Which REITs do you have in your portfolio? Do you think this is finally the year they start to grow?
I looked at this year’s performance of the most well-known REITs, like $O or $VICI, and that growth isn’t bad at all. For example, shares of $O have risen by more than 14% since the start of the year. It’s possible these stocks will do well this year, but for me this sector is uninteresting from a long-term perspective.
For a dividend investor, these are great stocks, and you shouldn’t expect their prices to rise by hundreds of percent.
They’re another group of stocks that fall into the more resilient segment of the market and are currently trending among investors. However, the situation here may be more interesting than with $KO or $MCD, where prices and valuations are already quite high. Much of this stems from current investor uncertainty about software companies, which have been massively sold off so far this year.
O and VICI are top, and honestly I don't care if the stock price rises.
The main thing is that they do well and pay a nice dividend.
Market sentiment is pretty weak. I personally own $O. I expected it would take a long time for the situation to calm down, so I'm holding and collecting the dividend.
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I have both in my portfolio. I bought Realty between January and June last year. I added VICI at the beginning of January this year. I think they might dip a bit more, but a 6% dividend is a solid foundation for me. These days I prefer certainty.