Why BDC Dividend Cuts Matter Less Than You Think

System-wide BDC dividend cuts are highly likely as base dividend coverage averages 99% and growth is constrained. As a result, many BDC investors have decided to sit on the sidelines until the expected dividend cuts materialize. The idea is that a cut will lead to a negative share price reaction and thus provide a better opportunity to buy at a bargain price.

Seeking Alpha • 14 hours ago

What Real Estate Investors Get Wrong About REITs

Research shows REITs outperform private real estate by 2–4% annually, with less risk and effort. Yet, investors will often favor private real estate due to many misconceptions. Here is what investors get wrong about REITs.

Seeking Alpha • Feb 21, 2026

Retirees Are Eyeing VNQ for Quarterly Income While Growth Investors Look Away

Real estate investment trusts offer one of the simplest ways to add property exposure to a portfolio without managing buildings or dealing with tenants.

24/7 Wall Street • Feb 19, 2026

2 High-Yield CEFs To Enhance Your Retirement Income

2 High-Yield CEFs To Enhance Your Retirement Income

Seeking Alpha • Feb 19, 2026

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

REIT Earnings Halftime Report

Aided by favorable "Goldilocks" macro data trends - cooling inflation alongside "good enough" labor market data - REITs have delivered notable earnings season outperformance thus far over the S&P 500. REIT results have been solid, with no major bombshells and several upside surprises. 51% of REITs reported 2025 FFO beating their full-year outlook, with better trends in underlying property-level metrics. Data Center, Senior Housing, and Retail REITs have been the upside standouts. AI-fueled demand has kept data center fundamentals tight despite record new supply. Senior Housing has remained red-hot.

Seeking Alpha • Feb 18, 2026

3 Once-In-A-Decade REIT Opportunities To Win Big

AI is crushing digital businesses, and capital is starting to rotate out of tech. Meanwhile, many REITs trade at 30% discounts to NAV with ~5% yields. We highlight three anti-AI real asset plays that could rerate sharply higher.

Seeking Alpha • Feb 17, 2026

How REITs Became The Safe Haven Trade In The Tech Wreck

REITs, as measured by VNQ, have outperformed in 2026, emerging as a safe haven amid tech and market declines. REITs offer reliable, contractual cash flows and dividend yields (3.8%) far exceeding the S&P's 1.15%, with FFO yields at 7.24%. Current REIT valuations (13.8x FFO) are historically cheap relative to the S&P (29.3x earnings), creating a compelling cash flow yield spread.

Seeking Alpha • Feb 17, 2026

I Wouldn't Want To Retire Without The 3 Most Undervalued Income Machines

Three income powerhouses are trading at very compelling valuations right now. Each offers attractive income with substantial upside potential. Here's why I'm overweighting them while the market is still giving them away at a discount.

Seeking Alpha • Feb 13, 2026

AI Disruption Hit Multiple Sector ETFs: Is the Fear Overblown?

Artificial intelligence (AI) has emerged as a growing source of market panic these days, with investors increasingly questioning the long-term viability of labor-intensive business models. Recent releases from AI startups have intensified these concerns by introducing tools capable of automating tasks in legal, marketing, finance, and research functions.

Zacks Investment Research • Feb 12, 2026