This is my watchlist of real estate investment trusts.
Commercial Equity
STORE Capital (STOR)
- Is This 4.9%-Yielding Commercial Property REIT a Buy or a Sell? (Achilles Research, Seeking Alpha, 05.21.2018)
W. P. Carey (WPC)
- This 6.3%-Yielding REIT Remains a Strong Buy (Achilles Research, Seeking Alpha, 05.22.2018)
- A Secure 6%+ Dividend Yield And Consistent Dividend Growth (B. Ciura, Sure Dividend, 05.16.2017)
- Better High-Yield REIT: W.P. Carey or Realty Income? (B. Ciura, Sure Dividend, 02.18.2017)
Commercial Mortgage
Apollo Commercial Real Estate (ARI)
Diversified portfolio of variable rate commercial mortgages:
- Should You Still Buy This 10.3%-Yielding CRE Company? (Achiles Research, Seeking Alpha, 04.23.2018)
Blackstone Mortgage Trust (BXMT)
Floating rate commercial mortgages managed by Blackstone:
- A Commercial Mortgage REIT That Helps Me ‘Sleep Well At Night’ (B. Thomas, Seeking Alpha, 04.23.2018)
Healthcare
LTC Properties (LTC)
- Buy This 5.7%-Yielding, Monthly-Paying REIT (Achilles Research, Seeking Alpha, 05.27.2018
Omega Healthcare Investors (OHI)
- REIT Dividend Matchup: Realty Income vs. Omega Healthcare Investors (B. Ciura, Sure Dividend, 04.20.2017)
- Consider Equity REITs for Your Next Investment (D. Leach, Sure Dividend, 03.19.2018)
Ventas (VTR)
- Buy This Safe 5.9%-Yielding Healthcare REIT for Your DGI Portfolio (Achilles Research, Seeking Alpha, 05.30.2018)
Welltower, Inc. (HCN)
- Consider Equity REITs for Your Next Investment (D. Leach, Sure Dividend, 02.12.2018)
Hospitality
Chatham Lodging Trust (CLDT)
- Consider Equity REITs for Your Next Investment (D. Leach, Sure Dividend, 02.20.2018)
Retail
National Retail Properties (NNN)
Not heavily exposed to more vulnerable areas of the retail industry.
- Don’t Fear the REIT, Sir (B. Thomas, Seeking Alpha, 05.02.2018)
Realty Income (O)
Provides monthly dividend income with a portfolio that is 80% retail.
- Best of the Best Monthly Dividend Stocks (D. Leach, Sure Dividend, 05.26.2016)
- Better High-Yield REIT: WPC or Realty Income? (B. Ciura, Sure Dividend, 02.18.2017)
- REIT Dividend Matchup: Realty Income vs. Omega Healthcare Investors (B. Ciura, Sure Dividend, 04.20.2017)
- Will Large Size Impact Future Growth? (D. Kim, Sure Dividend, 02.07.2018)
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A Diversified REIT with A Sound Dividend Track Record (Dividend Monk, 03.07.2018)
- Consider Equity REITs for Your Next Investment (D. Leach, Sure Dividend, 03.12.2018)
VEREIT (VER)
- This 7.9%-Yielding REIT Is Significantly Undervalued (Achilles Research, Seeking Alpha, 05.23.2018)
- There’s Light at the End of the Tunnel for Vereit (Brad Thomas, Seeking Alpha, 05.21.2018)
Infrastructure
Hannon Armstrong (HASI)
Sustainable infrastructure to address climate change.
- ‘Strong Buy’ When Others Are Despondently Selling (B. Thomas, Seeking Alpha, 04.24.2018)