2026 S&P Outlook: Why REITs Could Deliver Both Income And Alpha
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Dividend Collection AgencyInvesting GroupFollow5ShareSavePlay(10min)Comment(1)SummaryThe S&P 500 (SP500) is rated a buy, with a projected 2026 target of at least 8,000, driven by AI enthusiasm and anticipated lower rates. REITs (XLRE) are positioned to deliver income and alpha in 2025–2026, benefiting from strong fundamentals and undervaluation as rates decline. Select REITs—O, VICI, NNN, GTY—trade below sector median multiples, offer >5% yields, and are likely to attract capital as fixed-income yields fall. Risks include persistent economic uncertainty, rising unemployment, and potential recession, but I remain bullish on SP500 and REITs for 2026. boonstudio/iStock via Getty Images Introduction With 2025 coming to a close, investors are likely wondering how the market will fare going into 2026. So far, the S&P (SP500) (SPX), Dow Jones Average Industrial Index (This article was written byDividend Collection Agency7.81K FollowersFollowContributing analyst to the iREIT+Hoya Capital investment group.
Dividend Collection Agency is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence. I'm a Navy veteran who enjoys dividend investing in quality blue-chip stocks, BDC's, and REITs. I am a buy-and-hold investor who prefers quality over quantity and plans to supplement his retirement income and live off dividends in the next 5-7 years. I aspire to reach and help the hard working, lower and middle class workers build investment portfolios of high quality, dividend-paying companies. I also hope to give investors a new perspective to help them reach financial independence.Analyst’s Disclosure:I/we have a beneficial long position in the shares of ADC, VICI, NFLX, CGDV, SP500 either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.