REITs Increasingly Favoring At-The-Market Offerings When Issuing Equity

With low valuations for the sector overall, follow-on common equity offerings for US real estate investment trusts have declined significantly in recent years. US equity REITs have largely preferred issuing common stock through at-the-market offering programs as opposed to more standard follow-on equity offerings in recent years. US REITs raised $77.58 billion through common stock sold under their ATM programs between July 1, 2022, and March 31, 2026.

Seeking Alpha • Aug 6, 2026

Cohen & Steers REIT and Preferred and Income Fund, Inc. (RNP) Notification of Sources of Distribution Under Section 19(a)

NEW YORK, July 28, 2026 /PRNewswire/ -- This press release provides shareholders of Cohen & Steers REIT and Preferred and Income Fund, Inc. (NYSE: RNP) (the "Fund") with information regarding the sources of the distribution to be paid on July 31, 2026 and cumulative distributions paid fiscal year-to-date. In December 2017, the Fund implemented a managed distribution policy in accordance with exemptive relief issued by the Securities and Exchange Commission.

PRNewsWire • Jul 28, 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

RNP: Buy The Discount Opportunity But Watch The Borrowing Costs

I'm maintaining a buy on RNP, which now trades at a ~6.96% discount to NAV against a five-year average near 1.2%, one of the widest levels in years. RNP runs a blended portfolio, roughly 52% REIT common stock and 48% preferred and fixed-income, giving it a mechanism to generate income even when the REIT market trades sideways. RNP carries ~31% effective leverage with 40% of it at variable rates.

Seeking Alpha • Jul 14, 2026

3 Closed-End Fund Buys (1 Sell) In The Month Of June 2026

The equity benchmark indexes have shown a bit more volatility, but it wasn't enough to derail a strong first half to the year. As we are still knocking on all-time high levels, I still added to some positions in my CEF portfolio but have been less aggressive. In fact, we've recently been seeing rights offering announcements this year, and that has prompted sidestepping these ROs.

Seeking Alpha • Jul 13, 2026

The REIT Strategy I Would Use To Retire Today

Retirement income requires more than just high yield. REIT funds may not be the best solution. A balanced REIT portfolio can offer income and growth.

Seeking Alpha • Jul 11, 2026

2 Closed-End Funds For Monthly Distributions Trading At Discounts

Income-focused investors often appreciate distributions that are paid on a monthly basis, which can help to pay bills or compound a bit faster. In the CEF space, there is no lack of choices to consider, but we are also looking at two names that provide an attractive discount to NAV per share. In addition to paying monthly and trading at attractive discounts, these funds also pay out relatively tax-friendlier distributions as well.

Seeking Alpha • Jul 6, 2026

10 Best CEFs This Month: Average Yield Of Near 10% (June 2026)

The article presents a rigorously screened list of 10 top closed-end funds, or CEFs, for income investors, offering an average 9.8% plus yield and nearly 7.5% NAV discount. Selections emphasize sector diversification, long-term outperformance, sustainable distributions, and attractive valuations, with a focus on both equity and credit-oriented CEFs. CEFs are generally characterized by higher volatility and deeper drawdowns than the broader market. For these reasons, they are not suited for everyone.

Seeking Alpha • Jun 27, 2026

REITs: Cheap, Unloved, And Finally Showing Life

REITs have refused to break in 2026 despite oil-driven inflation pressure, rising Treasury yields, and a Fed narrative that flipped from multiple rate cuts to potential hikes. The “Rates Up, REITs Down” regime has weakened, with REIT-rate correlations falling sharply as fundamentals, strategy, capital allocation, and valuation catalysts increasingly drive performance. M&A has helped break the rate-driven narrative, validating public-market discounts to NAV and proving that REITs can unlock value through consolidation, privatizations, and strategic alternatives.

Seeking Alpha • Jun 18, 2026

High Yields From Real Estate: Profit From The Shortage

High-interest rates have completely chilled new development, making new commercial builds far too expensive to finance. Zoning, permits, and planning processes mean building supply takes years, creating a structural shortage. Established REITs already own the existing inventory, putting massive rent negotiation power back into landlords hands.

Seeking Alpha • Jun 9, 2026