A Dozen Stocks I'm Buying As Rising Interest Rates Break The Market

(27min)

Summary

  • Interest rate peaks often cause short-term S&P 500 selloffs, especially for REITs. I retain hope that REITs may decouple from 10-year Treasury yields once rates stabilize.
  • Baby Boomers' economic impact is profound, influencing inflation, wages, and consumption patterns, with Millennials having a smaller effect at later ages in life.
  • Debating whether dividend growth investors should buy Magnificent 7 stocks, I find GOOGL compelling for its reasonable valuation and growth potential.
  • My buy list includes 12 dividend growth stocks, focusing on resilient REITs, utilities, and companies with strong long-term growth prospects.
  • Looking for more investing ideas like this one? Get them exclusively at High Yield Landlord. Learn More »

Price change on trading bonds 10-Year Treasury on finance background from graphs, charts, columns, pillars, candles, bars, number. Trend Up and Down

Vladimir Zakharov

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This article was written by

20.25K 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 ADC, AMH, AMT, ARTNA, CTRE, EGP, HASI, MAA, NEE, REXR, VICI, WTRG 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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