Chris Lange
9 min read
Quick Read
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EPR Properties yields 6.15% with 2.1x tenant rent coverage; CION yields 17.57% but failed to cover its payout in both Q1 and Q2.
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Broadstone’s $456 million build-to-suit pipeline includes a Fortune 20 tenant; Kimbell Royalty Partners units surged over 50% year to date.
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Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and EPR Properties didn’t make the cut. Enter your email to see the names that beat EPR. The report is free. Enter your email and see if any of your stocks made the cut.
Most income investors know the big-cap dividend names. These five sit lower on the radar. All five are smaller or specialized NYSE payers in experiential real estate, open-air retail, net-lease industrial, oil and gas royalties, and middle-market lending, and each reported results in its latest quarter that directly affect whether the payout holds. The smallest, CION Investment Corporation (NYSE:CION), has a market cap of just $336 million and only two analyst ratings on file. At current prices, all five yield above 6%. The yield gets it on the list. Coverage, balance sheet, and payout history decide how it ranks, so each section below starts with safety.
CTO Realty Growth
CTO Realty Growth (NYSE:CTO) trades at $20.07 and pays a $0.38 quarterly dividend ($1.52 annualized). That works out to an ultra-high yield of about 7.57%. Its market cap is roughly $774 million, which puts it among the smaller listed shopping-center REITs.
Dividend Safety Read
Coverage looks solid. Management raised 2026 Core FFO guidance to $2.11 to $2.14 per share and narrowed AFFO guidance to $2.22 to $2.25. At the center of that AFFO range, the dividend uses about 68% of cash earnings. The payout has been $0.38 every quarter from March 2023 through September 2026, so the record shows a flat, regular payout. Leverage is moderate, with net debt at 5.9x pro forma adjusted EBITDA, and CTO closed a $1.0 billion amended unsecured credit facility.
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Bull Case
Core FFO rose 10% year over year to $0.53 in the third quarter, and revenue grew 24.3%. CTO has invested $472 million so far this year at a 9.4% weighted average yield, mostly in Sun Belt open-air centers. 88% of leases carry contractual rent bumps, and the chief executive pointed to a “$5.6 million signed-not-open leasing pipeline” as support for growth into 2027. All five analysts covering the stock rate it a Buy, with a $24 average target. Shares are up 28.31% over the past year.
