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

DEI vs. CUBE: Which Stock Should Value Investors Buy Now?

Investors interested in stocks from the REIT and Equity Trust - Other sector have probably already heard of Douglas Emmett (DEI) and CubeSmart (CUBE). But which of these two stocks is more attractive to value investors?

Zacks Investment Research • May 6, 2026

REITs Excel, Earnings Swell, Fed Rebels

U.S. equity markets advanced for a fifth straight week - their longest winning streak since 2024 - as strong earnings, resilient data, and hopes for lasting Iran peace fueled optimism. Investors looked through another oil-price surge and inflationary pressure, focusing instead on corporate resilience and economic strength despite a complex macro backdrop shaped by geopolitical and policy uncertainty. The Fed held rates steady in an unusually fractured 8-4 vote, while Powell's plan to remain on the Board broke precedent and raised politically charged succession questions.

Seeking Alpha • May 3, 2026

CubeSmart (CUBE) Q1 2026 Earnings Call Transcript

CubeSmart (CUBE) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 1, 2026

CubeSmart Reports First Quarter 2026 Results

MALVERN, Pa., April 30, 2026 (GLOBE NEWSWIRE) -- CubeSmart (NYSE: CUBE) today announced its operating results for the three months ended March 31, 2026.

GlobeNewsWire • Apr 30, 2026

CubeSmart (CUBE) Surpasses Q1 FFO and Revenue Estimates

CubeSmart (CUBE) came out with quarterly funds from operations (FFO) of $0.63 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to FFO of $0.64 per share a year ago.

Zacks Investment Research • Apr 30, 2026

CubeSmart Is A Strong Buy

Self-storage REITs may be a surprising long-term beneficiary of AI. CubeSmart appears better positioned than its larger peers on growth, yield, and valuation. The entire sector looks cheap, but CubeSmart stands out as the best bet.

Seeking Alpha • Apr 23, 2026

A High-Yield REIT Strategy For Long-Term Income Investors

High yields often hide trouble, and blue chips can still be overpriced. The best REITs are often quality names facing temporary issues. These REITs may offer yield and upside today.

Seeking Alpha • Apr 16, 2026

The Big 3: CUBE, FLY, INTC

Aquiles Larrea, Jr. turns to three stocks that experienced recent downswings and following rebounds which he sees building in the coming weeks and months. He offers bullish cases for CubeSmart (CUBE), Firefly Aerospace (FLY), and Intel (INTC).

High-Yield REITs I Would Trust For Retirement Income

REIT ETFs look low-yield, but they are skewed by growth-heavy holdings. Higher income exists, but only with selective, active REIT picking. Some overlooked REITs offer ~6% yields with strong fundamentals.

Seeking Alpha • Apr 11, 2026