What I Am Buying Today.

[Dividends from Scratch]

Quote: Any idea why? The residential real estate market has been on fire recently, the macro side is absolutely fantastic. (apart from the high inflation numbers)

No idea. TBH, $EQR and $ESS were also very weak in the dividend growth department. Maybe it has something to do with the fact that they're heavily exposed to coastal regions (and the associated regulatory risks). Sunbelt residential REITs did much better ($CPT for example hiked its dividend 13% a few months ago, and I think $MAA also did well).

Anyway, no more residential REITs for me. They're now very expensive and the yield/growth is too low.