If you are looking for a steady growing dividend (and the potential for continuing long-term share price appreciation) the data center REIT we review in this report is attractive. For starters, it has raised its dividend (current yield is 2.9%) for 16 straight years (since its IPO) thanks to steady growth in its funds from operations (~11% CAGR since 2005). And even though core FFO per share declined in 2020 (pandemic year) it is on pace to bounce back in 2021. Further, it will continue to benefit from the massive ongoing secular digital transformation. In this report, we review the business, valuation, dividend safety, risks and then conclude with our opinion on investing.
Data Center REIT: Don't Miss This Opportunity to Buy Low
This data center REIT offers an attractive investment opportunity for investors seeking steady income along with long-term capital gains. It has raised its dividend for the past 15 years (it currently yields 3.5%) and is likely to continue to do so given strong industry tailwinds. We think there is a disconnect between business fundamentals and recent the underperformance of the shares (down ~18% over the last two months). This article reviews the health of the business, valuation, risks, dividend safety, and concludes with our opinion about why it’s worth considering if you are a long-term income-focused investor.
Digital Realty: Growing Dividend, Attractive Price
Shares of Digital Realty (DLR) are down 13%, as they’ve recently gotten caught up in the indiscriminate “REIT sell-off” driven largely by macroeconomic noise. And the business offers an attractive investment opportunity for investors seeking steady growing income along with significant long-term price appreciation potential. In particular, this data center REIT has raised its dividend for the past 14 years and is likely to continue to do so given strong industry tailwinds. This article reviews the health of the business, valuation, risks, dividend safety, and concludes with our opinion on why Digital Realty is worth considering if you are a long-term income-focused investor.
Top 10 Big-Dividend REITs: The Mass Exodus Continues
High-yield REITs continue to sell-off as investors exit in droves. This article highlights performance (and more data) on over 100 high-yield REITs that have sold off significantly. We then explain why REITs have sold off, and provide our views on why some REITs are starting to look increasingly attractive. We conclude with details on 10 specific high-yield REITs that are increasingly attractive and worth considering.