NNN Stock Recent News

With stocks in rally mode in recent months, the S&P 500 's dividend yield is declining. It's approaching 1.2%, which is near its record low, last hit in 2000.

Building a meaningful passive income stream can be a great achievement, enabling wealth to snowball. I highlight 2 Dividend Aristocrats that carry competitive advantages and which could outshine over the long run. Both companies carry strong balance sheets, offer well-covered dividends, and trade at attractive valuations.

Despite new S&P highs, I expect continued market volatility and see a 50/50 chance of recession in the next 6–12 months. The Fed's reluctance to cut rates, ongoing trade tensions, and potential stagflation keep me cautious, even as market sentiment turns greedy. Realty Income remains attractive for dividend investors due to its diversified portfolio, strong balance sheet, and proactive management despite tenant challenges.

NNN REIT demonstrates resilience, managing tenant issues effectively and highlighting the strengths of the net lease model amid interest rate headwinds. The company maintains high occupancy, a strong balance sheet, and a long track record of dividend growth, supporting continued investor confidence. While growth rates are modest due to sector dynamics and refinancing pressures, the current high dividend yield offers attractive total return potential.

Overall, REITs remain deeply undervalued. But some exceptions are getting pricey. I highlight 2 REITs that I sold recently.

U.S. equity markets surged to fresh record-highs as investors cheered a confluence of positive headlines: a temporary ceasefire in the Middle East, productive trade talks, and progress on tax cuts. Oil prices tumbled after the U.S. destroyed a trio of Iranian nuclear facilities in a formidable and decisive show of force, eliciting a ceasefire between Israel and Iran. Traders priced in additional rate cuts as tumbling oil prices and economic data that remains devoid of meaningful inflation prompted dovish dissents from several Fed officials.

National Retail Properties offers a safe, well-covered 5.5% dividend yield, supported by consistent mid-single digit AFFO growth and strong lease metrics. The REIT's portfolio is expanding steadily through acquisitions, maintaining high occupancy rates and reliable cash flow for passive income investors. NNN trades at a reasonable AFFO multiple, presenting a value opportunity compared to peers, with a proven track record of dividend growth and safety.

ORLANDO, Fla. , June 25, 2025 /PRNewswire/ -- NNN REIT, Inc. (NYSE: NNN) ("NNN" or the "Company"), a real estate investment trust, today announced that it will release its results for the second quarter 2025, before the market opens on Tuesday, August 5, 2025.

REITs are attractive for income-focused investors, especially retirees, due to required high payouts and current undervaluation from elevated interest rates. Interest rates heavily influence REIT performance; while rates remain high, this is an opportunity to accumulate quality REITs for long-term gains. I highlight Agree Realty, NNN REIT, and Alexandria Real Estate Equities as fundamentally sound picks with double-digit upside potential over the next 1–2 years.

Building a portfolio of dividend machines is a great way to fund a retirement. I share two types of stocks that I would bet my retirement on. I share some of my top dividend income picks of the moment.