AGNC(AGNC) The Motley Fool·2024-12-21 13:02Core Viewpoint - Companies that pay monthly dividends provide an attractive option for investors seeking consistent passive income, especially for those whose expenses are monthly in nature [1][10]. Group 1: High-Yielding Monthly Dividend Stocks - AGNC Investment offers a substantial dividend yield of 15.5%, significantly higher than the S&P 500's yield of approximately 1.2% [3]. - EPR Properties provides a monthly payout with a yield of 7.9%, supported by steady rental income from experiential real estate [5]. - Realty Income, known as The Monthly Dividend Company, has a strong commitment to delivering dependable monthly dividends that increase over time [7][15]. Group 2: Investment Strategies and Growth Potential - AGNC Investment employs leverage to enhance returns, allowing it to maintain a high dividend payout for 55 consecutive months, despite the risks associated with interest rate fluctuations [4]. - EPR Properties anticipates a 3% to 4% annual growth in funds from operations (FFO), which should support a similar growth rate in its dividends, having already raised its payout by 3.6% earlier this year [6]. - Realty Income has declared 654 consecutive monthly dividends and has raised its payments 128 times since its public listing in 1994, achieving a compound annual growth rate of 4.3% in its payouts [13]. Group 3: Market Opportunities - EPR Properties plans to invest between 275 million in new properties this year, with a total addressable market opportunity exceeding $100 billion for experiential real estate investment [12]. - Realty Income retains significant cash after dividend payments, allowing for new income-generating investments, positioning it well within the multitrillion-dollar commercial real estate market [8][14]. Group 4: Summary of Investment Appeal - The combination of high yields and monthly payouts from AGNC Investment, EPR Properties, and Realty Income makes them ideal for investors looking for consistent monthly income [15].