Dirt 05 said:
Eight of the ten largest publicly traded firms in the real estate sector are paying dividends in excess of their earnings per share - (WELL, PLD, EQIX, AMT, DLR, O, PSA, VTR). That means these firms are dipping into reserves or financing the payment of dividends to investors.
The big push on "back to office" is driven by the FED attempting to find a means to shore up real estate loans that are coming up for refinancing in the post covid world with lower occupancies and higher interest rates. The problem is greatly exacerbated by the massive federal debt and budget deficit which has taken aware their ability to drive rates lower because buyers don't want low yield US Treasuries.
These firms are buying up single-family housing stock? You shacking up in medical offices, storage building and data centers?
WELL Welltower Inc. -A leading healthcare REIT focused on senior housing, medical offices, and post-acute care facilities.
PLD Prologis, Inc. - The world's largest industrial REIT, specializing in logistics warehouses, distribution centers, and e-commerce facilities.
EQIX Equinix, Inc. - A global digital infrastructure REIT that owns and operates data centers, providing colocation, interconnection, and connectivity services.
AMT American Tower Corporation - A major global REIT owning and operating wireless communications towers and related infrastructure.
DLR Digital Realty Trust, Inc. - A leading data center REIT focused on owning, acquiring, and operating data centers for cloud, tech, and enterprise customers.
O Realty Income Corporation ("The Monthly Dividend Company") - A retail and commercial REIT known for single-tenant, triple-net leased properties (e.g., retail stores, restaurants) and consistent monthly dividends.
PSA Public Storage - The largest self-storage REIT in the U.S., owning and operating self-storage facilities.
VTR Ventas, Inc. - A healthcare REIT with a portfolio including senior housing, medical offices, hospitals, and life sciences properties.
