Core Viewpoint - The article highlights three real estate investment trusts (REITs) that provide attractive monthly dividend income, making them appealing options for passive income investors in 2026 [1][14]. Group 1: EPR Properties - EPR Properties focuses on experiential real estate, leasing properties like movie theaters and attractions to generate predictable rental income [3]. - The company recently expanded its portfolio by acquiring five golf courses and a waterpark for a total investment of $113 million, raising its 2025 investment total to $285 million [4]. - EPR Properties has a current dividend yield of 6.80% and raised its payout by 3.5% earlier this year, positioning it for further dividend increases in 2026 [5]. Group 2: Healthpeak Properties - Healthpeak Properties is a healthcare REIT that invests in outpatient medical buildings, life science properties, and senior housing, leasing to healthcare companies for stable rental income [6]. - The REIT plans to monetize over $1 billion of its outpatient medical office portfolio to fund new developments and acquisitions [8]. - Healthpeak switched to monthly dividends earlier this year and increased its payout by 2%, indicating a healthier financial profile for future growth [9]. Group 3: Realty Income - Realty Income owns a diversified portfolio across retail, industrial, and gaming sectors, providing steady rental income [10]. - The REIT is set to invest $6 billion in new properties this year, including an $800 million investment in Las Vegas gaming properties, which will enhance its rental income [12]. - Realty Income has a strong history of dividend growth, having raised its monthly dividend 132 times since 1994, with a current yield of 5.50% [13].

Core Viewpoint - A class action lawsuit has been filed against Alexandria Real Estate Equities, Inc. for allegedly providing misleading information regarding its financial performance and property value during the specified Class Period from January 27, 2025, to October 27, 2025 [2][6][7] Group 1: Lawsuit Details - The lawsuit claims that the defendants provided investors with overly positive statements about Alexandria Real Estate's expected revenue and funds from operations (FFO) growth for the 2025 fiscal year, particularly regarding its real estate operations [6] - It is alleged that while making these positive statements, the defendants concealed material adverse facts about the true state of its Long Island City (LIC) property, particularly its leasing value as a life-science destination [7] Group 2: Investor Actions - Investors who purchased Alexandria Real Estate Equities securities during the Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [3] - To participate in the class action, investors must move the Court to serve as lead plaintiff by January 26, 2026 [4][9] Group 3: Legal Representation - The Rosen Law Firm encourages investors to select qualified counsel with a successful track record in securities class actions, highlighting its own achievements in recovering significant amounts for investors [5] - The firm has been recognized for its leadership in securities class action settlements, including a notable settlement against a Chinese company [5]

Group 1 - Australia's National Storage REIT has signed a scheme implementation deed with a consortium backed by Brookfield Asset Management and Singapore's GIC for a buyout deal [1] - The buyout deal values the company at an undisclosed amount, indicating significant interest from major investment firms [1] - This move reflects ongoing consolidation trends in the real estate investment trust (REIT) sector, particularly in the storage space [1]

Core Viewpoint - Brookfield Asset Management and Singapore's GIC are close to making a binding offer for National Storage REIT, potentially valuing the company at approximately 4 billion Australian dollars (about 2.65 billion US dollars) [1] Company Summary - National Storage REIT is a Sydney-listed company that is currently the target of a potential acquisition [1] - The deal is being pursued by Brookfield Asset Management and Singapore's GIC, indicating strong interest from major investment firms in the storage sector [1] Financial Valuation - The estimated valuation for National Storage REIT stands at around 4 billion Australian dollars, which translates to approximately 2.65 billion US dollars [1]

Core Insights - VICI Properties is a prominent S&P 500 REIT with a diverse portfolio that includes gaming, hospitality, wellness, entertainment, and leisure destinations [1] Company Overview - VICI Properties owns one of the largest portfolios in the gaming and hospitality sector, indicating a strong market presence and potential for growth [1] Investment Strategy - The investment approach focuses on identifying REITs that are currently undervalued, particularly those that may be out of favor in the market [1] - The strategy emphasizes long-term investment horizons and seeks contrarian and deep-value opportunities [1]

