Friday's Brexit induced market volatility caused many of the high-yield REITs to show their true colors. Many of the safest ones actually gained on Friday acting as a "safe haven" as the rest of the market sold off. This week's Blue Harbinger Weekly is a continuation of our free report titled "Seven Big-Dividend REITs Worth Considering." Specifically, we provide all the details (and full reports) for our Top 3 REITs. And our new Investment Idea this week happens to be an attractive high-yield REIT included in the Top 3.
Ladder Capital: Fear Highlights Risk, Creates Opportunity
Ladder Capital an mREIT with a big +9% dividend yield, (~+20% dividend yield if you count the December special dividend). Ladder’s price has fallen 30% in the last year for a variety of reasons (e.g. fears related to commercial real estate prices, rising interest rates, widening credit spreads, decreased CMBS issuance, and increasingly challenging regulations). But we believe this maybe creating opportunity...
This 20% Dividend mREIT is Worth Considering
The primary focus of this week’s Blue Harbinger Weekly is an attractive mREIT investment opportunity that currently pays a +20% dividend yield. We review the merits of this mREIT in detail, and discuss why income-focused investors may want to considering adding it to their diversified investment portfolio (and no, it’s not New Residential). Additionally, we discuss our small cap utilities stock holding that recently gained nearly 20% on talks of being acquired.