Dividend Stocks to Watch: Rexford, Realty Income, and EPR

Dividend Stocks Insights: Rexford, Realty Income, and EPR Properties offer attractive yields and growth potential. Investors should evaluate these options for their portfolio.

Date: 11-01-2025

AI Rating: 7

Rexford Industrial has shown substantial growth, particularly in its rental income, which rose 39% year-over-year for Q3 2024. However, its stock performance has fallen significantly, down over 50% from its high in 2022. The dividend yield is noted to be historically high at 4.3%, and the company has achieved an impressive average annual dividend increase of 13% over the past decade. This suggests a positive outlook for dividend-growth investors.

Realty Income is highlighted as a stable investment due to its extensive portfolio of over 15,400 properties across various sectors. The company has maintained a consistent dividend, raising it annually for three decades, with an average increase of approximately 4.3%. With a yield of 6%, it promises relatively stable returns around 10% over time, making it an attractive choice for those seeking reliable income.

EPR Properties presents a mixed picture. After suspending dividends during the pandemic, it has resumed with a high yield of 7.6%. Improvements in tenant financial health are encouraging, and the funds from operations (FFO) payout ratio stands at 66%. While some concentrations in movie theater properties remain a concern, the company shows potential for recovery and growth.

Earnings and Growth Perspectives: The report focuses significantly on the dividend yields and their growth rates rather than specific metrics like EPS, revenue growth, net income, or profit margins. The yield increases and payout ratios provide insight into how each company is managing its profits and dividend policies to attract investors. While the overall economic backdrop appears challenging for equities, these dividend stocks could provide some safety and income, appealing to value-seeking investors.

Stocks: REXR O EPR