Diversifying Dividends: Sketching Out My Battle Plan For 2026

I plan to diversify my REIT-heavy portfolio by systematically allocating to four dividend-focused ETFs in 2026. US economic growth remains steady but subdued, while equity valuations are elevated, suggesting muted long-term returns. REITs appear attractively valued with fading headwinds, offering plausible outperformance as fundamentals improve and rate cuts loom.

Seeking Alpha • Dec 13, 2025

3 Top ETFs I'm Planning to Buy Hand Over Fist in 2026, Despite All the Cheap Stocks on My Radar

The Vanguard Russell 2000 ETF looks extremely attractive as we head into 2026. Real estate could be a big winner as interest rates fall, and the Vanguard Real Estate ETF is on my buy list.

The Motley Fool • Dec 11, 2025

The State Of REITs: December 2025 Edition

The REIT sector returned to positive territory in November (+1.02%) after back-to-back months in the red. Mid caps (+3.53%) led the REIT sector in November followed by small caps (+3.38%) and large caps (+0.32%); micro caps (-8.76%) badly underperformed. 68.15% of REIT securities had a positive total return in November.

Seeking Alpha • Dec 11, 2025

Commercial real estate deal volume drops for the first time in nearly two years

Commercial real estate has had a rough go after gaining momentum coming out of the pandemic. October was the first month of negative year-over-year transaction volume growth in the sector in nearly two years, according to monthly data provided by Moody's as a media exclusive to CNBC's Property Play.

CNBC • Dec 9, 2025

Real Estate at 'Inflection Point,' Says Morgan Stanley's Hochfelder

Morgan Stanley Real Estate Investing Co-CEO Lauren Hochfelder believes that we are at an 'inflection point' for real estate heading into 2026, indicating that sellers are more motivated, buyers more interested, and debt markets are 'wide open,' which could help lead a transition into a recovery period. She joined Carol Massar and Tim Stenovec on 'Bloomberg Businessweek Daily' to examine the state of the US real estate market.

Bloomberg Markets and Finance • Dec 9, 2025

2 REITs To Buy Before December 10th

The Fed is expected to cut interest rates in a few days. The rate cuts are a strong catalyst for the REIT sector. I highlight two REITs that have a lot to gain from this.

Seeking Alpha • Dec 8, 2025

Why 10%+ Yields Can Wreck Your Retirement Income

My portfolio goal is sustainable, stress-free income—prioritizing safety over chasing high yields. Even though it might be very tempting, tilting investments towards 10%+ yields is not the smartest thing to do. The historical stock market annual return figure is around 10%, which is very difficult to meet for income investors, who are usually concentrated into fixed income factor (lower return potential).

Seeking Alpha • Dec 7, 2025

REIT Bulls - Brace For More Frustration

REITs have massively underperformed the market, while their earnings have grown. Given the likely base rate cuts that are on the horizon, the setup for a REIT renaissance could not be better. I think that such logic has a fundamental risk or flaw that many REIT bulls are missing.

Seeking Alpha • Dec 5, 2025

3 REITs That Big Money Might Snap Up Soon

REITs trade at large discounts to their net asset values. They are increasingly becoming targets for activists and private equity. I discuss 3 REITs that are likely buyout targets.

Seeking Alpha • Dec 4, 2025

Buy The Dip: 2 Blue-Chip Dividend Growth Stocks Getting Way Too Cheap

Higher for longer interest rates have created one of the best value opportunities in years for blue-chip income investors. I look at two blue-chip opportunities that trade at unusually large discounts to NAV while maintaining strong fundamentals and dividend growth power. These two stocks could be among the biggest winners when long-term rates finally normalize.

Seeking Alpha • Dec 3, 2025