Omega Healthcare Investors (OHI) released its quarterly earnings yesterday after the close, and Wall Street was noticeably underwhelmed. The shares slid nearly 4% in afterhours trading. I won’t be doing a detailed analysis of Omega’s tenant issues today or of the broader skilled nursing REIT sector, which has been under pressure for three years now....Read More

Realty Income (O) is one of my favorite long-term dividend payers. I own a decent chunk of shares in an IRA that I have pledged never to sell. The reinvested dividends are compounding, and I intend to live on them in retirement someday. But other than the reinvested dividends, I haven’t been buying new shares...Read More

The following first appeared on Kiplingers.com as The 15 Best REITs for Retirement Income Few asset classes are better suited to retirement portfolios than real estate. If managed sensibly, a portfolio of real estate investment trusts (REITs) can provide a steady stream of retirement income that will last a lifetime. To start, REITs are incentivized...Read More

Leave it to the stock market to do the exact opposite of what you expect it to do. Following Donald Trump’s surprise win, stocks have spent the past three weeks pushing higher. Ironically, given that the President-Elect is a world-renown real estate developer, real estate investment trusts (REITS) have gotten clobbered. REITs as a sector...Read More

Real estate investment trusts have gotten absolutely crushed over the past three months and particularly since Donald Trump’s surprise victory in the 2016 presidential election. The perception is that Trump’s economic policy will blow out the budget deficit, fuel inflation and send bond yields higher. And as REITs have become proxies for bonds in the...Read More