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+--- Thread: REIT Question (/showthread.php?tid=1699)
REIT Question - DividendGarden - 11-02-2017
Currently, Realty Income (O) is the only REIT I own. I've been thinking about National Retail Properties (NNN) and Agree Realty (ADC) recently. Both are on the CCC list of DGI companies. Does anyone have any experience or opinions on NNN or ADC?
RE: REIT Question - EricL - 11-02-2017
I'd own NNN long before ADC.
NNN didn't cut during the '09 recession, has a 27YR streak of dividend growth and has produced a higher FFO and dividend growth rate over the last 10 and 5 year periods. It's also a bigger company, has a nice BBB+ credit rating, a higher yield, and higher analyst growth estimates.
RE: REIT Question - DividendGarden - 11-03-2017
(11-02-2017, 12:08 PM)EricL Wrote: I'd own NNN long before ADC.
NNN didn't cut during the '09 recession, has a 27YR streak of dividend growth and has produced a higher FFO and dividend growth rate over the last 10 and 5 year periods. It's also a bigger company, has a nice BBB+ credit rating, a higher yield, and higher analyst growth estimates.
Good to know. Do you own NNN, O, or any other REIT's?
RE: REIT Question - EricL - 11-03-2017
I own O, OHI, DLR, CLDT, SKT, STAG, COR, and AMT from the REIT Sector.
RE: REIT Question - divmenow - 11-03-2017
SKT getting dirt cheap here.
RE: REIT Question - DividendGarden - 11-04-2017
(11-03-2017, 09:12 AM)EricL Wrote: I own O, OHI, DLR, CLDT, SKT, STAG, COR, and AMT from the REIT Sector.
Are those all CCC or DGI?
RE: REIT Question - EricL - 11-04-2017
(11-04-2017, 05:55 PM)DividendGarden Wrote:(11-03-2017, 09:12 AM)EricL Wrote: I own O, OHI, DLR, CLDT, SKT, STAG, COR, and AMT from the REIT Sector.
Are those all CCC or DGI?
Yes, they are all on the CCC list.
Chatham is overdue for a raise, but otherwise I think they've all been raising on schedule.
RE: REIT Question - DividendGarden - 11-06-2017
(11-04-2017, 11:16 PM)EricL Wrote:Are they all triple-net? I didn't think so.(11-04-2017, 05:55 PM)DividendGarden Wrote:(11-03-2017, 09:12 AM)EricL Wrote: I own O, OHI, DLR, CLDT, SKT, STAG, COR, and AMT from the REIT Sector.
Are those all CCC or DGI?
Yes, they are all on the CCC list.
Chatham is overdue for a raise, but otherwise I think they've all been raising on schedule.
RE: REIT Question - EricL - 11-06-2017
I think O is the only triple-net of the ones I own.
RE: REIT Question - DividendGarden - 12-07-2017
Which of these REIT's are focused on senior housing? I think with the baby boomers retiring, that space is going to be more and more needed.
RE: REIT Question - ChadR - 12-07-2017
OHI is focused on skilled nursing facilities (SNF) and assisted living facilities (ALFs).