Episode Details

I’m finally revealing my entire REIT portfolio and I’m letting a REIT expert tell me what I’m doing right… and what I’m doing wrong!Welcome back to Dividend Stockpile. In this episode, I’m joined by David Auerbach from Hoya Capital, one of my favorite REIT experts, for a very different kind of portfolio review.For the first time, I’m disclosing all of my personal REIT holdings and putting them under the microscope.And I’m not just asking David to tell me what he likes. I’m asking for the good, the bad, the risks, potential changes and maybe even a little roasting along the way!We start by discussing David’s current thesis on the REIT sector and why he believes the environment could be interesting for REIT investors.Then we talk about how investors should think about building a diversified REIT portfolio and what factors matter when evaluating REIT quality.After that, we go one REIT at a time through my portfolio.For each holding, we discuss the business, sector, dividend, growth potential, risks, valuation considerations and what David likes, or doesn't like, about the investment.Finally, David gives me his overall assessment of my REIT portfolio and whether there are any changes he would consider making.