High-yield net-lease REIT dividends are mostly taxed as ordinary income, leading to significant tax costs in taxable accounts, especially at higher federal brackets like 24%. For example, a $300,000 portfolio split among three REITs (NNN, Realty Income, EPR) yields about $16,270 annually, incurring roughly $3,905 in federal taxes at 24%, which could be avoided in a Roth IRA. Over 10-20 years, this tax saving compounds, potentially reclaiming tens of thousands of dollars. Investors should consider moving these REIT holdings into Roth accounts to shelter dividends from ordinary income tax and maximize long-term returns.
September is known for market volatility, making monthly dividend stocks attractive for steady income. Five US-listed monthly payers—Realty Income, Main Street Capital, Agree Realty, STAG Industrial, and EPR Properties—have declared September dividen...
Realty Income reported 3.8% growth in AFFO per share and raised its AFFO guidance to $4.44–$4.45, while increasing expected investment volume to $10 billion by 2026. The company’s strong balance sheet, attractive debt issuance, and expansion into Eur...
Retail real estate investment trusts (REITs) have outperformed the broader property market this year, with Kimco Realty, Simon Property Group, and Realty Income all posting double-digit gains. Kimco leads with a 19% rise, followed closely by Simon at...
Realty Income uses joint ventures to invest in data centers, benefiting from the AI growth trend while reducing funding and depreciation risks. The REIT shows strong fundamentals with 98.8% occupancy, over 7% investment yield, and CPI-linked rent inc...
Realty Income reported a 5.2% growth in AFFO per share, surpassing expectations, and raised its 2026 AFFO and investment volume guidance. The company trades at a relatively low 14.4x P/FFO ratio despite strong fundamentals, which management also view...
