The Next Big Move In Interest Rates: How I'm Buying The Dividend Sell-Off

Dividend stocks are under pressure from rising long-term interest rates. What matters most in the near term is where interest rates are headed next. I detail the factors at play and where I think the best risk-adjusted places to allocate capital today are.

Seeking Alpha • Oct 3, 2026

The REIT Conundrum

REITs have evolved into a larger, more diversified, and better-capitalized asset class, now less sensitive to Treasury yields than in prior cycles. Modern REITs feature lower leverage (34.4% debt), predominantly fixed-rate, long-maturity debt, and strong liquidity, supporting resilience amid higher rates. Supply constraints and rising replacement costs create durable moats for select REIT sectors, especially those with HALO (Heavy Assets, Low Obsolescence) characteristics.

Seeking Alpha • Sep 20, 2026

Farmland Partners: Squeezing Every Last Dollar From The Land

Farmland Partners Inc. is rated "Buy" with a $13.80 target, offering a 35% upside from the current $10.25 price, based on NAV support. The investment thesis emphasizes asset value over income, as AFFO does not cover the dividend and the stock trades at 31.1x AFFO. Key catalysts include noncore land sales, buybacks below NAV, lease renewals, and loan normalization, all supporting NAV realization and debt reduction.

Seeking Alpha • Sep 9, 2026

Fundamentals Turn In Favor Of Farmland Partners

Farmland Partners is deeply undervalued, trading at 70% of NAV despite strong farmland fundamentals and asset appreciation. FPI's AFFO-based valuation misses substantial land appreciation, which is a major component of true economic earnings in farmland. Current farmland fundamentals—rising commodity prices, strong export trends, and robust crop insurance—support continued land value and income growth.

Seeking Alpha • Sep 8, 2026

Losers Of REIT Earnings Season

Not Every REIT Joined The Recovery: Part 2 focuses on the relatively small group of laggards where company-specific credit, legal, refinancing, or asset-level issues overshadowed an otherwise very strong earnings. Weakness Was More Company-Specific Than Sector-Wide: Empire State Realty's Observatory shortfall, JBG Smith's adverse Wardman Tower ruling, Community Healthcare's dividend cut, and several troubled mortgage portfolios drove some individual downside. Mortgage Stress Hasn't Fully Cleared: Commercial mREIT book values fell nearly 5% on average as office, lab space, and multifamily credit problems persisted for some sponsors.

Seeking Alpha • Aug 17, 2026

Farmland Partners Q2 Earnings Call Highlights

Farmland Partners NYSE: FPI reported higher adjusted funds from operations per share in the second quarter of 2026 and modestly raised the low end of its full-year AFFO outlook, while management said it continues to evaluate non-core asset sales and remains cautious about agricultural lease renewals amid pressure on farm-sector finances.

MarketBeat • Jul 31, 2026

Farmland Partners Inc. (FPI) Q2 2026 Earnings Call Transcript

Farmland Partners Inc. (FPI) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 30, 2026

Farmland Partners Inc. Reports Second Quarter 2026 Results

DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (“FPI” or the “Company”) today reported financial results for the quarter ended June 30, 2026. Selected Highlights For the quarter ended June 30, 2026, the Company: recorded net income of $3.1 million, or $0.07 per share available to common stockholders, compared to $7.8 million, or $0.15 per share available to common stockholders for the same period in 2025; recorded AFFO of $1.7 million, or $0.04 per share, compared to $1.3 million,.

Business Wire • Jul 29, 2026

Farmland Partners (FPI) Beats Q2 FFO and Revenue Estimates

Farmland Partners (FPI) came out with quarterly funds from operations (FFO) of $0.04 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to FFO of $0.03 per share a year ago.

Zacks Investment Research • Jul 30, 2026

Farmland Partners Inc. Announces Date for Second Quarter 2026 Earnings Release and Conference Call

DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (the “Company”) today announced it will release its financial results for the quarter ended June 30, 2026, after 5 p.m. (Eastern Time) on Wednesday, July 29, 2026, and will host a conference call the following day, Thursday, July 30, 2026, at 11:00 a.m. (Eastern Time) to discuss the financial results and provide a company update. The call can be accessed live over the phone by dialing 1-833-461-5787 and using the conference ID 62407914.

Business Wire • Jul 23, 2026