

Most of my income comes from a "set and forget" layer of the portfolio that gets surprisingly little of my time. A well-known dividend favorite has been beaten down, and I think the dip has created a rare entry point. There is a way to own a classic safe-haven asset without giving up yield, and one fund stands out from its peers.



REIT rent growth could accelerate significantly starting in 2027. Falling construction activity could give landlords stronger pricing power. Some heavily discounted REITs could offer substantial upside as growth recovers.

REITs offer much higher cash flow yields than Treasuries. Dividend growth makes REITs far more rewarding over time. Historically low valuations could lead to significant upside.


High-yield REITs often become the biggest traps. FFO can be misleading if capex is ignored. Leverage looks harmless until the next crisis hits.
