REITs currently offer compelling value, with average yields near 3.71% and attractive relative valuations versus the S&P 500. VNQ is positioned for a technical rebound, with potential upside of nearly 40% from current levels, supported by sector recovery expectations. This article presents a curated list of 17 high-yield REITs (≥5% yield) with strong dividend safety grades, highlighting opportunities for income investors seeking yields above treasuries.
Heartland Value Fund Q4 2025 Attribution Analysis & Portfolio Activity
The REIT sector closed out 2025 with a tough December (-1.48%) and finishing the year with a -3.57% total return for 2025. Small caps (+0.51%) eked out a small gain in December, while mid caps (-1.77%), large caps (-2.55%) and micro caps (-3.88%) fell at the close of the year. 42.04% of REIT securities had a positive total return in December with only 38.36% in the black for the full year.
| Diversified REITs Industry | Real Estate Sector | Lance K. Parker CEO | XHEL Exchange | FI4000153465 ISIN |
| US Country | 96 Employees | 19 Dec 2025 Last Dividend | - Last Split | - IPO Date |
Alexander & Baldwin, Inc. (NYSE: ALEX) (A&B), a distinguished name with over 154 years of history, stands out as the only publicly-traded real estate investment trust (REIT) exclusively focusing on Hawai'i's commercial real estate landscape. As the state's largest owner of grocery-anchored, neighborhood shopping centers, A&B’s portfolio encompasses approximately 3.9 million square feet of commercial space across Hawai'i. This extensive portfolio signifies A&B's dominant presence in the commercial real estate (CRE) market, illustrating the company’s significant role and evolution alongside Hawai'i’s economic transformations. From its early days in agricultural and transportation sectors to its involvement in tourism, construction, residential, and commercial real estate industries, A&B has remained at the forefront, continuously adapting and contributing to Hawai'i's growth and development.
A&B’s commitment to expanding and strengthening its CRE portfolio is evident through its diverse range of properties and its strategic focus on Hawai'i’s commercial real estate industry. The company’s offerings include: