REITs Smacked Down

06:02pm, Wednesday, 24'th May 2023
The sector got pounded hard today. The biggest decliners fell over 10%.
HOUSTON, May 23, 2023 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) ("Crown Castle") announced today that Dan Schlanger, Crown Castle's Chief Financial Officer, is scheduled to present on Tuesday,

A Margin Of Safety For Crown Castle

06:30am, Tuesday, 23'rd May 2023
Crown Castle differs in many ways from typical REITs. Recent cash earnings growth has been slower than it seems from reported FFO and AFFO.
Brookfield Asset Management expects to grow its 4.1%-yielding dividend by at least 15% annually. Crown Castle sees its 5.6%-yielding payout raising 7% to 8% annually over the long term.
Despite some near-term headwinds, Crown Castle expects to continue increasing its 5.5%-yielding dividend. Community Healthcare Trust has increased its payout every single quarter since it came public.
Crown Castle has the market and the chops to spring back from a price drop. Brookfield Asset Management expects to raise its 4% dividend at a more than 15% annual pace.
The economy is clearly slowing, if not contracting. REIT investors should consider pivoting to property sectors with stronger countercyclical performance. Top options for a slowing or contracting econ
REITs are today priced at historically high dividend yields. Even blue-chips now yield 6%.

Inflation Cools, But Nobody Believes It

09:00am, Sunday, 14'th May 2023
U.S. equity markets finished lower for a second-straight week as data showing an encouraging cooldown of inflationary pressures was offset by ongoing regional bank instability and an unresolved debt c
We have not removed or added any companies to the list since the last update mid-April. We have seen Telecom REITs and oil names become more attractively priced in the last 2-4 weeks.

Why Is Uniti Group's Dividend So High?

09:03am, Wednesday, 10'th May 2023
Uniti owns fiber optic cables and other telecom assets. The REIT's adjusted funds from operations payout ratio in 2022 was a very low 34%.
HOUSTON, May 09, 2023 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) ("Crown Castle") announced today that Dan Schlanger, Crown Castle's Chief Financial Officer, is scheduled to present on Tuesday,

10 REITs For The Long Haul

10:06pm, Thursday, 04'th May 2023
No junk. No terrible REITs with excess leverage hoping to support a fat yield. These REITs compound wealth for investors over the long haul.
Thinking about selling in May and staying away from the S&P 500? Not so fast.
Embedded rent growth should drive Prologis' dividend higher for the next several years. Crown Castle profits by leasing must-have cell tower space, and shares those profits with its investors.
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