The Dark Side Of REIT Investing

REITs have not all performed equally. The sector has a hidden dark side. Avoiding the losers can improve returns.

Seeking Alpha • 19 hours ago

Readers Flag 31 Ideal 'Safer' Dividend Buys In July

I present the July 2026 ReFa/Ro Dogs list, highlighting high-yield dividend stocks selected by reader engagement and quantitative metrics. Top ten ReFa/Ro Dogs offer projected net gains of 25.61% to 72.48% by July 2027, with all passing the IDEAL test—dividends from $1k invested exceed the share price. Analyst targets suggest an average 43.8% net gain for the top ten, with the five lowest-priced yielding dogs forecast to outperform the group by 5.77%.

Seeking Alpha • Aug 21, 2026

Global Net Lease Completes Acquisition of Modiv Industrial

NEW YORK, Aug. 13, 2026 (GLOBE NEWSWIRE) -- On August 12, 2026, Global Net Lease, Inc. (NYSE: GNL) (“GNL” or the “Company”) completed its previously announced acquisition of Modiv Industrial, Inc. (“Modiv”), adding a portfolio of high-quality industrial net-lease properties across the United States. The acquisition represents another significant step in GNL's transformation strategy, increasing industrial exposure to approximately 50% of total straight-line rent1 while enhancing portfolio quality, diversification, and cash flow durability.

GlobeNewsWire • Aug 13, 2026

Modiv Industrial Stockholders Approve Merger with Global Net Lease

DENVER--(BUSINESS WIRE)--Modiv Industrial, Inc. (“Modiv Industrial,” “Modiv” or the “Company”) (NYSE:MDV) announced today that Modiv's common stockholders have approved the previously announced acquisition of Modiv Industrial by Global Net Lease, Inc. (NYSE:GNL) (the "Transaction") at the special meeting of Modiv's common stockholders held earlier today (the “Special Meeting"). At the Special Meeting, approximately 94% of the votes cast were voted in favor of the Transaction, which represented.

Business Wire • Aug 10, 2026

Global Net Lease Q2 Earnings Call Highlights

Global Net Lease NYSE: GNL reported second-quarter 2026 revenue of $112.5 million, a net loss attributable to common stockholders of $7.5 million and adjusted funds from operations (AFFO) of $45.7 million, or $0.22 per share. AFFO per share increased from $0.21 in the first quarter, while the company raised its full-year outlook following its pending acquisition of Modiv Industrial.

MarketBeat • Aug 8, 2026

Global Net Lease, Inc. (GNL) Q2 2026 Earnings Call Transcript

Global Net Lease, Inc. (GNL) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 6, 2026

Global Net Lease Reports Second Quarter 2026 Results

–   Reports Q2'26 AFFO Per Share of $0.22 ; Raises Full-Year AFFO Per Share Guidance to $0.82 – $0.85 and Increases Gross Transaction Volume to $700 Million – $800 Million –   Closed Plus Disposition Pipeline Totals  $263 Million, with Office Sales Representing 78% , Further Advancing Strategic Reduction in Office Exposure –  Net Debt to Adjusted EBITDA Improved to 6.6x From 7.2x in Q1'26 –   Increased Liquidity to  $919 Million and Revolving Credit Facility Capacity to $1.3 Billion –   Acquisition of Modiv Industrial Expected to Close Following Shareholder Vote Scheduled for August 10, 2026

GlobeNewsWire • Aug 5, 2026

Buy 23 July Lo-Price Hi-Growth Dividend Dogs Out Of 46

Dividend stocks are regaining appeal as interest rates decline and market volatility rises, with historical outperformance and lower risk versus non-dividend peers. Top ten low-priced, high-growth dividend 'dogs' are projected to deliver an average 27.03% net gain by July 2027, with several showing ideal fair pricing and strong free cash flow support. Analyst targets suggest significant upside potential, with Adamas Trust leading at a projected 48.02% net gain, though 21 out of 46 candidates have negative free cash flow margins.

Seeking Alpha • Jul 31, 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

Global Net Lease, Inc. Announces Release Date for Second Quarter 2026 Results

NEW YORK, July 16, 2026 (GLOBE NEWSWIRE) -- Global Net Lease, Inc. (NYSE: GNL) (“GNL” or the “Company”) announced today that it will release its financial results for the second quarter ended June 30, 2026 on Wednesday, August 5, 2026 after the close of trading on the New York Stock Exchange.

GlobeNewsWire • Jul 16, 2026