Best REITs to Buy Now (Q1 2026 Earnings Overview by Sector)

VICINeutralMedium ConvictionSignal-backedSecondary

VICI is mentioned as a potential player in acquiring or investing in entertainment venues like baseball parks and football stadiums.

INNBullishHigh ConvictionSignal-backedPrimary

InnVest REIT (INN) is trading at a significant discount to Realty Income (O) and would be an accretive acquisition, offering a high AFFO yield.

WSRNeutralLow ConvictionResearch Only

Ares acquired Whitestone (WSR) as part of recent M&A activity in the REIT sector.

GNLNeutralLow ConvictionResearch Only

Global Net Lease (GNL) is mentioned as acquiring Modiv (MDV), with the creator previously labeling GNL as a 'sucker yield'.

MDVBearishMedium ConvictionResearch Only

Global Net Lease (GNL) announced an acquisition for Modiv (MDV), but the creator previously doubted the seriousness of this deal.

REXRBullishHigh ConvictionSignal-backedPrimary

Rexford (REXR) is a strong M&A candidate with significant potential due to its West Coast focus, trading at a substantial discount to its normal valuation.

IMKTABullishHigh ConvictionSignal-backedSecondary

Ingles Markets (IMKTA) has performed exceptionally well after being recommended for a special situation, overcoming challenges like Hurricane Helene.

REGBullishHigh ConvictionSignal-backedPrimary

Regency Centers (REG) is a primary buy recommendation due to its focus on stable, grocery-anchored necessity retail centers with strong tenants.

BXNeutralLow ConvictionResearch Only

Blackstone, the asset manager, is involved in the creation of a new data center REIT (BXDC) and has previously acquired several other REITs.

IRMBullishHigh ConvictionSignal-backedPrimary

Iron Mountain is a top pick, a hybrid data center REIT that has significantly outperformed, driven by strategic shifts into data centers funded by sale-leasebacks.