247Wallst·2025-11-02 13:31Core Viewpoint - Well-run real estate investment trusts (REITs) can provide reliable monthly dividends, making them attractive for investors seeking consistent income [3][4]. Summary by Category Monthly Dividend REITs - Realty Income (NYSE: O), LTC Properties (NYSE: LTC), and AGNC Investment (NASDAQ: AGNC) are highlighted as top monthly dividend REITs, offering 12 dividend payments a year [3][4]. - Realty Income is known for its long history of increasing dividend payouts and stable earnings, with a current dividend yield of 5.51% [6][8]. - LTC Properties focuses on senior housing and healthcare facilities, with a dividend yield of 6.52%, capitalizing on the growing elderly population [9][11]. - AGNC Investment provides capital to the U.S. housing market through agency residential mortgage-backed securities, offering a high dividend yield of 14.17% [12][13]. Market Conditions and Outlook - The real estate sector has shown resilience against record interest rate hikes and is expected to benefit from ongoing cuts [5]. - The demand for senior housing is projected to outpace supply significantly, with a shortfall of nearly 370,000 units expected by 2030 [10]. - AGNC's outlook remains positive due to favorable mortgage spreads and anticipated interest rate cuts, which could enhance its yield attractiveness [14].