To gain exposure to the US real estate market, with the potential for high recurring income, the Invesco KBW Premium Yield Equity REIT ETF ( KBWY ) is one option available on theAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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 busin ...

Core Viewpoint - The Invesco KBW Premium Yield Equity REIT ETF (KBWY) is highlighted as a viable option for gaining exposure to the US real estate market, particularly for investors seeking high recurring income [1]. Group 1 - The KBWY ETF provides an opportunity for investors to tap into the US real estate sector [1].

Key Points Great dividend payers can support and raise their payouts through the years. VICI Properties is a leading REIT with a vast portfolio of experience-oriented properties. Bristol Myers Squibb is a top pharmaceutical business with a vast portfolio of profitable drugs. 10 stocks we like better than Vici Properties › Adding dividend stocks to your portfolio can provide a steady source of income and help buffer portfolio losses during market downturns. However, it's important to carefully re ...

Core Insights - Dividend Kings are stocks that have increased dividends for 50 or more consecutive years, providing stability and reliability for long-term investors. With easing inflation, certain Dividend Kings may perform particularly well [1]. Group 1: Federal Realty Trust (NYSE: FRT) - Lower inflation could lead to a higher valuation for Federal Realty Trust, as REITs are sensitive to interest rates, which are influenced by inflation. A recent Consumer Price Index report indicates easing inflation, which may benefit Federal Realty Trust shares if the trend continues [3]. - If lower inflation results in the Federal Reserve lowering interest rates, Federal Realty Trust could experience a rerating. The current forward dividend yield is 4.42%, compared to a historical range of 3% to 4% when interest rates were lower, suggesting potential for moderate valuation expansion [4]. - Easing inflation could also positively impact the retail sector, which is crucial for Federal Realty Trust's operations, potentially increasing its net operating income and allowing for improved dividend growth if cash flow enhances [5]. Group 2: Hormel Foods (NYSE: HRL) - Hormel Foods has a history of 60 consecutive dividend increases, but recent years have seen weak dividend growth due to high inflation affecting profitability. A return to lower inflation could enhance earnings, potentially driving dividend growth and share price appreciation [6][7]. Group 3: Target (NYSE: TGT) - Lower inflation may improve the prospects for a successful turnaround for Target, as easing inflationary pressures could positively influence the company's performance [6].

On the plus side, these increases are automatic, and recipients don't have to take any action as the higher amounts will start to appear in January 2026 benefit payments. Unfortunately, the methodology that has helped determine these increases has been in place since 1975 as part of the CPI-W. While designed to protect beneficiaries from inflation, it also only measures increases from the third quarter of 2024 against the third quarter of 2025. This said, in 2023, when inflation spiked, the COLA did spike t ...

Core Insights - Strawberry Fields REIT focuses on disciplined acquisition and long-term stability in healthcare-related properties, particularly skilled nursing facilities [1][9] - The company has significantly expanded its portfolio since 2015, now holding interests in 142 facilities with over 15,500 licensed beds, representing about 1% of U.S. nursing home capacity [3][9] - The U.S. elderly care market is projected to grow from $49.29 billion in 2024 to $98.19 billion by 2032, indicating a favorable environment for the company's growth strategy [3] Acquisition Strategy - The company employs a conservative acquisition strategy, reviewing approximately 300 potential acquisitions annually and closing five to ten properties each year [4] - Strawberry Fields utilizes master leases to group properties, reducing risk and ensuring consistent rent collection, which has been at 100% for seven to eight consecutive years [5][9] Financial Performance - For Q3 2025, the company reported rental income of $39.7 million, an increase of $6.6 million from the previous year, and Funds From Operations (FFO) rose to $20.7 million [10][11] - The company maintains a conservative payout ratio of approximately 47%, allowing for retained cash flow to support acquisitions and long-term growth [11][12] Portfolio and Market Position - Strawberry Fields' portfolio includes 142 healthcare facilities across ten states, with a diverse tenant base that has expanded from initial concentrations in two states [8][14] - The company reports approximately $1.1 billion in assets and a market capitalization of about $750 million, with plans to secure a traditional unsecured line of credit to enhance liquidity [12]

