Dividends Premium REITs: November 2024

Here's your November issue of Dividends Premium REITs. Happy Thanksgiving!

Dear Dividends Premium Member,

Welcome to your November issue of Dividends Premium REITs! This is the companion post to the November Dividends Premium. And it’s focused solely on high yielding, top quality real estate investment trusts.

What’s unique about this issue of Dividends Premium REITs is my REIT Finder data bank coverage universe of 83 individual real estate investment trusts.

In it, you’ll find my buy/hold/sell advice for all 83 REITs, including highest recommended entry prices for all the buy-rated REITs. My risk ratings enable you to identify the REITs that are best for your personal investment style. And my comments feature all the vital facts on each REIT’s underlying business, including payout ratios, my analysis of latest operating results, dividend growth trends and critical balance sheet metrics.

You won’t find anything like my REIT Finder that’s available for individual investors. The November issue also features my post-election REITs Market Commentary, for both the real estate investment trust sector as a whole and broken down by property type—what’s shaping up to be hot in 2025 and what looks like it could be a graveyard for the capital of unwary investors.

Investment Strategy highlights my four-part strategy for REIT investing in an uncertain environment for the broad stock market. Despite some limited sector rotation, the S&P 500 and all those ETFs that track it are still nearly one-third weighted toward 6 Big Tech stocks that are priced for perfection. And if they crack, they’re likely to take everything down and possibly the US economy as well.

The antidote for current uncertainty is to patiently build positions in high quality REITs with strong underlying businesses. And that’s what I bring you with my “First Rate REITs” list, currently featuring 19 favorite real estate investment trusts chosen based on my strategy.

One of my picks has done so well I’m advising selling a portion of our position. And I’m advising you invest the spare cash in one or both of this month’s Dividends Premium REITs top two fresh money buys: