How to Evaluate REITs: AFFO, Dividend Safety & Rate Risk
Failed to add items
Add to basket failed.
Add to wishlist failed.
Remove from wishlist failed.
Adding to library failed
Follow podcast failed
Unfollow podcast failed
How to Evaluate REITs: AFFO, Dividend Safety & Rate Risk
-
Narrated by:
-
By:
REITs require a different instrument panel. This episode explains the gauges investors should use before buying real estate through the stock market.
In this Day 17 SkiesCapital episode, Captain Pierce breaks down how to evaluate Real Estate Investment Trusts using REIT-specific gauges instead of standard stock metrics that can mislead investors.
We cover why P/E and EPS often fail for REITs, why AFFO matters more than FFO for dividend safety, how to use P/AFFO and AFFO Yield for valuation, and how to think about payout ratios, leverage, occupancy, same-store NOI, cap rates, sector context, and interest-rate sensitivity.
The goal is simple: use the right gauges to separate durable REIT income from fragile yield.
Topics covered:
AFFO and FFO
AFFO payout ratio
P/AFFO and AFFO Yield
Net Debt / EBITDAre
Occupancy and same-store NOI
Cap rates
REIT sector differences
Interest-rate sensitivity
Think Clearly. Invest Better.
For educational purposes only. Not investment advice.