Investing in REITs + 5 REIT Stocks (O, ARE, AP.UN, SRU.UN, Vonovia)

Buying looks simple like buying Real Estate, however sadly it is a different video game. Purchasing is about rates of interest, debt and more.

0:00 Purchasing
0:44 REITs Scenario
15:50 BUFFETT and REITs
19:50 Real Estate Earnings O.
22:53 ARE.
24:10 AP.UN.
25:27 SRU.UN.
28:26 Vonovia.

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Investing in REITs + 5 (O, ARE, AP.UN, SRU.UN, Vonovia)

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  1. Hey Sven, thank you as always.
    If REIT is not ripe yet for the catching, what would you say are some high yield (4-5%) options for the income oriented investors in this market?
    MLP are tricky for Europeans because of tax reasons. What does it leave on the table?
    Thanks for considering

  2. Hm. I have some MREL and am considering buying more… I guess I’m thinking interest rates are going to steady out.

  3. I have some SRU.UN as well and quite like it. I noticed the ‘ok’ debt but it was the development plans that caught my eye. I bought it for the dividend and long term growth, not looking for anything in the short term…

  4. till half the video i thought it was classic sven weekend worrier, especially when saying “the return has already been made” whitout any reasoning behind it. however in the second half it was everything was more clear and made sense, especially when noting buffet letters, that’s the way to do it, waiting for extremely no brainer opportunity the time they come in a decade, keep it up

  5. The REIT sector tends to be the first sector to recover after a recession. So let’s wait until we get an actual recession …

    1. It is possible that recession is already here, but not reflected yet in official statistics. Germany and Japan are in recession already, China is struggling to recover.

  6. Sven, somewhere in this video you say it might be better to invest in real estate myself, rather than invest in a REIT. But if I buy a home with a downpayment of 10%, I am leveraged for 90%, which is worse than the leverage of most REITs. And if I buy real estate for investment, I must improve and manage the building myself, or outsource it to an external company, which will cost either time, or money. So you worry about the leverage of the REITs you discuss, but you don’t worry about a 90% leverage if I buy a home or an investment property. This seems contradictory to me.

    1. as a former real estate investor, it’s been my experience that you can make much more money (i.e. higher rates of return, ‘higher reward’ as Sven calls it) investing in individual properties than in bundles of properties (i.e. REITs). I’m talking 20%, 30%, 50%+ (annualized) vs the 5-10% you can make on REITs, etc. this is primarily due to the higher risk premium (e.g. lack of diversification) of investing in individual properties. But if you have a great agent you trust, a contractor you don’t think will cheat you too much (they all cheat haha), and the managerial skills and abilities to make it happen, you can far exceed the dividend and cap apprec returns of REITs, etc. That said I’m not buying real estate now (given the macro conditions Sven laid out in his video). In fact I just sold my last property last month. It’s the time to sell, not buy, RE imho. When the crash comes, I’ll go back to RE investing 🙂

    2. yes, with a REIT you have a manager that cares about his money, not yours, with your own property you know what you are doing! The downpayment depends on you, the costs, the price and all depends on you:-)

  7. Ciao Sven, video molto interessante. Hai mai analizzato MPW? Il suo dividendo mostruoso e il suo prezzo in estrema sofferenza potrebbero farla diventare una buona opportunità?

  8. Hi Sven, I think you mentioned a community on the research platform? I am signed and reading your documents but I’m not sure how to join the community (if there is one)?

  9. Thanks Sven and thanks for the Canadian shoutout eh!
    The Canadian housing market seems to be in a bubble but one must keep in mind that Canada’s population is growing like crazy with immigration. I think something like a million people immigrated to Canada in 2023. Thats 2.5% of the population in one year! And that’s scheduled to keep going per gov’t immigration targets for the next several years. All of those people need a place to live in. I think smartcenters is in a good position to capitalize, but of course there can be a much better time to buy if/whem market panics.

  10. Thanks Mr. Sven for the video. I have some exposure to REITS and only time will tell how they developed. Greetings from Bogotá, Colombia.

  11. Thanks Dr Carlin, always enjoy your videos, especially on those longer and more detailed videos.

    Thanks for your work 📝🙌

  12. Excellent content, thank you! There’s an additional, more nuanced reason why REITs focused on residential properties face challenges in a high-interest and high-inflation environment: escalating administrative and maintenance expenses. These costs are surging due to increased prices for goods, services, and labor. Compounding this issue, regulatory caps often prevent REITs from raising rents swiftly enough to offset inflation-driven cost increases. Moreover, social pressures could lead to further constraints, such as rent freezes or other regulatory measures, potentially eroding any remaining profits, assuming they still exist.

  13. as a real real estate and stock investor myself, I will share my point of view: individual pieces of RE you can have higher return and also higher risk. also having to take care of it. The biggest risk is the lack of cash flow when the property is empty, specially if you leveraged it.
    REITs will offer a lesser and more tranquill cash flow with zero effort to manage it. I recommend finding yourself a balance. Too many RE properties and it will become a full time job.

  14. Good video! A lot of content👍! You’ve shown us all possible outcomes but investing isn’t science only it also includes a lot of psychology/irrationality (if it weren’t so we couldn’t make a buck) aka Buffet’s famous “Mr. Market”! I invest in REITs because:
    – I think that interest rates will go lower … for one, one reason only: a lot of countries are heavily indebted and would be unable to service their debt on the long run. And all politicians wan’t to be reelected guess what they’ll do?
    – a lot of REITs are already heavily discounted
    – quantitative moves out of bonds with lower rates back into the stock market

    I’m aware of the risks if history goes the other way but you’re always take a risk when investing🙊

  15. While real estate in the US is a mess (especially office space), Singapore appears more a stable market. The Singaporeans LOVE their property, live to shop (it’s the main form of pleasure and exercise there) and everyone has returned to the office. The most important thing there ATM seems to be not so much to pick the best (although very nice if you can do that…..) but to avoid the bad. And most of the bad have high US exposure – so best just avoid the US altogether.

  16. Allied properties is a tricky one. It has AAA assets in city centres with big redevelopment potential, a great management with a solid track record. I’m from Montreal and know their local assets well, their Toronto properties are also golden. So if they can weather the storm (which I believe they will) this is a good longterm holding

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