138. January 2025 Mailbag
Investing Unscripted
Understanding REIT Financial Metrics
This chapter explores the intricacies of financial metrics, specifically funds from operations (FFO) and adjusted funds from operations (AFFO), as they relate to the REIT sector. It underscores the importance of analyzing these metrics carefully to assess performance, payout ratios, and the sustainability of dividends amidst potential discrepancies.
It’s the January mailbag. Topics covered include the benefits and risks of investing in preferred shares, comparing metrics for similar companies, and strategies for using options. Have a question you’d like answered? Send it to us anytime!
01:21 Listener Appreciation and Feedback
08:29 Rebalancing and Diversification Strategies
14:35 Preferred Shares: A Worthwhile Investment?
25:02 Understanding REIT Distribution Payout Ratios
28:44 Understanding Adjusted Funds from Operations (AFFO)
31:19 Diving Back into REIT Metrics
32:39 Desert Island REIT Picks
38:59 SolarEdge and Enphase: Solar Industry Insights
41:49 Comparing Similar Companies: Metrics and Insights
47:30 Options Trading: Temperament and Strategy
52:55 Wrapping Up: Final Thoughts and Listener Questions
Companies mentioned: A, AAPL, AI, CRWD, DHR, ENPH, HD, LOW, MELI, O, PLD, RHP, S, SEDG, SNOW
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