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REITs
- Thread starter RealMoneyIssues
- Start date
Bernanke Helps Boost REIT Dividend Expectations
June 14, 2011 8:16 AM ET.
Real Estate Investment Trusts (REITs) have some of the highest yields on Wall Street. As a REIT, these companies are typically not taxed on their income but are required to pay out 90 percent of their taxable income in dividends. While this makes dividend payments more volatile, analysts argue that REITs' profits should remain stable given the current economic conditions. The Bedford Report examines the outlook for diversified REITs and provides equity research on American Capital Agency Corporation (NASDAQ: AGNC) and Annaly Capital Management, Inc. (NYSE: NLY). Access to the full company reports can be found at:
www.bedfordreport.com/AGNC
www.bedfordreport.com/NLY
June 14, 2011 8:16 AM ET.
Real Estate Investment Trusts (REITs) have some of the highest yields on Wall Street. As a REIT, these companies are typically not taxed on their income but are required to pay out 90 percent of their taxable income in dividends. While this makes dividend payments more volatile, analysts argue that REITs' profits should remain stable given the current economic conditions. The Bedford Report examines the outlook for diversified REITs and provides equity research on American Capital Agency Corporation (NASDAQ: AGNC) and Annaly Capital Management, Inc. (NYSE: NLY). Access to the full company reports can be found at:
www.bedfordreport.com/AGNC
www.bedfordreport.com/NLY
Just a thought, Feds promise to keep interest rates ultra low for the next two years should keep REITS profits strong. Interest rates are one of the major factors to watch with REITS. JMHO
http://blogs.barrons.com/focusonfun...line.barrons.com/article/BL-FUNDSB-7651.html?
http://blogs.barrons.com/focusonfun...line.barrons.com/article/BL-FUNDSB-7651.html?
RealMoneyIssues
Well-known member
I hope so as CIM and O have cost me a pretty penny to date. At least I am getting dividends and with O giving me some more next Tuesday, those shares will definately be at a low price... I bailed on NLY basically breaking even so REITS haven't done much for me in the last 5 months...
Hello RMI, Just curious, what caused you to bail on Annaly (NYL)? The debt ceiling battle made me a little nervous but I finally decided odds were in favor of a deal getting done and interest rates staying low for the time being.
RealMoneyIssues
Well-known member
I decided to bail on all stocks. I chose to try to track the overall market and use index ETFs. I just haven't been able to rid myself of O and CIM yet. I should just sell, but they're such a small part of my account that I am keeping them until a break even, or if they are on a tear... a profit
Interesting discussion on effect of Operation Twist on REITs.
Operation Twist and SEC Threats Take Luster From REIT Dividends
October 3, 2011 8:16 AM ET
http://money.msn.com/business-news/article.aspx?feed=MW&date=20111003&id=14338067
NLY down approx. $ 1.00 share. Note. Ex-dividend date was last week which would usually drop shares .60 per share or approx. equal to qtrly. dividend. So not a huge drop but time to pay attention in this environment.
Operation Twist and SEC Threats Take Luster From REIT Dividends
October 3, 2011 8:16 AM ET
http://money.msn.com/business-news/article.aspx?feed=MW&date=20111003&id=14338067
NLY down approx. $ 1.00 share. Note. Ex-dividend date was last week which would usually drop shares .60 per share or approx. equal to qtrly. dividend. So not a huge drop but time to pay attention in this environment.
RealMoneyIssues
Well-known member
Sounds like I need to think about off loading my two small positions in O and CIM... maybe they won't recover...
Pretty good analysis of US and global economies. Annaly Cap.'s third quarter commentary.
http://www.marketwatch.com/story/an...mentary-for-the-third-quarter-2011-2011-10-12
http://www.marketwatch.com/story/an...mentary-for-the-third-quarter-2011-2011-10-12
HARP Refi Program's effect on REITs
http://seekingalpha.com/article/302264-refinance-program-bust-stay-with-mreits?source=msn
http://seekingalpha.com/article/302264-refinance-program-bust-stay-with-mreits?source=msn
Not sure a REIT is the best option for stability. NLY is, however, one of the most well-managed REITs out there in my opinion. High yielding investment vehicle ( +14% return). It is a higher risk investment and is subject to interest rate sensitivity. Something you would want to pay attention to if you decide to invest in any REIT. JMHO
Bernanke Helps Boost REIT Dividend Expectations
June 14, 2011 8:16 AM ET.
Real Estate Investment Trusts (REITs) have some of the highest yields on Wall Street. As a REIT, these companies are typically not taxed on their income but are required to pay out 90 percent of their taxable income in dividends. While this makes dividend payments more volatile, analysts argue that REITs' profits should remain stable given the current economic conditions. The Bedford Report examines the outlook for diversified REITs and provides equity research on American Capital Agency Corporation (NASDAQ: AGNC) and Annaly Capital Management, Inc. (NYSE: NLY). Access to the full company reports can be found at:
www.bedfordreport.com/AGNC
www.bedfordreport.com/NLY
Lots of good information in this thread re REITS. Worth the time to read up if you're considering investing in REITS. Good Luck!
Might be worth taking a look at AGNC. Dividend holding around 15-16% range. Just remember REITs are higher risk investments and sensitive to interest rate changes. JMHO
American Capital Agency Maintained Its Dividend, Unlike Annaly - Seeking Alpha
American Capital Agency Maintained Its Dividend, Unlike Annaly - Seeking Alpha
Should have listened to my own advice.
Great dividends! I just stayed too long at the party
A little too greedy. I sold my position today as I suspect that as interest rates rise investments in REITs such as NLY and AGNC will continue to weaken. For those with a large measure of fortitude I believe they will recover but it could be awhile and I expect the beatings will continue in the meantime. JMHOSimilar threads
