National Retail Properties, Inc. Aktie News

Not all REITs are worth holding going into 2026. Large unrealized losses make it tempting to book tax losses. I highlight some popular REITs that I would sell if I owned them.

NNN REIT is a net lease REIT with a path for sustainable dividend growth ahead. The company is on pace for record acquisition activity in 2025, which is likely to be a plus for core FFO per share growth for the foreseeable future. NNN REIT has $1.4 billion of liquidity at its disposal and a BBB+ S&P credit rating with a stable outlook.

I am upgrading NNN REIT to a strong buy, offering a 6% yield and trading at a discount to net lease peers. NNN's conservative balance sheet, resilient business model, and rapid resolution of tenant volatility underpin its durable, recession-resistant profile. Management expects occupancy to exceed 98% by year-end, with lease recapture rates and tenant transitions supporting forward growth.

I like a lot of REITs, but not all of them. Quite a few of them are overleveraged, poorly managed, and own troubled assets. I present three popular REITs to avoid.

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.

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.

As income-focused investors look toward 2026, they are likely doing so with one goal, and that is earning as much money as possible.

Chevron has increased its dividend for 38 straight years. NNN REIT has hiked its payout for 36 years in a row.