Paying Dividends: Steven Cress' 3 REITs For Inflationary, Heated Times

In a volatile, inflationary, and geopolitically tense market, Steven Cress talks barbell approach: strong dividend REITs and high-quality growth stocks on weakness. Getty (GTY), W.P.

Seeking Alpha • Mar 4, 2026

2026 Could Be The Year REITs Rip: Two 6% Yielding Picks I Like

REITs are poised for potential outperformance in 2026, driven by anticipated lower interest rates and investor rotation from growth to value. Getty Realty (GTY) and VICI Properties (VICI) offer attractive valuations, strong fundamentals, and yields near 6%, supporting double-digit total return potential. GTY trades at a forward P/AFFO of 12.77x with 99.7% occupancy, while VICI has diversified assets and achieved 5.1% AFFO growth in 2025.

Seeking Alpha • Feb 27, 2026

Do More for Your Core: A Tactical Roadmap for Sector Investing

Sector investing — it's a typical strategy for advisors if their clients are looking beyond broad market exposure by targeting a specific sector. The concept is fairly straightforward, but implementing the strategy is not as simple as it sounds.

ETF Trends • Feb 26, 2026

XLRE Trails the S&P 500 by 5% Despite Lower Interest Rates That Were Supposed To Help

Real estate ETFs promise two things: exposure to property markets without the hassle of being a landlord, and steady income from REIT dividends.

24/7 Wall Street • 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

Energy Leads This Year As Tech And Financials Fall Behind

Energy, basic materials, and defensive consumer stocks are in. Tech and financials are out.

Seeking Alpha • Feb 11, 2026

Why More BDCs Are Likely To Cut Their Dividends

Business Development Companies (BDCs) face headwinds from declining interest rates, which pressure yields and dividend coverage across the sector. Lower rates reduce BDC income as loan yields fall, increasing the risk of dividend cuts—recently seen with GBDC and CION. I favor avoiding most BDCs in 2026, except for high-quality names like CSWC and ARCC, which offer relative resilience due to premium valuations and scale.

Seeking Alpha • Feb 10, 2026

The Market Hates REITs - But You Can Collect A 5.5% Yield From These 3 While You Wait For The Turnaround

REITs, after years of underperformance, are now attractively valued and poised for strong returns over the next 12–18 months. VICI Properties, NNN REIT, and Agree Realty offer robust yields, improving fundamentals, and raised guidance despite sector headwinds. VICI and NNN face tenant-specific risks, but their balance sheets, liquidity, and long-term growth prospects support a bullish outlook.

Seeking Alpha • Jan 10, 2026

ICF vs. XLRE: Real Estate ETFs That Can Build Up Your Portfolio

Both funds are concentrated in large-cap U.S. REITs, with nearly identical top holdings and sector exposures. XLRE charges a lower expense ratio and has a higher dividend yield compared to ICF.

The Motley Fool • Jan 10, 2026

JPMorgan's 5% Bond ETF Looks Like A Coiled Spring Right Now

If you're hunting for yield in 2026, emerging market bonds just became more interesting.

24/7 Wall Street • Jan 7, 2026