Real estate investment trusts (REIT) are facing a lot of very bad news, challenges, and risks. Some sectors of commercial real estate are oversupplied. Apartment REITs like Mid-America Communities (MAA) and storage REITs like Public Storage (PSA) are good examples. Interest rates have also surged and a wave of loan maturities will soon hit CRE markets, especially hotels and offices. Many mortgage REITs like Arbor Realty (ABR) are facing loan defaults and some are already cutting their dividends. Net lease REITs like Realty Income (O) are struggling to grow due to their rising cost of capital... Etc. I discuss the good, the bad, and the ugly. 🎁You can access my entire REIT Portfolio by taking a 2-week free trial to my REIT newsletter, High Yield Landlord: https://seekingalpha.com/affiliate_link/HYLonYoutube
Important Disclaimer: I am long CPT, BYG. This video is impersonal and does not provide individualized advice or recommendations for any specific person. Viewers/readers should not make any investment decision without conducting their own due diligence and consulting their financial advisor about their specific situation. This video is for entertainment purposes only and you are responsible for your own investment decisions. The information is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. The opinions expressed are those of the publisher and are subject to change without notice. This YouTube channel is managed by Leonberg Research OÜ, a subsidiary of Leonberg Capital OÜ.
