Buy These 2 REITs Before Wall Street Wakes Up
The REIT market is often slow to react to big changes. This can result in great opportunities for active investors. I present two undervalued REITs that I am buying ahead of the crowd.
2 Net Lease REITs That I Consider To Be The 'Gold Standard'
Gold and net lease REITs are both tangible, safe-haven assets, but net lease REITs offer income growth and inflation protection for long-term investors. Realty Income and Agree Realty are my top picks, thanks to their scale, disciplined management, and strong balance sheets in a fragmented sector. Net lease REITs benefit from demographic trends and corporate real estate monetization, creating robust demand and consolidation opportunities for leading players.
5 Very Safe Dividend Stocks Can Provide a Lifetime of Monthly Passive Income
According to the Internal Revenue Service (IRS), passive income generally includes earnings from rental activity or any trade, business, or investment in which the individual does not materially participate.
If You Want $8,030 in Annual Income, Invest $25,000 in Each of these Stocks Today
Using Realty Income's annualized dividend of $3.228, you could collect an easy $1,400 a year.
The Inflation That Wasn't
US equity markets retreated from the cusp of record-highs this week as encouraging inflation data showing surprisingly muted tariff-related inflation was spoiled by a sudden escalation in Middle East tensions. The critical CPI and PPI reports both showed cooler-than-expected inflation in May for a third-straight month, as lower oil prices and moderating shelter costs more than offset the tariff uplift. Upsetting the key disinflationary offset that has kept overall inflation suppressed in recent months, the exchange of attacks between Iran and Israel sent global oil prices surging to four-month highs.
Why I Will Never Retire
Retirement is often misunderstood; rather than a cliff, it should be an off-ramp to more meaningful, flexible work and personal fulfillment. Research shows that abrupt retirement can negatively impact health, purpose, and longevity; maintaining meaningful work and community is crucial. Financial independence should be about gaining the freedom to design a fulfilling life, not simply quitting work altogether.
Compound Your Retirement With These 5 Monthly Dividend REITs
I focus on the power of compounding—both in life and investing—and recommend a slow, steady approach to building wealth. My top five monthly dividend REIT picks are Realty Income, LTC Properties, Agree Realty, Healthpeak, and Apple Hospitality, all offering value and safety. Each REIT is attractively valued, boasts strong balance sheets, and provides well-covered, above-average yields, supporting a SWAN (sleep well at night) retirement.
Agree Realty: Add The King Of Retail REITs To Your Portfolio
Agree Realty Corporation is a net lease real estate investment trust, with a top tier retailer tenant list. ADC consistently outperforms the real estate sector indexes, paying a consistent monthly dividend. Q1 2025 results were strong: double-digit AFFO growth, dividend increase, and raised guidance, reflecting momentum from a robust U.S. economy.
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.
