Dividend Harvesting Portfolio Week 292: $29,100 Allocated, $3,382.93 In Projected Dividends

The Dividend Harvesting Portfolio, now at $40,514.71, emphasizes income growth over capital appreciation, achieving an 8.35% forward yield and 38.75% ROI on invested capital. I strategically added to Starwood Property Trust (STWD) and Cohen & Steers Infrastructure Fund (UTF), capitalizing on rate-driven pullbacks and elevated yields. Portfolio restructuring has flattened position sizes, reduced concentration risk, and enhanced dividend compounding, with no single holding exceeding 4% of the portfolio.

Seeking Alpha • Oct 5, 2026

The Rate Shock That Didn't Break REITs

REITs are refusing to break despite another rate shock: the 10-Year Treasury reached 5%, yet REITs remain higher by roughly 7% in 2026 as the once-dominant rate correlation weakens further. Solid fundamentals are increasingly doing the heavy lifting, with healthy property-level cash flows, improving earnings visibility, strong dividend coverage, and better balance sheets helping REITs absorb the rate shock. Cooling supply increasingly reinforces fundamentals: excluding Data Centers, REIT development pipelines are roughly 40% below their 2022 peak and 2019 levels; Data Centers remain the exception at seven times 2019 levels.

Seeking Alpha • Sep 23, 2026

Undercovered Dozen: Rithm Capital, Sterling Infrastructure, Corning And More

The Undercovered Dozen series spotlights 12 lesser-covered stocks featured on Seeking Alpha. This curated selection aims to provide fresh investment ideas and foster community discussion around under-the-radar equities. Readers are encouraged to engage, share perspectives, and highlight additional overlooked investment opportunities.

Seeking Alpha • Sep 22, 2026

Starwood Property Trust Announces $0.48 Per Share Dividend for Third Quarter 2026

MIAMI, Sept. 17, 2026 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) ("the Company") today announced that the Company's Board of Directors has declared a dividend of $0.48 per share of common stock for the quarter ending September 30, 2026.

PRNewsWire • Sep 17, 2026

Boomers and Retirees Can Load IRAs With 4 Quality Ultra-High-Yield Dividend Giants (One Yields 12.3%)

When a frothy stock market threatens your retirement income, four overlooked dividend giants offer yields that dwarf what most investors settle for, and one REIT has refused to cut its payout through every financial storm since 2009.

24/7 Wall Street • Sep 15, 2026

Starwood Capital Promotes Tim Abram to Head of Asset Management, Europe

Expands Firm's Bench of Leaders Focused on Value Creation and Deal Execution in the Region MIAMI, Sept. 14, 2026 /PRNewswire/ -- Starwood Capital Group ("Starwood Capital"), a leading global private investment firm, today announced the promotion of Tim Abram to Head of Asset Management, Europe.

PRNewsWire • Sep 14, 2026

These 3 under-the-radar stocks could rally if Fed raises rates this week

The Federal Open Market Committee enters its September 15–16 meeting with interest rate futures pricing in a more than 85% probability of a 25 bps hike. August core CPI data running hot for a second consecutive month alongside Chair Kevin Warsh's hawkish stance at Jackson Hole forced markets to abandon easing expectations.

Invezz • Sep 14, 2026

Starwood Property: I Sense More Trouble On The Horizon

Starwood Property Trust receives a Sell rating due to rising foreclosures, credit losses, and unsustainable dividend coverage. STWD's commercial & residential lending segment faces declining pre-tax income, elevated credit loss provisions, and a high proportion of risky high-LTV loans. Foreclosures have surged 87.3% YoY, with 2% of the commercial portfolio converting to property and eroding interest income.

Seeking Alpha • Sep 14, 2026

Mortgage Rates Rise Above 7%: Opportunity or Warning for mREITs?

Mortgage rates above 7% put AGNC, NLY, STWD and RITM in focus as funding costs, MBS spreads and hedging shape risks and opportunities.

Zacks Investment Research • Sep 11, 2026

Starwood Capital Group Announces Joint Venture with Trinitas Ventures

Partnership to accelerate the development of three high-quality, purpose-built student housing on several of the most prominent university campuses across the United States MIAMI and CARMEL, Ind., Sept. 9, 2026 /PRNewswire/ -- Starwood Capital Group ("Starwood"), a leading global private investment firm, and Trinitas Ventures ("Trinitas"), a fully integrated real estate firm specializing in the investment, development, construction, and management of high-quality residential communities, have formed a joint venture ("the Partnership") to develop purpose-built student housing at three leading universities across the United States.

PRNewsWire • Sep 9, 2026