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

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

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

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

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

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

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.

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

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

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

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.

Equinix is a data center REIT that has performed well since companies started becoming REITs.

Digital Realty was mentioned as a data center REIT that has since been acquired.

Chatham Lodging (CLDT) is a top-performing hotel REIT, up 45% since recommendation, and is held by the creator.

Caretrust (CTRE) boosted its dividends.

Tanger (SKT) has transitioned into the broader shopping center world and has performed well, boosting its dividend.

Agree Realty (ADC) boosted its dividend and is a monthly dividend payer.

Simon Property (SPG) boosted its dividend, following the passing of former CEO David Simon.

Alexandria (ARE) is a pure-play life sciences REIT that has been beaten down substantially and is worth watching.

Healthpeak (DOC) is a resilient medical office and life science REIT with significant upside potential if its valuation returns to historical multiples.

Lamar is a strong pick due to Berkshire Hathaway's investment, its infrastructure play status, and the potential for digital conversion of static boards.

NNN REIT is mentioned as being cheap alongside Realty Income, suggesting potential value but without a strong conviction or detailed thesis.

Realty Income (O) is viewed as a well-managed REIT ETF with diversified holdings, currently undervalued with an attractive 5.2% yield and trading below its historical valuation.

Americold is recommended as a buy due to stabilizing fundamentals, attractive valuation, and a 6.3% dividend yield.

Welltower was a top performing healthcare REIT and asset class in the previous year.