High-Yield Wreck Your Retirement? Here Is Your Path To Recovery

The yield that looks safe today may be your biggest long-term risk. Dividend cuts can be more damaging than market pullbacks. A better income strategy most retirees overlook.

Seeking Alpha • 9 hours ago

NNN REIT's BBB+ Rating: One Notch Lower, But The 10.7-Year Debt Maturity Changes Everything

NNN REIT trades at a yield premium to Realty Income, reflecting its BBB+ credit rating versus O's A- and thinner credit cushion. NNN's 10.7-year weighted-average debt maturity, 70% longer than O's, provides significant duration protection and refinancing flexibility. With a 70% AFFO payout ratio, NNN retains more cash and offers an 18% dividend coverage buffer, outpacing O's 12% cushion.

Seeking Alpha • Feb 4, 2026

Dividend Harvesting Portfolio Week 257: $25,700 Allocated, $2,771.05 In Projected Dividends

The Dividend Harvesting Portfolio reached $34,941.98, up 35.96% on invested capital with a 7.93% yield and strong dividend growth. Recent additions to STWD and NNN REIT reflect conviction in high-yield REITs and triple net lease structures amid expectations for lower rates. Portfolio diversification across 40 positions and multiple sectors has supported resilience through volatile markets and economic cycles.

Seeking Alpha • Feb 3, 2026

Property Type Round-Up From REITWorld 2025

REITs are positioned for robust growth in 2026, driven by decelerating supply, disciplined capital allocation, and significant valuation discounts to NAV and private markets. Sector preferences favor Healthcare and Data Centers for durable growth, with Shopping Centers and select Residential REITs offering underappreciated upside and private capital interest. Strategic alternatives, buybacks, and targeted M&A are increasingly in focus, especially for deeply discounted names like CSR, WSR, COLD, and REXR.

Seeking Alpha • Feb 3, 2026

5 Dividend Stocks Yielding 5% or More to Buy Right Now for Passive Income

Verizon has increased its dividend for 19 years in a row. Oneok has delivered over a quarter century of dividend stability and growth.

The Motley Fool • Jan 24, 2026

Why REITs Beat Rental Properties In 2026

I invest in both private real estate and public REITs. But right now, I strongly favor REITs as we go into 2026. I explain why and highlight some of my top picks.

Seeking Alpha • Jan 24, 2026

Why I Finally Bought This Magnificent 5.5%-Yielding Dividend Stock for Passive Income

NNN REIT has a very straightforward business model. The REIT's high-yielding dividend is on a rock-solid foundation.

The Motley Fool • Jan 23, 2026

NNN REIT: Portfolio Shifts Can Lead To Higher Earnings (Rating Upgrade)

NNN REIT is upgraded to a buy, reflecting improved portfolio structure, acquisition activity, and a more favorable macroenvironment. NNN targets record acquisition volumes ($850M–$950M), divesting underperformers and reinvesting at higher cap rates to drive earnings growth. The REIT boasts a 5.7% dividend yield with 142% coverage, supported by a 10-year dividend CAGR of 3.27% and robust cash flow.

Seeking Alpha • Jan 18, 2026

NNN REIT: Resilient High-Yield Income With Long-Term Upside

NNN REIT is rated Buy, offering a ~5.7% yield and 36 years of consecutive dividend increases, underpinned by resilient financials and portfolio quality. NNN trades at a low ~12.3x 2025 P/AFFO, with a record $850–950M acquisition target for 2025 and a robust 97.5% occupancy rate. The payout ratio is a healthy 70% based on their AFFO, supporting further dividend growth even in a stagnant environment, making NNN attractive for long-term, income-focused portfolios.

Seeking Alpha • Jan 17, 2026

Why Capital Is Slowly Rotating Back Into REITs

REITs have been rising since late 2023. I expect their rally to continue. I explain why and highlight a Top Pick for 2026.

Seeking Alpha • Jan 17, 2026