5 Monthly Dividend REITs To Retire With Passive Income
Many REITs pay dividends on a monthly basis. Some of them are offering high dividend yields today. I present 5 of the best monthly paying REITs for passive income.
Lesson Learned: Stay Inside Your Circle Of Competence
I maintain a heavy allocation to REITs, leveraging my lifelong real estate expertise and focusing on my circle of competence for superior risk-adjusted returns. Agree Realty stands out for its high-quality tenant base, disciplined management, and predictable dividend growth, making it a core long-term holding. Digital Realty benefits from global data center demand, scale, and prudent balance sheet management, supporting robust growth and a well-covered dividend.
Nothing But Net (Lease REITs)
Net Lease REITs create value by investing at returns above their cost of capital; WACC is a key metric for quality assessment. Top Net Lease REITs like Agree Realty, Essential Properties, Four Corners, VICI, and Realty Income have the most attractive WACCs and investment spreads. High-yield or cheap REITs often have elevated payout ratios and weaker balance sheets, signaling higher risk and possible dividend instability.
Bad News For The Market, Good News For Income Investors
The market has become an uncertain place. Neither equities nor bonds offer safety. Such times create opportunities.
REITs: The Riches Are In The Niches
REITs offer diversified, inflation-hedged income and capital appreciation, making them a compelling addition to any long-term investment portfolio. Current REIT valuations are attractive, with strong growth projected in sectors like data centers, industrial, net lease, and residential properties. I recommend focusing on quality REITs trading below historical multiples, emphasizing margin of safety and reliable dividend growth.
Agree Realty Preferred - Its Yield Is Starting To Make Sense
Agree Realty Corporation 4.250% DEP PFD A possesses a current yield of 6%+, a 200 basis point premium to Agree Realty's common shares. The REIT's growth outlook remains strong given the myriad of macro and credit-level challenges faced. Moreover, Agree Realty's leverage is relatively low and higher gearing remains a possibility. ADC.PR.A might not share in its fundamental growth factors, but its discount likely presents upside in itself, while fundamentals contribute to lower counterparty risk.
If I Could Only Buy 2 High-Yield REITs Today
REITs have been in the penalty box for nearly 3.5 years now. This has opened up some highly compelling opportunities in the sector. I share my top 2 high-yield REIT picks right now.
REIT Roulette: Why I'm Overweight Net Lease
Diversification is key in REIT investing, mirroring my roulette strategy—spread bets across sectors for optimal risk-adjusted returns. Net lease REITs offer stability and steady dividends, outperforming residential mREITs over 15 years and thriving even in volatile environments. Current market trends and strong earnings support overweighting net lease REITs, with sector consolidation and potential rate cuts as additional tailwinds.
Tariffs Up, Inflation Down
US equity markets surged this week - extending a dramatic post "Liberation Day" rebound - after the White House announced a trade truce with China, while investors cheered surprisingly cool inflation data. Quelling one of the primary recession risks, the U.S. and China reached a surprising breakthrough in agreeing to slash tariffs to pre-retaliation levels during a 90-day negotiating period. More good news on the inflation front. Despite the broad-based tariff hikes in April, the critical CPI and the PPI both showed the lowest annual increase in inflation since 2021.
The REIT Way To SWAN With These 5 Monthly Dividend Payers
I highlight five SWAN (Sleep Well At Night) REITs that pay monthly dividends and offer strong balance sheets, attractive yields, and growth potential. Realty Income, Healthpeak, Agree Realty, LTC Properties, and STAG Industrial are my top picks, each with well-covered dividends and favorable valuations. I caution against Gladstone Land due to its unsustainable payout ratio and negative earnings trend, labeling its yield a potential 'sucker yield.'
Buy The Dip: 2 Blue-Chip High Yields Getting Way Too Cheap
I focus on buying high-quality, high-yielding dividend growth stocks. When they go on sale, I pounce. I share two that are trading at highly compelling opportunities after recent pullbacks.
Ideaya Biosciences: Value Beyond Darovasertib With ADC Program IDE849
Ideaya Biosciences, Inc. is advancing darovasertib in a phase 2/3 trial for HLA-A2-negative metastatic uveal melanoma patients, with mPFS data expected by end of 2025. Ideaya plans a phase 3 study of darovasertib as a neoadjuvant for uveal melanoma, starting in the first half of 2025. IDE849 is an ADC targeting DLL3 in SCLC and NETs, This program has two catalysts: phase 1 data in Q3 2025 and a new study in H2 2025.
