The Chilton REIT Strategy, founded by Bruce Garrison, has achieved an annualized total return of +9.3% gross of fees over 20 years. Successful REITs are characterized by strong management, a focused strategy, high insider ownership, and financial strength, as outlined in 'The Ten Commandments of REIT Investing.' Public REITs, with superior balance sheets and access to capital, are well-position...
The market's recent volatility highlights the irrationality of short-term movements, making high-yield dividend aristocrats attractive for stable, long-term returns. High-yield aristocrats offer an average yield of 5.3%, significantly higher than the S&P and other high-yield ETFs. They also have solid growth prospects. These top 10 aristocrats are undervalued by 18%, providing a 29% upside pote...
NORTH BETHESDA, Md. , Jan. 28, 2025 /PRNewswire/ -- Federal Realty Investment Trust (NYSE:FRT) released today the Federal income tax treatment for 2024 distributions to holders of its Common Shares of Beneficial Interest (NYSE: FRT) and its 5.000% Series C Cumulative Redeemable Preferred Shares (NYSE: FRT.PRC).
The market's recent pullback is over. The S&P has hit record highs, driven by strong earnings growth potential through 2027. Despite the S&P 500's historically high PEGY ratio, robust growth forecasts (10%–15% annual EPS through 2026) mean valuations alone won't necessarily trigger a bear market. These 10‐stock dividend aristocrats are 37% undervalued. They offer an average yield of 3.4% and, i...
The Dividend Kings underperformed the broad U.S. equity market in 2024, achieving a 5.53% total return compared to the S&P 500's 24.89%. 2024 returns for the Dividend Kings were primarily driven by earnings growth and dividends, with the change in P/E ratio being a detractor. I breakdown the components of total return for each Dividend King by sector to gain insights into current valuation.
With the youngest baby boomers (Americans born between 1946 and 1964) approaching retirement age, it is becoming increasingly important to focus on magnificent dividend stocks that will supply big passive income either in or out of designated retirement accounts like IRAs and 401(K)s.
Some of the best REIT investment opportunities are in Canada. Valuations are lower and so are interest rates. I present 2 hidden gems that we are buying.
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