33: Brett Owens, 3 Recession Proof REITs to Buy Now

Invest Like a Boss

Sam Marks Johnny FD Derek Spartz

Business, Investing

4.8 • 518 Ratings

🗓️ 21 December 2016

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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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Transcript

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0:00.0	Welcome to the Invest Like a Boss podcast. I'm Sam Marks and I'm Johnny FD. We're self-made entrepreneurs who invest our own money and use modern technology to invest like a boss.
0:09.2	Join us each week for exclusive interviews with our network of modern investors, business owners, and multimillionaires to discover new ways to invest our hard-earned cash.
0:17.9	Hey, I'm on this, Johnny and welcome to episode 33 of the Invest Like a Boss podcast.
0:22.3	I'm Johnny, back here with Sam Marks.
0:25.0	Hey, guys, and Johnny, Felice Navidad.
0:28.1	Merry Christmas, buddy.
0:29.4	You still in Mexico?
0:30.5	I still in Mexico.
0:31.9	Three more days in Play-Dale-Carman, and then back to Florida for the holidays.
0:36.9	Okay.
0:37.5	So, Merry Christmas to everyone listen to this.
0:39.9	If you guys are listening live, I know a lot of people are catching up on older episodes.
0:44.1	So happy New Year to you guys.
0:46.5	So this week, we're going to have on Brett Owens, who's a contributing writer for Forbes.com.
0:53.1	And he writes a ton about dividend stocks as well as
0:58.0	REITs, which is today's topic. Yeah, and he's also the chief investment strategist for
1:02.8	contrarian outlook. And I've been reading a bunch of their stuff in the last couple months,
1:07.4	really, really good stuff and just highlights the topics that Johnny just went over. And he's also,
1:13.1	he's in a lot of places. He's in CNBC. He's often on CNBC Asia doing interviews and stuff. He seems
1:19.8	like a really cool guy. So I'm pumped up to get him on the show. Yeah, super smart guy. He went to
1:24.3	Cornell, which is Ivy League. He worked in corporate America, and
1:28.6	I think he's just going to be a good guest to talk about REITs, which is something that we've
	...

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