33: Brett Owens, 3 Recession Proof REITs to Buy Now - a podcast by Sam Marks & Johnny FD

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 & REIT fund changes

57:00 – Capped investing funds

1:01:00 – Buying REITs

 

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