National Retail Properties, Inc. Stock News

The REIT market has something for everyone. There are income, growth, and deep value opportunities. But a few REITs have it all. We highlight 2 such REITs to own in 2025.

Dividend stocks can be no-brainer investments. Over the last 50 years, the average dividend stock in the S&P 500 has outperformed non-dividend payers by more than 2 to 1, with the best performance coming from dividend growers.

NNN REIT's share price decline presents a buy-the-dip opportunity, driven by broader REIT market weakness and tenant-specific concerns. Nonetheless, NNN has strong fundamentals, a well-covered 5.7% dividend yield, high occupancy, and a disciplined capital recycling strategy. Management's robust balance sheet, BBB+ credit rating, and conservative payout ratio bolster resilience against economic ...

NNN REIT's portfolio stability is strong, but growth potential is limited due to a high percentage of non-investment grade tenants vulnerable to consumer spending shifts. NNN's valuation is attractive and trades at an attractive price to AFFO ratio, but better-constructed REITs like Agree Realty have outperformed due to higher quality tenant portfolios. The dividend of 5.7% is well-supported by...

Not all REITs are equal. The asset quality can differ greatly from one REIT to another. I highlight a good example of that.

NNN REIT has declined abruptly in the past month, largely due to systematic factors. Despite its recent underperformance, we believe NNN is undervalued and presents a buy-the-dip opportunity ahead of 2025. Higher yields and political uncertainty have pressured REITs, but we think the market has overreacted to these factors.

Realty Income (O 0.36%) and NNN REIT (NNN 0.43%) are elite dividend stocks. The real estate investment trusts (REITs) have each increased their dividends for at least the last 30 years.

About a year ago, I published two proposed portfolios:  Cash COWs, (high-yield and strong dividend safety), and Buried Treasures, (undervalued, high-yielding, with strong balance sheets and growth). The Cash COWs portfolio, selected for high yield and dividend safety, delivered a 6.91% cash yield with no dividend cuts, outperforming the VNQ by 242 bps. Despite not matching the S&P 500 or NASDAQ...