Why I Won't Buy REIT CEFs
1 extracted signal · 0 resolved · 1 still active
Jussi Askola, CFAIndependent analyst profile- Source published
- 21 Jul 2026, 14:47 UTC
- Recorded by Tahlil Plus
- 18 Aug 2026, 15:57 UTC
AI-generated source summary
The analysis critically evaluates two Real Estate Investment Trusts (REITs), RQI and XIOR, presenting arguments against investing in RQI due to its high leverage (30%), which was exacerbated during the 2008 financial crisis, making it highly speculative. The speaker notes that while RQI offers a 9% dividend yield, its history of near-bankruptcy and the inherent risk associated with high leverage make it unattractive for long-term investors seeking stability. The high management fees (1.4%) further detract from its appeal compared to lower-cost passive options like VNQ (0.13%). In contrast, XIOR is presented as a more attractive opportunity, offering a 6.5% dividend yield and trading at a 30% discount to its Net Asset Value (NAV). The speaker highlights that the student housing sector, which XIOR operates in, is undersupplied, leading to a projected 4-5% annual rent growth. This combination of strong underlying fundamentals, attractive yield, and a significant discount to NAV makes XIOR a compelling investment choice for those seeking higher, sustainable returns with lower risk.
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Jussi Askola, CFA
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