Fantastic Yields And Where To Find Them

We have always been vocal advocates of looking beyond the borders for investment returns. While the multi geographic nature of the large cap stocks trading in the US provides very good overseas exposure without leaving NYSE and Nasdaq stock exchanges, real estate is a different story. The bulk of real estate contained in the REITs that make the major REIT indices are local and hence finding the overseas exposure requires extra work.
We looked at the market today and picked out the four best ones that are worth buying today for the fantastic yields that they provide.

To meet our requirements, the stocks would have to yield at least 6%, provide exposure to at least one non-US market, and have a total return potential of greater than 20% in the next 12 months.
1) Northwest Healthcare Properties (OTC:NWHUF) The number one choice and by far our favorite at today's prices is NWHUF. It trades primarily on TSX but can be purchased on the OTC as well. This REIT provides access to hospitals and medical office buildings in Canada, Germany, Brazil, Australia and New Zealand.

The stock has underperformed the average TSX listed REIT in 2018.

Source: ReitReport.ca
We think some of it might be due to its exposure to Brazil, and the emerging market contagion.

While we understand the fear, we do not believe it to be rational. NWHUF's exposure to Brazil is 15% of its total property base and is through a AAA+ rated tenant with long-term... Read more