I expect 5 REITs to cut their dividend, possibly in 2023. Tanger Factory Outlets (SKT), Omega Healthcare Investors (OHI), Office Properties Income Trust (OPI), Global Net Lease (GNL), and The Necessity Retail REIT (RTL) have problems that could lead to a dividend cut. I explain why and highlight some better opportunities. You can access my entire REIT Portfolio by taking a 2-week free trial to my REIT newsletter, High Yield Landlord: [ Ссылка ]
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OHI has the following problems: its payout ratio is too high, its tenants are struggling to pay their rent, lease defaults are on the rise, it could face a credit downgrade, losing its investment grade rating, and finally, the dividend is likely to be cut.
GNL, RTL, and OPI are poorly managed, suffer conflicts of interest, have too much debt, and their dividend payout ratios are too high.
SKT will have to heavily reinvest in its properties and the need for capex could lead to a dividend cut.
Image sources: NAREIT, YCHARTS, EPRA, SKT, OHI, OPI, GNL, RTL, Canva
Important Disclaimer: Leonberg Capital does not hold positions in the 5 REITs discussed in this article. This video is impersonal and does not provide individualized advice or recommendations for any specific person. Viewers/readers should not make any investment decision without conducting their own due diligence and consulting their financial advisor about their specific situation. This video is for entertainment purposes only and you are responsible for your own investment decisions. The information is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. The opinions expressed are those of the publisher and are subject to change without notice. This YouTube channel is managed by Leonberg Research OÜ, a subsidiary of Leonberg Capital OÜ.
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5 REITs That Will Cut Their Dividend
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