BUY Conviction3/5 Analysis quality75/100 now
The YouTuber recommends Starwood Property Trust (STWD) for its 9.4% dividend yield, highlighting its infrastructure lending component as a potential growth driver. The company's portfolio is largely in commercial real estate with 99% of loans on floating rate terms, which helps maintain dividend consistency during inflation. Starwood also holds significant unrealized property gains, further protecting its dividend.
“Starwood Property Trust ticker stwd with its 9.4 dividend yield is also a real estate lender though it does own some properties and has recently started lending in infrastructure projects.”