Summary
- The U.S. stock market is highly valued, driven by Big Tech and AI investments, with speculative fervor reminiscent of the late 1990s.
- Some REITs, like W.P. Carey, face challenges due to poor capital allocation and strategic missteps, leading to underperformance compared to tech stocks.
- Many other REITs, however, have been beaten down due to short-term supply headwinds and their treatment as bond proxies.
- A potential recession looms, indicated in part by yield spread inversions, suggesting caution in broad-based ETFs and a focus on selective investments.
- My buy list includes American Homes 4 Rent, CareTrust REIT, and JEPI, emphasizing strong fundamentals and attractive valuations amid market uncertainties.
- Looking for a helping hand in the market? Members of High Yield Landlord get exclusive ideas and guidance to navigate any climate. Learn More »
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It’s a tough time to be a dividend investor.
With every new all-time high hit by the Big Tech-driven indices, the FOMO gets a little worse. But at the same time, with each new high, the valuation of the market’s
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMH, ARE, ARTNA, CTRE, EGP, HASI, JEPI, REXR, TRIN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
