Top REIT picks for 2H 2026 offer strong returns and safety with wide-moat assets and solid fundamentals.

Brad Thomas highlights Equity Lifestyle, Rexford Industrial, Essential Properties, VICI Properties, and American Tower as top REIT picks for the second half of 2026. These REITs feature irreplaceable assets, strong competitive advantages, and solid balance sheets, providing attractive margins of safety at current valuations. Rexford Industrial and American Tower trade at significant discounts to historical multiples, with expected returns around 20% or more annually. The other REITs combine steady dividend growth and predictable cash flows, making them compelling options for long-term investors seeking total returns in real estate investment trusts.