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Alexandria Real Estate has become a battleground stock. But it shouldn't be. This is a blue-chip REIT that's dealing with a temporary crisis. As its growth accelerates, I expect up to 50% upside as Alexandria reprices at a more reasonable valuation multiple.

These 2 unloved dividend growth powerhouses could deliver serious upside once Mr. Market wakes up. Both combine aggressive buybacks when their shares trade at deep discounts with consistently impressive dividend growth. Both also have fortress balance sheets and world-class business models.

The market is experiencing a correction, with a potential bear market looming, making gradual investment over 3-6 months advisable for long-term investors. Understanding personal risk tolerance is crucial before investing, as it dictates how one handles market downturns and portfolio drawdowns. The article presents three different investment strategies. We are going to discuss how strategically you can deploy your capital on a gradual basis.

The real estate sector is off to a strong start in 2025, outperforming the S&P 500 (^GSPC 0.64%) by about 6 percentage points through mid-March. However, not all real estate investment trusts (REITs) have outperformed, and there are some excellent buying opportunities for patient long-term investors.

US equity markets remained under pressure this week as encouraging inflation data and a deal to avoid a government shutdown were offset by further tariff escalations and weak sentiment data. Markets struggled to agree on how the FOMC will interpret the latest economic data, with recent "hard data" showing encouraging trends while "softer" survey data has painted a far-bleaker outlook. Following its worst week in six months, the S&P 500 finished lower by another 2.3% this week - its fourth-straight week of declines - which dragged the index into "correction territory."

REITs positioned for strong gains as interest rate cuts and lower Treasury yields drive investor demand. Decade-low REIT valuations and reduced new real estate development create opportunities for high returns. High-dividend REITs offering 5-7% yields attract income investors seeking alternatives to bonds and Treasuries.

High-yield dividend companies with attractive valuations can allow you to generate extra income while reducing portfolio volatility and investing with a margin of safety. This list of high dividend yield companies includes dividend yields [FWD] between 4.33% (Chevron) and 15.50%-plus (Petrobras) while the selected companies offer an average P/E [FWD] ratio of 10.77. I suggest overweighting companies with attractive risk-reward profiles and dividend payments that are sustainable, allowing you to increase your wealth with an elevated likelihood.

Some REITs are truly exceptional. So much so that they could make sense for most investors. I present two such exceptional REITs.

In Part 3 of our Earnings Recap, we present a sector-by-sector breakdown of the Losers of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Commercial Mortgage REITs were the "biggest loser" of REIT earnings season after results showed ongoing problems in the office space and a significant deterioration in multifamily bridge loan performance. Results from Hotel REITs were also disappointing given the record-levels of travel demand, as margin pressures from higher labor costs have taken a sizable bite out of bottom-line profitability.

US equity markets tumbled this week - suffering its worst week in six months - as disappointing employment reports and fast-shifting tariff policy failed to improve skittish investor sentiment. Reminiscent of Fed Chair Powell's infamous August 2022 "some pain ahead" speech, the Trump Administration warned of a "little disturbance" and a necessary "detox period" for the U.S. economy. Softer-than-expected employment data this week fueled doubts that sweeping overhauls to trade policy and fiscal spending can be accomplished without risking a recession.