5 Crown Jewel REITs Paying 'Great Repeatable' Dividends Over 5%

By Brad Thomas:As co-authors Chris Zook and James Allen wrote in Repeatability: Build Enduring Businesses for a World of Constant Change, "the strongest sources of differentiation in a company's strongest businesses are its crown jewels." Conversely, it's the really successful companies that build their "crown jewel" strategies on a few vivid forms of di

By Brad Thomas:It's not hard to see why investors are attracted to the idea of high-dividend-paying stocks. On the surface, these investments seem to offer the best of both worlds: the potential for long-term capital appreciation and a steady income stream. But this perception rests on a fundamental misunderstanding of how dividends work.

By Brad Thomas:Last week fellow Seeking Alpha writer David Van Knapp and I were both quick to defend a ridiculous article that was meant to derail the all important dividends paid by real estate investment trusts (REITs).

By Brad Thomas:Industrial REITs are performing well and the $20 billion sector has produced a combined year-to-date total return of 16.54 percent. The seven REITs in the industrial sector are paying an average dividend yield of 3.49 percent.

By Brad Thomas:In a recent edition of The Wall Street Journal, Joseph Dobrian wrote an article titled, “Panel of Experts Views REIT Stocks as a Key Part of an Investment Portfolio”. In that article Dobrian wrote:

Brad Thomas submits:Last week I published an article on what I consider to be one of the safest and most reliable REITs in the United States. As explained in the article, Realty Income (O) has an exceptional business model as the single tenant REIT provides a stable, diversified, and well capitalized portfolio. Many of the other publicly traded single tenant REITs are paying similar dividends:

By Brad Thomas:Since the great recession, equity REITs have delivered outsized returns along with extraordinary stability. Since outsized egos on both sides of the political aisle don't seem to be able to reach a compromise solution, it appears likely we're going over the cliff, which may be more like a mountain bike downhill run with bumps and bruises, but still a very germane topic for the coming week.