REITs generate lots of stable income, the bulk of which they must pay out in dividends. Prologis should be the largest dividend payer in the REIT sector this year.
REITs (MSCI US REIT Index, RMZ) are positioned for multi-year outperformance, with accelerating AFFO growth, healthy balance sheets, and discounted valuations. Despite underperformance versus the S&P 500, REITs offer a credible path to 13-15% annualized total returns via multiple expansion and a 4% dividend yield. Wide NAV discounts create near-term catalysts, as managements deploy asset sales,...
Brookfield Asset Management expects to grow its dividend by more than 15% annually in the coming years. MPLX has raised its high-yielding distribution by 10% or more for four consecutive years.
I present a 20-stock model retirement portfolio targeting a balanced 5.6% yield, emphasizing both income and dividend growth. My approach avoids "sucker yields" by focusing on quality, sustainable payouts rather than chasing unsustainable high-yield stocks. The portfolio is diversified across BDCs, REITs, energy, and growth names, with allocations reflecting risk, yield, and income stability.
Prologis' fiscal 2025 third quarter core FFO rose 4.2% year-over-year to $1.49 per share, beating consensus and supporting a 3.2% dividend yield. The expanding data center business has a 5.2 GW power pipeline at the end of the third quarter and represents a major opportunity for growth. PLD's Series Q Preferreds have their call date less than a year from now on 11/13/2026 and are currently trad...
REITs remain attractively valued, with many trading at near 10-year high dividend yields. AFFO yield plus AFFO growth is utilized as a scoring system in this article. ARE leads in value but faces risks from declining occupancy and potential AFFO contraction. Others in the top 5 include VICI, IRM, EQIX and PSA.
Segro Plc is a UK-based industrial REIT, with strong European presence, A- credit rating. PLD is an A-rated leading global industrial REIT. Both have data center growth opportunities. SEGXF boasts 8% EPS CAGR since 2016, 10% YoY net rental income growth, and 7.8% like-for-like rental growth. PLD has a 10% EPS CAGR, but lower recent growth. SEGXF's data center pipeline is 2.3GW, offering proport...
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