Group 1: Market Overview - Stock market sell-offs present opportunities for dividend investors as falling stock prices lead to rising dividend yields [1] - Realty Income and Brookfield Infrastructure have both experienced significant declines, with Realty Income down over 12% and Brookfield Infrastructure down more than 21% from their 52-week highs [2][8] Group 2: Realty Income - Realty Income's stock price decline has increased its dividend yield to an attractive 5.7% [3] - The REIT generated 4.19pershareofadjustedfundsfromoperations(FFO)lastyear,tradingatapproximately13.5timesitsFFO,whichisconsideredlowcomparedtopeers[4]−RealtyIncomehasastrongdividendhistory,havingincreaseditspayment130timesoverthreedecades,withacompoundannualgrowthrateof4.35.4 trillion in the U.S. and 8.5trillioninEurope[7]Group3:BrookfieldInfrastructure−BrookfieldInfrastructure′sstockpricedrophasraiseditsdividendyieldto4.9100 trillion in global infrastructure investment over the next 15 years, providing ample growth opportunities [9] - The company has 8billioninexpansionprojectsunderwayandanadditional4 billion in development [9] - Growth drivers include inflation-driven rate increases, volume growth, and accretive acquisitions, with expectations of over 10% annual growth in FFO per share [10] - Brookfield trades at a valuation of just over 11 times FFO, which is low compared to the S&P 500's more than 20 times earnings [11][12] Group 4: Investment Outlook - The sell-offs in Realty Income and Brookfield Infrastructure have created attractive investment opportunities due to lower valuations and higher dividend yields [13] - Both companies are well-positioned for continued dividend growth, which could lead to strong total returns over the long term [13]