1. The high-yield stock space is currently facing several headwinds, including high short- and long-term interest rates and the threat of reciprocal tariffs. 2. Despite these challenges, there are two sectors within the high-yield space that have significant tailwinds. 3. The author shares some of his top picks in these sectors.

1. This month's Mailbox Money report highlights five top monthly paying REITs, including Healthpeak, with an average yield of 5.3% and an 18% annualized return forecast; 2. The featured REITs have strong fundamentals, diversified portfolios, and attractive dividend yields ranging from 4.2% to 6.3%; 3. Healthpeak Properties, now paying monthly dividends, offers a 6.1% yield and significant upside due to its focus on life science and outpatient medical properties.

1. Land has proven to be an excellent long-term risk-adjusted investment; 2. There are numerous opportunities to buy land at a steep discount right now; 3. Three compelling opportunities are shared, yielding up to 7.3% with big buybacks involved.

1. The AI sell-off caused panic, but markets often overreact; 2. Two overlooked stocks with strong fundamentals and attractive dividends are poised to rebound; 3. Both stocks were unfairly punished and offer long-term value.

1. Discusses Warren Buffett's advice on buying stocks during economic downturns; 2. Identifies a sector with compelling investment opportunities; 3. Shares three blue-chip ideas with high yields, growing dividends, and trading at a fraction of their value.

1. Focuses on three REITs with yields between 8% and 10%: Ladder Capital, NewLake Capital, and Starwood Property Trust. 2. Ladder Capital offers a 8.2% yield with a diversified portfolio, strong balance sheet, and experienced management. 3. NewLake Capital, a cannabis REIT, yields 10.6% with solid financials and growth prospects. 4. Starwood Property Trust yields 9.9% with a robust loan portfolio, significant liquidity, and a history of stable dividends.

1. The article discusses the choice between high yield with weak income growth and low yield with strong income growth when investing for income. 2. It highlights two high-quality dividend picks that have not shown any income growth despite healthy financials. 3. The author expresses optimism about one of the picks experiencing dividend growth in the future.

1. Realty Income offers a compelling 6% yield, backed by 30 years of dividend growth; 2. The retail real estate sector remains resilient with low vacancy rates; 3. Despite rising bond yields, Realty Income's valuation is attractive and offers significant upside potential.

1. The U.S. economy added 256,000 jobs last month, exceeding expectations, suggesting a strong economy but reducing the likelihood of further Fed rate cuts. 2. Rising long-term rates increase borrowing costs and competition for stocks, negatively impacting rate-sensitive sectors like utilities, real estate, and consumer staples. 3. Despite a challenging market environment, equities still offer value, particularly in high-quality blue-chip stocks.

1. REITs like Federal Realty and Realty Income have shown resilience with strong balance sheets and diversified portfolios; 2. Federal Realty, known as a Dividend King, has consistently increased dividends for 57 years; 3. Realty Income offers a well-covered 6.1% dividend yield, making it a solid choice for long-term wealth creation.

1. The author recently expressed caution about AGNC's payout sustainability and high P/TBV ratio amidst bullish Wall Street sentiment. 2. New developments have reduced or removed these concerns, with valuation largely reverting to the mean in terms of P/TBV ratio. 3. The long-short yield spread has turned positive, indicating good odds for it to remain so in the near future.

1. Rising interest rates and maturing U.S. debt pose risks to the economy and stock market; 2. Elevated bond yields make the market vulnerable to further increases in long-term bond rates; 3. Inflation remains a critical risk, potentially leading to higher fed funds rates and bond yields, negatively impacting stock prices.

1. VICI Properties' stock dip has increased its yield to 6%, making it an attractive opportunity for passive income investors at the beginning of 2025. 2. The trust's entertainment-focused real estate portfolio, with 100% occupancy and significant EBITDA growth, is a key strength. 3. VICI Properties' dividend payout ratio is stable and comparable to Realty Income, offering inflation protection with CPI-linked rent increases.

1. Long-term rates have risen, creating potential buying opportunities for utilities like AEP, AWK, AWR, BKH, ES, EVRG, SJW, WEC, WTRG, and XEL; 2. These utilities have strong fundamentals, attractive valuations, and investment-grade balance sheets; 3. Despite rate sensitivity, these utilities are well-positioned for long-term growth with secure dividends and robust balance sheets.

1. EPR Properties has seen its dividend yield rise to just under 8% following its recent pullback; 2. The REIT is covering its dividend by 151% from its fiscal 2024 third-quarter FFOAA; 3. Strong free cash flow generation and a well-laddered maturity profile raise the possibility of a near-term dividend hike.

1. The author loves stocks with high dividends and significant stock buybacks. 2. He shares three dividend stocks that meet these criteria. 3. He explains why these stocks are good buys at the moment.

1. The author has over 15 years of experience in the REIT sector and has observed its evolution. 2. He analyzes REITs based on competitive advantages and financials, focusing on those with wide moats and trading at a margin of safety. 3. His top 10 REITs for 2025 are selected based on strong fundamentals, solid balance sheets, consistent dividend growth, and potential returns of up to 30% over the next 12 months.

1. The article compares RITM's recent dividend per share rates, yield percentages, and several dividend sustainability metrics to 19 mREIT peers. 2. It includes an analysis of RITM's quarterly core earnings/earnings available for distribution (EAD) which directly impacts the company's dividend sustainability. 3. The article also projects RITM's dividend sustainability for Q1 – Q2 2025.

1. Schlumberger presents a compelling value proposition with strong fundamentals, robust profitability, and growth driven by cutting-edge technology and AI, trading near 52-week lows. 2. Alexandria Real Estate is a high-quality REIT with mission-critical life science properties, benefiting from sticky tenant relationships and a solid growth pipeline, also trading near 52-week lows. 3. Both SLB and ARE offer attractive entry points amidst market volatility, providing resilient, income-generating assets with solid dividend yields and long-term growth potential.

1. The financial system is influenced by almost everything we do, and the author wants a share of it. Dividends redirect capital from Wall Street to individual investors' wallets. 2. The article discusses top dividend picks with yields up to 7.7% for steady income in retirement. 3. High Dividend Opportunities is highlighted as a community for income investors and retirees with a focus on strong returns and community support.