QQQ - REITs Are A Deep Value Opportunity - Hoya Capital
2024-06-26 14:00:00 ET
Summary
- Retail investors should consider REITs in their portfolios for diversification and income streams.
- Hoya Capital created REIT ETFs in response to subscriber demand for higher yielding products.
- Navigating the wall of debt and evaluating dividend safety are key considerations when investing in REITs.
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Hoya Capital 's David Auerbach explains why retail investors should have REITs in their portfolios (0:35). Why Hoya created its own REIT ETFs (5:08). Dividend income streams and interest rate sensitivity (9:05). Dividend safety - who's at the top? (12:50) Navigating the wall of debt (13:50). How to evaluate REITs (18:30).
Transcript
Rena Sherbill: David Auerbach from Hoya Capital. Very excited to talk to you again. We just got finished with a live talk at the Investing Summit, where we talked about REITs and categorized them.
And let's have a continuing conversation with our Investing Experts audience. What would you say is the best reason for a retail investor to get into REITs?
David Auerbach: It's a great question. Wow. You could do a whole hour just on that one question alone. I think to start out, I'll answer your question with a question, what percentage of your portfolio should be allocated to crypto ? I don't know. What percentage of your portfolio should be invested in ESG or DEI initiatives? I don't know....
REITs Are A Deep Value Opportunity - Hoya Capital