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Interest rates are historically high. Bonds often offer higher yields than REITs. Yet, REITs crush them over the long run. Here's why.

Volatility is back, making solid income generation all the more important. In this article, I highlight two undervalued dividend giants with high yields. Both have long growth runways, making them strong picks for value, income, and growth.

Two attractive dividend sectors have sold off heavily recently. This has opened up the opportunity to buy some of the very best dividend growth companies in each sector at very deep discounts and mouthwatering dividend yields. We share some of our top picks of the moment.

US equity markets posted modest declines this week amid a "DeepSeek" tumble, while interest rates declined to six-week lows as markets responded to the pause in the Fed's rate-cutting cycle. The Nasdaq 100 was the center of the action this week, dipping 1.4% on concern over potential competition from Chinese startup DeepSeek, which sparked a sharp sell-off in AI-darlings. Real estate equities were among the stronger performers for a third-straight week, buoyed by easing interest rates and by a relatively solid start to REIT earnings season.

Investing in high dividend yields and large buyback stocks reduces speculation, ensuring attractive total returns with minimal growth needed. Huge capital returns to shareholders via dividends and buybacks also typically imply a solid balance sheet and significant management confidence in the business. I share three deeply undervalued opportunities that offer high yields and are buying back a lot of stock.

PASADENA, Calif. , Jan. 30, 2025 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. ("Alexandria" or the "Company") (NYSE: ARE) today announced that it has priced a public offering of $550,000,000 aggregate principal amount of 5.50% senior notes due 2035 (the "notes").

PASADENA, Calif. , Jan. 30, 2025 /PRNewswire/ -- Alexandria Real Estate Equities, Inc. ("Alexandria" or the "Company") (NYSE: ARE) today announced that it is commencing an underwritten public offering, subject to market conditions, of senior notes (the "notes").

Alexandria Real Estate is a top-tier REIT with strong cash flow, high tenant loyalty, and excellent management, currently undervalued by the market. Despite recent mixed results, ARE's fundamentals remain strong, with a 6% FFO growth and efficient tenant collections at 99.8%. The company's valuation is attractive at less than 12.7x P/AFFO, with a historical average of 21x P/E, justifying a "BUY" rating.

Alexandria Real Estate is a battleground stock. It is today heavily discounted because of what we believe to be temporary issues. We debunk the bear thesis and explain why we are buying the stock.

Alexandria Real Estate Equities, Inc. (NYSE:ARE ) Q4 2024 Results Conference Call January 28, 2025 3:00 PM ET Company Participants Paula Schwartz - Investor Relations Joel Marcus - Executive Chairman and Founder Hallie Kuhn - Senior Vice President, Science and Technology and Capital Markets Peter Moglia - Chief Executive Officer & Co-Chief Investment Officer Marc Binda - Chief Financial Officer and Treasurer Conference Call Participants Anthony Paolone - JPMorgan Rich Anderson - Wedbush Wes Golladay - Baird Vikram Malhotra - Mizuho Tom Catherwood - BTIG Dylan Burzinski - Green Street Omotayo Okusanya - Deutsche Bank Jim Kammert - Evercore Jamie Feldman - Wells Fargo Michael Griffin - Citi Operator Good afternoon, and welcome to the Alexandria Real Estate Equities Fourth Quarter and Year-End 2024 Conference Call. All participants will be in listen-only mode.