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Regular capital recycling is a key element of our investment strategy. We sell investments as they reach fair value to reinvest elsewhere. I present such an opportunity today in the REIT sector.

REITs are attractive now due to low inflation, expected rate cuts, and technical indicators suggesting a bullish trend with up to 40% upside. This article identifies 12 high-yield REITs (5.25%+), each with strong dividend safety grades, outyielding no-risk treasuries. Dividend safety is paramount, and Seeking Alpha's Quant Ratings indicate these REITs show low risk of cuts, supported by solid debt and payout ratios.

NNN REIT is attractively valued at a forward P/AFFO of 12.35x, offering solid upside if tenant headwinds are managed and rates decline. Q2 results showed year-over-year growth in revenue, core FFO, and AFFO, with management raising full-year guidance and increasing investment activity. The 3.4% dividend raise, now yielding 5.7%, is well covered by cash flows, reflecting strong portfolio quality and management confidence.

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I expect some REITs to hike their dividends later this year. Those REITs that surprise the market could enjoy significant upside. I highlight three such REITs to put on your watchlist.

Dividend Champions are known for their reliability. These companies have raised their dividends annually for at least 25 years.

REITs are poised to outperform in the coming years as interest rates are expected to decline, reversing recent underperformance. NNN REIT offers an attractive entry point with a strong yield, conservative payout, and potential price appreciation as headwinds subside. Alexandria Real Estate Equities is fundamentally sound despite recent price drops, offering a high yield and significant upside if rates fall.

I hunt investments that combine safety, income, and growth, avoiding hype and focusing on long-term, high-quality opportunities. Some areas are unloved and undervalued, offering income, potential growth, and protection against inflation, perfect for patient investors. I seek places with professional management, liquidity, and dual potential, giving me both steady income and the chance for capital gains.

Five publicly-listed real estate investment trusts in the US increased regular dividends in July, S&P Global Market Intelligence data shows. The dividend hikes in July brought the number of public US REITs that have declared regular dividend increases during the first seven months of the year to 49 companies, representing 31.2% of the REIT industry. Seven Canadian REITs, or 15.9% of the total, have increased their regular dividend payments year to date.

Dividend Kings are the most durable dividend stocks, having increased their payouts annually for at least 50 consecutive years. This resilience is impressive, as they've weathered at least seven recessions in that time.