Realty Income (NYSE: O) and NNN REIT (NYSE: NNN) have two of the best dividend growth track records in the real estate investment trust (REIT) sector. NNN REIT has increased its dividend for 36 straight years, while Realty Income's streak is up to 31 years in a row. They also offer attractive dividend yields (5.3% for Realty Income and 5.6% for NNN REIT). Here's a look at which of these high dividend REITs is the better buy for income investors right now. Will AI create the world's first trillionaire? Ou ...

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Core Viewpoint - National Retail Properties (NNN) has maintained a 36-year streak of increasing dividends, currently yielding 5.6% at a share price of $42.99, with a 70% AFFO payout ratio and projected growth of 3.2% for 2026 [1][9][10] Financial Performance - NNN's acquisitions in 2025 totaled $931 million at a 7.4% cap rate, with 97% of annualized base rent featuring built-in escalators, indicating structural momentum for the portfolio [1][12] - The occupancy rate improved to 98.3% in Q4 2025, recovering from a low of 97.5% in Q3 2025, primarily due to the sale of vacant assets rather than re-leasing [7][10] - Impairment losses surged to $28.6 million in 2025, a fourfold increase from $6.6 million in 2024, reflecting tenant credit deterioration despite stable headline occupancy [8][10] Dividend Stability - NNN has consistently raised its dividend through economic downturns, maintaining a quarterly rate of $0.60 per share, which yields approximately 5.65% compared to the 10-year Treasury yield of 4.38% [9][10] - The AFFO payout ratio stands at 65.7%, with guidance for 2026 indicating an AFFO of $3.52 to $3.58 per share, supporting a long-term growth target of mid-single digits [10] Analyst Sentiment - UBS raised its price target for NNN to $45 from $43, maintaining a Neutral rating, with the analyst consensus target at $45.23, suggesting modest upside potential [10] - Among 17 analyst ratings, 10 are Hold, 4 are Buy or Strong Buy, and 3 are Strong Sell, indicating mixed sentiment in the market [10] Management and Governance - There is notable insider selling by CEO Stephen Horn without offsetting purchases, alongside a transition in board leadership, which introduces uncertainty into the company's narrative [2][11]

NNN REIT, Inc. (NYSE:NNN) is included among the 14 Quality Stocks with Highest Dividends. UBS Lifts NNN REIT Price Target while Keeping Neutral Stance Image by Alexsander-777 from Pixabay On March 9, UBS raised its price recommendation on NNN REIT, Inc. (NYSE:NNN) to $45 from $43. It reiterated a Neutral rating on the shares. During the Q4 2025 earnings call, CFO Vincent Chao said the company had introduced its 2026 guidance. It expects AFFO per share in the range of $3.52 to $3.58 and core FFO per sha ...

NNN REIT, Inc. (NYSE:NNN) is included among the 13 Best REIT Dividend Stocks to Invest in. BofA Updates Net Lease REIT Outlook, Raises NNN REIT (NNN) Target to $46 On February 17, BofA analyst Jana Galan raised the firm’s price recommendation on NNN REIT, Inc. (NYSE:NNN) to $46 from $45. The firm reiterated an Underperform rating on the shares. The analyst said the firm is updating its price targets for triple-net REITs under coverage following Q4 results. The firm noted that acquisition activity remaine ...

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Core Insights - NNN REIT is highlighted as a cornerstone of a dividend portfolio, emphasizing its role in generating income for long-oriented investors [1] - The article discusses the author's extensive experience in M&A and business valuation, indicating a strong foundation for evaluating investment opportunities [1] - The focus on dividend investing is presented as an accessible path to financial freedom, with the author aiming to share insights to help others navigate this investment strategy [1] Company and Industry Summary - NNN REIT is positioned as a preferred investment choice within the real estate sector, particularly for those seeking steady income through dividends [1] - The author has a diversified investment focus across various sectors, including tech, real estate, software, finance, and consumer staples, which are also reflected in their personal investment portfolio [1] - The motivation behind sharing insights on dividend investing is to demystify the process and encourage others to build long-term wealth through accessible investment strategies [1]

Core Viewpoint - Triple net lease REITs are considered essential to the real estate investment trust (REIT) sector, characterized by a straightforward business model that enhances the real estate investment experience [1]. Group 1 - The NNN lease structure simplifies property investment, making it appealing for investors [1]. - The article emphasizes the importance of properties being acquired under this model, which is central to the operations of triple net lease REITs [1].

Core Viewpoint - NNN REIT, Inc. announces the retirement of Board Chair Steven D. Cosler and the appointment of Edward J. Fritsch as the new Chair, effective February 18, 2026, highlighting a transition in leadership during a period of significant market disruption [1]. Group 1: Leadership Transition - Steven D. Cosler has retired from the Board after serving since August 2016 and as Chair since May 2021 [1]. - Edward J. Fritsch, an independent director since February 2012, has been appointed as the new Chair, bringing extensive REIT experience from his previous role as President and CEO of Highwoods Properties, Inc. [1]. - The CEO, Steve Horn, expressed gratitude for Cosler's contributions and emphasized the importance of cohesive leadership moving forward [1]. Group 2: Company Overview - NNN REIT, Inc. invests in high-quality properties under long-term net leases with minimal ongoing capital expenditures [1]. - As of December 31, 2025, the company owned 3,692 properties across all 50 states, the District of Columbia, and Puerto Rico, with a gross leasable area of approximately 39.6 million square feet and a weighted average remaining lease term of 10.2 years [1]. - NNN is recognized as one of only three publicly traded REITs that have increased annual dividends for 36 or more consecutive years [1].