Core Insights - Long-term investing for children is evolving into a comprehensive wealth-building ecosystem, driven by new legislation and increased flexibility in tax-advantaged accounts [1] - The assets in youth-focused investment accounts, such as 529 plans and ABLE accounts, have grown significantly, reaching approximately $568 billion as of June 30, 2025, up from $508 billion in mid-2024 [2] - The introduction of "Trump accounts" under the One Big Beautiful Bill Act (OBBBA) will provide a one-time $1,000 seed contribution for children born between January 1, 2025, and December 31, 2028, with annual contributions allowed up to $5,000 [4] Youth Investment Trends - The "Roth-ification" of 529 plans allows families to roll over up to $35,000 into a Roth IRA, enhancing the long-term utility of these accounts [3] - The global child and youth services market is projected to grow at about 8% annually, potentially surpassing $235 billion by 2032 [5] Company-Specific Insights - Altria Group, Inc. (NYSE:MO) has a total return of 40.54% over the past five years, with recent FDA approval for new nicotine pouch products expected to drive growth [9][10] - Kite Realty Group Trust (NYSE:KRG) has a total return of 60.56% over the past five years, recently announcing a special cash dividend and completing significant property dispositions to enhance portfolio quality [14][15][17]

Core Viewpoint - Four Corners Property Trust (FCPT) has announced the acquisition of a Sprouts Farmers Market property for $8.6 million, indicating a strategic move to enhance its portfolio of high-quality, net-leased restaurant and retail properties [1] Acquisition Details - The acquired property is located in a strong retail corridor in Tennessee, suggesting a favorable market position for future growth [1] - The property is corporate-operated under a long-term net lease, which provides stability and predictability in rental income for the company [1] - The transaction was priced at a cap rate, although specific cap rate details were not disclosed [1]

Core Viewpoint - NETSTREIT Corp. has received a BBB- issuer rating from Fitch Ratings, indicating a stable outlook based on its strong property portfolio and consistent operating performance [1] Group 1: Rating and Outlook - Fitch Ratings assigned NETSTREIT Corp. a BBB- issuer rating with a stable outlook [1] - The rating reflects the company's solid property portfolio and stable operating performance [1] Group 2: Performance Metrics - The company demonstrated resilient performance during the pandemic, maintaining an occupancy rate of over 99% [1] - Fitch noted the company's solid unit-level rent coverage and minimal credit losses [1]

Core Viewpoint - Federal Realty Investment Trust (NYSE:FRT) is recognized as a strong investment opportunity, particularly noted for its consistent dividend growth and strategic asset management. Group 1: Recent Developments - Stifel analyst Simon Yarmak raised the price target for Federal Realty to $109.50 from $104.50 following the company's $170 million asset sale, maintaining a Hold rating on the shares [2] - The asset sale included Pallas at Pike & Rose and Bristol Plaza, marking a busy period for the company, which also recently acquired Village Pointe and completed purchases of Town Center Plaza and Town Center Crossing [2] Group 2: Portfolio and Strategy - Federal Realty focuses on quality over quantity, owning 103 properties with approximately 3,600 tenants across 27.9 million commercial square feet and around 3,000 residential units by the end of Q3 2025 [3] - The company emphasizes development and redevelopment, consistently reinvesting capital to maintain the relevance of its shopping centers, which often lead their local markets [4] - Federal Realty has a disciplined approach to asset management, selling properties that have maximized their value and redeploying proceeds into growth opportunities, supporting a long history of shareholder returns with 58 consecutive years of dividend increases [4] Group 3: Market Position - Federal Realty is viewed as a leader in owning, operating, and redeveloping high-quality retail-focused properties, with a portfolio concentrated in major coastal markets and select underserved regions [5]