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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Dec 21, 2022
Our Reports on the Real Estate Investment Trusts (REITs)
Our stock reports on the diversified REIT sector can be found in this article. Reports include DLR, FRT, O, REG, SPG, PEAK, OHI, VTR, WELL, PSA, EQIX, CUBE, EXR, IRM.
Oct 27, 2022
VBI Ratings Not as Impressive As We Would Have Liked in 2022
Image: How the VBI rating system has ranked equities so far this year. At Valuentum, we use the Valuentum Buying Index (VBI) to source ideas into diversified simulated newsletter portfolios, and the VBI may be most applicable to the simulated Best Ideas Newsletter portfolio, where we generally like to include ideas when they register a high VBI rating and remove them when they register a low VBI rating. We always use the VBI in a portfolio setting and never by itself. Let's talk more about the VBI rating system in this work.
Sep 22, 2022
Realty Income’s Dividend Growth Track Record Is Stellar
Image Shown: We like exposure to shares of Realty Income Corporation in our Dividend Growth Newsletter portfolio. Image Source: Realty Income Corporation – Second Quarter of 2022 IR Earnings Presentation. We appreciate Realty Income’s improving outlook and its commitment to income seeking investors. Realty Income has a stellar dividend growth track record, one that we expect management will rigorously defend going forward. We like shares of Realty Income as an idea in the Dividend Growth Newsletter portfolio.
Sep 15, 2022
High-Yielding Digital Realty Is Committed to Rewarding Income Seeking Investors
Image Shown: Digital Realty Trust Inc continues to secure new leases which supports its growth outlook. Image Source: Digital Realty Trust Inc – Second Quarter of 2022 Earnings Press Release. Data center real estate investment trusts (‘REITs’) are a great source of income with ample growth opportunities given the secular tailwinds underpinning data demand growth. The proliferation of cloud computing, the Internet of Things (‘IoT’) trend, the rise of autonomous automobiles, households that previously did not have access to the Internet gaining access (particularly in sub-Saharan Africa and South Asian), the rollout of 5G wireless services, and other factors are all driving up data demand around the world. In turn, that makes it easier for data center REITs to renew existing leases, sign new leases, and expand their asset bases. Digital Realty Trust is one of our favorite data center REITs given its global footprint, scale, and commitment to income seeking investors as it has pushed through 15+ years on consecutive annual dividend increases. Shares of DLR yield ~4.1% as of this writing.
Aug 30, 2022
CubeSmart Is a Tremendous High Yielding Idea
Image Shown: CubeSmart is one of our favorite high yielding ideas. Image Source: CubeSmart – June 2022 IR Presentation. There is a lot to like about CubeSmart as the self-storage REIT has been doing great of late. CubeSmart possesses ample pricing power, its occupancy rates have been trending in the right direction of late, and the REIT is a stellar free cash flow generator. In our view, CubeSmart should be able to tap capital markets at attractive rates to meet its funding needs going forward. We appreciate CubeSmart’s latest guidance boost and continue to like shares of CUBE as an idea in the High Yield Dividend Newsletter portfolio. We are huge fans of self-storage REITs due to their ability to generate not just significant free cash flows, but significant excess free cash flows after covering their total payout obligations.
Aug 19, 2022
Public Storage Is One of Our Income Generation Favorite Ideas
Image Shown: Shares of Public Storage, one of our favorite income generation ideas, have boomed higher over the past five years with room for additional upside. Public Storage reported second quarter 2022 earnings that missed consensus top-line estimates but beat consensus bottom-line estimates as the self-storge industry in the US continues to benefit from robust demand. Surging home prices have made many households turn to self-storage options as an economical way to maximize their living space. During its second quarter earnings update, Public Storage also moderately raised its full-year guidance for 2022 which we appreciate. We are huge fans of Public Storage as the real estate investment trust (‘REIT’) is able to generate sizable “excess” free cash flows after fully covering its total payout obligations, something most REITs outside of the self-storage industry are unable to do given their hefty capital expenditure obligations. Public Storage is included as an idea in the High Yield Dividend Newsletter portfolio.
Jul 25, 2022
High-Yielding Life Storage Is One of Our Favorite Self-Storage REITs
Image Source: Life Storage Inc – First Quarter of 2022 Earnings Press Release. We are big fans of the self-storage industry as real estate investment trusts (‘REITs’) operating in this space have historically generated “excess” free cash flows after covering their total dividend obligations. Life Storage Inc, a self-storage REIT, is one of our favorite income generation ideas. As of this writing, shares of LSI yield ~3.9% after Life Storage pushed through a nice 8% sequential increase in its dividend in July 2022, bringing its quarterly payout up to $1.08 per share ($4.32 on an annualized basis).
Jun 28, 2022
High-Yielding CubeSmart Is A Compelling Income Generation Idea
Image Source: CubeSmart – June 2022 IR Presentation. The self-storage industry is home to several of our favorite income generation ideas due to the ability for companies operating in this space to generate substantial free cash flows after covering their total dividend obligations. Due to the favorable tax regime, most of these firms tend to be structured as real estate investment trusts (‘REITs’). CubeSmart is a self-storage REIT that is entirely focused on the U.S. market, and we include shares of CUBE as an idea in the High Yield Dividend Newsletter portfolio. As of this writing, shares of CUBE yield ~4.0%, and our fair value estimate for the firm stands at $56 per share, well above where shares of CUBE are trading at as of this writing.
Jun 14, 2022
Prologis Buying Duke Realty as Logistical Real Estate Market Consolidates Further
Image Shown: Prologis Inc is merging with Duke Realty Corporation through an all-stock acquisition that will see Prologis cement itself as a logistical real estate powerhouse in the US and worldwide. Image Source: Duke Realty Corporation / Prologis Inc – June 2022 IR Presentation announcing the acquisition of Duke Realty by Prologis. On June 13, Prologis Inc announced it was buying Duke Realty Corporation through an all-stock transaction worth ~$26 billion when including the assumption of debt. In the wake of severe capital market volatility, some major deals in the real estate investment trust (‘REIT’) space are still getting done. Back in May 2022, Duke Realty rejected Prologis’ previous offer worth ~$24 billion as being “insufficient” which prompted Prologis to sweeten the pot to get a deal done.
May 26, 2022
American Tower Beats Estimates and Raises Guidance
Image Shown: An overview of American Tower Corporation’s global asset base. Image Source: American Tower Corporation – First Quarter of 2022 IR Earnings Presentation. American Tower Corp is a real estate investment trust (‘REIT’) with a global portfolio of ~221,000 multi-tenant communications properties. We include American Tower as an idea in the High Yield Dividend Newsletter portfolio as its dividend growth track record and outlook are rock-solid. Shares of AMT yield ~2.3% as of this writing. Historically, the REIT has generated substantial “excess” free cash flows (after fully covering its total distribution obligations). Looking ahead, American Tower should continue to be a cash flow cow, highlighting one of the reasons we are big fans of the REIT.



The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on this website are for information purposes only and should not be considered a solicitation to buy or sell any security. The sources of the data used on this website are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. Valuentum is not responsible for any errors or omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a registered investment advisor and does not offer brokerage or investment banking services. Valuentum, its employees, and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.