Diversifying Dividends: Sketching Out My Battle Plan For 2026

I plan to diversify my REIT-heavy portfolio by systematically allocating to four dividend-focused ETFs in 2026. US economic growth remains steady but subdued, while equity valuations are elevated, suggesting muted long-term returns. REITs appear attractively valued with fading headwinds, offering plausible outperformance as fundamentals improve and rate cuts loom.

Seeking Alpha • a day ago

The State Of REITs: December 2025 Edition

The REIT sector returned to positive territory in November (+1.02%) after back-to-back months in the red. Mid caps (+3.53%) led the REIT sector in November followed by small caps (+3.38%) and large caps (+0.32%); micro caps (-8.76%) badly underperformed. 68.15% of REIT securities had a positive total return in November.

Seeking Alpha • Dec 11, 2025

NAV Monitor: U.S. REITs Close November At Lower Median Discount To Net Asset Value

The price-to-net asset value valuations for publicly listed US equity real estate investment trusts rose in November, after two consecutive months of decline. US equity REITs closed November at a median 18.2% discount to their consensus NAV per share estimates, according to S&P Global Market Intelligence data. Healthcare REITs posted the highest median premium to NAV.

Seeking Alpha • Dec 5, 2025

Are You Looking for a Top Momentum Pick? Why American Healthcare REIT (AHR) is a Great Choice

Does American Healthcare REIT (AHR) have what it takes to be a top stock pick for momentum investors? Let's find out.

Zacks Investment Research • Dec 4, 2025

Seniors Housing REITs: Generational Compounding Opportunity

Demand tailwinds from the aging Baby Boomer cohort and record-low new construction underpin a multi-year runway for double-digit internal and external growth. Premiums to NAV enable accretive acquisitions, and current valuations underestimate the durability and longevity of the SH cycle for these REITs. VTR, WELL, and AHR are best positioned to benefit from exceptional internal growth combined with robust and accretive external growth.

Seeking Alpha • Dec 4, 2025

Are Finance Stocks Lagging American Healthcare REIT, Inc. (AHR) This Year?

Here is how American Healthcare REIT (AHR) and Axis Capital (AXS) have performed compared to their sector so far this year.

Zacks Investment Research • Dec 1, 2025

American Healthcare REIT Announces Public Offering of Common Stock

IRVINE, Calif. , Nov. 20, 2025 /PRNewswire/ -- American Healthcare REIT, Inc. (NYSE: AHR; the "Company") announced today that it has commenced an underwritten public offering of 8,100,000 shares of its common stock on a forward basis in connection with the forward sale agreement described below.

PRNewsWire • Nov 20, 2025

American Healthcare REIT Announces Pricing of Public Offering of Common Stock

IRVINE, Calif. , Nov. 20, 2025 /PRNewswire/ -- American Healthcare REIT, Inc. (NYSE: AHR) (the "Company") announced today the pricing of an underwritten public offering of 8,100,000 shares of its common stock, all of which are being offered in connection with the forward sale agreement described below.

PRNewsWire • Nov 21, 2025

The State Of REITs: November 2025 Edition

The REIT sector has seen back-to-back tough months as it saw a modest average negative total return in September (-0.73%) and fell deeper into the red in October (-4.03%). Small cap REITs (-5.05%) had the worst performance in October. Micro caps (-2.81%), mid caps (-3.11%) and large caps (-4.45%) were also in negative territory albeit to a smaller degree. Only 21.66% of REIT securities had a positive total return in October.

Seeking Alpha • Nov 18, 2025

Is American Healthcare REIT, Inc. (AHR) Stock Outpacing Its Finance Peers This Year?

Here is how American Healthcare REIT (AHR) and Axis Capital (AXS) have performed compared to their sector so far this year.

Zacks Investment Research • Nov 14, 2025