Group 1 - The article discusses the author's journey into investing, starting in high school in 2011, focusing on REITs, preferred stocks, and high-yield bonds, indicating a long-standing interest in markets and the economy [1] - The author has recently adopted a strategy that combines long stock positions with covered calls and cash secured puts, emphasizing a fundamental long-term investment approach [1] - The author primarily covers REITs and financials on Seeking Alpha, with occasional articles on ETFs and other stocks influenced by macro trade ideas [1]

Core Insights - Real estate investment trusts (REITs) are required to distribute 90% of their taxable income to investors annually, leading to substantial dividend payouts [1] - S&P Global Market Intelligence forecasts that U.S. REITs will distribute a total of $61.5 billion in dividends in 2026, representing a 4.9% increase from the previous year [1] Prologis - Prologis (NYSE: PLD) is one of the largest REITs by market capitalization, approximately $120 billion, and started 2026 with a 3.1% dividend yield [3] - S&P Global anticipates Prologis will pay $4.3 billion in dividends in 2026, marking a 10% increase from the $3.9 billion paid last year [4] - Prologis has demonstrated a strong track record of dividend growth, with a 13% compound annual growth rate over the past five years, significantly outpacing the REIT sector average of 6% and the S&P 500's 5% [4] American Tower - American Tower (NYSE: AMT) is the leading telecommunications infrastructure REIT, starting 2026 with a 3.9% dividend yield [5] - S&P Global projects that American Tower will distribute $3.4 billion in dividends in 2026, with current dividends at $1.70 per share, equating to approximately $3.2 billion annually [6] - The dividend has fluctuated in recent years, decreasing in 2024 before recovering in 2025, as the company adopted a more conservative approach to retain cash for debt reduction [7] Realty Income - Realty Income (NYSE: O) ranks as the sixth-largest global REIT, operating properties in nine countries, and currently offers a monthly dividend with a yield of 5.7% [9]

Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, an ...

Core Viewpoint - The article discusses a non-traditional approach to investing, focusing on dividend stocks while also exploring a new position in Netflix, Inc. Group 1: Investment Strategy - The investment strategy emphasizes owning dividend stocks as a means to supplement retirement income over the next 5-7 years [1] - The investor aims to build portfolios of high-quality, dividend-paying companies for lower and middle-class workers [1] Group 2: Personal Background - The investor is a U.S. Navy veteran with a preference for quality over quantity in investments, specifically in blue-chip stocks, BDCs, and REITs [1] - The investor identifies as a buy-and-hold investor, focusing on long-term financial independence [1]

Core Viewpoint - The article presents a list of 26 top dividend stocks for 2026, highlighting both established companies and new entrants in the dividend space [1]. Dividend Kings - AbbVie (NYSE: ABBV): A pharmaceutical company with a market cap of $405 billion and a forward dividend yield of 3%. It has successfully navigated a patent cliff with its drug Humira [3][4]. - The Coca-Cola Company (NYSE: KO): A multinational beverage maker with a market cap of $301 billion and a forward dividend yield of 2.9% [3]. - Walmart (NASDAQ: WMT): A large retailer with a market cap of $888 billion and a forward dividend yield of 0.8% [3]. High-Yield Dividend Stocks - Ares Capital (NASDAQ: ARCC): A leading publicly traded business development company (BDC) with a market cap of $14 billion and a forward dividend yield of 9.5% [6]. - Realty Income (NYSE: O): A large real estate investment trust (REIT) with a market cap of $52 billion and a forward dividend yield of 5.7%. It is noted for paying dividends monthly and has increased its dividend for 30 consecutive years [6][7]. Growth-Oriented Dividend Stocks - The article mentions the "Magnificent Seven" stocks, which are primarily recognized for their growth potential rather than dividends. However, some members of this group do offer dividends [8].

