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

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

Top 3 Equity REITs Worth Buying as Industry Outlook Improves

Welltower, Prologis and Digital Realty are set to gain from rising demand in healthcare, logistics and AI-ready data centers.

Zacks Investment Research • Dec 9, 2025

NAV Monitor: U.S. REITs Close November At Lower Median Discount To Net Asset Value

The price-to-net asset value valuations for publicly listed US equity real estate investment trusts rose in November, after two consecutive months of decline. US equity REITs closed November at a median 18.2% discount to their consensus NAV per share estimates, according to S&P Global Market Intelligence data. Healthcare REITs posted the highest median premium to NAV.

Seeking Alpha • Dec 5, 2025

4 Reasons to Add Welltower Stock to Your Portfolio Right Now

A rise in the senior citizen population and healthcare expenses, restructuring efforts and a healthy balance sheet are likely to support WELL.

Zacks Investment Research • Dec 3, 2025

Seniors Housing REITs: Generational Compounding Opportunity

Demand tailwinds from the aging Baby Boomer cohort and record-low new construction underpin a multi-year runway for double-digit internal and external growth. Premiums to NAV enable accretive acquisitions, and current valuations underestimate the durability and longevity of the SH cycle for these REITs. VTR, WELL, and AHR are best positioned to benefit from exceptional internal growth combined with robust and accretive external growth.

Seeking Alpha • Dec 4, 2025

3 Top REIT Dividend Stocks to Buy Right Now With $1,000 for Passive Income

Realty Income operates on a lucrative triple-net-lease structure. Prologis boasts major clients that rely on its logistics real estate assets.

The Motley Fool • Nov 28, 2025

Why Is Welltower (WELL) Up 13.9% Since Last Earnings Report?

Welltower (WELL) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Nov 26, 2025

Final Trades: Alphabet, Starbucks and Welltower

The Investment Committee give you their top stocks to watch for the second half.

CNBC Television • Nov 20, 2025

Welltower Stock Rises 19.3% in 3 Months: Will It Continue to Gain?

WELL's stock momentum is fueled by strong SHO demand, major U.K. acquisitions and ample liquidity amid aging demographics.

Zacks Investment Research • Nov 17, 2025