I've got kind of a shotgun approach currently, and I invest in both of these, GLPI has been increasing, and RITM (formerly NRZ) decreasing in stock price, they've both maintained a similar dividend since an initial crash in 2020, but the decreasing price of RITM has put it up to 11% on price.
Are people fleeing this from fears they won't be able to serve as their own property manager efficiently, or fear that the dividend might drop again like they did in 2020, or is there something negative in financials? I'm holding long and averaging on everything to keep my cost low in this environment, but I'm wondering if I should adjust my ratio between these two to favor GLPI since it's growing, but the yield is lower (still good tho), while the combined yield is better, my time horizon is 5 to 10 so I expect at some point things to stabilize maybe in 9 months or so, but obviously the short term on residential REITs isn't rosy, so that's another nail in RITM
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