2 High-Quality REITs To Buy If The Fed Hikes Interest Rates

Fed rate hikes remain possible, especially if geopolitical tensions and elevated energy prices persist into 2026. I anticipate no rate cuts until at least 2027 but acknowledge the risk of further hikes if inflation trends higher. Potential rate hikes could trigger sector sell-offs, creating attractive entry points for long-term income investors.

Seeking Alpha • 20 hours ago

My REIT Dream Team (Part I)

America's REIT Dream Team features five 'anchor' REITs positioned for secular growth, robust balance sheets, and resilient dividends. Each REIT is selected for exposure to powerful catalysts: housing affordability, aging demographics, densification, middle-market capital needs, and American reindustrialization. Current valuations for AMH, ELS, FRT, EPRT, and EGP are below historical averages, offering potential for double-digit annualized total returns.

Seeking Alpha • Aug 30, 2026

Essential Properties Realty Trust Is Getting Close To A Buy Rating

EPRT remains a hold, with business fundamentals outpacing peers but valuation not yet compelling enough to upgrade. EPRT's portfolio is highly diversified, with the top 10 tenants accounting for just 15.2% of ABR, mitigating concentration risk. EPRT targets 8% AFFO growth for 2026, supported by robust investment activity and sector-leading investment spreads of 1.4%.

Seeking Alpha • Aug 9, 2026

My 5-Step REIT Due Diligence Process To Find Winners

My simple 5-step process for analyzing REITs. Management and balance sheets matter most. Valuation only comes last in my process.

Seeking Alpha • Aug 1, 2026

Essential Properties Q2 Earnings: Still Looking Expensive

Essential Properties Realty Trust, Inc. maintains sector-leading growth and operational resilience, but its valuation remains elevated, limiting near-term upside. EPRT's Q2 saw $300M invested at a 7.8% yield, driving 18% AFFO growth and 99.6% occupancy, with guidance raised to $2.01–$2.05 AFFO per share. The company retains a conservative 64% AFFO payout ratio, supporting a defensive balance sheet and dividend protection amid rising acquisition activity.

Seeking Alpha • Jul 29, 2026

Essential Properties Realty Trust Q2 Earnings Call Highlights

Essential Properties Realty Trust NYSE: EPRT raised its 2026 outlook after reporting second-quarter results that management said were supported by stronger investment activity, stable portfolio fundamentals and a well-capitalized balance sheet.

MarketBeat • Jul 23, 2026

Essential Properties Realty Trust, Inc. (EPRT) Q2 2026 Earnings Call Transcript

Essential Properties Realty Trust, Inc. (EPRT) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 23, 2026

Essential Properties Announces Second Quarter 2026 Results

PRINCETON, N.J.--(BUSINESS WIRE)--Essential Properties Realty Trust, Inc. (NYSE: EPRT; “Essential Properties” or the “Company”) today announced operating results for the three and six months ended June 30, 2026. Second Quarter 2026 Financial and Operating Highlights: Operating Results (compared to Second Quarter 2025):     • Investments (103 properties) $ Invested $332.4 million   Weighted Avg Cash Cap Rate 7.8% • Dispositions (17 properties) Net Proceeds $54.3 million   Weighted Avg Cash Cap R.

Business Wire • Jul 22, 2026

Essential Properties (EPRT) Matches Q2 FFO Estimates

Essential Properties (EPRT) came out with quarterly funds from operations (FFO) of $0.5 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.46 per share a year ago.

Zacks Investment Research • Jul 22, 2026

The REIT Recovery Broadens Beyond Rates

As REIT earnings season kicks into gear this week, we preview results and major sector trends based on recent operating indicators, company commentary, and real estate market data. REITs enter earnings season with solid momentum, outperforming the market despite elevated Treasury yields and geopolitical volatility, as investors refocus on earnings growth, property fundamentals, dividends, M&A, and capital allocation. Encouraging green shoots have become more plentiful, including resilient hotel demand, robust senior housing growth, improving apartment and industrial fundamentals, and a rebound in retail leasing following a softer Q1.

Seeking Alpha • Jul 22, 2026