Investments from another direction - REITs
Investments from another direction - REITs
Hi Everyone - Post with Value..Review, 2 of 3
(By Ido Neumann, CPA and personal financial planner)
You always talk about what to do with the money you get from investments, when it's still low.
Well, since you already have an account in the US, it can be reinvested in real estate but in a different direction;
Here are 6 REIT funds that distribute monthly dividends (Here are the highlights of an article published and the link to the article itself at the end):
* This is not to be said here because there is no advice, guidance, investment opinion - these are for informational purposes only ...
** As a general note, between the years 2010-2017, the average return on investment in Reit funds in the US was about 13% per year, compared to an average return of about 10.49 %% of the S&P index ***
1. American Capital Agency Corporation (AGNC)
The fund invests in mortgage backed securities with a high level of security, as well as mortgages secured by government guarantees (Fannie Mae + Freddie Mac).
As of October 2018, the Fund has a dividend yield of approximately 12.12%
2. Apple Hospitality (APLE)
The fund invests / specializes in upgrading and improving hotels. It owns and operates approximately 90 Marriott Hotels and 83 Hilton Hotels. The company invests a significant portion of its cash flow in increasing its portfolio
Its dividend yield is as of October 2018, 7.31%
3. Bluerock Residential Growth (BRG)
The fund is in the small cap category, which means a market capitalization of between 300 million and 2 billion.
In the above case, the weighted value is approximately $ 311 million.
The fund specializes in investment and operation of multi-family complexes in growing markets in the United States.
Most of the fund's assets have a yield of over 90% and are deployed in Texas, Florida, Georgia, Illinois, Michigan, Tennessee and North Carolina.
Its dividend yield is correct as of October 2018, 7.54%
4. EPR Properties (EPR)
The fund specializes in a variety of real estate investments such as:
Entertainment (casino buildings, theaters, cinemas), education (public schools) and wineries.
Because of the great diversity of its asset classes, the fund has consistently won the 2010-2018 and the MSCI US REIT Index.
The fund makes triangular contracts in front of its tenants, triple net leases, (extensively in another post), but briefly it means that any tenant beyond the rent payment
Pays and is also responsible for tax expenses, insurance and maintenance.
Its dividend yield is correct as of October 2018, 6.46%
5. LTC Properties, Inc. (LTC)
The fund specializes in nursing homes, regular and therapeutic homes. The foundation has more than 200 properties in over 28 US states. In addition, this fund also invests part of its mortgage money.
Since its issuance in 1992, the fund's performance has surpassed the S&P 500 and the US Reit Fund Index.
Its dividend yield as of October 2018, 5.39%.
6. Stag Industrial (STAG)
The fund specializes in industrial buildings, distribution centers and warehouses.
It owns 370 properties in 37 countries, where the vast majority is expended in a single tenant in each property.
The occupancy rate is 70% and the average rental contract is for a period of 5 years.
Its dividend yield as of October 2018, 5.54%. .
Interesting, right?
So here is the opportunity to invest the funds available from your assets, leave them in the US,
And enjoy good returns…
Is it better to invest in direct assets instead - in REITs like above ???
This is another discussion already
The original responses to the post can be read at the bottom of the current post page on the site or in the link to a post on Facebook and of course you are invited to join the discussion
REITs are exempt from corporate tax but must share at least 90% of profits.
They enjoy a reduced tax structure בנה.
There is a positive return that is an increase in value
These funds provide diversification and therefore reduce risk, as well as specific sectors can be selected and there is immediate liquidity - the problem is that they do not allow leverage on investment, tax refunds, increase in property value and many other benefits of direct real estate investment.
Lior Lustig
What to do with low amounts (or at all) and still be exposed to the real estate developer
Very interesting Ido. Someone invests this way or knows how to do it? Do you do through a boa (bank)
Ido, can you elaborate on the risks in these investments? Is it more than a direct investment?
You get confused…
Yield Dividend 12…
And this is an investment that is supposed to give another drop to the investment basket.
Dividend yield is how many dividends are repaid to investors divided by the share price…
Call it rental (but not) ..
And this is added to the total return you make from the paper.
Do not forget that they have more tools ... know ... money and connections in such transactions than you
Thanks Ido.
Do you see, feel, think, estimate that the higher the dividend the more dangerous the risk?
Is the dividend at the expense of the general yield on the sale of the REIT?
Is the mortgage issue largely free of the risk before the subprime?
How can a mortgage in the United States require a much lower interest rate than what it gives to investors?
How can you technically invest in one of them in Israel?
Gadi Fatal