Hi Mr. Chuck, awhile ago I watched your analysis on MPW Medical Property Trust and I saw opportunity to buy at low price. I bought it at $3.06. Today MPW went up 42.4%. I could not believe my eyes. Thank you very much for your analysis. Since the price is so low I can add more shares any time it dips down below my average cost but it has not went down since I bought it.

@adamgesztelyi

5 ай бұрын

To be fair, Chuck has been recommending it since it was around 7 USD, so if you had purchased all throughout you'd still be in a fat minus :P

@Tideo123

5 ай бұрын

@@adamgesztelyi I don't think it's fair to put a blame on someone who does a stock analysis and gives an opinion on a stock for free. No one should take anyone's opinion as a recommendation as a sure bet. The analysis can only base on the facts and condition at the time of analysis. No one can predict the outcome of the future like the Covid out break that affected the economy, high inflation, high bond yield that finally dragged down the REIT industry and others. I appreciate his work giving out for free. He will do him and I will do me. That's all.

@Tideo123

5 ай бұрын

I don't think it's fair to put a blame on someone who does a stock analysis and gives an opinion on a stock for free. No one should take anyone's opinion as a recommendation as a sure bet. The analysis can only base on the facts and condition at the time of analysis. No one can predict the outcome of the future like the Covid out break that affected the economy, high inflation, high bond yield that finally dragged down the REIT industry and others. I appreciate his work giving out for free. He will do him and I will do me.

@rosalieroku3818

5 ай бұрын

I see that overvaluation pattern of MAA all the time using FASTgraphs. What is your advice on how to take advantage of that? Besides selling at the top when they ring the bell? Options? Shorting? I am a long investor, but when these short opportunities present themselves, what's the value- investors' way to take advantage of the mispricing? You said it best in other videos: Overvalued stocks are extremely vulnerable to violent corrections on bad news or missed earnings .

@RabianskiT

5 ай бұрын

@@rosalieroku3818 You answered your own question 😂 At mis-priced valuations sell the stock (if you have it) or try shorting it (if you have the ⚽️🏀)

I bought O today @51, with >6% div yield, divs increasing quarterly. It pays more than a bond or CD, and there's the cap-app that will happen- and I don't mind waiting with that monthly paycheck.

@hansschotterradler3772

5 ай бұрын

Yes, I'm actually thinking to replace my short-term treasury ETF with O. Interest in treasuries is expected to go down.

Love you coverage on REITs Chuck! Thank you for all of the consistently great content.

@TheBigShort11

5 ай бұрын

Sell sell sell, it was a short squeeze

Mr. V, I want to thank you for your recent personal re-confirmation of REIT MPW. It was a considerable weight in my decision to buy when it fell to $3. In less than four months, it's currently 120% gain, plus a dividend. wow

My REIT positions are: ABR, MPW, SACH and my catch-all with SCHH etf.

i like the look of ADC, lots of insider buying

After some additional research, I have been buying the top 6 on that last list (by yield), looking back to this video, great call!. Fast forward to Mid May, looking like were set to take off in Q3 and Q4 with lower interest rates on the horizon. Thanks Chuck!!

Alexandria (ARE) is listed as an office REIT but it rents out lab spaces to biotech companies. I consider that to be a plus

@FASTgraphs

5 ай бұрын

Yes it does have a niche

Continue to learn by your great wisdom! Thank you.

I got O, ADC, MAA and PSA from the list. All more or less at break even. I keep adding more before the interest rates go down. I am happy for them to stay high for longer - gives me more time to buy them at such opportunistic levels

Really enjoy your effort Chuck. Thanks!!

Thank you so much for your wonderful video. Just what I needed!!❤🎉

Thank you so much for your great content. And I was delighted to hear you on the Dividend Talk podcast the other day!

Another great video! Thanks man… 👍🏽👍🏽

Thank you Chuck!!!

Thank you Chuck!!

