Rates Down, REITs Up! It's Opportunity Cost

Net lease REITs like Realty Income, NNN, Agree Realty, and W. P. Carey are rebounding as falling treasury yields drive capital back to stable, long-duration assets. The sector's rally is fueled by a flight to safety amid turmoil in private credit and software, with REITs outperforming equity indices year-to-date. With weighted average lease terms of 10+ years, net lease REITs act as long-duration credit portfolios, highly sensitive to treasury yield movements.

Seeking Alpha • Feb 20, 2026

Buy 5 IDEAL S&P 600 Small/MidCap 'Safer' February DiviDogs

The S&P 600 SmallCap index offers select high-yield 'dividend dogs' with analyst-projected net gains of 31% to 61% by February 2026. Adamas Trust stands out as the only stock ranking in the top ten for yield, target price, and total return, with positive free cash flow supporting its dividend. Only five of 56 high-yield S&P 600 stocks meet the 'IDEAL' criteria: annual dividends from $1K invested exceed share price and are covered by free cash flow.

Seeking Alpha • Feb 13, 2026

Global Net Lease, Inc. Announces Release Date for Fourth Quarter and Full Year 2025 Results

NEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Global Net Lease, Inc. (NYSE: GNL) (“GNL” or the “Company”) announced today that it will release its financial results for the fourth quarter and year ended December 31, 2025 on Wednesday, February 25, 2026 after the close of trading on the New York Stock Exchange. The Company will host a conference call and audio webcast on Thursday, February 26, 2026, beginning at 11:00 a.m.

GlobeNewsWire • Feb 5, 2026

Global Net Lease Announces Tax Treatment of 2025 Dividends

NEW YORK, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Global Net Lease, Inc. (NYSE: GNL) ("GNL" or the "Company") today announced the income tax classification of its dividends paid in 2025 for the Company's common stock ("Common Stock") and preferred stock ("Preferred Stock"). As detailed below, all dividends paid on GNL's Common Stock and Preferred Stock for the tax year ended December 31, 2025 are classified as nondividend distributions (return of capital).

GlobeNewsWire • Feb 2, 2026

Global Net Lease: Market Still Mispricing This High-Yield REIT's Portfolio Reset

Global Net Lease: Market Still Mispricing This High-Yield REIT's Portfolio Reset

Seeking Alpha • Feb 1, 2026

Global Net Lease: The Bullish Case For A Diversified REIT With Global Exposure

For my first coverage of Global Net Lease, I called it a buy, agreeing with the most recent Wall St. bullish rating. Despite portfolio reduction and FFO depression, there are some positive economic factors to consider along with a diversified international portfolio across retail, office, and industrial. The recent Fitch upgrade to investment grade further supports bullishness for this REIT that has been deleveraging.

Seeking Alpha • Jan 30, 2026

Global Net Lease: No Further Dividend Cuts Yet, But Shares Are A Sell

Global Net Lease's positive Q3 results and FFO guidance raise short-term optimism, but operational concerns persist. Significant asset writedowns, especially in office properties, and a history of declining cash flows undermine investor confidence. An 8% dividend yield is insufficient to offset the REIT's deteriorating fundamentals and exposure to struggling asset classes.

Seeking Alpha • Jan 26, 2026

Urgent Warning: These REITs Face High Risk Of Dividend Cuts

Not all REIT dividends are sustainable. Overleverage, troubled assets, and high payout ratios are clear red flags. I highlight 3 popular REITs at high risk of cutting their dividend.

Seeking Alpha • Jan 14, 2026

Global Net Lease Highlights Strategic Accomplishments in 2025

NEW YORK, Jan. 08, 2026 (GLOBE NEWSWIRE) -- Global Net Lease, Inc. (NYSE: GNL) (“GNL” or the “Company”) today announced the successful completion of its key strategic objectives in 2025, a year of significant transformation that strengthened the Company's balance sheet, enhanced operational performance and strategically aligned its portfolio to support long-term growth and deliver sustained shareholder value. “2025 was a pivotal year for GNL,” said Michael Weil, CEO.

GlobeNewsWire • Jan 8, 2026

Top 2 Real Estate Stocks That May Keep You Up At Night In Q1

As of Jan. 8, 2026, two stocks in the real estate sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

Benzinga • Jan 8, 2026