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 Dividend Growth Trifecta: Hunting For Quality, Yield, And Growth

The Dividend Growth Trifecta—quality, yield, and growth—remains my core focus for portfolio construction in an expensive market. Industry leaders like Ares Management Corporation and Blackstone Inc. offer superior risk-adjusted returns; I prefer buying dips in top names over chasing value in lower-quality peers. Schwab U.S. Dividend Equity ETF™ is off my buy list due to sector reconstitution and dimmed double-digit dividend growth prospects, despite holding a large position.

Seeking Alpha • Dec 6, 2025

American Homes 4 Rent: Low Risk, High Return

American Homes 4 Rent shares are down 17% YTD despite robust business fundamentals and reaffirmed 2025 guidance. AMH expects 4% same-store NOI growth for 2025, supported by high resident retention and strong rental demand from affordability challenges in homeownership. At $31/share, AMH trades at its lowest valuation multiples since IPO, with a 6.3% implied cap rate and 15.7x FFO (2026e).

Seeking Alpha • Dec 6, 2025

Trump's 50-Year Mortgage Idea Could Be A Big Gift To REITs

A proposed 50-year mortgage and other government subsidies could improve housing affordability. This could have a major impact on various REIT property sectors. I discuss which REITs would benefit the most.

Seeking Alpha • Nov 20, 2025

Winners And Losers Of REIT Earnings Season

Over 200 U.S. REITs and homebuilders have reported third-quarter earnings results over the past five weeks, providing critical information on the state of the commercial and residential real estate industry. Overall, REIT earnings results were marginally better than consensus expectations despite a handful of high-profile flops that overshadowed some impressive individual results across a balanced mix of sectors. Two-thirds of the sector (67 REITs) raised their full-year FFO outlook—above the historical average of 65%. Notable winners included Industrial, Senior Housing, Data Center, Retail, and Billboard REITs.

Seeking Alpha • Nov 14, 2025

When The Stimulus Stops

U.S. equity markets stumbled this week as stretched tech valuations collided with weakening consumer and labor market data, while the economic drag and uncertainty from the ongoing government shutdown build. Now it's real? The shutdown has now halted fiscal flows into several sizable government benefits programs - a sudden onset of fiscal austerity that could have non-trivial disinflationary impacts. Snapping a three-week winning streak, the S&P 500 dipped 1.7%. REITs led as earnings season wrapped up with a handful of surprisingly solid reports from some unlikely leaders.

Seeking Alpha • Nov 9, 2025

AMH Announces Distributions

LAS VEGAS , Nov. 5, 2025 /PRNewswire/ -- AMH (NYSE: AMH) (the "Company"), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced that the Board of Trustees declared a dividend of $0.30 per share on the Company's common shares for the fourth quarter of 2025. The distribution will be payable in cash on December 31, 2025 to shareholders of record on December 15, 2025.

PRNewsWire • Nov 5, 2025

5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (Nov. 2025)

This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 4%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%.

Seeking Alpha • Nov 1, 2025

American Homes 4 Rent (AMH) Q3 2025 Earnings Call Transcript

American Homes 4 Rent ( AMH ) Q3 2025 Earnings Call October 30, 2025 12:00 PM EDT Company Participants Nicholas Fromm - Director of Investor Relations Bryan Smith - CEO & Trustee Christopher Lau - Chief Financial Officer of American Homes 4 Rent Lincoln Palmer - Executive VP & Chief Operating Officer Conference Call Participants Nick Kerr Steve Sakwa - Evercore ISI Institutional Equities, Research Division Haendel St. Juste - Mizuho Securities USA LLC, Research Division Jeffrey Spector - BofA Securities, Research Division Adam Kramer - Morgan Stanley, Research Division David Segall Linda Yu Tsai - Jefferies LLC, Research Division Jesse Lederman - Zelman & Associates LLC Brad Heffern - RBC Capital Markets, Research Division Jason Sabshon - Keefe, Bruyette, & Woods, Inc., Research Division Omotayo Okusanya - Deutsche Bank AG, Research Division Presentation Operator Ladies and gentlemen, greetings, and welcome to the American Homes 4 Rent Third Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.

Seeking Alpha • Oct 30, 2025

AMH Reports Third Quarter 2025 Financial and Operating Results

Raises Full Year 2025 Guidance LAS VEGAS , Oct. 29, 2025 /PRNewswire/ -- AMH (NYSE: AMH) (the "Company"), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced its financial and operating results for the quarter ended September 30, 2025. Highlights Rents and other single-family property revenues increased 7.5% year-over-year to $478.5 million for the third quarter of 2025.

PRNewsWire • Oct 29, 2025