sep. 21, 2020 5:33 AM ET, , , , , , , , , , , , , 5 Comments

Summary

  • Retail Value Inc. again showed top broker estimated net gains of 149.61%, while Two Harbors Investment showed top 18.57% yield (@$5.33 price) out of 350 U.S. REITs per YCharts data 9/17/20.
  • Top 10 net gainers GOOD, STWD, BXMT, GNL, TWO, OPI, BFS, LADR, CIO, and RVI ranged 20.3%-149.61% 9/17/20. By yield 49 REITs (@+$5) represented 8 of 9 industries.
  • Top US 49 $5+ priced REITs by yield ranged 6.15%-18.57%. Top 10, BXMT, LADR, BPYU, STWD, ACRE, CIM, ARI, RVI, KLPEF, and TWO averaged 13.66% yield.
  • 32 Top US REITs by broker estimated one-year upsides ranged 1.71% to 129.07%. Top 10, AFIN, BRT, RLJ, RC, LADR, SPG, SVC, ORC, GEO, and RVI, averaged 51.20% upside.
  • $5k invested in the lowest-priced five late September top yield US Real Estate Investment Trusts showed 27.39% LESS net gain than that from $5k invested in all 10.  Bigger, higher-priced REITs topped the pack September 17.
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Foreword

Any collection of dividend stocks is more clearly understood when subjected to yield-based (dog catcher) analysis, these US exchange sourced real estate investment trust stocks are perfect for the dogcatcher process. Here is the September 17 data for 49 top dividend-paying net gain REITs as documented by YCharts.

The Ides of March plunge in the stock market took its toll on US REITs. Only one top ten US REIT by yield from March was back in the top 10 for April. However, the drop in prices in all top 50 US REITs (listed by yield) did make the possibility of owning productive dividend shares from this collection more affordable for first-time investors. A rapid recovery in market prices partially closed that window of first-time buying opportunity.

As of June 9, the record showed all 49 top-yield REITs living up to the dogcatcher ideal of producing enough annual dividend from $1k invested to buy one or more shares of their stock.

The July 29 poll showed all 43 top REITs for August living the dream of providing annual dividends from $1k invested sufficient to buy one or more shares of the target stock.

As of August 26, the poll found all 46 producing enough annual dividend from $1k invested to buy one or more shares of their stock.

This survey from September 17 shows 46 of 49 sporting enough dividend from a $1k investment to buy one or more shares of stock.

Actionable Conclusions (1-10): Analysts Estimated 20.3% To 149.61% Net Gains By Top 10 US REITs Come Late September 2021

Five of 10 top dividend-yielding US Real Estate Investment Trust stocks found their way into the top 10 gainers for the coming year based on analyst one-year target prices. (They are tinted gray in the chart below.) Thus, our yield-based forecast for

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This article was written by

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Fredrik Arnold is a retired quality service analyst sharing investment ideas with a primary focus on dividend yields by utilizing free cash flow and one-year total returns as trading indicators.

He is the leader of the investing group The Dividend Dog Catcher, where he shares a minimum of one new dividend stock idea per week with focus on yield or extraordinary financial circumstances. All ideas are archived and available after weekly announcement. Learn more.

Analyst’s Disclosure:I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Disclaimer: This article is for informational and educational purposes only and should not be construed to constitute investment advice. Nothing contained herein shall constitute a solicitation, recommendation or endorsement to buy or sell any security. Prices and returns on equities in this article except as noted are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling same.

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