Dividend Investors: Ignore Evergrande, We Are Swimming In Great Buys

Sep. 22, 2021 7:23 AM ET, , , , , , , , , , , , , , , 48 Comments

Summary

  • In 2019, I wrote two articles detailing the unsustainable, debt-fueled bubble that is Chinese real estate.
  • The probable collapse of Chinese real estate developer Evergrande could be the first of many dominoes to fall for the Chinese economy.
  • While it's hard to see anything positive in the Evergrande situation for the Chinese economy, whatever happens over there will likely have little effect on many dividend stocks domiciled here.
  • I identify 10 dividend stocks (of many more) that have sold off recently but have little to no downside from the real estate troubles in China.
  • Looking for a helping hand in the market? Members of High Yield Landlord get exclusive ideas and guidance to navigate any climate. Learn More »

Businesswoman is ready to dip in a big swimming pool full of coin and money
alphaspirit/iStock via Getty Images

An Evergrande Nightmare

It's pretty rare nowadays to see intraday selloffs over 2% in the stock market. But on Monday, September 20th, we had one.

At one point in the trading day, the S&P 500 (

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This article was written by

20.43K Followers

Austin Rogers is a REIT specialist with a professional background in commercial real estate. He writes about high-quality dividend growth stocks with the goal of generating the safest growing passive income stream possible. Since his ideal holding period is "lifelong," his focus is on portfolio income growth rather than total returns.

Austin is a contributing author for the investing group High Yield Landlord, one of the largest real estate investment communities on Seeking Alpha, with thousands of members. It offers exclusive research on the global REIT sector, multiple real money portfolios, an active chat room, and direct access to the analysts. Learn more.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of ATVI, ADC, ATO, BAH, CTRE, CCOI, NHI, NNN, VZ, VICI either through stock ownership, options, or other derivatives. 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.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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