Group 1: PepsiCo - PepsiCo's stock currently yields over 4%, significantly higher than the S&P 500's yield of less than 1.5% [4] - The company has consistently increased its dividend for 53 consecutive years, recently raising its payment by 5% [4][5] - PepsiCo is investing over 5% of its net revenue annually to drive 4%-6% organic revenue growth and mid-to-high single-digit earnings-per-share growth [5][6] - Recent acquisitions, including low-calorie drink maker Poppi for nearly $1.7 billion, align its portfolio with consumer preferences for healthier products [6] Group 2: Rexford Industrial Realty - Rexford Industrial Realty's dividend yield is approaching 5% following a more than 30% decline in its stock price [7] - The REIT experienced a 0.7% increase in net operating income (NOI) for its same-property portfolio in the first quarter, but new investments led to a nearly 7% increase in funds from operations (FFO) per share [8] - The long-term outlook for Rexford is positive, with an estimated 34% increase in NOI projected over the next few years due to rental rate increases and redevelopment projects [9] - Rexford has achieved a 16% compound annual growth rate in its dividend over the past five years, significantly outpacing the sector average of 3% [9] Group 3: W.P. Carey - W.P. Carey's dividend yield is nearing 6%, driven by a nearly 5% decline in share price and consistent dividend increases [10] - The REIT invests in various properties across North America and Europe, secured by long-term net leases with built-in rent escalations [11] - W.P. Carey plans to invest between $1 billion and $1.5 billion in new income-producing properties this year, which should support steady dividend increases [12] Group 4: Investment Strategy - PepsiCo, Rexford Industrial Realty, and W.P. Carey are identified as ideal investments due to their high-yielding dividends and strong business fundamentals [13]

Group 1: PepsiCo - PepsiCo has a current dividend yield of 3.5%, significantly higher than the S&P 500's 1.3%, providing $3.50 of annual dividend income for every $100 invested compared to $1.20 from the S&P 500 index fund [3] - The company has a strong history of dividend payments, recently announcing a 5% increase in its payout, marking the 53rd consecutive year of annual dividend increases, placing it among the elite Dividend Kings [4] - PepsiCo aims for organic revenue growth of 4% to 6% annually, which is expected to drive high-single-digit earnings-per-share growth, supported by a strong balance sheet that facilitates acquisitions [5] Group 2: Johnson & Johnson - Johnson & Johnson offers a dividend yield of 3%, with a record of increasing its dividend for 62 consecutive years [6] - The company has a robust financial profile, with a market cap of nearly $400 billion, $12 billion in net debt, and $20 billion in free cash flow, easily covering its $11.8 billion dividend payout [7][8] - Significant investments in research and development ($17.2 billion last year) and inorganic growth opportunities ($32 billion committed) are expected to enhance revenue and cash flow, allowing for continued dividend increases [8] Group 3: Prologis - Prologis has a dividend yield of 3.3% and recently raised its payment by 5%, aligning with S&P 500 averages despite a slowdown in warehouse space demand [9][10] - The company anticipates a rebound in leasing activity as interest rates decline, which is expected to drive rental income growth [10] - Prologis is well-positioned for long-term growth in logistics space demand, supported by a vast land bank and a strong financial profile for funding development projects and acquisitions [11] Group 4: Investment Strategy - PepsiCo, Johnson & Johnson, and Prologis are identified as high-quality, high-yielding dividend stocks, providing growing streams of passive income through steadily increasing payouts [12]