Will Your REITs Cut Their Dividend

Apr. 05, 2023 8:05 AM ET, , , , , , , , 72 Comments

Summary

  • REIT dividend yields are high today.
  • This suggests that their dividends may be at risk.
  • Moreover, quite a few REITs cut their dividend recently.
  • Should you expect more dividend cuts? Or are there good buying opportunities?
  • We're currently running a sale for our private investing group, High Yield Landlord, where members get access to portfolios, market alerts, real-time chat, and more. Learn More »

Cutting costs

michaelquirk

Right now, REIT dividend yields are the highest they have been in a long time.

This is because their share prices have dropped significantly over the past year, even as most REITs grew their cash flow and hiked their

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This article was written by

67.45K Followers

Jussi Askola is the President of Leonberg Capital, a value-oriented investment boutique that consults hedge funds, family offices, and private equity firms on REIT investing. He has authored award-winning academic papers on REIT investing, has passed all three CFA exams, and has built relationships with many top REIT executives.

He is the leader of the investing group High Yield Landlord, where he shares his real-money REIT portfolio and transactions in real-time. Features of the group include: three portfolios (core, retirement, international), buy/sell alerts, and a chat room with direct access to Jussi and his team of analysts to ask questions. Learn more.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of EPR; ARE 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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