Core Viewpoint - The real estate sector and related ETFs have underperformed in 2025, but there are compelling reasons to consider REITs for investment in 2026, particularly through actively managed ETFs like the ALPS Active REIT ETF [1][2]. Group 1: Performance and Growth - As of December 9, 2025, the largest ETF dedicated to real estate was barely positive year-to-date, indicating a lack of excitement among investors [1]. - Despite disappointing performance in 2025, REITs have shown solid operational performance with year-over-year net operating income (NOI) growth of 5.2% and same-store NOI growth of 2.8% as of the third quarter [4]. - More than 60% of REITs reported positive year-over-year NOI growth, and over 50% had gains in same-store NOI, showcasing the sector's resilience [4]. Group 2: Balance Sheet Strength - REITs have maintained well-structured balance sheets with low leverage, which has been underappreciated by investors [3]. - The emphasis on fixed-rate debt and longer terms to maturity has limited REITs' exposure to rising interest rates, highlighting their focus on long-term investments [5]. - Actively managed funds like the ALPS ETF can quickly access REITs with superior balance sheets compared to index-based rivals [4].

Group 1 - ACRES Commercial Realty Corp. (ACR) is trading at a double-digit discount to its book value per share, which increased by approximately 6% sequentially during the fiscal 2025 third quarter [1] - The equity market is highlighted as a powerful mechanism for wealth creation or destruction over the long term [1] - Pacifica Yield focuses on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

Core Insights - The article discusses the investment strategies focused on growth stocks and Real Estate Investment Trusts (REITs) for retirement planning [1] Group 1: Investment Focus - The emphasis is on real income-producing asset classes that provide reliable income, diversification, and inflation hedging opportunities [1] Group 2: Analyst Contributions - Philip Eric Jones is identified as a contributor to the investing group iREIT®+HOYA Capital, which features a team of analysts dedicated to the aforementioned asset classes [1]

Group 1 - Simon Property Group (SPG) is a REIT that has been viewed positively in recent years due to its undervaluation [1] - SPG has outperformed the market since the last coverage [1] - The focus is on dividend investing in quality blue-chip stocks, BDCs, and REITs to supplement retirement income [1] Group 2 - The article expresses the author's personal opinions and does not constitute financial advice [2] - There are no current stock or derivative positions in any mentioned companies [2] - The author is not receiving compensation for the article beyond Seeking Alpha [2]

Core Insights - The article discusses the author's journey in dividend growth investing and the importance of financial independence through this strategy [1]. Group 1 - The author has been investing since September 2017 and has a long-standing interest in dividend investing since 2009 [1]. - The blog "Kody's Dividends" documents the author's path towards financial independence using dividend growth investing [1]. - The author expresses gratitude for the blog's role in connecting with the Seeking Alpha community as an analyst [1].

Based in Pasadena, California, Alexandria Real Estate Equities, Inc. (ARE) is a leading real estate investment trust (REIT) that develops and manages campuses in key innovation markets across the U.S. Specializing in the life sciences sector, the company creates collaborative workspaces designed to foster research and development. Alexandria Real Estate’s properties support biotech and tech firms by providing advanced facilities that encourage scientific and technological progress within community-focuse ...

DENVER--(BUSINESS WIRE)--Modiv Industrial, Inc. ("Modiv Industrial,†"Modiv†or the "Company†) (NYSE:MDV), the only public REIT exclusively focused on acquiring industrial manufacturing real estate properties, announced the declaration of a regular quarterly cash dividend of $0.4609375 per share on the Company's 7.375% Series A Cumulative Redeemable Perpetual Preferred Stock, $0.001 par value per share (the "Series A Preferred Stock†), for the fourth quarter of 2025. On November 12, 2025, the B. ...

With a market cap of $37.6 billion, Ventas, Inc. (VTR) is a leading U.S. real estate investment trust focused on healthcare and senior living assets. Its portfolio spans senior housing communities, medical office buildings, life science facilities, and hospitals. Focused on serving the growing aging population, the Illinois-based company invests in senior housing communities, medical office buildings, research & innovation centers, and healthcare facilities. Companies valued at more than $10 billion are ...

Core Viewpoint - With the Federal Reserve moving towards rate cuts, income-seeking investors are encouraged to explore dividend-paying stocks, particularly those with reliable payouts and high yields, as yields on fixed-income securities decline [1] Group 1: Investment Opportunities - The focus is on finding dividend stocks yielding at least 7% with positive analyst sentiment, with CTO Realty Growth (CTO) and Energy Transfer (ET) identified as strong candidates due to their solid payout history and high yield [2][3] - Both CTO and ET have dividend yields significantly above 7% and a consistent track record of returning cash to shareholders, supported by a "Strong Buy" consensus rating from Wall Street analysts, indicating financial stability and growth potential [3] Group 2: CTO Realty Growth (CTO) Overview - CTO Realty Growth is a real estate investment trust (REIT) that specializes in high-quality retail properties located in rapidly growing U.S. markets, focusing on multi-tenant shopping centers anchored by essential businesses to ensure steady foot traffic and resilient earnings [4] - The company has demonstrated strong leasing momentum, securing 482,000 square feet of total leasing activity for the year, including 424,000 square feet of comparable leases with a notable 21.7% rent spread [5] - As of the end of the third quarter, CTO's portfolio was 94.2% leased and 90.6% occupied, with ongoing negotiations for additional anchor tenants expected to enhance rental income and customer traffic [6]

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