Prologis

American Tower

Equinix

Welltower

Digital Realty Trust

Simon Property Group

Public Storage

Realty Income Corp

Crown Castle International

CBRE Group

Vanguard Real Estate ETF

VNQ tracks a market-cap-weighted index of companies involved in the ownership and operation of real estate in the United States.

Brookfield Renewable Partners

VanEck Vectors BDC Income ETF

Golub Capital BDC

Schwab US Dividend Equity ETF

The broader markets are soaring right now. However, there are numerous opportunities to buy discounted blue-chip high-yielding dividend growth stocks. I share three best-of-breed high-yield dividend growth stocks that have recently sold off and trade at compelling valuations right now.

Buy The Dip: 6-11% Yields For Growing Retirement Dividend Income

Essential Properties Realty Trust Inc

Global Medical REIT

Healthcare Realty Trust Inc

Sila Realty Trust Inc

The REIT market is not perfectly efficient. Some REITs are overpriced. Others are undervalued. I highlight a great example of that.

1 REIT To Sell And 1 REIT To Buy

Alerian MLP ETF

Enterprise Products Partners

W. P. Carey

The end of the U.S. election season is beginning to bring clarity to the U.S. and global economic outlook for the next year. I discuss seven major trends that should drive much of the high-yield market narrative in the coming year. I share my two favorite 7%-yielding blue-chip dividend growth stocks in light of these trends.

7% Yields: If I Could Only Buy 2 For The Next Year

Cogent Communications Holdings

Evergy Inc

Innospec

KLA-Tencor

Microchip Technology

Microsoft

Cohen & Steers Reit And Preferred Income Fund Inc

Rockwell Automation

Snap-on

Eight dividend contenders are increasing their dividends this week, with an average increase of 7.1% and a median of 4.4%. My strategy focuses on buying, holding, and adding to companies with consistent dividend growth and outperformance against benchmarks. The list is derived from merging U.S. Dividend Champions data with NASDAQ's upcoming dividend information, ensuring at least five years of dividend growth.

8 Upcoming Dividend Increases

Camden Property

EastGroup Properties

Mid-America Apartment Communities

Plymouth Industrial REIT

Rexford Industrial Realty

SPDR S&P 500 ETF Trust

STAG Industrial

REITs have strongly outperformed the S&P 500 in the recent past. I expect this strong outperformance to continue. There are two reasons for this.

Why REITs Will Pummel Stocks In 2025

National Retail Properties

US Treasury 10 Year Note Etf

Blue-chip REITs rallied hard between early July and late October. However, they have recently pulled back. We discuss why, and we also share our top REIT pick of the moment.

Very Bad News For Blue-Chip Big Dividend REITs

Agree Realty

Blackstone Group

Boston Properties

Global Net Lease

Gladstone Commercial

Gladstone Commercial Corp 7 1/2 % Cum Red Pfd Shs Series B

KKR Real Estate Finance Trust

SL Green Realty

Not everything is perfect in REIT world. On the contrary, this is a sector in which you need to be very selective. Here are 5 types of REITs to avoid at all cost:

The Dark Side Of REIT Investments

SPDR Gold Trust

iShares U.S. Home Construction ETF

iShares Russell 2000 ETF

Consumer Discretionary Select Sector SPDR Fund

The Fed slashed interest rates for the second time this year. Here are ETFs from sectors that are set to explode.

Fed Cuts Interest Rate Again: 5 ETFs Likely to Gain

Armada Hoffler Properties

Blackstone Secured Lending Fund

MPLX

Morgan Stanley

Morgan Stanley Direct Lending Fund

Chasing yields above 10% is risky. 8-10% yields offer a sweet spot when combined with stable cash flows and strong balance sheets. I share three of these stocks that I really like right now.

8-10% Dividend Yields: If I Could Only Buy 3 In November 2024

BOK Financial

Brown & Brown

D.R. Horton

Entergy

Fidelity D & D Bancorp

Comfort Systems USA

Gorman-Rupp

Honeywell

HomeTrust Bancshares

Middlesex Water

Rollins

Starbucks

Selective Insurance Group

Timberland Bancorp

Visa

Western Alliance Bancorporation

West Pharmaceutical Services

Exxon Mobil

This week, 17 companies with an average dividend increase of 8.3% are highlighted, emphasizing consistent dividend growth and outperforming benchmarks. My investment strategy focuses on buying, holding, and adding companies with consistent dividend increases and superior performance compared to benchmarks. The list is created using data from the "U.S. Dividend Champions" spreadsheet and NASDAQ, featuring companies with at least five years of dividend growth.

17 Upcoming Dividend Increases

iShares International Select Dividend ETF

Higher-yielding exchange-traded funds (ETFs) can be a quick and simple way to give oneself a sustained passive income raise.

Looking for Even Higher Yields? Check Out These 2 ETFs

iStar Inc

Recently, the REIT market has suffered steeper declines than the S&P 500 itself, primarily due to rising long-term financing yields. In practice, it is difficult to forecast whether or when these yields will go down. It might be so that due to expanding deficits, we will actually experience even higher yields. For REITs that are already walking on thin ice, this could bring severe consequences.

