Tariffs Got Your Portfolio Down? These High-Yield Dividend Stocks Could Benefit From the Market Turmoil.

Market Overview - The stock market has experienced a significant decline due to higher-than-expected tariffs from the Trump administration, raising concerns about a potential trade war and global economic slowdown [1] - A positive outcome from the market turmoil is the decline in U.S. Treasury bond yields, with the 10-year note's yield falling below 4%, down from over 4.75% earlier in the year [1] Real Estate Sector Impact - The falling 10-year rate is a key benchmark for the real estate sector, leading to an increase in commercial real estate values and cheaper borrowing costs for new investments and refinancing [2] - This environment may provide a substantial boost to real estate investment trusts (REITs) [2] Realty Income - Realty Income owns a diversified portfolio of commercial real estate and net leases these properties to leading companies, providing stable income as tenants cover all operating costs [3] - The REIT pays out approximately 75% of its stable cash flow in dividends, currently yielding 5.7%, while retaining the rest for further investments [4] - Despite financial strength, higher rates previously limited its capital-raising ability, with investments dropping from $9.5 billion in 2022 to a planned$4 billion in 2023; the decline in the 10-year yield should lower its cost of capital and enable increased investment volume [5] W. P. Carey - W. P. Carey also has a diversified real estate portfolio, net leased to high-quality tenants, supporting a high-yielding dividend of 5.9% [6] - The company plans to invest between $1 billion and$1.5 billion this year, with the ability to fund investments without accessing the equity market through sales of noncore assets [7][8] - Improved interest rates may allow the REIT to raise additional capital at attractive costs, facilitating increased investment volume [8] EPR Properties - EPR Properties focuses on experiential real estate, net leasing properties like movie theaters and attractions, providing stable income to support a 7.7% dividend yield [9] - The REIT estimates it can self-fund $200 million to$300 million in new investments this year, with a projected cash flow per share growth of 3% to 4% annually [10][11] - Falling interest rates could enable EPR Properties to access capital markets for additional funding, increasing its investment rate and growth potential [11] Conclusion - Realty Income, W.P. Carey, and EPR Properties offer high-yielding dividends supported by stable income streams from their properties [12] - With declining interest rates, these REITs have the potential to ramp up investment volumes and achieve faster growth, making them attractive dividend stocks amid current market conditions [13]