Why Stock Investors Should Take a Closer Look at REITs
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.3 • 1.5K Ratings
🗓️ 17 July 2025
⏱️ 48 minutes
🧾️ Download transcript
Summary
With high interest rates and changing economic conditions weighing down returns, out-of-favor Real Estate Investment Trusts (REITs) now offer compelling valuations and attractive dividend yields.
Today's Stocks & Topics: BBWI - Bath & Body Works Inc. (NYS), FLMX - Franklin FTSE Mexico ETF (ETF), HPE - Hewlett Packard Enterprise Co. (NYS), MYE - Myers Industries Inc. (NYS), NVR - NVR Inc. (NYS), O - Realty Income Corp. (NYS), questions from our YouTube channel viewers: ELS - Equity Lifestyle Properties Inc. (NYS), and TPL - Texas Pacific Land Corp. (NYS); plus Luke's market wrap, and Lukes's talking points: 'U.S. Producer Prices' and 'Stablecoins'
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. |
| 0:12.9 | Independent Thinking, shared success. InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:26.6 | Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:32.6 | Welcome back everybody to another episode of InvestTalk. I will be your host today, Luke Guerrero, |
| 0:42.0 | and today is Wednesday, July 16th, 2025. We are officially over the hump. We are officially |
| 0:51.2 | more than halfway through the month of July, more than halfway through the first month of the second half of the year, and more than halfway through the month of July, more than halfway through |
| 0:55.5 | the first month of the second half of the year, and more than halfway through the third |
| 0:59.6 | quarter of 2025. |
| 1:02.6 | And things are moving fast. |
| 1:04.8 | Things are always moving quickly around us. |
| 1:07.6 | You saw a whipsaw today in the market because of changing narratives, changing news. |
| 1:13.3 | And so, another example of the power of not overreacting. Reacting, but not overreacting. |
| 1:22.8 | And that's kind of our job here at InvestTalk, as I see it, is to help you understand how to |
| 1:26.9 | decipher what |
| 1:27.7 | is going on around you so that you can make informed investment |
| 1:31.7 | decisions. |
| 1:34.2 | To that end, as always, we will bring you |
| 1:37.4 | a mixture of educational, educational that it's |
| 1:41.1 | an actionable material. |
| 1:43.3 | We have some very important stories for you today. |
| 1:48.3 | But most importantly, the most important thing |
| 1:52.8 | is what is on your mind, |
... |
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