Cash COWs: 12 High-Yield REITs With Safe Dividends
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
Heartland Value Fund Q4 2025 Attribution Analysis & Portfolio Activity
The State Of REITs: January 2026 Edition
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.
2026 Chilton REIT Forecast: A Golden Opportunity
REITs (MSCI US REIT Index, RMZ) are positioned for multi-year outperformance, with accelerating AFFO growth, healthy balance sheets, and discounted valuations. Despite underperformance versus the S&P 500, REITs offer a credible path to 13-15% annualized total returns via multiple expansion and a 4% dividend yield. Wide NAV discounts create near-term catalysts, as managements deploy asset sales, cost controls, and strategic alternatives to close valuation gaps.
Alexander & Baldwin: Little Upside After Take-Private Deal
Alexander & Baldwin is set to be taken private at $21.20/share in an all-cash deal by an investor group that includes funds affiliated with Blackstone Real Estate. Shareholders will receive a $0.35/share dividend in January 2026; post ex-dividend on December 19, 2025, the offer adjusts to $20.85/share. With ALEX trading at ~$20.85/share, only a 1.7% upside remains, justifying a Hold rating.
Alexander & Baldwin, Inc. (ALEX) Q3 2025 Earnings Call Transcript
Alexander & Baldwin, Inc. ( ALEX ) Q3 2025 Earnings Call October 30, 2025 5:00 PM EDT Company Participants Tran Chinery Lance Parker - President, CEO & Director Clayton Chun - Executive VP, Treasurer & CFO Kit Millan - Senior Vice President of Asset Management Conference Call Participants Robert Stevenson - Janney Montgomery Scott LLC, Research Division Alexander Goldfarb - Piper Sandler & Co., Research Division Mitch Germain - Citizens JMP Securities, LLC, Research Division Brendan Michael McCarthy - Sidoti & Company, LLC Gaurav Mehta - Alliance Global Partners, Research Division Presentation Operator Good afternoon, ladies and gentlemen, and welcome to the Alexander & Baldwin Third Quarter 2025 Earnings Conference Call. [Operator Instructions] This call is being recorded on Thursday, October 30, 2025.
Alexander & Baldwin Holdings (ALEX) Reports Q3 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Alexander & Baldwin Holdings (ALEX) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Alexander & Baldwin Holdings, Inc. (ALEX) Q3 FFO Beat Estimates
Alexander & Baldwin Holdings, Inc. (ALEX) came out with quarterly funds from operations (FFO) of $0.29 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to FFO of $0.39 per share a year ago.
Is the Options Market Predicting a Spike in Alexander & Baldwin Stock?
Investors need to pay close attention to ALEX stock based on the movements in the options market lately.
Alexander & Baldwin: Dividends And Strong Balance Sheet Make It A Buy
ALEX remains an attractive value and income play, offering a near-5% dividend yield and a forward P/FFO of 13.2. Strong Q2 results, robust leasing activity, and portfolio simplification support steady cash flow and future growth potential. A healthy balance sheet, low leverage, and high fixed-rate debt coverage provide stability and support the dividend.
Alexander & Baldwin, Inc. (ALEX) Q2 2025 Earnings Call Transcript
Alexander & Baldwin, Inc. (NYSE:ALEX ) Q2 2025 Earnings Conference Call July 24, 2025 5:00 PM ET Company Participants Cheyne Mench - Corporate Participant Clayton K. Y. Chun - Executive VP, Treasurer & CFO Kit Millan - Senior Vice President of Asset Management Lance K.
Compared to Estimates, Alexander & Baldwin Holdings (ALEX) Q2 Earnings: A Look at Key Metrics
Although the revenue and EPS for Alexander & Baldwin Holdings (ALEX) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
