Philip Jones

Austin

Contributor at Seeking Alpha

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Articles

Mousetraps: 9 High-Yield REITS With Potentially Unsafe Dividends

2 weeks ago | seekingalpha.com | Philip Jones

Apr. 07, 2025 7:30 AM ET, , , , , , , , , , , , , , , , , , , , , , SummaryThe recent sell-off has increased the temptation to reach for some of the many high-yield REITs, but beware of "mousetrap" REITs with unsustainable dividends. Dividend safety is crucial; a cut can lead to plummeting share prices and reduced income, leaving investors with significant losses. Seeking Alpha Premium's Dividend Safety score helps identify risky REITs; grades range from A+ (safe) to F (high risk of cuts).
Cash COWs: 11 High-Yield REITS

3 weeks ago | seekingalpha.com | Philip Jones

Apr. 03, 2025 7:30 AM ET, , , , , , , , , , , , , , , , , , , , , , SummaryNow is a good time to invest in REITs due to low inflation, expected rate cuts, and a bullish technical trend. Analyst upgrades on REITs outnumber downgrades, and many quality REITs offer higher-than-usual yields, making them attractive for income investors. Dividend safety is crucial; Seeking Alpha Premium's Quant Ratings help identify REITs with low risk of dividend cuts, ensuring stable income.
Buried Treasures: 4 Dramatically Undervalued REITs

1 month ago | seekingalpha.com | Philip Jones

Feb. 28, 2025 7:00 AM ET, , , , , , , , , , , , , , , , , , , , , , , , , , , , , SummaryREITs are highly attractive now due to stable or falling interest rates and low inflation, with many offering strong yields while being undervalued. This article identifies 27 REITs yielding at least 75 basis points above the no-risk rate on Treasuries, while selling at discounts of 20% or greater to their Target Fair Value.
Surprise, Surprise: Two More REIT Buys

2 months ago | seekingalpha.com | Philip Jones

Feb. 20, 2025 7:00 AM ET, , SummaryThis is a good time to invest in REITs due to stable or falling interest rates and low inflation, with Citigroup predicting 10-15% returns in 2025. Healthcare REITs are being boosted by both increased income (Cost of Living Adjustments) for their senior housing and skilled nursing patients, and a 15-year low in new construction starts. Industrials are enjoying a rotation after a 15% selloff despite stellar operating performance in 2024.
Bluer Skies: 2 Strong REIT Buys

2 months ago | seekingalpha.com | Philip Jones

Jan. 29, 2025 8:00 AM ET, , SummaryInvestors expect interest rates to remain stable or decline, benefiting REITs by lowering their cost of capital and making dividends more competitive. The Vanguard Real Estate ETF shows a bullish pattern with potential for a 40% run-up over the next few years, assuming the pattern holds.
World Beaters' 2024 Performance Review

Jan 7, 2025 | seekingalpha.com | Philip Jones

Jan. 07, 2025 10:30 AM ET, , , , , , , , , SummaryOne year ago, I selected a portfolio of 10 REITs for their double-digit dividend growth, believing they would outperform on share price and deliver superior total return. In this article, I hold myself accountable. The World Beaters portfolio underperformed in share price, contrary to expectations, achieving a total return of (-3.48)%.
Cash COWs And Buried Treasures: 2024 Performance Review

Dec 11, 2024 | seekingalpha.com | Philip Jones

Dec. 11, 2024 11:31 AM ET, , , , , , , , , , , , , , , SummaryAbout a year ago, I published two proposed portfolios: Cash COWs, (high-yield and strong dividend safety), and Buried Treasures, (undervalued, high-yielding, with strong balance sheets and growth). The Cash COWs portfolio, selected for high yield and dividend safety, delivered a 6.91% cash yield with no dividend cuts, outperforming the VNQ by 242 bps.
12 REITs Poised For Potential Outperformance

Dec 2, 2024 | seekingalpha.com | Philip Jones

Dec. 02, 2024 9:00 AM ET, , , , , , , , , , , , , , SummaryAs REIT prices rise, high-yield opportunities dwindle, making this a good time to focus on dividend growth for better long-term returns. Dividend growth stocks, despite lower initial yields, can surpass higher-yielding stocks over time, offering better yield on cost. Dividend growers often outperform the REIT average in total returns, driven by strong AFFO growth and superior gains in stock price.
Cousins Properties Stock: Debt Headwinds And JV Bleed Cloud Future (NYSE:CUZ)

Nov 14, 2024 | seekingalpha.com | Philip Jones

SummaryOffice REITs, particularly Sunbelt-focused ones like Cousins Properties, have rebounded strongly, outperforming the S&P 500 with a 33.09% YTD return. Cousins Properties boasts a high-quality portfolio in the Sunbelt, with strong occupancy rates, premium rents, and a focus on desirable Lifestyle Office Assets. Despite positive growth metrics and a very stable dividend, CUZ faces huge debt maturities in 2025 and poorly explained joint venture losses.
Extra Space Storage: Solid All-Weather Value, Set To Move (NYSE:EXR)

Nov 12, 2024 | seekingalpha.com | Philip Jones

SummaryStorage REITs have kept pace with the REIT average, with Extra Space Storage showing strong growth and a competitive yield in a high-demand sector. EXR's merger with Life Storage has boosted FFO but increased costs, with a modest FFO per share growth forecast and a healthy uptick in occupancy. EXR's balance sheet is strong with solid liquidity, but its dividend yield is below the "no-risk" rate, and the payout ratio is somewhat aggressive.