Core Viewpoint - Real estate investment trusts (REITs) can provide significant dividend yields, with AGNC Investment and Healthpeak Properties being highlighted for their monthly dividends, but their sustainability and growth potential differ significantly [1]. Group 1: AGNC Investment - AGNC Investment is a mortgage REIT that invests in Agency MBS, which are protected against credit risk by government agencies, and it employs leverage to enhance returns, resulting in a high monthly dividend yield of 15.7% [3]. - The CEO noted that the outlook for agency MBS investments remains favorable, with potential returns in the low-20% range, which exceeds the company's total cost of capital of approximately 18% [4]. - However, AGNC has previously cut its dividend when returns fell below costs, indicating that it may not be the best option for investors seeking a highly sustainable income stream [5]. Group 2: Healthpeak Properties - Healthpeak Properties is a healthcare REIT with a diversified portfolio that includes outpatient medical, lab, and senior housing properties, providing stable cash flow with contractual annual rental increases [7]. - The REIT's adjusted funds from operations (FFO) have grown by 19% over the past three years, and it expects to generate between $1.81 and $1.87 per share of FFO this year, comfortably covering its $1.22-per-share dividend [9]. - Healthpeak has a strong balance sheet with $500 million to $1 billion available for new investments, and it recently raised its dividend payout by 2%, indicating a capacity for future dividend increases [10][12].

Group 1: Passive Income through REITs - Investing in real estate investment trusts (REITs) with high dividend yields can generate significant passive income, with an example showing an investment of $11,250 yielding over $1,000 annually [1] - The selected REITs include AGNC Investment, Realty Income, Healthpeak Properties, and EPR Properties, all of which pay monthly dividends, making them suitable for regular income [1][13] Group 2: AGNC Investment - AGNC Investment is a mortgage REIT that invests in residential mortgage-backed securities (MBS) backed by government agencies, making it a low-risk investment [2] - The company employs leverage to enhance returns, with potential returns in the low 20% range, sufficient to cover dividends and operating expenses [4] - AGNC has a higher risk profile due to market condition fluctuations that could affect returns and dividend maintenance [5] Group 3: Realty Income - Realty Income is known for its reliability, having declared its 659th consecutive monthly dividend and increased payments for 110 straight quarters, with a 4.3% compound annual growth rate [6][8] - The REIT's diversified portfolio of net lease properties provides stable rental income, as tenants cover all operating expenses [7] Group 4: Healthpeak Properties - Healthpeak Properties focuses on healthcare real estate, owning outpatient medical, lab, and senior housing properties, benefiting from the aging U.S. population [9][10] - The company has a strong financial profile, allowing for new investments, with $500 million to $1 billion available for expansion [10] Group 5: EPR Properties - EPR Properties specializes in experiential real estate, including movie theaters and fitness venues, generating steady rental income through net leases [11] - The REIT plans to invest $200 million to $300 million annually in new properties, with projects lined up to drive 3% to 4% annual cash flow growth [12]

Sabra Health Care REIT (SBRA) Q1 2025 Earnings Call May 06, 2025 01:00 PM ET Company Participants Lukas Hartwich - Executive Vice President FinanceRick Matros - Director, President, Chairman & CEOTalya Nevo-Hacohen - Executive VP, Chief Investment Officer & TreasurerMichael Costa - Executive VP, CFO & SecretaryElmer Chang - Equity Research AssociateFarrell Granath - Equity Research AssociateJuan Sanabria - Managing DirectorGeorgi Dinkov - Senior Equity Research AssociateRichard Anderson - Managing Director ...

Healthpeak Properties (DOC) Q1 2025 Earnings Call April 25, 2025 07:01 PM ET Company Participants Andrew Johns - Senior Vice President, Investor RelationsScott Brinker - CEO, President & DirectorKelvin Moses - CFOFarrell Granath - Equity Research AssociateScott R. Bohn - Chief Development Officer and Co-Head of Life ScienceSeth Bergey - Senior Research AssociateRich Anderson - Managing DirectorVikram Malhotra - Managing DirectorMichael Carroll - Managing Director & Head of US Real Estate ResearchRobin Hanel ...