Stanley's avatar
$10.3m follower assets
Real Estate Summary for Week ending 6/3/22
Summary of my Real Estate activities for the week.

M1 Finance - 37 buys this week


Posted a loss this week on this REIT portfolio as 'Fat Cat Investing' is currently DOWN 1.59% for the week but still UP 2.62% overall since inception.

Concreit - received my weekly dividend payment of $0.1292 on deposits of $101.19 (including DRIP).

Both are a part of my ongoing "Real Estate Rumble"

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Stanley's avatar
$10.3m follower assets
Sometimes life ...just happens.
A few Real Estate updates today covering the past couple days since I didn't update much on Thursday or Friday.

M1 Finance - 9 buys on Friday


Still running at a negative on this REIT portfolio as 'Fat Cat Investing' is currently DOWN 0.86% overall since inception.

Concreit - received my weekly dividend payment of $0.126740 on deposits of $100.94 (including DRIP).

Both are a part of my ongoing "Real Estate Rumble"

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Stanley's avatar
$10.3m follower assets
Way Out Wednesday
14 stock positions increased/added.

Additional investments into my Stash Portfolio (5)

$ATVI - $94.22 consensus price target. Continuing to add more for the $MSFT buyout arbitrage play.

$MMM - $158.88 consensus price target. DCA down from previous buys. Increasing a 'core' position.

$ETSY - $156.42 consensus price target. DCA down from previous buys. Not a 'core' position so will consider flipping for a profit when the market recovers.

$PINS - $31.45 consensus price target. DCA down from previous buys. Not a 'core' position so will flip for a profit when the market recovers.

$ZG - $53.69 consensus price target. DCA down from previous buys. Not a 'core' position so will flip for a profit when the market recovers.

Additional investments into my M1 Finance "Fat Cat Investing" portfolio (9)


The 'Fat Cat Investing' portfolio is down 0.56% today and 5.20% overall since inception - a part of my ongoing "Real Estate Rumble".
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True, but you know, goals 😂
I could just as easily list each stocks 52 week high, but that figure too could be years away, given the current situation it’s all a crapshoot.

Or my profit/loss on that position but I’m not sure how helpful that would be.

Suggestions?
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Luka 🦉's avatar
$97.1m follower assets
I am deeply worried 😯
Hello fellow investors 👋
I am concerned about the situation of 2 of my REITs: $NHI and $OHI
These two companies operate in Nursing Homes & Senior Care Facilities.

While this is a sector that, in my opinion, has a bright outlook, the Covid was not a joke for them.

Here I attach the Omega Healthcare $OHI Investor Presentation of April 2022, where they point out that they are struggling to collect rent. Unfortunately, many operators in this industry are having issues, and while still the sector is profitable, the accumulated debts by some of them make it impossible to pay back.

You can check slide 10 of this presentation to understand the situation

Considering this situation, these 2 REITs are priced very low.

translating into a very high and risky dividend yield:

OHI - 9.36% 🔥
NHI - 6.44%

High Yield ALWAYS means high risk, and I don't feel comfortable sitting on such a risky asset. I'm not eager to sell off my positions, but I will not increase them. I did a bit of DCA during 2020 after the crash, but I can't expose myself anymore.

Do any of you invest in this sector? Any thoughts?
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My investing strategy
My long term investing strategy consists of mostly ETFs. I like to use M1 Finance because I can group multiple ETFs and stocks together into pies essentially creating my own ETF. ETFs are great because they can provide safety and consistency.
Here’s the break down of my pies on M1 Finance:
30% Income ETF: this pie includes ETFs that pay a high dividend yield and 2 that are tax advantaged. This includes $EVT $QYLD $RYLD $XYLD $HDV $DVY $HTD $JEPI $NUSI $UTG
25% Growth ETF: this includes ETFs with growth potential and different objectives and holdings. This includes $ENFR $DGRO $SCHD $VGT $EELV $VNQ
25% MLP: this includes master limited partnerships. These are a different type of investment that can offer high returns and tax advantages. This includes $AB $CEQP $EVA $MPLX $MMP $USAC
20% Dividend growth ETF: this is my own ETF I made of stocks with growth and consistent dividends. This includes $AAPL $ABBV $ABR $APTS $AVGO $BLK $BAC $BCE $BMO $BP $BXMT $CAT $CSCO $CVX $ENB $EQR $ESS $HRZN $HTA $IIPR $JPM $KB $KIM $KO $LYB $MMM $MO $MPW $MSB $MSFT $NEWT $NKE $O $OHI $OKE $PRU $RY $SBLK $SKT $STAG $STWD $TD $TGT $VZ $WPC $XOM
I use my Fidelity account to pick individual growth stocks and my TD Ameritrade account to swing trade.
Strategy: growth and income, mix of high and moderate risk
Dividend yield: 5.95%
Last year return: 12.29%
M1 Finance total holdings: 68 (16 ETFs)
Thanks for sharing about your ETF strategy—

I think I remember hearing a bit about your Master Limited Partnership investing a while ago. I forget, what we’re the tax benefits associated with those?
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Luka 🦉's avatar
$97.1m follower assets
My REITs Recap 🏘️ 🏥
Hello fellow investors,
Last week 3 of my 4 REITs had Earnings Reports.

$ESS - Apartments West Coast
$AVB - Apartments East/West Coast
$OHI - Senior Care Facilities

So let's take a look:

Apartment REITs are doing good across all the US.

Rents are increasing, occupation too and as we can see Costal one, which suffered more in the covid era, are now back on track. As we can see from the next chart, both $ESS and $AVB are now trading higher than the pre-covid ATH, a sign that the market considers the sector fully recovered.

I was lucky to average down on both these REITs during 2020, having now a wonderful $ESS +36% and $AVB +54%. But, of course, I am not planning to sell these dividend beasts anytime soon.

Regarding Healthcare and Senior Living REITs, the situation is a bit worse.
Even both my investments, $NHI and $OHI, didn't report any additional dividend cut, they are still struggling cause the industry is under pressure.

Rent collection and occupancy are a bit low, creating danger for the sustainability of their dividends.

The situation is not good. But I believe in the future needs of Senior Housing and Skilled Nursing Facilities.

Stocks are trading way under the pre-covid levels, and there is a great opportunity for a strong price rally if they can survive such hard times.

I don't plan to increase my investment at this stage; for sure, I will first wait for the Earning Reports of $NHI, which will be the end of February, before taking any decision.

Do you invest in REITs? What's your vision of the market?
Let me know 👇
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Luka 🦉's avatar
$97.1m follower assets
Money Money Money 💸
Last week few dividends were announced for my stocks:

  • General Mills $GIS - $0.51/share
  • Archer Daniels Midland $ADM - $0.40/share (+8%)
  • Kimberly-Clark $KMB - $1.16/share (+2%)
  • Intel $INTC - $0.365/share (+5%)
  • Omega Healthcare $OHI - $0.67/share
  • WestRock $WRK - $0.25/share
  • Lockheed Martin $LMT - $2.80/share
  • VF Corp $VFC - $0.50/share

I own #50 dividend stocks, and I update you on earnings reports and dividend news.

Check my portfolio in the profile here on CS 👍
and if you want to join The Fellowship of the Dividend
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Luka 🦉's avatar
$97.1m follower assets
Omega Healthcare 💸 $0.67/share
What a REIT $OHI. Not performing well recently due to Covid, but I am happy they keep covering the dividend. Yield 8.92% 😟
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