AAII Portland Chapter

AAII Income and Cash Flow SIG
Tuesday, November 18, 2025 - 4 pm - 5:30 pm PDT
Online Meeting Only

The REIT Stuff: Landlords Yielding Up to 14.2% That Love Jerome Powell Right Now

TOPIC:

The REIT Stuff: Landlords Yielding Up to 14.2% That Love Jerome Powell Right Now"

THEME:

How dividend investors can collect steady income from high-yield REITs while the Fed shifts from rate hikes to rate cuts.

WHAT YOU WILL LEARN:

·       Why REITs historically outperform when interest rates fall

·       The safest corners of the real-estate market for income seekers

·       High-yield REITs and REIT-like funds paying up to 14.2%

·       How to analyze payout safety and growth potential in income stocks

·       How to build a "recession-resistant" dividend portfolio that compounds through cycles

Gilbert Ho will be our presenter for the first part of the meeting. He will present his monthly charts on the economy and financial markets. Then, Brett Owens will present about Real Estate Investment Trusts (REITs)

Here's the Zoom link:  https://us02web.zoom.us/webinar/register/WN_T9pWdNlqTnuEiHV9PKTlOw

SPEAKER BIOGRAPHIES:

BIO:

Brett Owens is the Chief Investment Strategist at Contrarian Outlook, where he helps more than 15,000 subscribers earn safe, high income from stocks and funds yielding 7% or more. A graduate of Cornell's School of Engineering, Brett left Corporate America at age 26 to pursue his passions for investing and startups. He has founded three software firms with over 50,000 active users combined and writes regularly for Forbes and Contrarian Outlook. Since its 2015 inception, his Contrarian Income Report portfolio has delivered 10.5% annualized returns including dividends.

Gilbert Ho is a lifetime member of AAII and co-host of AAII Silicon Valley Computerized Investing SIG. He is a retired software engineer with development and management experience at various startups and large companies. He is passionate in learning macroeconomics and investing strategies. Gilbert has an MS in Computer Science and a BS in Electrical Engineering.

We look forward to seeing all of you online on Thursday, November 18th at 4 PM PDT, and please use the meeting registration link below to register.

Here's the Zoom link:  https://us02web.zoom.us/webinar/register/WN_T9pWdNlqTnuEiHV9PKTlOw

Regards,
 

Todd Blickenstaff
President and Program Chair
Portland, OR Chapter
Co-coordinator I AAII National Income and Cash Flow SIG Group
American Association of Individual Investors (AAII)
trblick@yahoo.com

Gilbert Ho
Co-coordinator I AAII National Income and Cash Flow SIG Group
American Association of Individual Investors (AAII)
gilbertho21@yahoo.com

AAII Disclaimer: The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, officers, or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations.

There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability, or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified.