Buried Treasures:  5 Undervalued High-Yield REITs With Strong Balance Sheets

REITs present attractive value, thanks in part to a shortage of new supply and relative immunity to AI disruption, and are outperforming the S&P 500 YTD. This article identifies 25 high-yield REITs with current yields at least 75 basis points above the "no-risk" rate on Treasuries. The list is then screened for dividend safety, FFO growth, and balance sheet quality to arrive at a final list of 5 companies, each offering safe yields above 5.25%.

Seeking Alpha • 8 hours ago

Inflation Reignites, Yields Spike

Surging oil prices and hotter inflation reports reignited rate-hike concerns, sending Treasury yields to one-year highs as the Iran conflict remained stalemated despite the highly anticipated Trump-Xi summit.

Seeking Alpha • May 17, 2026

What Does the PLUS Deal Mean for COLD's Cold Chain Growth in Europe?

Americold will run PLUS' centralized frozen logistics from Barneveld, expanding its European retail footprint as revenue stays flat and profits soften.

Zacks Investment Research • May 15, 2026

Americold Delivering Centralized Cold Chain Logistics Solutions to PLUS in the Netherlands

ATLANTA, May 14, 2026 (GLOBE NEWSWIRE) -- Americold (NYSE: COLD), a global leader in temperature-controlled logistics, real estate, and value-added services, today highlighted its expanding relationship with PLUS, a Netherlands-based supermarket cooperative with approximately 440 stores, as the retailer transitions to consolidated frozen logistics operations, establishing a single, integrated cold chain solution with nationwide coverage. Americold will manage the storage, handling, and distribution of PLUS's frozen product assortment through its strategically located Barneveld distribution center, creating a more streamlined and consistent supply chain.

GlobeNewsWire • May 14, 2026

Losers Of REIT Earnings Season

Not Every REIT Joined The Rally: Part 2 focuses on laggards and in-line performers - sectors where recovery timelines slipped, results underwhelmed, or elevated rates exposed lingering balance sheet issues. Weakness centered on Farmland, Commercial Mortgage, Lab Space, and Self-Storage REITs, where delayed troughs, credit provisions, book-value pressure, weak rents, and refinancing constraints persisted. Mortgage Stress Hasn't Fully Cleared: Commercial mortgage REITs still faced multifamily bridge-loan and office credit stress, while residential mortgage REITs saw book values pressured by rate volatility and uneven dividend-coverage.

Seeking Alpha • May 14, 2026

Winners Of REIT Earnings Season

REIT earnings results were considerably better than consensus expectations, with 58 REITs - or 59% - raising full-year FFO guidance, well above the typical Q1 raise rate of 40-45%. REITs have extended their year-to-date outperformance despite the recent jump in interest rates, as better earnings results and improving property-level trends helped offset renewed macro pressure. Upside standouts included Hotel, Senior Housing, Data Center, Billboard, Cold Storage, Net Lease, and Retail REITs. Residential REITs saw improving rent growth trends as supply growth finally eases.

Seeking Alpha • May 13, 2026

REIT Replay: U.S. REIT Indexes Continue To Tick Up During Week Ended May 8

Indexes for US equity real estate investment trusts continued to tick up during the week ended May 8. The broader stock market indexes also logged gains for the recent week, with the S&P 500 up 2.33% and the Dow Jones Industrial Average increasing a slight 0.22%. The retail REIT index was the sole property sector index to close the week in the red, down a small 0.55%.

Seeking Alpha • May 13, 2026

Leading Independent Proxy Advisory Firm Glass Lewis Joins Egan-Jones in Recommending Shareholders Vote AGAINST Chairman Mark Patterson at Americold's Annual Meeting

DALLAS--(BUSINESS WIRE)--Sieve Capital LLC (collectively with its affiliates, “Sieve” or “we”), a shareholder of Americold Realty Trust, Inc. (“Americold” or the “Company”) (NYSE: COLD), today announced that a second independent proxy advisory firm, Glass, Lewis & Co. (“Glass Lewis”), has joined Egan-Jones Proxy Services (“Egan-Jones”) in recommending that Americold shareholders vote AGAINST the reelection of long-tenured Chairman Mark Patterson at the Company's upcoming 2026 Annual Meeting.

Business Wire • May 11, 2026

Americold Realty Trust Q1 Earnings Call Highlights

Americold Realty Trust NYSE: COLD reported first-quarter 2026 adjusted funds from operations of $0.29 per share, exceeding analyst consensus, as management said occupancy trends showed signs of stabilization despite continued pressure in the cold storage market.

MarketBeat • May 9, 2026

Americold Realty Trust, Inc. (COLD) Q1 2026 Earnings Call Transcript

Americold Realty Trust, Inc. (COLD) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 7, 2026