Tags: Charles Sizemore | Investors | Dividends | REIT

Charles Sizemore: 4 Dividend Machines Investors Should Consider

Charles Sizemore: 4 Dividend Machines Investors Should Consider
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By    |   Thursday, 30 March 2017 06:46 AM

Newsmax Finance Insider Charles Sizemore recently cast his investment eagle-eye on four real-estate investment trusts (REITs) he thinks savvy investors would be wise to pounce on right now.

“The problem with capital gains is that, in order to actually enjoy them, you have to sell your shares,” he recently wrote for Fox Business.com.

“But the beauty of dividend stocks is that you get to enjoy the fruits of your investment without having to actually sell anything,” he said.

His four picks:

  • Realty Income Corp. (O), which touts itself as “the Monthly Dividend Company.” He said Realty Income has paid its investors like clockwork for 559 consecutive months and raised its dividend for 77 consecutive quarters.
  • Stag Industrial Inc. (STAG) is a small-cap REIT that acquires single-tenant properties in the industrial and light manufacturing space.
  • LTC Properties Inc (LTC). The health and senior-living REIT's entire 200-plus-property portfolio is invested in skilled nursing and assisted-living facilities spanning 30 states. 
  • EPR Properties (EPR) specializes in quirky, nontraditional assets, including properties like golf driving ranges, movie theaters, water parks, ski parks and private schools.

Meanwhile, the most worrisome area of the REIT market consists of shopping malls, because of the difficulties faced by retailers this year. 

“All signs point to things getting worse for this group of companies,” Bloomberg News reports. “Shares in North American REITs with a large portion of their investment concentrated in malls are now down 10 percent in the past year, compared with a 6 percent rise across all REITs.”

Retailers are facing a broad slowdown in sales at brick-and-mortar stores.

“Retail traffic across all types of retail real estate — including malls, strip centers, and other shopping areas — has been posting monthly declines of as much as 18 percent in the U.S. and Canada from the year before, according to analysis firm Prodco. Traffic to luxury retailers has fared even worse,” Bloomberg reports.

(Newsmax wires services contributed to this report).

Charles Lewis Sizemore, CFA, is chief investment officer of the investment firm Sizemore Capital Management and the author of the Sizemore Insights blog. To read more of his work, CLICK HERE NOW.

Disclaimers: If I mention a stock favorably, you should assume that I have a position in it, both personally and in client accounts. This does not, however, automatically mean that you should own it. I am expressing my opinions in this newsletter, not offering individualized financial advice or soliciting you to buy securities. See full disclaimer here.

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Newsmax Finance Insider Charles Sizemore recently cast his investment eagle-eye on four real-estate investment trusts (REITs) he thinks savvy investors would be wise to pounce on right now.
Charles Sizemore, Investors, Dividends, REIT
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2017-46-30
Thursday, 30 March 2017 06:46 AM
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