Alexandria Real Estate, a life sciences REIT with specialized facilities for biotech and pharma, has cratered post-pandemic, offering a buying opportunity with a 6% dividend yield after a recent payout ratio reduction.
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Best REITS to Buy Now! 2026
The creator discusses the current volatile market for REITs, viewing it as a significant buying opportunity due to high inflation and interest rates. They highlight 11 specific REITs across various sectors like industrial, data centers, healthcare, residential, self-storage, casinos, postal, telecom, retail, and life sciences, detailing their investment theses and potential entry points.
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Federal Realty, the only REIT dividend king, owns strong mixed-use properties in high-traffic markets, and the creator finds it attractive, especially when the dividend yield reaches 5%.
American Tower, a global leader in cell towers and expanding into data centers, is seeing its stock crash, presenting an opportunity to buy for its nearly 4% climbing dividend yield.
Postal Realty Trust owns properties leased to the US Postal Service, providing predictable cash flows and a 7% dividend yield, making it a stock to scoop up during downturns.
Vici Properties, owning prime casino properties with CPI-linked leases and strong tenants, offers a near 7% dividend yield due to stock price suppression, making it the creator's favorite REIT.
Extra Space Storage, the best performer in the recession-resistant self-storage sector, is falling with its dividend yield soaring to around 5%, leading the creator to buy heavily into it.
Mid-America Apartment Communities, focused on the Sunbelt, offers strong rent retention and an attractive stock price after a significant drop, with a dividend yield now at its highest level near 5%.
Healthcare Realty Trust, the largest medical office building REIT, offers an attractive 5.5% dividend despite past merger integration issues and a significant price drop, making it a potential buy.
Welltower is a blue-chip healthcare REIT perfectly positioned for the aging population trend, and the creator plans to buy if the market overreacts to high rates impacting its long leases.
Equinix is a critical infrastructure bet on cloud computing and AI, acting as the nerve center for data storage and network interconnection, and the creator will buy aggressively if high rates cause a price drop.
Prologis is a great pick for industrial and logistics real estate, acting as the backbone for e-commerce growth and supply chain expansion, and the creator will buy if the dividend yield approaches 4%.