3 REITs Every Investor Should Know About

Although they've underperformed of late, real estate investment trusts are still worth a closer look. The recent rise of interest rates following a prolonged period of below-average levels could help restore REITs' long-term performance.

The Motley Fool • Jan 11, 2026

U.S. Equity REITs Trade At Median 15% Discount To Analyst Price Targets

All 123 publicly traded US equity real estate investment trusts analyzed by S&P Global Market Intelligence traded below their respective consensus price target estimates. The specialty sector, which includes advertising, casinos, communications, data centers, energy infrastructure, farmland and timber, had the largest median implied upside to its consensus price target estimate, at 22.6%. REITs in the self-storage segment showed a 20.6% median implied upside to their consensus price target estimates, while the office sector followed closely at 18.7% and the residential sector at 15.4%.

Seeking Alpha • Jan 10, 2026

American Tower (AMT) Stock Dips While Market Gains: Key Facts

The latest trading day saw American Tower (AMT) settling at $168.51, representing a -1.07% change from its previous close.

Zacks Investment Research • Jan 10, 2026

American Tower Is Boring, But The Upside Potential Isn't

American Tower Corporation offers stable, recurring revenues and is now trading at a reasonable valuation, warranting a Buy rating. AMT benefits from strong operating leverage, multi-tenant towers, and long-term, non-cancellable contracts with low churn and built-in rent escalators. Management expects mid-single-digit organic growth, with potential upside from AI-driven data demand and growing data center exposure.

Seeking Alpha • Jan 8, 2026

Prediction: These 5 Top Stocks Will Be the Largest REIT Dividend Payers in 2026

REITs generate lots of stable income, the bulk of which they must pay out in dividends. Prologis should be the largest dividend payer in the REIT sector this year.

The Motley Fool • Jan 6, 2026

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.

Seeking Alpha • Jan 6, 2026

Marangi: The secular tailwinds behind wireless are strong, which benefits American Tower

Gabelli Funds' Chris Marangi highlights a top pick in the communication services sector and why he expects it to be a standout well beyond 2026.

CNBC Television • Jan 2, 2026

7 REITs That Should Be on Every Investor's Radar -- Plus 5 Promising REIT ETFs

Real estate investment trusts (REITs) can be powerful wealth builders in your portfolio. REITs often outperform stocks, partly due to their dividends.

The Motley Fool • Jan 2, 2026

American Tower: Oversold With Robust Telecom/Data Center Monetization - Reiterate Buy

American Tower is an even better buy here, thanks to the improved margin of safety from the recent sell-off and the rich upside potential/expanded dividend yields. AMT's resilient telecom tower business, multi-year tenant leases, and high renewal rates underpin a strong moat and predictable cash flow. The data center segment delivered +14.1% YoY revenue growth and expanding margins, exemplifying the secular tailwinds from the multi-year cloud supercycle.

Seeking Alpha • Dec 20, 2025

5 Dividend Buys That Fill Me With Yuletide Joy

Some end-of-year Big Picture thoughts, including on the demographic destiny of falling population growth and the headwinds to economic growth that come with it. Why tariff-driven inflation is unlikely to generate anything more than a short-term bump followed by continued disinflation. Why the huge amount of cash on the sidelines could progressively become a tailwind to other types of financial assets, including dividend-paying stocks.

Seeking Alpha • Dec 20, 2025