5 REITs That I've Been Buying (VIDEO)
Long Only, Long-Term Horizon, Dividend Investing, Value
Seeking Alpha Analyst Since 2012
University of Virginia, class of 2011 B.A English
Senior Investment Analyst at Wide Moat Research.
Contributor for Safe High Yield, The Dividend Kings, iREIT, and The Forbes Real Estate Investor.
I am also the former editor-in-chief and portfolio manager at The Intelligent Dividend Investor.
Check out my youtube channel for other investing ideas: https://www.youtube.com/channel/UCP7AhF_TqJSE7fN7CFwxKlg?view_as=subscriber
Ranked #18 overall blogger by TipRanks for 2014.
Former contributor at TheStreet.com (where I cover stocks held in Jim Cramer's Action Alert PLUS Charitable Trust Portfolio), Investing Daily, and Sure Dividend.
Former Editor-in-Chief of The Dividend Growth Club and The Income Minded Millennial.
I am a young investor focused primarily on dividend growth stocks. Seeking Alpha, and more specifically, the dividend and income community that exists here, has played a significant role in my development as a portfolio manager. I am not a professional, though I do manage my family's finances. I enjoy the process; the research, the decision making, the strategic planning...and not paying a financial adviser to do the work for me.
I've built what I believe to be a conservative, diverse, and balanced dividend growth portfolio currently consisting of ~60 positions. At the end of every month I break down the portfolio in my Nicholas Ward's Dividend Growth Portfolio Updates.
Thus far, I've been able to meet by goals from income, income growth, and capital appreciation standpoints. I use a wide variety of metrics, both fundamental and technical, when establishing fair value when doing my due diligence on an individual company. All of my methods are discussed in my work here.
I hope this work inspires debate, conversation, and education - this is why I write for Seeking Alpha, to give back to the community that has helped me so much and to hopefully contribute, in some way...even if its by posing a question, to the growth of others.
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Summary
- I highlight O, STORE, ESS, AVB, and FRT.
- I think all of these stocks offer safe dividends and attractive valuations.
- These names are all near the top of my watch list and I plan to continue to accumulate shares.
Hey everyone, I put together this video discussion Realty Income (O), Store Capital (STOR), Essex Property Trust (ESS), AvalonBay Communities (AVB), and Federal Realty Investment Trust (FRT). These are all high quality REITs that are currently trading near or below fair value right now, in my opinion. I've bought shares of all 5 throughout 2020 and plan to continue to accumulate shares. I am working on a written article on these stocks as well, but for those who like the video content, here you go!
Analyst's Disclosure: I am/we are long o, STOR, ESS, AVB, FRT.
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