Why Your REIT Strategy Is Likely Failing You, And What To Do Instead

Five common REIT mistakes can quietly destroy returns. Today's winners often look unattractive at first glance. Avoiding these traps helped us beat the sector.

Seeking Alpha • 21 hours ago

Agree Realty And Global Net Lease: One Yields 4%, One Yields 8%. The Balance Sheet Sets The Spread.

Agree Realty (NYSE:ADC) and Global Net Lease (NYSE:GNL) own the same kind of asset — single-tenant properties leased on long-term, triple-net terms — and report it very differently.

Benzinga • Jun 9, 2026

Real Dividend Growth Exists in Small Caps, Just Not Where You'd Expect

Small-cap dividend investing has a credibility problem, and the Invesco S&P SmallCap High Dividend Low Volatility ETF (NYSEARCA:XSHD) is built to solve it.

24/7 Wall Street • Jun 3, 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

Global Net Lease Q1 Earnings Call Highlights

Global Net Lease NYSE: GNL reported first-quarter 2026 results and outlined a strategic shift toward growth through industrial acquisitions and office dispositions, highlighted by its planned all-stock acquisition of Modiv Industrial.

MarketBeat • May 10, 2026

3 REITs To Avoid (Mother's Day Edition)

I highlight three REITs: Gladstone Commercial, Global Net Lease, and Dynex Capital that exhibit elevated risk and 'sucker yields.' GOOD's external management, high payout ratio, and lingering office exposure undermine dividend safety and long-term value. GNL's aggressive M&A, persistent over-leverage, and unsustainable dividend coverage signal ongoing dilution and risk for shareholders.

Seeking Alpha • May 10, 2026

Global Net Lease, Inc. (GNL) Q1 2026 Earnings Call Transcript

Global Net Lease, Inc. (GNL) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 8, 2026

5% Yield Hides a Problem: XSHD Holdings Cut Dividends Faster Than Share Prices Fall

The Invesco S&P SmallCap High Dividend Low Volatility ETF (NASDAQ:XSHD) promises small-cap yield with smoother price action.

24/7 Wall Street • May 7, 2026

Modiv Industrial Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Modiv Industrial, Inc. - MDV

NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Modiv Industrial, Inc. (“the Company”) (NYSE: MDV) to Global Net Lease, Inc. (NYSE: GNL). Under the terms of the proposed transaction, Modiv shareholders are expected to own approximately 11% of the combined company. KSF is seeking to determine whether this consideration and the process that led to i.

Business Wire • May 6, 2026