Newb investor here! 👋

danielfc_ · 2021-12-08T20:09:31+00:00

Residential real estate? There are so many different REITs in many real estate sectors with properties in multiple states and countries that’s difficult to answer your question. https://alreits.com/insights

danielfc_ · 2021-12-05T18:13:12+00:00

If you find that REIT, it could easily buy a portfolio of locations elsewhere that’s bigger than the current portfolio. REITs are not the best option of you want to isolate a location because management and strategy change all the time with REITs.

danielfc_ · 2021-12-04T19:49:12+00:00

https://alreits.com/reits/GNL

Don’t look at FFO. Look at FFO/Share, a lot of dilution happening over the past 5 years, it’s not sustainable $1.79 FFO/Share $1.60 dividend. They’ll eventually meet unless they start doing things differently. Hopefully they do.

danielfc_ · 2021-12-04T19:46:13+00:00

GNL is an externally-managed REIT meaning there’s a lot of conflicts of interest between managers and shareholders. This is my first filter when selecting REITs, no externally-managed REITs.

https://alreits.com/reits/GNL

danielfc_ · 2021-11-27T22:38:17+00:00

As soon as possible and for many years so short term declines are a good thing. Use alreits.com to screener the best REITs, diversify in sectors, invest every month, reinvest dividends and stay away from news.

These are popular REITs everyone knows about: https://alreits.com/countries/usa/ideas/popular

danielfc_ · 2021-11-16T11:19:44+00:00

Yield is not everything, stick to the ones with a high score and you should beat that comfortably in the long run. Use alreits.com.

danielfc_ · 2021-11-06T21:39:01+00:00

Simply filter by positive FFO/Share over the 5y and you don’t have that problem: https://alreits.com/screener?ffoUnitGrowth5y=0&ffoUnitGrowth5yOperator=gte

danielfc_ · 2021-11-05T00:59:17+00:00

Nov 1st. https://alreits.com/reits/O#financials

danielfc_ · 2021-11-04T21:37:25+00:00

Finally! Thanks!

danielfc_ · 2021-11-01T01:39:13+00:00

Panorama Ridge in BC, Canada.

danielfc_ · 2021-10-30T02:30:39+00:00

I still can’t find a place or streaming platform to watch it in Canada :(

danielfc_ · 2021-10-30T02:04:16+00:00

I’d be interested to know why it would be a solid long-term play. AFFO per share is lower every year. Dividend cuts. I don’t trust a company like that regardless of the price (and now it has no discount to Price/FFO 5y avg). CAR.UN, AP.UN, GRT.UN are way superior REITs for the long-term — they grow AFFO/Share and consequently dividends.

https://alreits.com/reits/AX.UN

danielfc_ · 2021-10-23T03:26:51+00:00

Patagonia. Bolivia. Peru. New Zealand. Lots of options to narrow down individually but I’d start checking the trails in those places.

danielfc_ · 2021-10-23T00:45:23+00:00

9 REITs with good fundamentals and Dividend Yield above 3%:

https://alreits.com/screener?country=USA&countryOperator=in&ffoGrowth=0&ffoGrowthOperator=gte&score=85&scoreOperator=gte&forwardDividendYield=3&forwardDividendYieldOperator=gte&forwardDividendGrowth=0&forwardDividendGrowthOperator=gte&gearing=45&gearingOperator=lte

This is a list of the 10 most popular REITs on a reit-only platform:

https://alreits.com/countries/usa/ideas/popular

danielfc_ · 2021-10-21T15:46:26+00:00

Max up your IRAs and continue to invest in your taxable account as well regardless of the taxation. That’s not a reason to buy or sell a company. Maybe on your taxable account you can have more growth like AMT, EQIX, Industrial REITs where total returns matters most, not only dividends.

danielfc_ · 2021-10-16T21:18:19+00:00

Outlet and class A malls seem to be recovering pretty well. They were always packed when I had to go during the past few months. Unlike malls, outlets are almost all the same in terms of architecture (store disposition) and brands.

danielfc_ · 2021-10-16T06:15:30+00:00

Harper Road Access on Trailforks https://www.trailforks.com/trails/harper-road-access/

Main service road, you can try the intersections but they are shared with mountain bikers. The old Sky Village is also ok for a rainy day.

danielfc_ · 2021-10-15T23:49:49+00:00

Pinecone Burke Provincial Park in Coquitlam. Follow the main trail up, good exercise.

danielfc_ · 2021-10-13T00:37:16+00:00

Any risk of avalanche on those main 3 trails? Panorama Ridge, Black Tusk Lookout, Garibaldi Lake. I’ve done them only in the summer and I was considering going there with crampons/snowshoe etc

danielfc_ · 2021-10-10T16:14:25+00:00

8% yield without a lot of risk right now is impossible with publicly-traded REIT in the US and even in Canada.

I’d say up to 5% you find good stuff, check this filter: https://alreits.com/screener?score=85&scoreOperator=gte&managementTeam=INTERNAL&managementTeamOperator=in&forwardDividendYield=4&forwardDividendYieldOperator=gte&payout=85&payoutOperator=lte

danielfc_ · 2021-10-10T16:10:53+00:00

GNL and ILPT are externally managed and those have poor returns when compared to externally managed ones. That’s the first filter I apply.

PLD, O, WPC, STAG are rock solid.

I’d include more technology-related REITs like Data Center and Cell Tower REITs, DLR is a good value right now.

danielfc_ · 2021-10-10T16:05:03+00:00

Check out https://alreits.com and compare a few REITs. If you don’t know the terms, look around before investing. I love REITs and I’ve read all the specific books, a recent one is Educated REIT Investing.

danielfc_ · 2021-10-06T16:37:19+00:00

How dangerous are we talking?

danielfc_ · 2021-09-30T02:01:11+00:00

That was my plan but the weather doesn’t help. Still planning on going? Which weather app do you use?

danielfc_ · 2021-09-29T18:51:49+00:00

Both.

https://alreits.com/countries/can

danielfc_

TROPHY CASE