National Retail Properties, Inc. Stock News

NNN REIT is a net lease REIT with a path for sustainable dividend growth ahead. The company is on pace for record acquisition activity in 2025, which is likely to be a plus for core FFO per share growth for the foreseeable future. NNN REIT has $1.4 billion of liquidity at its disposal and a BBB+ S&P credit rating with a stable outlook.

I am upgrading NNN REIT to a strong buy, offering a 6% yield and trading at a discount to net lease peers. NNN's conservative balance sheet, resilient business model, and rapid resolution of tenant volatility underpin its durable, recession-resistant profile. Management expects occupancy to exceed 98% by year-end, with lease recapture rates and tenant transitions supporting forward growth.

I like a lot of REITs, but not all of them. Quite a few of them are overleveraged, poorly managed, and own troubled assets. I present three popular REITs to avoid.

The Fed is expected to cut interest rates in a few days. The rate cuts are a strong catalyst for the REIT sector. I highlight two REITs that have a lot to gain from this.

REITs have massively underperformed the market, while their earnings have grown. Given the likely base rate cuts that are on the horizon, the setup for a REIT renaissance could not be better. I think that such logic has a fundamental risk or flaw that many REIT bulls are missing.

As income-focused investors look toward 2026, they are likely doing so with one goal, and that is earning as much money as possible.

Chevron has increased its dividend for 38 straight years. NNN REIT has hiked its payout for 36 years in a row.

Higher for longer interest rates have created one of the best value opportunities in years for blue-chip income investors. I look at two blue-chip opportunities that trade at unusually large discounts to NAV while maintaining strong fundamentals and dividend growth power. These two stocks could be among the biggest winners when long-term rates finally normalize.