Great stuff. Thanks 🙏

Well done & thank you

I bought O, MAA and Agree when they dipped late in 2023. I am still looking to add to my positions. I have considered Alexandria because they are a unique type of office REIT with good tenants and the only office REIT I have considered. I also considered VICI but I am on the fence. I’d like to add an industrial REIT like Redford but the concentration in southern cal has me somewhat worried. Anyway an excellent write up which will definitely help me flesh out a portfolio of perhaps 6 to 10 refits covering a variety of Reits

@RabianskiT

5 ай бұрын

VICI and ARE are definitely in my portfolio…

Thanks Chuck, another great video. I started investing in US Stocks only 2,5 years ago. I am a Fast Graph member since the beginning. It has helped me a lot. The only thing I actually am not sure is whether it really makes sense to make stock picking (compared to the S&P 500). I gave me a 5 year timeline to figure it out. Sofar I am losing to the S&P by a large number. One of the main reasons is my REIT position (around 45% of my portfolio). Lets see! Thanks again.

@land7776

5 ай бұрын

You don't buy REITS to 'beat' the market- you buy them to produce more income than SPY will give you.

I've done really well the last couple of months on HIW. Sold a covered call against HIW and may get called away soon but I'm okay with that. Back in the positive for MPW and will get most shares called away if back over 5.00. I know you aren't much of a options guy but it makes sense to me.

Thanks Charles

Great video Chuck!! REITs are a good opportunity now for long term income with some margin of safety. When rates will decrease, locking today's dividend rates may prove smart. Good video !

@RabianskiT

5 ай бұрын

Plus potential growth (in some cases). Once the interest rates go down, we won’t see REITs at such bargains.

I like Rexford Industrial. Greetings from Germany.

Ty sir.

Thanks Chuck

Thank you for so powerful insights Chuck! I would like to know which one would you like most today CPT or MAA? Thanks again, your friend from Argentina!

Excellent highlight of FASTgraphs use of the growth rate for the DCF forecasts. Has this always been the method? I'd love to hear more about this. Keep talking, I'm getting smarter!

@FASTgraphs

5 ай бұрын

Yes, we have always used the forecast growth as the discount rate. It is how the product was designed

Thank you I've been considering ADC and VICI for a while, may soon start positions in either or both. I own O and ARE. ARE is not a traditional office property, it's a specialty work space for labs, provides diversity in my portfolio, plus I was able to buy it with a +5% yld. Too pricey for me now and I view it more of a growth stock rather than income, so once the price gets to a a greedy and tax friendly profit, it's gone. My only office REIT, which is down quite a bit and just cut the div, is ACRE. I think the management will get it figured out, so I'm hanging in and even nibbling on more when it dips. Occasional covered call premiums ease the pain of how much it's down (as with MPW). Thank you so much for your incredibly valuable videos. I refer back to them often. Too bad I can only give one like!

@land7776

5 ай бұрын

when the co cuts the div, almost always I'm out. Office REITS may eventually come back, but all REITS have been slammmed- why stay with the gutter crowd who are cutting your divs too?

@Nemo-yn1sp

5 ай бұрын

@@land7776 We each have our own approach/perspectives. I don't consider ACRE or MPW to be a gutter holding and even with the cut, I'm doing ok with it. Of course, I'm also not overweight in them, so while the cuts shaved a few dollars of income for a while, it's not a hard hit. I can wait for the share price to recover, which may be years. Both are generating income via cc and divs, so I'm not worried about share price at this point, and if some get called away (ACRE did), I'll benefit either in profit or tax loss harvesting, but not too extreme. Now, if they were to do a reverse split, I'd be out in a heartbeat. Or do something like WPC did. Raise the div then announce a spin-off soon after, which was followed by a div cut. 🙃

I feel pretty safe in MPW, even tho i bought at 5$, its easily worth 10 on its worst day... also rate cuts are on the horizon

Interested in EPRT and PLD vs REXR

REITs are going to have a heck of a year when interest rates begin to trickle down.

Thank you Chuck for this valuable REITs video (btw I am already holding the top ones you mentioned); I have been subscriber for one year now, investing was a complete mess for me without FASTgraph, thank you for this excellent tool. I have a question if I may; in your opinion, while screening, what is the maximum acceptable LT Debt/Capital % for REITs, Utilities and Others? Thank you in advance.

@FASTgraphs

5 ай бұрын

Generally, 50% or less is considered acceptable. However, your question depends on a lot of factors such as cash flow generating ability, cost of debt versus return on capital and many other factors. Also, reached by their nature invest in real estate with the mortgage is most real estate investors do. Finally, debt can be good or bad depending on some of the factors previously mentioned. For example, if a company can borrow in a very low rate and earned a very high rate on the money that can be a good thing. On the other hand, if the company hits a headwind debt can be a real burden.

i like 3 Reits i buyed my last tranche of AMT this week and have now 30 Shares,Position is full now. I like also MAA and want to buy again,then its also full. ADC i consider a buy,but want them under 50$. MPW Position is full and time will tell what will happen with it.

