Dividend Talk

REITs, M&A Waves & the Management Test: Jussi Askola on Investing in Real Estate Investment Trusts

This week we welcome Jussi Askola – Finnish-born REIT specialist, founder of Lundberg Capital, and author of The REIT Advantage – to Dividend Talk. Jussi runs one of the largest paid REIT investor communities online, High Yield Landlord, and advises family offices and institutional investors on REIT strategy. We dig into the current wave of private equity M&A sweeping the REIT sector, why management quality is Jussi's first and most important filter, how European REITs compare to their US counterparts, and what the five-year outlook for the sector looks like from someone with half their net worth in real estate investment trusts. Topics covered: * Why REITs have been in a bear market for four years – and why that matters for value investors * How to spot conflicted management before it destroys your returns * Internal vs. externally managed REITs and what to look for * The case for REITs over private real estate (including the leverage misconception) * European REITs: opportunities, risks, and empire-building management teams * Specific stock views: Camden, Rexford, EPR, Primary Health, Shurgard, HASI and more * Residential REITs as the next turnaround play for 2027 Join us : Jussi's Newsletter - ⁠High Yield Landlord | Jussi Askola, CFA | Substack [https://www.high-yield-landlord.com/]Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/groups/dividendtalk] Discord group - ⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠ [https://discord.gg/nJyt9KWAB5] Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://twitter.com/DividendTalk_] Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://twitter.com/European_DGI]⁠⁠ Become a Premium Member for just 129 Euros a year: ⁠⁠⁠https://dividendtalk.eu⁠⁠⁠ [https://dividendtalk.eu] Disclaimer: Educational content only. Not financial advice.

Our Q1 2026 Dividend Portfolio Review | Nike's Dividend Risk & Evolution AB Drama | Ep. 290

It's Easter weekend and we're reviewing our Q1 2026 dividend portfolios. Derek's portfolio hit €130K, with projected annual dividend income of €25.2K, while EDGI saw 18.7% quarter-over-quarter dividend income growth and a portfolio that's doubled in just three and a half years. We kick things off with some market news as billionaire Kenneth Dart's stake in Evolution AB crossing 30% via equity swaps (and why that matters), plus why EDGI is seriously unimpressed with Evolution's annual report copy-paste job. Then it's onto Nike: with EPS below the dividend and activist investors circling, how safe is that payout really? In the main segment, we walk through our full Q1 portfolios – what we bought, what we sold, and why Derek is on a tax efficiency drive. We also discuss the rotation from tech into value stocks and why dividend growth portfolios quietly shone when markets wobbled. Listener questions cover: Carrefour as a dividend play, the DRIP timing debate on Interactive Brokers, covered call ETFs vs. organic dividend growth, the Unilever/McCormick sale and what it means for shareholders, whether to trade value stocks, and the Easter Bunny stock pick of the episode. Subscribe, leave a review, and join the conversation on Discord. Happy Easter! 🐣 Join us : Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/groups/dividendtalk] Discord group - ⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠ [https://discord.gg/nJyt9KWAB5] Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://twitter.com/DividendTalk_] Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://twitter.com/European_DGI]⁠⁠ Become a Premium Member for just 129 Euros a year: ⁠⁠https://dividendtalk.eu⁠⁠ [https://dividendtalk.eu] Disclaimer: Educational content only. Not financial advice.

Eps 289: Is the Food Business Still Going to Pay Growing Dividends?

Consumer staples are in defensive mode and this week's news explains why. We dig into the M&A wave reshaping the food sector: the failed Unilever/Kraft Heinz merger talks, Unilever's potential sale of its food assets to McCormick, and Danone's acquisition of Huel. Is traditional food still a reliable source of growing dividends? Also in the news: the proposed Pernod Ricard/Brown-Forman merger of equals, the Italian antitrust probe into Edenred, and the landmark social media addiction lawsuit finding Meta and Google liable for the negligent design of Instagram and YouTube. Listener Q&A: profits on Shell and BP, buy opportunities in ADP, RELX and Auto Trader, T. Rowe Price outflows, and quick takes on WATSCO, Cairn Homes, Nedap NV, Petrobras, Vale, and Microsoft. 💬 Find us on Discord or Facebook — and leave a rating if you enjoy the show. Join us : Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/groups/dividendtalk] Discord group - ⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠ [https://discord.gg/nJyt9KWAB5] Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://twitter.com/DividendTalk_] Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠ [https://twitter.com/European_DGI]⁠⁠ Become a Premium Member for just 129 Euros a year: ⁠https://dividendtalk.eu⁠ [https://dividendtalk.eu] Disclaimer: Educational content only. Not financial advice.

EP 288: Dividend Investing in Asia - Why & How to Get Started with special guest Florian

This podcast episode of Dividend Talk features an in-depth interview with Florian, a seasoned engineer and investor who has lived and worked in Asia for 15 years. The discussion explores the shifting global economic landscape, specifically the rise of the "Global South" and why investors should consider exposure to Asian markets. Florian shares his personal journey from building a company in China to achieving financial freedom, while also offering a nuanced perspective on the competition between Western and Chinese industries. Ticker Symbols mentioned: * J36.SI – Jardine Cycle & Carriage * TS0U.SI – Keppel Infrastructure Trust * 5109.KL – IHH Healthcare * 3188.HK – CSOP Hang Seng TECH ETF * 3032.HK – CSOP Hang Seng China Enterprises ETF Join us : Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/groups/dividendtalk] Discord group - ⁠https://discord.gg/nJyt9KWAB5⁠ [https://discord.gg/nJyt9KWAB5] Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://twitter.com/DividendTalk_] Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠ [https://twitter.com/European_DGI]⁠⁠Become a Premium Member for just 129 Euros a year: https://dividendtalk.eu [https://dividendtalk.eu] Disclaimer: Educational content only. Not financial advice.

How to Spot & Remove Deadwood From Your Portfolio | Dividend Talk Ep. 287

Portfolio spring cleaning time. In Episode 287, we break down exactly how to identify and remove deadwood from your dividend portfolio, the companies quietly dragging you down while you're not looking. We also react to $100 oil, debate whether Shell should stop its buyback programme at the current yields, run through the latest dividend hikes (Hannover Re +39%, Swiss Life, General Dynamics, Realty Income & more), and answer listener questions on LVMH, Legal & General results, Oracle, T. Rowe Price, and non-US monthly dividend payers. 📌 Topics this week: Join us : [Facebook]  -https://www.facebook.com/groups/dividendtalk [https://www.facebook.com/groups/dividendtalk] [Twitter] -   @DividendTalk_    , @European_DG [Discord]- https://discord.gg/nJyt9KWAB5 [https://discord.gg/nJyt9KWAB5] [Premium Services] - https://dividendtalk.eu/download-your-free-samples/ [https://dividendtalk.eu/download-your-free-samples/] EDGI Annual Report - 2025 Dividend Portfolio Review: The Good, The Bad and The Dollar [https://europeandgi.com/inspiration/2025-dividend-portfolio-review-the-good-the-bad-and-the-dollar/]