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Rising long-term rates pressure dividend stocks, shifting income investing strategies.

Market News
19 Aug 2026
Seeking Alpha
View Source
Neutral
Rising long-term rates pressure dividend stocks, shifting income investing strategies.

Long-term interest rates are rising due to deficits and increased capital demand, creating pressure on dividend-paying stocks like VICI Properties, a high-yield REIT competing with government bonds. Although bonds offer yields close to these stocks, rotating fully into bonds risks losing purchasing power over time because of inflation, especially for long-term investors. The recommended strategy is to selectively invest in high-quality, inflation-protected stocks with strong financial health and low capital expenditure needs, even if these stocks are currently out of favor.

More News (VICI)

VICI Properties raises dividend despite 24% stock drop, backed by strong lease income and long-term contracts.

VICI Properties raises dividend despite 24% stock drop, backed by strong lease income and long-term contracts.

VICI Properties' stock has dropped nearly 24% over the past year, yet the company recently increased its quarterly dividend from $0.45 to $0.46. The casino real estate owner benefits from long-term triple-net leases with major tenants Caesars and MGM...

Company Fundamentals
Bullish
2 days ago
High-yield dividend stocks now riskier than government bonds as rising Treasury yields cut their value, warns Jim Cramer.

High-yield dividend stocks now riskier than government bonds as rising Treasury yields cut their value, warns Jim Cramer.

Jim Cramer warns that traditionally safe high-yield dividend stocks like General Mills, VICI Properties, UPS, and Edison International have become risky investments due to rising Treasury yields nearing 5%. As government bonds offer yields close to o...

Market News
Bearish
3 days ago
VICI Properties trades at a discount despite raised guidance and dividend, offering strong value and yield potential.

VICI Properties trades at a discount despite raised guidance and dividend, offering strong value and yield potential.

VICI Properties is currently trading at about 9.6 times its expected AFFO with a 7.8% dividend yield, even after raising its guidance and dividend. The market appears to have overreacted to concerns about regional leases, as even a significant 30% re...

Market News
Bullish
4 days ago
VICI Properties faces risks as major tenants change and yields rise, prompting a Sell rating despite 7.7% yield.

VICI Properties faces risks as major tenants change and yields rise, prompting a Sell rating despite 7.7% yield.

VICI Properties is under pressure as its two largest tenants, Caesars and MGM, undergo significant changes—Caesars is going private with increased debt, and MGM failed in its buyout attempt. Rising Treasury yields above 5% and a modest 2.2% dividend ...

Analyst Insights
Bearish
4 days ago
Century Casinos sells Alberta racinos for $16.4M to focus on U.S. growth and reduce debt.

Century Casinos sells Alberta racinos for $16.4M to focus on U.S. growth and reduce debt.

Century Casinos has agreed to sell its racing and gaming operations at Century Mile Racetrack and Casino in Edmonton and Century Downs Racetrack and Casino in Calgary to Highfield Investment Group for approximately $16.4 million CAD. This sale will r...

Company Fundamentals
Bullish
4 days ago
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