Hi Chuck. What do you think of IIPR?

Hi Chuck, Thank you for the video. Due to the price in reits now, I have invested more in them lately. They are 21 % of my portfolio. I only want them at 15%. I would like to add more while they are in fair value. What are your thoughts? I own AMT, O, ADC, ARE, MAA, DRL, STAG, and VICI. I am an older investor looking to add income.

I'm looking forward to this

Hi Chuck, thanks for the video, interesting to watch as each and every one you have produced. It seems the common denominator across the sector is the slowing of growth, which is surprising because REITs are not so heavily leveraged and should be able to pass the interest rate costs to tenants. I wonder if utilities will be better yielders in such an environment…

@RabianskiT

5 ай бұрын

What the heck are you talking about? 😅 REITs are heavily leveraged - that’s why they are sensitive to interest rates.

@IPQ-sj2zs

5 ай бұрын

@@RabianskiT , not good quality ones look at those Chuck presented, they have only about 30% in debt...

@laciepyu255

5 ай бұрын

@@RabianskiT Compared to former times they are not heavily leveraged.

Cool, so it's like synthetic CDOs for MBS but for private investors. Can I short those?

Hey Chuck, I wish you had taken a look at REITs in Canada, e.g., Net or Piazza, they seem to offer a better deal than their US counterparts...

@FASTgraphs

5 ай бұрын

@@delinquense you really need to subscribe to FG , you would learn a lot.

I have been buying ADC, maa, nnn, O, Abr, and stag in 2023 and 2024

@RabianskiT

5 ай бұрын

Sorry, but I don’t like your choices 😅 It’s not about the stocks, but sectors. Out of 6 REITs you mentioned, 3 are Retail REITs. You have too much concentration in one sector. Unless you have some other sectors you didn’t mention…

Would be interesting to see what the FastGraph Software says about stocks like super micro computers, soundhound, or beamr imaging as well as Nvidia

Hi Mr. Valuation, I would love to ask you what is your opinion in Pfizer, I see a LT value play in there. Cheap valuation, high yield pretty much safe. Thanks!

Hello Chuck, thanks for the great video! I have in my portfolio NNN, O, VICI and WPC. You talked about all with the expection of WPC which has selloff more recently and they had offices and decided to exit from that part. What is your opinion regarding WPC ? Would be nice to see a video on it!! Thanks

@FASTgraphs

5 ай бұрын

Sorry, I don't have an opinion based on research. However, it does look inexpensive but with issues. Regards, Chuck

Thanks chuck. It would have been funny to do mpw to see all the haters come out 😂😂

I see that overvaluation pattern of MAA all the time using FASTgraphs. What is your advice on how to take advantage of that? Besides selling at the top when they ring the bell? Options? Shorting? I am a long investor, but when these short opportunities present themselves, what's the value- investors' way to take advantage of the mispricing? You said it best in other videos: Overvalued stocks are extremely vulnerable to violent corrections on bad news or missed earnings .

@FASTgraphs

5 ай бұрын

Unfortunately, no one can time the market perfectly. Judgment is always required. At least with FG you are aware of the premium if you choose to invest at those levels. That helps, Chuck

@rosalieroku3818

5 ай бұрын

@@FASTgraphs Thank you. But what do YOU, a consummate value investor, do when you own a stock that get ridiculously overvalued? Buy put options? Keep your position and initiate an additional short position? Sell your position and initiate a short position? Sell your position and move to other fairly-valued stocks? Thanks.

Alexandria (ARE) is in great shape. They are not an office reit like others. Thy only hold research facilities that are rented by companies who cannot do their work from home offices. ARE is safe!

@FASTgraphs

5 ай бұрын

Congratulations on doing your own due diligence

What's your opinion on DLR? Went up 54% since you recommended it last April. Time to exit and take profits or is there much more in it?

@FASTgraphs

5 ай бұрын

Very expensive, a good REIT but very expensive currently. At the least I would put it on a sell watch list. Regards, Chuck

Any etf's or index funds worth looking into re: REITs.......???

