You know the story. Brick-and-mortal retail was dying, and covid accelerated its death spiral. However, not all retail properties are created equally. For example, the A-class retail property owner we review in this report is financially strong and so is its 6.1% dividend yield. In particular, we review the business, growth potential, dividend safety, current valuation and risks, and then conclude with our strong opinion on investing.
Simon Property Group: 8% Yield, Discounted Price, Real Risks
Retail REITs have been among the hardest hit stocks during COVID19 lockdowns, and blue-chip Simon Property Group (SPG) has not been spared. Its dividend has been reduced significantly and its share price has fallen dramatically. Furthermore, its former Taubman Centers (TCO) deal, recent retailer buying spree and rumors of a deal with Amazon (AMZN), complicate matters further. In this article, we review the health of the business, valuation, risks, dividend safety, and conclude with our opinion about whether SPG is worth considering if you are a long-term income-focused investor.
Simon Property Group: Enticing 5.6% Yield, Pristine Balance Sheet
Simon Property Group (SPG) is a retail REIT, with a pristine balance sheet, and a consistent history of growing revenue and dividends. However, growth in revenue has slowed marginally due to a rise in retail bankruptcies (online shopping is disrupting traditional retail). This article reviews the business, the enticing 5.6% dividend yield, the valuation, the risks, and concludes with our opinion about investing.
Options Trade: Simon Property Is Priced Right, Pays Lots Of Income
We’ve written about the attractiveness of healthy dividend REIT Simon Property Group (SPG) in the past, most recently here. But we’re highlighting it again now because the valuation and income available are increasingly very attractive. The narrative that the Internet will kill all brick-and-mortar stores is way overblown in Simon’s case, so we are sharing this very attractive options trade opportunity.
Despite Big Market Gains, Lots of Attractive Opportunities Remain
The market (SPY) has been on fire this year (+21.4%), however plenty of very attractive long-term investment opportunities remain. This week’s Weekly shares the performance of each of our holdings across all three of our strategies, and then provides concise commentary on attractive opportunities among REITs, healthcare, growth stocks and our high-income low-beta “Alternative Fixed Income” strategy. We conclude with a little advice.
Market Too Hot? Top 5 Big-Dividend REITs Worth Considering
This article is the private, members-only continuation of our free public report titled: Market Too Hot? Top 10 Big -Dividend REITs Worth Considering. Except this members-only version counts down the REITs we have ranked #5 to #1. Without further ado, here is the list…
Is Your Portfolio's Beta Risk Appropriate? + Attractive Investment Ideas
If you’re going to manage some/all of your own investments, you ought to have some idea of your portfolio’s beta risk (so you can make sure it is appropriate for your goals). This week’s Weekly shares the updated performance data for each of our current holdings (as well as our “Contenders List”), and we’ve also included each position’s “beta” risk to help you gauge your risk exposure relative to your long-term investment goals. We’ve also highlighted a couple attractive investment opportunities.
Avoiding Mistakes: More Income, More Gains This Week
Undoubtedly, a lot of investors have made costly trading mistakes out of fear in recent days, weeks and months as volatility rises and falls. And the investors that continue to do best are the ones that stick to their objectives and strategies. The S&P was up 4.5% over the last 5 trading days, and our portfolios extended their long-term track records of powerful gains and income. This report shares the performance data for all of our holdings, and highlights some attractive stocks if you have extra cash that you need to put to work.
Simon’s 4.7% Yield: Despite Cloud of Negativity, It’s Worth Considering
Simon Property Group (SPG) offers an attractive 4.7% yield and a compelling valuation. However, it continues to face pressure from market fearmongers and negative sector narratives. This article reviews the cloud of negativity surrounding Simon, and then considers the health of the business, valuation, risks, dividend safety, and concludes with our opinion about why Simon may be worth considering if you are a long-term income-focused investor
Simon Property: 5 Popular High Yield REITs, Due For A Pullback
As the market has climbed dramatically this year, so too have many popular high yield REITs, such as SPG, O, WELL, VTR, OHI, STAG and WPC. And despite the Fed’s recently decreased interest rate hawkishness, it is still concerning to see these popular “safe haven” REITs did NOT fall nearly as hard as the rest of the market during Q4 and their share prices & valuations are now unusually high. When sentiment changes, these popular REITS are due for a pullback, perhaps a big one. This article reviews valuations and concludes with our opinions.
Top 5 Big Yields, Lower Risk
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.
Our Current Retail Exposure, Plus An Interesting Investment Idea
As the “Death of Retail” narrative grows, and investors fear that online retailers (like Amazon) will put all “brick and mortar” stores (like Sears, Macy’s and shopping malls) out of business, we are starting to see some interesting opportunities. This article reviews our current exposure to “brick and mortar” retail, and then shares an interesting investment idea for brave contrarian investors to consider.