REIT dividend yields are still historically high. They will become even more enticing as interest rates continue to be cut. Here are three of my favorite high-yielding REITs going into 2026.
I focus on three high-yield stocks offering attractive risk/reward for income-focused investors. Yields above 5.5% are justified only if risk/reward is compelling versus the 10-year government bond yield. Chasing ultra-high yields often erodes principal; prudent yield targeting is essential for wealth preservation.
Agree Realty offers a solid entry point after a recent pullback, combining income stability with measured growth and a 4.4% dividend yield. ADC's portfolio has 99.7% occupancy, 67% investment-grade tenants, disciplined acquisitions, and robust internal rent growth supporting mid-single-digit FFO/share growth. ADC's construction arm and tenant mix evolution provide alternative growth avenues and justify a premium valuation versus peers.
| Retail REITs Industry | Real Estate Sector | Joel N. Agree CEO | XDUS Exchange | US0084921008 ISIN |
| US Country | 75 Employees | 31 Dec 2025 Last Dividend | - Last Split | - IPO Date |
Agree Realty Corporation is a distinguished Maryland corporation, operating as a fully integrated real estate investment trust (REIT). Since its establishment in 1971 by Richard Agree, who notably holds the position of Executive Chairman, the company has committed itself to the ownership, acquisition, development, and management of retail properties. These properties are primarily net leased to top-tier tenants, positioning the company as a leader in the retail real estate sector. The company’s shares have been publicly traded on the New York Stock Exchange since 1994, marking a significant milestone in its history. As of March 31, 2024, Agree Realty Corporation boasts ownership of 2,161 properties. This portfolio encompasses an impressive total gross leasable area (GLA) of approximately 44.9 million square feet, reflecting the company’s significant impact on the retail property market.
Agree Realty Corporation holds an extensive portfolio of retail properties, which are strategically net leased to leading tenants across various industries. This facet of the business underscores their ability to cultivate and manage relationships with significant retail players, ensuring stable and long-term lease agreements.
The company actively engages in the acquisition of retail properties, with a keen focus on expanding its portfolio in alignment with strategic goals. Through careful selection, Agree Realty Corporation invests in properties that promise growth and sustainability, enhancing its investment value over time.
Beyond ownership and acquisition, Agree Realty Corporation is deeply involved in the development of retail properties. This includes the conceptualization and construction of new properties, along with the redevelopment of existing sites, ensuring they meet the evolving needs of tenants and the market.
The comprehensive management services offered by Agree Realty Corporation cover all aspects of property management. This involves operational oversight, maintenance, and enhancements, aimed at maximizing the performance and value of each property within the portfolio.