@janx83

5 ай бұрын

VNQ?

Building a REIT portfolio, I wouldn’t recommend buying so many Retail REITs… My rule is, no more than 2 REITs from each sector - that’s why I chose NNN and EPRT as my Retail REITs. I could have gone with different ones (ADC for example, looks very promising), but I had to decide.

@chocolatesaltyballs85

5 ай бұрын

I hold EPRT, NNN, ADC and O which is overkill so I need to trim. I think O is the obvious one out of the bunch based on growth, is too big and will struggle to grow through aquisitions etc, and mainly rent growth alone isn't enough....

@RabianskiT

5 ай бұрын

@@chocolatesaltyballs85 Yeah, 4 Retail REITs is too much imo. These very good ones though… The problem with trimming them is, they are all at low valuation currently. I would wait with selling any or them… unless of course you find something else that’s also very attractively valued.

@RabianskiT

5 ай бұрын

@@chocolatesaltyballs85 How many other REITs do you have? What sectors?

What do you think of MAIN?

@FASTgraphs

5 ай бұрын

I don't really understand the fundamentals. Payout ratios in excess of 100%. Consequently, was never motivated to research or study it deeply.

Any update on MPW people ? Still a lifetime opportunity?

@FASTgraphs

5 ай бұрын

MPW is an extremely undervalued real estate investment trust

SHOUT-OUT to Chuck Carnevale theMan, theMyth, theLegend - although I'm probably no body to you or whomever, I used to a million-dollar investor/trader and I just advised one of Bill Gates' portfolio fund managers to invest in EPR Properties (EPR) because it's currently paying a "monthly" ~8.03% dividend = approx. $0.285 cents per share - thank YOU for providing us w/ professional advice...U DA' MAN CHUCK! ✌

Do you think Opi can recover? I got in at $2.50 its was too cheap to not take a chance

@FASTgraphs

5 ай бұрын

Hopefully, but it is a speculation as fundamentals have been in a steady freefall for years.

When is etf analysis coming ?

@FASTgraphs

5 ай бұрын

We are targeted for the 2nd quarter of this year

I like REITs but it is taxed at ordinary income?

@Bruxy23

5 ай бұрын

That's correct

@land7776

5 ай бұрын

please do your homework- that's elementary

No mpw on this list is they a reason for that chuck?? I know you are probably board of talking about mpw lol

@FASTgraphs

5 ай бұрын

Are you obsessed with MPW, i am not?

@FASTgraphs

5 ай бұрын

@@randya430 I agree

@pearlperlitavenegas2023

3 ай бұрын

😂

Interesting... however, be careful at tax time. 🎉

@FASTgraphs

2 ай бұрын

Never let the tax tail wag the investment dog. Regards, Chuck

$ARE is great REIT not office, bad labeling

@FASTgraphs

5 ай бұрын

Take it up with MSCI and Standard & Poor's GIC's coding. It's not bad labeling. Regards, Chuck

Dude- all these stocks are down over 5 years. Bitcoin is up 1000%. Probably just own that.

@FASTgraphs

5 ай бұрын

Dude- watch the video and learn why they are down over 5%. What part of value investing do you not understand?

@blackfiree91

5 ай бұрын

@@FASTgraphs i understand that value investing in bitcoin when it was 25k 3 months ago and all of the bitcoin mining stocks in November when they were 3-4$ ( up 300%) now is way better than your ridiculous dividend value “strategy.” (Losing stock picks). Your stocks are going down hard in USD but down WAY HARDER in bitcoin terms. Buy bitcoin. The end.

@FASTgraphs

5 ай бұрын

@@blackfiree91 obviously you don't understand, you would rather invest after the investment went up rather than before? Buy high sell low is a losing strategy. Good luck, Chuck

@blackfiree91

5 ай бұрын

@@FASTgraphs you goober. Bitcoin is going to 500k. You think 60k is the top. But YOU don’t understand because you’re a boomer with no technical knowledge of the greatest monetary invention in the history of the human race. You can put in 10% in bitcoin NOW and it will it double your portfolio by 2028. Good luck with your 5-7% yields. Boomer

Rip your portfolio if you bought

@FASTgraphs

27 күн бұрын

You don't believe in buying low?

I don't invest in REITs. Period.

@cabragooncabulous4082

5 ай бұрын

Why?