The State Of REITs: February 2026 Edition

The REIT sector rebounded from a rough 2025 (-3.57%) by starting off 2026 in the black (+1.09%). Small-cap REITs (+3.27%) outperformed in January, followed by solid gains from mid-caps (+2.65%) and large caps (+2.35%). Microcaps, however, had a dismal start to the year with. 63.46% of REIT securities had a positive total return in January.

Seeking Alpha • Feb 19, 2026

Stag Industrial: Buy The Dip And Collect A Near 4% Yield From A Steady Performer

STAG Industrial, Inc. delivered a double earnings beat in Q4, with strong leasing activity and NOI growth despite recent industrial supply headwinds. STAG's balance sheet remains robust, with net debt/EBITDA at 5.0x and ample liquidity to manage upcoming maturities, positioning it well for future leasing activity. Management projects 2026 core FFO growth of 2.7% at midpoint, with potential for upward revisions if sector conditions improve and interest rates decline.

Seeking Alpha • Feb 13, 2026

4 U.S., Canada REITs Announce Higher Dividends In January

Three US and one Canadian real estate investment trusts announced dividend increases in January, according to S&P Global Market Intelligence data. Industrial REIT Modiv Industrial declared a monthly dividend of 10 cents per share, reflecting a 2.6% increase from its most recent payout. In January, industrial REITs were responsible for two of the three dividend increase announcements, accounting for 16.7% of the sector.

Seeking Alpha • Feb 13, 2026

STAG Industrial, Inc. (STAG) Q4 2025 Earnings Call Transcript

STAG Industrial, Inc. (STAG) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 12, 2026

Retirees Rely On These 5 Safe High-Yield Monthly Pay Dividend Stocks

Passive income is revenue generated without the earner's continuous active effort, making it a desirable financial strategy for those seeking to diversify their income streams or achieve financial independence.

24/7 Wall Street • Feb 12, 2026

STAG INDUSTRIAL ANNOUNCES FOURTH QUARTER AND FULL YEAR 2025 RESULTS

BOSTON, Feb. 11, 2026 /PRNewswire/ -- STAG Industrial, Inc. (the "Company") (NYSE:STAG), today announced its financial and operating results for the fourth quarter and full year ended December 31, 2025. "The Company generated strong operating results driven by heightened leasing activity, prudent capital allocation, and healthy Same Store Cash NOI growth," said Bill Crooker, President and Chief Executive Officer of the Company.

PRNewsWire • Feb 11, 2026

Stag Industrial (STAG) Q4 FFO and Revenues Top Estimates

Stag Industrial (STAG) came out with quarterly funds from operations (FFO) of $0.66 per share, beating the Zacks Consensus Estimate of $0.63 per share. This compares to FFO of $0.61 per share a year ago.

Zacks Investment Research • Feb 11, 2026

STAG INDUSTRIAL ANNOUNCES TAX TREATMENT OF 2025 DIVIDENDS

BOSTON, Jan. 20, 2026 /PRNewswire/ -- STAG Industrial, Inc. (the "Company") (NYSE:STAG) today announced the tax treatment of its 2025 dividends to holders of its common stock. The tax treatment for the common stock dividend is detailed in the investor relations section on the Company's website and is summarized below.

PRNewsWire • Jan 20, 2026

STAG Industrial's Growth Outpaces Its Multiple

STAG Industrial (STAG) is poised for ~9% annual AFFO/share growth, driven by mark-to-market lease roll-ups, accretive acquisitions, and robust development yields. STAG trades at 17x AFFO, offering a compelling value versus sector peers and consensus NAV, with a recently raised 4% dividend yield. Acquisition and development pipelines are accelerating for 2026, with cap rate spreads and stabilized yields supporting immediate and future AFFO accretion.

Seeking Alpha • Jan 20, 2026

Wall Street Is Wrong On Venezuela And These 3 Dividends Now On Sale

We're not even two weeks into 2026, and vanilla investors have already lost the plot. Their blindness has tossed 3 cheap—and growing—dividends into our laps.

Forbes • Jan 14, 2026