The ETF I linked paid 8% in dividends. Do you know a REIT that pays that much?
ChatGPT, so be cautious:
Hereâs a ranking of the mentioned REITs and real estate companies based on their current dividend yields, starting from the highest:
- LEG Immobilien SE â Yield exceeding 8%. LEG Immobilien is one of Germanyâs leading residential property companies, benefiting from high demand and low vacancy ratesâ
â
.
2. Vonovia SE â Yield around 8%. Vonovia is another German residential real estate giant, offering a substantial yield similar to LEG Immobilienâ
â
.
3. Real Estate Investors PLC (REI) â Yield often exceeding 8%. This UK-based real estate investment company is known for its strong dividend payouts, particularly attractive for income investorsâ
.
4. AEW UK REIT (AEWU) â Yield around 8%. AEW focuses on UK commercial properties and provides consistent dividend payoutsâ
.
5. abrdn Property Income Trust (API) â Yield around 8%. This trust has a diversified portfolio of UK commercial real estate, providing a stable high yieldâ
.
6. Schroder European Real Estate Investment Trust (SERE) â Yield around 7.84%. SERE offers a high yield with a focus on pan-European commercial propertiesâ
â
.
7. Ediston Property Investment Company â Yield around 7%-8%. This company focuses on UK retail parks and commercial propertiesâ
.
These rankings are based on their current yields, and some of them may fluctuate depending on market conditions and company performance.
Not ETFs though.
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MORT, REM, KBWD (though KBWD is not exclusively real estate).
uhmm interesting name that first one. 
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By watching a Ray Dalio video recently where he mentioned owning hard assets during market crashes. I went on asking AI more details about hard assets and somehow encountered the MLP term. So did some short research and also found that AMLP and MLPD are probably the best ETFs out there to invest in midstream oil/gas infrastructure and profit from a generous dividend.
Now I was wondering for those who have invested in AMLP/MLPD or any other variants, how does this fit in your global portfolio? Do you see this somehow as a sector tilt? or is it more part of your fun/experimental portfolio?
On the one hand it seems very risking investing in own specific part of the oil/gas supply chain and on top of that all in one county with only ~15 companies in this ETF. On the other hand right know knowing that US is the oil/gas âkingâ and that the demand will probably not go down until 2030-2040 it could be a very interesting investment.
AMLP has been my biggest stock position since I reduced BTI:
Top 10 Tickers by Market Value%
| Ticker | Name | MV % | Dividend Yield |
|---|---|---|---|
| AMLP | Alerian MLP ETF | 6.8% | 7.49% |
| CRM | Salesforce .Com Inc | 4.7% | 0.95% |
| BTI | British American Tobacco Plc | 4.6% | 5.65% |
| VICI | VICI Properties Inc. | 3.5% | 6.41% |
| NATKY | National Atomic Company Kazato⊠| 3.1% | 6.07% |
| WDS | Woodside Energy Group Ltd - ADR | 3.0% | 4.69% |
| AEM | Agnico Eagle Mines Ltd | 2.8% | 1.00% |
| XLE | Energy Select Sector SPDRÂź ETF | 2.8% | 2.59% |
| NEM | Newmont Corp | 2.7% | 0.96% |
| CHTR | Charter Communications Inc. | 2.6% | 0.00% |
| Total | 36.8% | 4.1% |
I only wish Iâd bought more of it when it was in the $3x range having missed the covid bottom at $16.
And these are all part of your stock portfolio? and how does it fit in your FIRE strategy?
Yes, they are the top 10 biggest positions I have.
Sometimes I wonder if I should have just YOLOâd everything into KAP, BTI and AMLP. They were all paying double digits yields at the time and have had decent capital gains on top.
I have an allocation into these two
Invesco Markets Plc - Morningstar US Energy Infrastructure MLP UCITS ETF
SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF
My logic is
- Hard assets => inflation protection (e.g. contracts build in price increases)
- Fairly stable (long term contracts)
- But not as low yield as many bonds
For a similar reason, I wrote Puts on VOPAK (harvesting premiums and hopefully eventually picking the stock up at a discount eventually and then harvesting dividends).
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Isnât your goal to not pick up the stock 
Not necessarily.
80% of options end of without a transfer of the stock. In my case this is closer to 90%+.
Where there is a transfer, I try to (and am thusfar successful) balance out cash out from having to take ownership with cash in from having to deliver (typically end of quarter expiration dates). Where I do take delivery, it almost always triggers a written call for more premium.
All of these written puts are on stocks Iâd love to own⊠but I canât own them all. The wheel strategy based on a basket of stocks removes my emotional bias coming from narrowly focussing on one stock, but I do own stocks (and ETFâs). I.e. the wheel strategy is on top of a sizeable foundation of positions.
Stepping back, I rarely buy a stock outright given the possibility to get a premium and entry point at a discount by using written puts.
Does that mean that your stock portfolio is composed of 90% written puts and 10% stocks/ETFs?
No, not even close.
It is MUCH more balanced towards ETF/equity. I am not leveraged in the potentially catastrophic way youâre metrics would indicate. Also, keep in mind, my written Puts are for a large portion offset with written Calls (i.e. the two would to some degree balance out if both expired with delivery).
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I was wondering why you went for this UCITS version and not for AMLP on the US market directly for example?
The performance of that one seems to be going nowhere, you donât mind? At least I guess volatility should be really low.
With UBS i struggled to purchase the AMLP version so this was a workaround.
both are part of my fixed income sleeve as i concluded 100% regular stocks was too aggressivr
The second one indeed has lower returns but the alternative would be bonds which i am also not excited about
Interesting, so you also consider MLPD like fixed income although it has more equitiy-type properties especially in terms of volatility? I would have put MLPD under the same âpotâ as ETF equities basically. But maybe Iâm missing here a detail, e.g. are MLP supposed to be safer?
You may be right and it may be that I need to revisit my fixed income sleeve.
I always assumed these MLPDâs were good inflation / recession proof hard assets and less prone to interest rate changes than bonds. I may be wrong.
I am not sure either, reason why I am asking, but maybe we are going to be able to experience this live very soon if inflation and low growth kicks in (stagflation).
Maybe such MLPâs could be also seen as real estate as itâs basically some infrastructure which generates high yield for its usage.