24 maj 2026
73 min
This week we break down five real estate investment trustswe like for dividend growth investors — from the Las Vegas strip to German retail parks. VICI Properties (VICI), Big Yellow Group (BYG.L), Healthpeak Properties (DOC), Defama (DEF.DE), and Agree Realty (ADC) each offer a different flavour of income and growth.
We also talk about NVIDIA's (NVDA) staggering $870 million annual dividend payout to Jensen Huang, Evolution Gaming's (EVO.ST) $2 billion buyback, and Chubb's (CB) 33rd consecutive dividend hike. Plus, May dividends are rolling in and it feels good.
Listener questions cover anticyclical investing, German industrial job losses and what it means for your portfolio, falling in love with stocks, portfolio complexity, Intuit's (INTU) AI risk, asset managers like KKR and Blackstone, and the hidden cost of inflation erosion on slow dividend growers.
Episode 300 is just weeks away — sign up for the live showvia https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=header
More at dividendtalk.eu
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Disclaimer: We are not financial advisors. All opinions expressed are for entertainment and educational purposes only. Always do your own research before making investment decisions.
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