imagedepotpro Introduction With the latest CPI report showing inflation remaining sticky, a June rate cut like many were predicting is likely out the window. But this creates a great opportunity for us income investors, as now is a perfect time to buy stocks at discount prices. At least in the REIT sector (XLRE). However, for those who invest in the BDC sector like myself, many of their share prices will likely trend higher from here over the next few months as a result of the report. In this article, I ...

Dividend investing has proved itself to be one of the best, most reliable strategies to amassing wealth. Because stocks beat out every other asset class over the long haul, and dividend-paying stocks outperform those that don’t make a payout, you will position yourself for generating riches by buying dividend growth stocks.However, you shouldn’t just buy any dividend growth stocks. That are lots of income stocks that will cut or suspend their payout at the slightest sign of turmoil. On the other end are com ...

One of the best ways to protect your portfolio, and generate consistent income is with higher-yielding real estate investment trusts (REITs). In fact, we're going to look at seven of the best REITs to buy in April below. Look at Realty Income (NYSE:O), for example. Known as The Monthly Dividend Company, Realty Income will pay you every month to hold its stock. Yielding 5.86%, the company just declared a new dividend of 25.7 cents, which is payable on April 15 to shareholders of record as of April 1. This is ...

zimmytws Do you need a March Madness update now that we're officially into April? The clock is ticking, the field is narrowing, and there's plenty to talk about in the NCAA basketball world… including off the court. If you read my last article on the subject - "My 'Sweet 16' REITs Revealed" - you already know March Madness "is an annual opportunity to learn humility." I say that because, every year, millions of people put down on paper who they think will win each and every match right up to the end. And ev ...

zimmytws/iStock via Getty Images The NCAA’s March Madness tournament is an annual opportunity to learn humility. I know I’ve written about this in past years, but the odds of filling out a perfect bracket are astronomical. It’s worth addressing again in 2024, starting with a quote from the NCAA itself. Early in March, while everyone was speculating about who’d be eligible for placement to begin with, it wrote how: “Every year, millions of people fill out a bracket for the NCAA tournament. If you’re like ...

triloks Welcome back to my weekly variety show! Two of my favorite sectors of the stock market are enjoying a nice rally over the last few days. Those two sectors are Real Estate (VNQ) and Utilities (XLU). (Yes, I know -- REITs and utilities. I'm really popular at cocktail parties.) Data by YCharts This mini-rally has coincided with a drop in the 10-year Treasury rate from its recent high of 4.34% to today's level of 4.2%. Well-capitalized, investment grade REITs and utilities are definitely able to gro ...

Economic Outlook - The economy is expected to return to a state of slow growth, disinflation, and low interest rates, moving past the strong post-COVID recovery phase [2][3] - Structural forces favor low inflation rather than high inflation, despite current lagged CPI data not reflecting this yet [2] - Interest rates are being held up primarily by the Federal Reserve rather than Treasury issuance, with expectations of rate cuts as CPI continues to decline [3][4] Market Sentiment - Investor sentiment is currently highly bullish, particularly towards a small group of technology stocks, with significant fund flows into technology ETFs [5][6] - Comparisons are being made between the current market environment and the 2000 dot-com bubble, although there are notable differences in earnings and valuations [6][8][10] Sector Performance - Defensive sectors are underperforming relative to technology stocks, with high-quality, dividend-paying stocks not seeing long-term outperformance [6][10] - The valuation spread between REITs and the broader market has widened, indicating potential opportunities in the real estate sector [12] Investment Opportunities - A selection of stocks is highlighted for potential investment, including: - **Agree Realty (ADC)**: A net lease REIT with a 5.3% dividend yield and strong management [13] - **Bar Harbor Bank (BHB)**: A regional bank with a 4.4% dividend yield and stable loan performance [14][15] - **Clearway Energy Inc. (CWEN)**: A renewable energy producer with a strong backing and potential for growth as interest rates decline [16][17] - **InvenTrust Properties (IVT)**: A grocery-anchored shopping center REIT with significant rent growth and occupancy rates [18][19] - **Rexford Industrial (REXR)**: Focused on Southern California industrial properties, expected to stabilize and recover [20][21] - **VICI Properties (VICI)**: A REIT owning iconic Las Vegas properties with a 5.7% dividend yield [22] - **Corporación Inmobiliaria Vesta (VTMX)**: A Mexican REIT with strong growth potential and a pristine balance sheet [23][25]

Imagesbybarbara/iStock Unreleased via Getty ImagesI've been buying Agree Realty's (NYSE:ADC) common shares in response to continued weakness with shares down roughly 20% over the last year to change hands for 13.9x times its fiscal 2023 fourth quarter annualized AFFO. A year ago this multiple was 18x. The retail REIT reported fourth-quarter AFFO of $1 per share, growing by 5.2% over its year-ago comp. ADC last declared a monthly cash dividend of $0.2470 per share, this was kept unchanged from the prior ...

In an ecosystem of high interest rates, targeting high-yield dividend stocks to buy might seem risky. After all, why bother dealing with the volatility of publicly traded businesses when you can buy safe, secure government bonds? The thesis isn’t as irrational as it sounds.Sure, you can grab 10-year Treasuries that yield 4.3%. For the buy-and-hold types, that’s admittedly quite a deal. However, with the Federal Reserve possibly toying with the idea of interest rate cuts down the line, the buying opportunity ...

swissmediavision/iStock via Getty Images As I’ve discussed many times on Seeking Alpha, I began writing in 2010 just as stocks were beginning to claw back from the Great Recession. Prior to that time, I was a real estate developer, so I felt the pain of the meltdown firsthand. In the real estate arena (where I have significant experience), we saw many lenders collapse in 2008 and 2009, as the financial collapse was only paralleled by the Great Depression. It also saw the end of Lehman Bros and Bear Ster ...