Core Insights - RWX and HAUZ provide different approaches to international real estate exposure, with RWX having a higher expense ratio and fewer holdings compared to HAUZ, which offers lower fees and higher yields [1][2] Cost and Size Comparison - HAUZ has an expense ratio of 0.10%, significantly lower than RWX's 0.59%, which is six times higher [3][4] - HAUZ's one-year return is 22.7%, while RWX's is 26.9%, indicating RWX's better short-term performance [3] - HAUZ offers a dividend yield of 3.91%, compared to RWX's 3.36% [3] Performance and Risk Analysis - Over five years, HAUZ experienced a maximum drawdown of -34.5%, while RWX had a slightly higher drawdown of -35.9% [5] - A $1,000 investment in HAUZ would have grown to $1,056 over five years, compared to $1,014 for RWX, indicating HAUZ's superior long-term performance [5][8] Portfolio Composition - RWX tracks the Dow Jones Global ex-U.S. Select Real Estate Securities Index with 120 holdings, focusing on major companies like Mitsui Fudosan Co. [6] - HAUZ has a broader portfolio with 408 holdings, including significant positions in Goodman Group and Mitsubishi Estate Company, appealing for diversification [7] Historical Performance - Since 2013, HAUZ has achieved an annual total return growth of 3.3%, while RWX's growth was only 1.4% [8] - HAUZ's better performance is attributed to its lower expense ratio and higher dividend yield, alongside a smaller five-year drawdown [8] Investment Considerations - Both ETFs have overlapping holdings, with five of the top ten positions being the same, but HAUZ is favored for its cost efficiency and broader diversification [9] - Investors should be aware of the geographical focus, with both funds having significant allocations to Japanese REITs and other countries like Australia and the U.K. [9]

证券研究报告 | 行业周报 gszqdatemark 2026 01 04 年 月 日 房地产开发 C-REITs 周报——2025 年经历牛熊切换，年末政策组合包为 2026 年新征程助力 REITs 指数表现 本周 中证 REITs 全收益指 数下跌 0.49%。 截至 2026.01.02，本周 （2025.12.26-2026.01.02，下同）中证 REITs（收盘）指数下跌 0.67%，收 于 778.6 点；中证 REITs 全收益指数下跌 0.49%，收于 1009.8 点。本周沪深 300/恒生/中债十年期国债/房地产（（申万）/恒生地产建筑业/高速公路（（申万） 指数跌 0.59%/涨 2.01%/跌 0.19%/跌 0.69%/涨 0.05%/跌 1.57%。 2025 年中证 REITs 全收益指数涨幅为 4.34%。2025 年中证 REITs（（收盘） 指数跌幅为 1.39%，中证 REITs 全收益指数涨幅为 4.34%。2025 年沪深 300/ 恒生/中债十年期国债/房地产（申万）/恒生地产建筑业/高速公路（申万）指 数分别上涨 17.66%/上涨 27.77%/下跌 1.1 ...

供需共振，REITs 市场迈入新阶段 [Table_Authors] 刘玉(分析师) REIT 策略周报 本报告导读： 后续来看，REITs 市场有望进入"供需两旺"的良性发展阶段，中长期配置价值凸显， 可聚焦优质运营主体并分享市场发展红利。 投资要点： 后续 REITs 市场供需两端或将持续发力： 供给层面，一方面持续推进扩容扩围，如拓展原始权益人范围（支 持经营规范、治理健全、资产管理经验丰富的银行保险业资产管理 公司等金融机构参与商业不动产 REITs 业务。有序拓展原始权益人 范围）、推动资产多元化（鼓励 REITs 持有业态相近、功能互补或运 营协同的资产组合，推动跨领域资产整合）以及拓宽优质项目扩张 途径（支持运营稳健、治理有效、信息披露质量较高的上市 REITs 通过购入资产、扩募、合并等方式做优做强）。 另一方面通过"研究建立与无风险利率等市场基准挂钩的、更具灵 活性的收益率要求"进一步完善项目收益率要求标准（交易所指引 提及"不动产项目主要依托租赁收入的，预计未来 2 年每年净现金 流分派率原则上不低于评估基准日 10 年期国债收益率上浮 150 个 基点；不动产项目主要依托收费收入的，基金 ...

Group 1 - The analyst has over a decade of experience researching various industries, including commodities like oil, natural gas, gold, and copper, as well as technology companies such as Google and Nokia [1] - The analyst has transitioned from writing a blog to creating a value investing-focused YouTube channel, where extensive research on hundreds of companies has been conducted [1] - The analyst expresses a particular interest in covering metals and mining stocks, while also being comfortable with sectors like consumer discretionary/staples, REITs, and utilities [1]

iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Real estate has been an out of favor sector for much of the past year, as the market has largely favored high-flying tech stocks in the AI space and commodit ...