Negative News For Real Estate Investors: 1 REIT To Buy And 1 To Avoid

Dimensional US Real Estate ETF

Dimensional Global Real Estate ETF

Fidelity MSCI Real Estate ETF

iShares Cohen & Steers REIT ETF

iShares U.S. Real Estate ETF

Lennar

PotlatchDeltic

SPDR Dow Jones REIT ETF

Schwab U.S. REIT ETF

iShares Core U.S. REIT ETF

Weyerhaeuser

Real Estate Select Sector SPDR Fund

Residential real estate supply is limited due to construction costs relative to NOI. In 2025 and 2026, housing will be increasingly undersupplied. The undersupply should drive up property revenues until such a point that development becomes viable.

An Inflection Point In Residential Real Estate

Invesco DB Commodity Index Tracking Fund

iShares 7-10 Year Treasury Bond ETF

SP Plus

Vanguard FTSE All-World ex-US Index Fund

Vanguard Total Stock Market ETF

This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale.

Moving Averages: S&P Finishes October 2024 Down 1.0%

American Electric Power Company

Atlantic Union Bankshares Corp

Armstrong World Industries

Community Healthcare Trust

Hess Midstream Partners

IDACORP

Murphy USA

Mueller Water

NextEra Energy

Pinnacle West Capital

Republic Services

SB Financial Group

S&T Bancorp

Standex

Tompkins Financial

Texas Instruments

Waste Connections

Waste Management

All stocks have at least five fiscal years of dividend growth history and come from the U.S. Dividend Champions List. They have an average increase of 5.2% and a median increase of 4.2%. There are sixteen increases for next week, up from six last week.

16 Upcoming Dividend Increases

Farmland Partners

REITs have surged by nearly 40% on average. But some specific REITs missed out on this rally. I highlight 2 REITs that still present significant upside potential.

2 REITs That Remain Undervalued

Over the past 15 years, higher returns have come from multiples and earnings strategies, not dividends. REITs underperform in falling interest rate cycles, raising concerns about VNQ's opportunity cost. VNQ trades at P/B with no margin of safety, questioning its investment value.

VNQ: There Is A Problem Called Opportunity Cost

The REIT market is very volatile right now. It is leading to a lot of new investment opportunities. I highlight two of my favorite new investments.

My 2 Newest Investments

American Homes 4 Rent

Artesian Resources

Brookfield Asset Management

Comcast

iShares Core High Dividend ETF

Global X MLP & Energy Infrastructure ETF

Permian Resources Corp

Trinity Capital

Vanguard High Dividend Yield ETF

Verizon

Utilities Select Sector SPDR Fund

I emphasize refocusing on my core competency in real estate and diversifying through dividend ETFs, avoiding the overvalued S&P 500. Current S&P 500 valuations are historically high, suggesting poor future returns; insider buying is low, indicating a potential downturn ahead. Market leadership is shifting from growth to dividend stocks, particularly in real estate and utilities, which have outperformed since July.

5 Stocks I'm Buying As I Reexamined My Sphere Of Competence

The REIT sector has recently outperformed the SP500 by a large margin. However, VNQ's most recent dividend payouts suggest its price advancements have yet to catch up with earnings growth. VNQ's latest quarterly dividend distribution made in October translates into a 50% YOY growth when returned capital is excluded and 27% growth on a TTM basis.

VNQ: This Chart Shows It's Not Too Late To Buy REITs

Easterly Government Properties

Innovative Industrial Properties

Modiv

NewLake Capital Partners, Inc.

Vici Properties

Interest rates are now headed to lower levels. But REITs still offer up to 9% dividend yields. I highlight three of my favorite high yielding REITs for 2025.

Yields Up To 9%: 3 REITs To Buy For 2025

PIMCO Active Bond ETF

iShares 20+ Year Treasury Bond ETF

The Federal Reserve's recent rate cut and potential future cuts are expected to benefit bonds, real estate, and dividend stocks by lowering borrowing costs and increasing asset values. We revisit the four ETF portfolio, focusing on near-term rate cuts. The portfolio of these ETFs yields an average of 4.1% with a low expense ratio, positioning investors to capitalize on anticipated rate cuts.

How To Build A Portfolio With 4 ETFs: Part V

AvalonBay Communities

Cousins Properties

First Industrial Realty Trust

REIT investors must pay close attention to real estate trends. The office sector remains a mess and likely will for a long time to come. Multifamily is suffering temporarily, but 2025 could be a lot better.

Important Trends For REIT Investors

Alibaba

Baidu

CoreCivic

Hudson Pacific Properties

JD.com

Michael Burry is one of the best investors of our time. Just recently, he heavily invested in an office REIT. We review this investment and share our thoughts on it.

'The Big Short' Michael Burry Buys Real Estate And Chinese Tech

Apple

iShares Core U.S. Aggregate Bond ETF

AMC Entertainment

Alexandria Real Estate Equities

CBL & Associates Properties

EPR Properties

NETLease Corporate Real Estate ETF

Essential Utilities

Industrial Select Sector SPDR Fund

Disinflationary trends persist, with CPI showing a steady decline, despite media drama over slightly higher-than-expected figures; energy stocks remain attractive for long-term investors. Realty Income should consider breaking into smaller REITs for better growth. Protectionist tariffs hurt US manufacturing, and labor shortages loom globally.

8 Dividend Stocks On My Buy List As Inflation Keeps Dropping

News for Vanguard Real Estate ETF ETF (VNQ)