Summary

• REITs present attractive value, thanks in part to a shortage of new supply and relative immunity to AI disruption, and are outperforming the S&P 500 YTD.
• This article identifies 25 high-yield REITs with current yields at least 75 basis points above the "no-risk" rate on Treasuries.
• The list is then screened for dividend safety, FFO growth, and balance sheet quality to arrive at a final list of 5 companies, each offering safe yields above 5.25%.
• These REITs are relatively likely to hold or increase in share price, but investors should conduct further due diligence before buying.
• Looking for a portfolio of ideas like this one? Members of iREIT®+HOYA Capital get exclusive access to our subscriber-only portfolios. Learn More »

This appears to be a pretty good time to invest in REITs. As Seeking Alpha analyst Jussi Askola notes:

1. The supply boom that followed the pandemic, and pressured REIT occupancy and rental rates, was followed by

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