My REIT Dream Team (Part 2)

America's REIT Dream Team balances five SWAN Anchors with five higher-yield, higher-risk Buoys to optimize total return and diversification. Buoy picks - REXR, COLD, VICI, NLCP, and LADR - offer compelling catalysts: industrial scarcity, food infrastructure, gaming recovery, cannabis normalization, and disciplined capital allocation. REXR, COLD, VICI, NLCP, and LADR each present 20–30%+ total return potential but require careful position sizing due to elevated risk and sector-specific headwinds.

Seeking Alpha • 19 hours ago

Innovative Industrial Properties: Compelling 13% Dividend Yield Backed By Regulatory Catalysts

Innovative Industrial Properties offers a high double-digit dividend yield, supported by a conservatively leveraged balance sheet and sector-specific regulatory tailwinds. IIPR trades at a 13.4% yield, with a strong buy rating reiterated based on its risk-adjusted upside and potential for re-rating as AFFO improves. Tenant concentration and cannabis sector volatility remain key risks, but low leverage (1.7x debt/EBITDA) provides significant flexibility versus net lease peers.

Seeking Alpha • Sep 5, 2026

Why Is Innovative Industrial Properties (IIPR) Down 6.9% Since Last Earnings Report?

Innovative Industrial Properties (IIPR) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Sep 2, 2026

TCW Global Real Estate Fund Q2 2026 Portfolio Update

The TCW Global Real Estate Fund, I Share Class, generated a return of +9.54% (net of fees) during the quarter, underperforming the S&P Global REIT Index return of +11.08%. Our best-performing securities for the quarter were InterContinental Hotels Group and Welltower Inc. Our worst-performing securities were Crown Castle and Cellnex Telecom.

Seeking Alpha • Aug 28, 2026

Glean:GO Brings Enterprise AI Leaders to San Francisco: NYSE Content Update

NYSE issues a pre-market daily advisory direct from the trading floor. NEW YORK, Aug. 26, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor.

PRNewsWire • Aug 26, 2026

Down 12.9% in 4 Weeks, Here's Why You Should You Buy the Dip in Innovative Industrial Properties (IIPR)

The heavy selling pressure might have exhausted for Innovative Industrial Properties (IIPR) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

Zacks Investment Research • Aug 19, 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

4 Rare Discount Dividends Paying Up To 12.6%

We need to talk about four of the cheapest dividend payers on the planet. I'm talking about blue-light bargain valuations and, our favorite, serious high yields!

Forbes • Aug 8, 2026

1 REIT To Sell And 1 Better REIT To Buy

Not all REITs are equally attractive. Capital recycling is key to maximizing returns. I present an example of a REIT to sell and one to buy.

Seeking Alpha • Aug 8, 2026

Innovative Industrial Properties Q2 Earnings Call Highlights

Innovative Industrial Properties NYSE: IIPR reported second-quarter revenue of $63.3 million and adjusted funds from operations of $53 million, or $1.83 per diluted share, as the cannabis-focused real estate investment trust advanced leasing efforts, completed a major life sciences investment commitment and refinanced its balance sheet.

MarketBeat • Aug 5, 2026