Amid market volatility, dividend-paying REITs offer a potential safe haven for investors, with analysts highlighting specific names for their attractive valuations and growth prospects.
Amid market volatility, dividend-paying REITs offer a potential safe haven for investors, with analysts highlighting specific names for their attractive valuations and growth prospects.

Avengers Assemble... Your Portfolio!

Alright folks Captain America here! These days the market's been acting like a Hydra agent – unpredictable and causing chaos. Ever since President Trump's tariff policy went into effect it feels like we're fighting another battle only this time it's against market volatility. So what's a patriotic investor to do? Well it might be time to look at dividend paying stocks specifically Real Estate Investment Trusts (REITs).

REITs to the Rescue!

Bank of America's been keeping an eye on things and they've noticed that the MSCI US REIT Index has been outperforming the Nasdaq ever since February 19 2025. Now I'm no Tony Stark when it comes to finance but even I can see that losing 7% is better than losing 19%! Apparently healthcare residential towers and net lease REITs are leading the charge. Retail datacenters and office REITs? Well let's just say they're 'having a little nap' right now.

Winter Soldier's Guide to Finding Value

Analyst Jeffrey Spector (not to be confused with the guy who can control magnetic fields) has been digging deep to find REITs that look like a good deal. He's using something called 'adjusted funds from operations multiples' – sounds complicated but it's just a fancy way of saying he's looking at how much money these REITs are making compared to their price. He says some of these names are cheap and worth buying. Remember 'If I see a situation pointed south I can’t ignore it. Sometimes I wish I could.' but in this case we are seeing situations pointed north.

The Fantastic Five: REITs Edition

Alright here are five REITs that Spector thinks are worth a look: * **Americold Realty Trust:** They own temperature controlled warehouses. With a 4.7% dividend yield Spector's got a $30 price target suggesting a whopping 47% upside! * **Getty Realty:** These guys are all about convenience automotive and single tenant retail. Spector thinks they'll grow even more and his $35 price target implies a 15% upside. Plus you can get a 6.3% dividend yield while you wait! * **Healthpeak Properties:** This one's for the aging population focusing on senior housing and medical buildings. The stock yields 6.5% and Spector thinks it can move 28% higher with a $25 price target. * **Sabra Health Care:** Sabra focuses on skilled nursing facilities senior housing and specialty hospitals. Shares are flat for the year but yield almost 7% with a potential 19% upside to Spector's $21 price target. * **Kite Realty Group:** They're into open air shopping centers and mixed use assets. The REIT yields about 5.2% and Spector's $28 price target suggests a 30% rally!

Is this Your Mission?

As always I can do this all day (but in your case do your own research) and these are just suggestions. Don't go throwing all your money into these REITs without doing your homework partner. Remember 'Whatever happens tomorrow you have to promise me one thing. That you will stay who you are not a perfect soldier but a good man.' or in this case a good investor.

Bonus Round: CNBC Pro LIVE!

Lastly for those of you who like getting your hands dirty CNBC is having a live event at the New York Stock Exchange. You can network with experts and fellow investors. As they say 'if you get hurt hurt them back. If you get killed walk it off' which means do not give up! Remember though 'I'm just a kid from Brooklyn'.


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