Roaming Returns

098 - Why You Can’t Evaluate REITs Like Regular Stocks


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Most investors analyze REITs the wrong way, and it’s costing them. In this episode, we break down the key metrics that we look at when evaluating REITs. Traditional stock metrics like P/E ratios just don’t cut it and AFFO isn't the holy grail. 

Using Realty Income (O) and Arbor Realty Trust (ABR) as real-world case studies, we cover:

The difference between Equity & Mortgage REITs—and why most investors get it wrong
Why Realty Income (O) has red flags despite its reputation as a dividend growth favorite
How to spot a dividend cut before it happens —ABR likely has one coming
What metrics actually matter for REIT investing (AFFO, payout ratios, debt levels & more)

If you’re serious about dividend investing and want to avoid costly mistakes, this episode will help you evaluate if a REIT is worth holding. 

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**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

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Roaming ReturnsBy Tim & Carmela

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