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3 High-Yield Dividend Stocks I’m Buying in 2024 Before Interest Rates Cuts: MPW, Realty Income, OHI

To begin with Realty Income, this is probably among the most popular dividend stocks out there. They are a REIT with over 15 thousand commercial real estate properties, paying a ~5.75% dividend on a monthly basis. They have close to 90% of the rent coming from industries that are relatively resilient to the economy. The potential, in my opinion, comes especially from the expansion in Europe and the whole snowball effect of such a business model.

Omega Healthcare Investors (NYSE: OHI), this is a REIT that I’ve been buying since a couple of years ago.

They have over 800 properties operated by close to 70 tenants being the largest REIT focusing on skilled nursing facilities. They work through triple-net leases, which provide more security at a low cost for Omega.

Even with some obvious tenant issues due to the pandemic, the number one tenant operates only 11% of the assets, so they are very diversified from this point of view.

The idea behind it is very simple: the number of Baby Boomers retiring should increase a lot in the near future, meaning that facilities like Omega’s should benefit as well. It’s actually a very significant increase that will affect many industries, so definitely not something to ignore.

Finally, Medical Properties Trust (NYSE: MPW) - this is a very popular REIT for all the wrong reasons.

They have over 400 hospitals in 9 countries, being the 2nd largest non-governmental owner of hospitals on the planet.

Even with a very unfriendly environment, MPW can manage to produce around half a billion to even more than $800 million, which is great for a $3 billion market cap.

After cutting it in half, the dividend is currently at a yield of around 13% which is after they went up quite a lot lately.

They have triple-net and absolute-net leases reducing the risk and the cost for MPW.

In time, they’ve been reducing the exposure to the number 1 tenant, Steward, which currently has some trouble and is in a restructuring process. This is probably one of the most influential factors that was behind MPW’s crash.

Overall, MPW, Realty Income and OHI offer a very attractive yield. Even if the Fed doesn’t cut the rates in 1-2-3 years, they should pay me enough to cover inflation and to have a constant amount to keep adding at a good price. Again, this might be a once-in-a-decade opportunity because we don’t see such market conditions too often.

All three of these REITs offer very attractive yields, and I believe they should gain a lot when the Fed starts cutting the rates.

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On my channel, you will find a wide variety of stock analyses - from gold miners such as Barrick Gold (NYSE: GOLD) and Newmont Mining (NYSE: NEM) to tech stocks like Nokia (NYSE: NOK), Alphabet (NYSE: GOOG/GOOGL), Intel (NYSE: INTC) and even healthcare REITs like Medical Properties Trust (NYSE: MPW) and Omega Healthcare Investors (NYSE: OHI).

Although I mostly focus on value investing, there will also be plenty of high-yield dividend stocks being analysed on the channel, especially if I believe that there is value in there.

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DISCLAIMER: I am not a financial advisor and nothing on this channel should qualify as investing advice. All information is provided for your education or entertainment. It is not intended to be investment advice. This information is general in nature and has not taken into account your personal financial position or objectives. Seek a duly licensed professional for investment advice.

0:00 Investing in Dividend Stocks in 2024: Fed, Market, Interest Rates
1:02 Realty Income (NYSE: O) Stock Review
5:33 Omega Healthcare Investors (NYSE: OHI) Stock Review
8:31 Medical Properties Trust (NYSE: MPW) Stock Review

#stocks #investing #personalfinance #valueinvesting