Co-produced with Trapping Value
Investors today are faced with dual conundrums. On one hand, the Federal Reserve has started dabbling in corporate bonds and lowered the return profile of many nearby asset classes. On the other hand, we are living through unprecedented dividends cuts and that has made investors nervous about the sustainability of any and all dividends.
Source: Political Calculations
Landmark Infrastructure Partners LP (LMRK) is an interesting play in that regard, as it has already cut its dividend and yet offers a substantial yield. It currently pays 20 cents a quarter