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Not all REIT dividends are sustainable. Overleverage, troubled assets, and high payout ratios are clear red flags. I highlight 3 popular REITs at high risk of cutting their dividend.
Many REITs pay dividends on a monthly basis. Some offer up to 8% dividend yields. These are my favorite monthly-paying REITs.
I increased my forward projected dividend income by $86.77 (1.4%) in December, reaching $6,289.66. My portfolio strategy blends high-growth names like Broadcom (AVGO), Microsoft, and Visa with high-yielders such as SPYI and MPLX. Dividend reinvestments and increases, especially from AVGO and EPRT, drove nearly 83% of new forward income this month.
Essential Properties Realty Trust, Inc. remains a Buy, offering double-digit total return potential driven by raised 2026 AFFO guidance and robust fundamentals. EPRT's Q3 results showed strong AFFO and FFO growth, 99.8% occupancy, and record $370M investment activity at attractive spreads. The REIT's low-leveraged balance sheet, 3% dividend raise, and 63% AFFO payout ratio provide flexibility and dividend safety.
Essential Properties Realty Trust has been the fastest-growing net lease REIT on the market in recent years. EPRT operates in a massive addressable market, with over 200,000 businesses in the United States. The REIT has over $1.4 billion of liquidity on its balance sheet and sports a BBB- S&P credit rating with a positive outlook.
PRINCETON, N.J.--(BUSINESS WIRE)--Essential Properties Realty Trust, Inc. (NYSE: EPRT; “Essential Properties” or the “Company”) announced today that the Company will release its operating results for the quarter ended December 31, 2025, after the market close on Wednesday, February 11, 2026. The Company will host its quarterly earnings conference call and audio webcast on Thursday, February 12, 2026, at 10:00 a.m. Eastern Time. A webcast of the conference call will be available on the Investor.
Dividend growth is a great catalyst for upside in the REIT sector. This is especially true when the dividend growth potential is underappreciated by the market. I highlight 3 such cases that I expect to surge higher over the coming years.
Not all REIT property sectors are equally attractive. Some are oversupplied and expensive, even as others enjoy steady growth and trade at low valuations. I highlight my three favorite property sectors going into 2026.
U.S. equity markets posted mixed performance as surprisingly cool inflation data and soft employment data were tempered by a hawkish pushback from Fed officials and skeptics clinging to inflation fears. The critical CPI report showed inflation easing to four-year lows, a heavily criticized report that may, ironically, be the most accurate inflation reading in several years due to collection limitations. The report "zeroed out" shelter inflation due to incomplete collection, combined with an antiquated and lagged sampling methodology, effectively "correcting" its data by removing the most persistent source of distortion.
PRINCETON, N.J.--(BUSINESS WIRE)--Essential Properties Realty Trust, Inc. (NYSE: EPRT; the “Company”), today announced the appointment of Robert W. Salisbury, CFA as the Executive Vice President and Chief Financial Officer of the Company, effective January 1, 2026. “I am pleased to announce Rob's promotion to serve as Executive Vice President and Chief Financial Officer of the Company,” said Peter M. Mavoides, President and Chief Executive Officer of the Company. “Since joining the Company in 2.
The broader REIT sector have underperformed despite multiple Fed rate cuts since 2024. 2026 seems to be as choppy as this year, unless the long-term yields do not come down, which I see as a low probability event. The risks is that investors buy low yielding, low growth REITs, which continue to deliver negative or barely positive inflation adjusted income streams.
Daiwa Securities Group Inc. trimmed its stake in shares of Essential Properties Realty Trust, Inc. (NYSE: EPRT) by 12.6% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 226,267 shares of the company's stock after selling 32,648 shares
Federated Hermes Inc. raised its stake in shares of Essential Properties Realty Trust, Inc. (NYSE: EPRT) by 57.2% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 359,948 shares of the company's stock after buying an additional 131,039 shares
PRINCETON, N.J.--(BUSINESS WIRE)--Essential Properties Realty Trust, Inc. (NYSE: EPRT; the “Company”) announced today that its Board of Directors declared a quarterly cash dividend of $0.31 per share of common stock for the fourth quarter of 2025. The fourth quarter 2025 dividend represents an annualized dividend of $1.24 per share of common stock, an increase of $0.04 per share compared to the previous annualized dividend. The dividend is payable on January 14, 2026, to stockholders of record.
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.
Fisher Asset Management LLC trimmed its holdings in Essential Properties Realty Trust, Inc. (NYSE: EPRT) by 46.8% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 174,964 shares of the company's stock after selling 154,197 shares during the quarter. Fisher Asset Management
Charles Schwab Investment Management Inc. grew its stake in shares of Essential Properties Realty Trust, Inc. (NYSE: EPRT) by 8.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,284,712 shares of the company's stock after acquiring an additional
Ameritas Investment Partners Inc. lifted its holdings in shares of Essential Properties Realty Trust, Inc. (NYSE: EPRT) by 14.4% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 20,299 shares of the company's stock after buying an additional 2,549 shares during the period. Ameritas
B&I Capital AG increased its stake in shares of Essential Properties Realty Trust, Inc. (NYSE: EPRT) by 37.4% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 204,044 shares of the company's stock after acquiring an additional 55,500 shares during the quarter. Essential
Teacher Retirement System of Texas grew its holdings in Essential Properties Realty Trust, Inc. (NYSE: EPRT) by 20.1% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 45,600 shares of the company's stock after purchasing an additional 7,620 shares