National Retail Properties, Inc. Aktie News

NNN REIT trades at a yield premium to Realty Income, reflecting its BBB+ credit rating versus O's A- and thinner credit cushion. NNN's 10.7-year weighted-average debt maturity, 70% longer than O's, provides significant duration protection and refinancing flexibility. With a 70% AFFO payout ratio, NNN retains more cash and offers an 18% dividend coverage buffer, outpacing O's 12% cushion.

The Dividend Harvesting Portfolio reached $34,941.98, up 35.96% on invested capital with a 7.93% yield and strong dividend growth. Recent additions to STWD and NNN REIT reflect conviction in high-yield REITs and triple net lease structures amid expectations for lower rates. Portfolio diversification across 40 positions and multiple sectors has supported resilience through volatile markets and e...

REITs are positioned for robust growth in 2026, driven by decelerating supply, disciplined capital allocation, and significant valuation discounts to NAV and private markets. Sector preferences favor Healthcare and Data Centers for durable growth, with Shopping Centers and select Residential REITs offering underappreciated upside and private capital interest. Strategic alternatives, buybacks, a...

I invest in both private real estate and public REITs. But right now, I strongly favor REITs as we go into 2026. I explain why and highlight some of my top picks.

Verizon has increased its dividend for 19 years in a row. Oneok has delivered over a quarter century of dividend stability and growth.

NNN REIT has a very straightforward business model. The REIT's high-yielding dividend is on a rock-solid foundation.

NNN REIT is upgraded to a buy, reflecting improved portfolio structure, acquisition activity, and a more favorable macroenvironment. NNN targets record acquisition volumes ($850M–$950M), divesting underperformers and reinvesting at higher cap rates to drive earnings growth. The REIT boasts a 5.7% dividend yield with 142% coverage, supported by a 10-year dividend CAGR of 3.27% and robust cash flow.

REITs have been rising since late 2023. I expect their rally to continue. I explain why and highlight a Top Pick for 2026.