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Boris S.'s avatar

I downloaded the list of Dividend Growers from your other post. Doing this required me to download the Substack app on my phone. 🫤 That was a little awkward but it worked.👍

I noticed a number of REITs in the list. They show extremely high payout ratios. REITs are a completely different animal when it comes to corporate structure and the metrics used to determine the health of the structure. Instead of Payout Ratios, I think we should look at the Funds from Operation (FFO) or AFFO (Available FFO) and what percentage the dividend is of that. Interest coverage and Debt to EBITDA are important.

Great webinar, by the way! I hope it's OK to pass it on to friends?

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