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Channel: Iggy the Investing Iguana
🟢 Cash flow coverage, rising leverage, and payout stability, the three gates a headline yield can hide.
Four REITs clear my 4.7% yield hurdle. One passes every balance sheet gate. That’s the one I’m sizing smallest. Sasseur REIT sits at 9.28% yield, 25.6% gearing, 5.6x interest coverage, zero gate failures. The risk lives where my ratios don’t look.
Yield tells you what you’re being paid. It doesn’t tell you what currency it arrives in or who sits on the other side of the rent agreement. A REIT can pass every hard gate and still carry concentration risk that only shows up if you go looking for it separately. Iggy’s Forensic Zone: Zone 1, Fortress (Provisional).
This video answers why a clean sweep on every ratio I run still leaves room for a risk that lives somewhere ratios don’t look.
📌 What We Cover
✅ Four REITs, four yield traps, one passes every gate yet carries hidden risk
✅ A17U fails three gates at once behind a valuation story that sounds cheap
✅ Sasseur’s China concentration and renminbi exposure no ratio can catch
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Video length: 14:27