3 REITs That Could Cut The Dividend

Feb. 13, 2024 7:15 AM ET, , , 46 Comments

Summary

  • Most REITs are set to hike their dividend in 2024.
  • But there is a minority of REITs under financial pressure.
  • We highlight 3 REITs that are likely to cut their dividend.
  • High Yield Landlord members get exclusive access to our real-world portfolio. See all our investments here »

Dollar bill being cut with scissors

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Generally speaking, real estate investment trusts, or REITs (VNQ), are well-positioned to continue growing their dividend payments in 2024 and beyond.

That's because:

  • REIT payout ratios are historically low.
  • REIT balance sheets are

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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 WPC 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.

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