Very glad you found this useful! We don't advise retail investors dabble in options, but some people have a much higher tolerance for risk than we do. The problem is that on the other side of those trades are typically algorithms that will always outperform retail investors in the long run.

Glad you enjoyed the piece! We cannot emphasize enough the importance of the track record in distinguishing this REIT from others that don't have such a record. Once established, companies work very hard to maintain them and investors get to enjoy predictable increases in cash flows every year that help offset inflation. The problem with "fixed income" is that it's fixed. ;)

We've been actively looking to make sure we're not overexposed to office spaces.

We've written about Redwire on numerous occasions - most recently here: www.nanalyze.com/2023/09/redwire-stock-vs-terran-orbital-stock/

@Nanalyze thats a great article, thank you

@@Wildboy789789 Glad to hear you enjoyed it!

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Be sure to take into account total return, not just the stock price return. When you reinvest dividends, the performance is really remarkable over time (as seen on a slide in this video). Debt is a critical component of the REIT business model, and it's a competitive advantage if conservatively managed. The same holds true for other firms. This company has managed to not only pay but increase their dividend for 104 quarters in a row. Shoddy outfits don't manage to achieve such track records. Quality companies do, McDonalds being one of them as well. Only a handful of REITs have achieved dividend champion status, and those are the ones we focus on.

@@Nanalyze thanks for clarifying, but I remain sceptical. The compound investment thesis doesn't seem practical because of transaction fees (afaik it's not like a re-investing ETF). While payouts over a long time seem attractive, it doesn't help when the REIT suddenly goes bankrupt. There doesn't seem to be a good set of warning signs because all REITs have high debts, so I probably wouldn't know that a REIT is about to default until it's too late.

Good! You should always approach all investments with a great degree of skepticism. No broker should be charging you transaction fees for DRIPs. As for a REIT suddenly going bankrupt, that's far less likely to happen when a REIT spends a great deal of effort on making sure their renters don't go bankrupt as covered in this piece. Credit ratings agencies are the canary in the coal mine here. Our canary would be when they break the 104-quarter track record because annual might fall next.

Great question. We were thinking the same things as well. The the team at O should be well aware of the health of their largest clients. You'll notice in their investor deck where they specifically talk about Walgreens and their plans to open physician centers in 1,000 stores. Our video has a slide which points to their ability to identify the stores that are less likely to run into trouble. The ability to navigate the problems their clients might be having is what helps them achieve that 29-year dividend track record of increases. On the topic of WBA, we have a piece slated to look at how they plan to survive given the threat of Amazon and the fact the USA - for reasons we can't comprehend - lets criminals run riot in some cities and does nothing to stop them.

Quality will always come with a richer price tag

Such a great flick! It should be required viewing, you're right!

We haven't spent any time researching that one, but a cursory look shows that they earn income " primarily from investing in residential mortgage pass-through securities and collateralized mortgage obligations." We wouldn't want any part of that for reasons mentioned in this video: kzfaq.info/get/bejne/a92VfLR1uZepiY0.html

@@Nanalyze Thanks!

Here's a contender as well. Bantu Tribesman Uses IBM Global Uplink Network Modem to Crush Nut. “I could not crush the nut by myself,” said the 47-year-old Ndeti, who added the savory nut to a thick, peanut-based soup minutes later. “With IBM’s help, I was able to break it.”

Some really strong revenue growth for sure

Quality companies rarely ever are

Let's keep the topic of these comments on O please.

@@Nanalyze looking at competitors and similar stocks is important

@@cameronvincent Yes, looking at competitors is relevant. So what triple net lease competitor did you want to talk about? There's a slide in the video which lists them out.

⁠​⁠​⁠@@Nanalyzepretty sure Vici is net lease too and what about O investing 1b in the bellagio don’t see how Vici is off topic

@@cameronvincent We've seen your name around so we know you're a regular. ;) We appreciate that. So, please understand what we're trying to do here which is to keep the comments section on topic. You raised a real estate investment trust specializing in casino properties that was formed in 2017 as a spin-off from Caesars Entertainment Corporation as part of its bankruptcy reorganization. The total exposure of Realty Income to casinos is < 3%. It's true that casinos are typically impervious to macroeconomic headwinds, but that's a different conversation to have. 🎰🎲♠