2 High Yield REITs I Would Buy Today
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Jussi Askola, CFAIndependent analyst profile- Source published
- 31 Jul 2026, 13:34 UTC
- Recorded by Tahlil Plus
- 18 Aug 2026, 15:57 UTC
AI-generated source summary
The video discusses two REITs, Vonovia SE (VONOV) and VICI Properties Inc. (VICI), highlighting their fundamental strengths and attractive valuations. Vonovia, a major German landlord with nearly 0.5 million apartments, faces rent controls which cap growth at 3-4% annually, but this regulatory environment ensures stable and predictable rent increases. Its BBB+ investment grade rating and substantial cash flow from operations, driven by high occupancy rates (near 100%), position it as a safer, more resilient investment compared to some US counterparts. Despite a significant discount to its Net Asset Value (NAV), which is estimated at €46 per share, trading around €20, Vonovia's management has a proven track record of consistent dividend growth and robust financial management, making it a compelling investment. VICI Properties, a leading gaming and experiential REIT, is also trading at a substantial discount (around 60%) to its NAV of €46 per share, with its current share price around €26.75. VICI boasts a strong portfolio including iconic properties like Caesars Palace, The Venetian, and MGM Grand, with a highly concentrated tenant base (70% rent from Caesars and MGM). The company has a solid track record of dividend growth, achieving a 7.0% CAGR from Q1'18 to Q1'26 (estimated), and a 7.8% dividend yield, significantly outperforming its peers. Its financial health is supported by a BBB- investment grade rating, moderate leverage, and significant liquidity, allowing it to retain substantial cash flow for reinvestment and growth. Both companies offer attractive risk-reward profiles due to their current valuations and strong underlying fundamentals.
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Jussi Askola, CFA
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