This article reviews five monthly dividend stocks with varying risk and yield profiles. Realty Income offers a stable 5.27% yield with strong dividend safety and a long history of increases. Main Street Capital and STAG Industrial provide steady payouts from private lending and industrial real estate, respectively. EPR Properties yields over 6% but has more cyclical tenants, while AGNC Investment offers a very high 13.56% yield but carries significant rate risk and dividend volatility. Investors should balance yield with safety and understand each stock's business model before investing in monthly payers.
The iShares Mortgage Real Estate ETF (REM) offers a tempting 9% yield but has lost principal over the past decade due to its leveraged mortgage spread holdings. Unlike REM, three equity REITs—Realty Income, VICI Properties, and W. P. Carey—own actual...
Vanguard's VYM ETF, marketed as a high dividend income fund, currently yields about 2.2%, lower than many retirees expect. This is because VYM excludes real estate investment trusts (REITs) from its portfolio due to tax methodology, removing a signif...
Four REITs—Federal Realty, Realty Income, NNN REIT, and W. P. Carey—have consistently raised dividends through the 2008 financial crisis and 2020 pandemic, demonstrating resilience. These REITs offer yields between 3.87% and 5.29%, with strong occupa...
The article highlights the importance of focusing on cash flow rather than solely on total returns when investing, especially for retirees who rely on their savings. It critiques the common internet emphasis on total returns, pointing out that total ...
