Core Viewpoint - The article emphasizes a personal investment strategy focused on growth and dividend income, aiming for an easy retirement through a portfolio that generates monthly dividend income and benefits from reinvestment and annual increases [1]. Group 1: Investment Strategy - The strategy involves creating a portfolio that prioritizes compounding dividend income and growth [1]. - Monthly dividend income is a key component of the portfolio structure, which is designed to grow through reinvestment [1]. Group 2: Company Disclosures - The author has a beneficial long position in shares of BP, MSTY, NNN, MO, and PDI, either through stock ownership, options, or other derivatives [1]. - The article is presented as a personal opinion and does not constitute a recommendation for the purchase or sale of stock [2][3].

Analyst's Disclosure:I/we have a beneficial long position in the shares of NNN, ADC, O either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The topic of the day is creativity. Over time, my publications have covered a wide range of topics. This can often include providing gen ...

NNN REIT (NYSE: NNN ), one of my favorites within the sector, known for their long operating history and reliable dividends, has had lingering tenant issues which has negatively impacted their price in recent quarters.Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own d ...

Core Viewpoint - Investors are attracted to ultra-high-yield stocks, but such yields often indicate concerns about future cash flows and sustainability of dividends [1] Group 1: Realty Income - Realty Income has a diversified portfolio of over 15,600 buildings across the U.S. and nine European countries as of March 2025 [5] - The company has consistently raised its monthly dividend payout every quarter since going public in 1994, resulting in a 46% increase over the past decade, leading to a current yield of 5.7% [6][9] - Realty Income's business model relies on net leases, which provide predictable cash flows due to tenants covering variable expenses and long-term lease agreements [7] - The company can borrow at lower interest rates compared to peers, exemplified by a recent $600 million raise at 5.125%, only slightly above current Treasury rates [8] - Realty Income's large addressable market and access to cheap capital suggest potential for continued dividend increases [9] Group 2: NNN REIT - NNN REIT operates a portfolio of 3,641 buildings, all located in the U.S., with a diverse tenant base where the largest tenant accounts for only 4.5% of annual rent [10][11] - The company has raised its quarterly dividend for 35 consecutive years, with a 33% increase over the past decade, currently offering a 5.6% dividend yield [12] - In the first quarter, NNN REIT's funds from operations (FFO) grew 3.6% year over year to $0.85 per share, supporting its quarterly dividend payout of $0.58 per share [13]

Core Insights - The article emphasizes the importance of dividend investing as a pathway to financial freedom, highlighting its accessibility and potential for steady income [1] Group 1: Investment Philosophy - The company combines financial expertise with value investing principles to create a strong financial foundation through dividend investing [1] - Dividend investing is presented as a straightforward method for individuals to work towards long-term wealth accumulation [1] Group 2: Professional Background - The company has extensive experience in mergers and acquisitions (M&A) and business valuation, having evaluated numerous businesses and participated in both sell-side and buy-side transactions [1] - Daily activities include financial modeling, conducting commercial and financial due diligence, negotiating deal terms, and engaging in numerous meetings [1] Group 3: Sector Focus - The company focuses on various sectors including technology, real estate, software, finance, and consumer staples, which are also the core of its investment portfolio [1] - Years of advisory experience in these industries contribute to the company's investment strategy and insights [1] Group 4: Community Engagement - The motivation for sharing insights on platforms like Seeking Alpha stems from a desire to enhance personal knowledge and provide value to others pursuing similar financial goals [1] - The company aims to facilitate a collective journey towards financial freedom by demystifying dividend investing [1]

Core Viewpoint - The article emphasizes a personal investment strategy focused on growth and dividend income, aiming for an easy retirement through a portfolio that generates monthly dividend income and benefits from reinvestment and annual increases [1]. Group 1: Investment Strategy - The strategy involves creating a portfolio that prioritizes compounding dividend income and growth [1]. - Monthly dividend income is a key component, structured to grow through reinvestment and yearly increases [1]. Group 2: Personal Position - The author holds a beneficial long position in shares of NNN, O, and SPG, either through stock ownership, options, or other derivatives [1].

Core Viewpoint - NNN REIT may be a more attractive option for dividend investors compared to Realty Income due to its focused strategy and strong tenant relationships [1][9]. Company Overview - NNN REIT, formerly known as National Retail Properties, has a portfolio of over 3,500 properties located entirely in the U.S. with more than 375 tenants across 37 retail sectors [2]. - The company specializes in net lease retail assets, which allows for easier acquisitions, sales, and re-leasing [2][4]. Investment Strategy - NNN REIT's net lease structure requires tenants to cover most property-level expenses, reducing risk for the landlord [4]. - Approximately 72% of NNN REIT's transaction volume since 2007 has come from companies with existing relationships, enabling informed investment decisions [5]. Competitive Advantage - NNN REIT's smaller size allows for easier growth compared to Realty Income, which has a much larger portfolio of 15,600 buildings [6][7]. - The focus on an all-American property portfolio helps maintain management's concentration, unlike Realty Income's diversification into various sectors [8]. Dividend Performance - NNN REIT has increased its dividend annually for 35 consecutive years, surpassing Realty Income's record [9]. - NNN REIT currently offers a dividend yield of 5.5%, slightly lower than Realty Income's 5.7%, but the premium may be justified due to its strong U.S. retail focus [10].

Core Insights - Real estate remains a timeless asset that continues to generate wealth for individuals today [1] - Real Estate Investment Trusts (REITs) allow individuals to invest in real estate without needing significant capital or expertise [2] Group 1: Prologis - Prologis specializes in logistics and data center properties, owning nearly 5,900 buildings across 20 countries [5] - The company enhances property value through high maintenance standards and energy efficiency [6] - Prologis has an 11-year streak of consecutive dividend increases, with a current dividend yield of 3.6% and strong growth prospects in e-commerce and data centers [7] Group 2: NNN REIT - NNN REIT has raised its dividend for 36 consecutive years, demonstrating resilience through economic challenges [8] - The company owns over 3,600 buildings, focusing on consumer-facing tenants, and utilizes triple net leases for revenue stability [9] - NNN REIT offers a current yield of 5.5%, with low to mid-single-digit growth, emphasizing stability over rapid growth [10] Group 3: Public Storage - Public Storage is the largest owner-operator of self-storage facilities, with over 3,400 properties in the U.S. and Europe [11] - The company has invested $11 billion since 2019 to expand its portfolio by 35%, although this has affected consistent dividend growth [11][12] - The stock currently yields 3.9%, providing a dependable income stream, with expected low to mid-single-digit growth over the next few years [13]

I think that the Fed is about to cut interest rates, and this should serve as a strong catalyst for the REIT sector (VNQ). Why do I believe that? It boils down to the economy ...

Save yourself thousands of dollars by creating a portfolio that pays you to hold it. No selling required to fund your retirement dreams. Tired of going it alone or visiting a financial advisor who just doesn't seem to care? Join our lively group! Our Income Method generates strong returns, making retirement investing less stressful and straightforward .Features include: model portfolio with buy/sell alerts, preferred and baby bond portfolios for more conservative investors, vibrant and active chat with acce ...