33: Brett Owens, 3 Recession Proof REITs to Buy Now
Brett Owens is the Chief Investment Strategist of Contrarian Outlook and a regular contributor to Forbes investment column. In the flagship publication the Contrarian Income Report, their focus is secure yields of 6% or better with price upside. As the name implies, they take a contrarian approach to the markets in order to find value (in the form of secure high yield) where headline-focused investors often miss out. Brett was recently featured on CNBC Asia where they discussed new infrastructure plays and joined us on the podcasts to do a dedicated episode on REITs after we read his article in Forbes 3 Recession Proof REITs to Buy Now. Brett's Twitter: https://twitter.com/brettowens Forbes Article – 3 Recession Proof REITs to Buy Now Where are we: Sam – Playa Del Carmen, Mexico Brett – Sacramento, California REIT Recommendations: OHI – Omega Healthcare Investors SBRA – Sabra Health Care O - Realty Income PSA – Public Storage Free Dividend Stock Report: 7 Great Dividend Stocks for a Secure Retirement Recommended Book: Tonny Robbins - MONEY Master the Game Discussed: ILAB 12 - Real Estate Investing with Fundrise Ceo Ben Miller ILAB 07 - Building Hong Kongs Biggest Self Storage Business Show Notes: 04:15 – Californian wine and day trips 06:00 – REIT fundamentals 07:18 – Acquire physical property 11:40 – Recession proof REITS 14:00 – Leverage levels 19:05 – Rising interest 20:30 – Long-term dividend growth 23:31 – When making an investment 26:00 – Getting started 29:01- Reality income 30:35 – Paying monthly dividend 31:45 – Public storage 33:50 – National retail properties 35:35 – Sabra health care 39:31 – Raising interest rate 40:50 – Brett’s personal portfolio 43:00 – Private REIT offering 44:45 – 7 dividend growth stocks 54:22 – IRA a REIT fund changes 57:00 – Capped investing funds 1:01:00 – Buying REITs If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here! Copyright 2016. All rights reserved. Read our disclaimer here.