Core Viewpoint - VICI Properties is a prominent S&P 500 REIT with a diverse portfolio in gaming, hospitality, wellness, entertainment, and leisure destinations [1] Group 1: Company Overview - VICI Properties owns one of the largest portfolios in the gaming and hospitality sectors, indicating a strong market position [1] - The company focuses on long-term investment strategies, particularly in identifying undervalued REITs [1] Group 2: Investment Strategy - The investment approach emphasizes contrarian and deep-value opportunities, suggesting a focus on stocks that are currently out of favor [1] - The investment horizon is long-term, aligning with the goal of assessing intrinsic value through fundamental economic insights [1]

Core Insights - Essex Property Trust, Inc. (NYSE:ESS) is recognized as a strong investment option among Blue Chip Dividend Stocks for passive income generation [1] - Mizuho has increased its price target for Essex Property Trust to $284 from $275, maintaining an Outperform rating based on solid fundamentals and revised REIT models following Q3 earnings [2] - The company has a history of increasing dividends, having nearly doubled its payout over the past decade, with a 4.9% increase in 2025 that outpaces inflation [3] Company Performance - Essex Property Trust focuses on high-demand West Coast markets, where rent growth is above average, contributing to its strong performance [4] - The company maintains a conservative payout ratio and a robust balance sheet, allowing for sustained dividend payments and portfolio expansion [4] - Essex has a track record of growing dividends for 31 consecutive years, highlighting its commitment to returning value to shareholders [4] Business Model - As a residential-focused REIT, Essex Property Trust develops, owns, and manages apartment communities primarily on the West Coast [5]

Core Viewpoint - Realty Income Corporation (NYSE:O) is recognized as a strong candidate for building a passive income portfolio through its status as a Blue Chip Dividend Stock [1]. Group 1: Company Transformation - Realty Income has evolved from a REIT focused on US retail properties under long-term net leases to a more diversified investment platform [3]. - The company has expanded its portfolio to include a variety of investments, enhancing its overall market opportunity [3]. Group 2: Portfolio Diversification - Five years ago, Realty Income primarily concentrated on retail and industrial properties in the US and the UK; it has since expanded into seven additional European countries and diversified into gaming assets and data centers [4]. - The company has also ventured into credit solutions, including real estate-backed loans and preferred equity [4]. - Realty Income now owns over 15,500 properties leased to more than 1,600 clients across nine countries, showcasing significant portfolio diversification [5]. Group 3: Analyst Insights - Barclays has raised its price target for Realty Income to $64 from $63 while maintaining an Equal Weight rating, reflecting confidence in the company's evolving net-lease platform [2].

Group 1 - Armada Hoffler Properties (AHH) holds a 77% ownership in an Operating Partnership that focuses on retail, office, and multifamily assets [1] - AHH completed a capital raise last year to support its balance sheet, although debt levels remain high [1] - The Investment Doctor emphasizes a portfolio mix of dividend and growth stocks, targeting European small-cap investments with a 5-7 year horizon [1] Group 2 - The Investment Doctor leads the European Small Cap Ideas investment group, providing exclusive access to actionable research on European investment opportunities [1] - The investment group features two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1]

Group 1 - Armada Hoffler Properties (AHH) is a 77% owner of an Operating Partnership that focuses on retail, office, and multifamily assets [1] - AHH completed a capital raise last year to support its balance sheet, although debt levels remain high [1] - The Investment Doctor emphasizes a portfolio should include a mix of dividend and growth stocks, focusing on European small-caps with a 5-7 year investment horizon [1] Group 2 - The Investment Doctor leads the investment group European Small Cap Ideas, which provides exclusive access to actionable research on European investment opportunities [1] - The group focuses on high-quality small-cap ideas, emphasizing capital gains and dividend income for continuous cash flow [1] - Features of the investment group include two model portfolios, weekly updates, educational content, and an active chat room for discussions [1]