2 High-Yielding And Retirement-Safe REITs For Alpha In 2026

Roberts Berzins, CFA12.47K FollowersFollow5ShareSavePlay(10min)Comment(1)SummaryThe broader REIT sector has underperformed despite multiple Fed rate cuts since 2024.2026 seems to be as choppy as this year, unless the long-term yields do not come down, which I see as a low-probability event.The risk is that investors buy low-yielding, low-growth REITs, which continue to deliver negative or barely positive inflation-adjusted income streams.However, it does not mean that the entire sector is uninvestable.In the article I elaborate on my 2 high-conviction REITs, which are, in my view, likely to deliver really enticing returns in 2026 (on top of decent dividends). AndreyPopov/iStock via Getty Images The publicly traded real estate market (VNQ) has certainly failed to meet investors' expectations since the Fed started to dial back the restrictive policy back in mid-2024. Even though there have been many interest rateThis article was written byRoberts Berzins, CFA12.47K FollowersFollowRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG investing certificate holder, has had an internship in Chicago board of trade (albeit, being resident and living in Latvia), and is actively involved in "thought-leadership" activities to support the development of pan-Baltic capital markets.Analyst’s Disclosure:I/we have a beneficial long position in the shares of PINE, O, EPRT, MAA 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.