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Dear Fellow Investor,
If you're searching for reliable, income-generating investments, real estate investment trusts (REITs) continue to be one of the most dependable options available—especially those with exposure to the ever-growing residential real estate markets in the Sunbelt states. These REITs not only provide attractive dividend yields but also offer the kind of regional insulation that many investors are seeking during periods of economic uncertainty.
That’s not just our take—it’s the opinion of analysts at Goldman Sachs, who recently pointed to Sunbelt-focused REITs as particularly resilient during past downturns. They highlight the continued strength in housing demand across major Sunbelt cities like Miami, Tampa, Austin, Nashville, and Dallas. According to the firm, housing demand in these cities is far outpacing supply, keeping occupancy levels high and rents stable or rising—two key ingredients for strong REIT performance.
What makes these areas especially attractive is the local job market. While national employment data has shown signs of cooling, Sunbelt cities have been more resilient, thanks to sustained population growth, corporate relocations, and favorable tax climates. As a result, REITs that own multifamily apartments or manage portfolios of single-family rentals in these areas may be some of the safest, most consistent dividend plays available today.
In fact, Goldman Sachs believes that Sunbelt REITs are among the best-positioned to weather a potential economic slowdown. They’ve historically held up better than other real estate sectors during downturns—including the 2000-2001 dot-com bust, the 2007-2009 financial crisis, and the immediate aftermath of the COVID-19 crash in 2020.
With that bullish backdrop, here are three REITs that stand out for both their dividend yields and their strategic focus on Sunbelt housing markets:
Mid-America Apartment Communities is a leading multifamily-focused REIT with a strong presence in key Sunbelt markets. Known for its consistent dividend payments and operational excellence, MAA remains a top pick for income-focused investors.
Most recently, the company declared a dividend of $1.515 per share, payable on April 30 to shareholders of record as of April 15. At a yield of 3.74%, MAA offers an above-average return compared to many of its peers in the REIT space.
What’s more, analysts at Scotiabank recently upgraded the stock to "Sector Outperform." They anticipate that Sunbelt rent growth will strengthen in the second half of 2025, which should directly benefit MAA. According to Scotiabank’s models, MAA’s funds from operations (FFO) per share could shift from slightly negative in 2025 (-0.8%) to a strong rebound in 2026 (+5.2%), outpacing the broader multifamily REIT average.
This kind of projected growth, paired with a reliable dividend, makes MAA an appealing option for investors seeking safety and yield.
Could President Trump be heading for a FOURTH Presidential Term?
Former Presidential Advisor, Jim Rickards says, “I know this may sound crazy. But if Trump runs in 2028 – as planned – it could lead to his fourth round as President.”
Rickards is one of many who believe Trump won in 2020.
“The last election was clearly stolen by Joe Biden. So if Trump wins in 2028, it will mark his fourth term. He's the new FDR!”
Whether you agree or not – this story has serious implications for the economy and the stock market.
It all ties back to a recent decision Trump made – which could hand him immense support unlike anything we’ve seen in a century.
American Homes 4 Rent is a REIT that specializes in single-family home rentals—one of the fastest-growing sectors in the housing market. AMH operates more than 59,000 homes across the country, with a significant concentration in Sunbelt markets where homeownership is becoming increasingly out of reach for many households.
AMH most recently paid out a 30-cent dividend per share on March 31, with its next dividend announcement expected in the coming weeks. Its 3.25% yield is supported by strong operational cash flow and a solid balance sheet.
Technically, the stock is starting to look attractive again. After declining from a recent high of around $38 to a low near $32, AMH has been quietly building upward momentum. Last trading around $37.83, there’s a good chance the stock could reclaim the $40 level in the near term, particularly as investor interest in single-family rentals heats up again.
With a business model that thrives on limited housing supply and growing rental demand, AMH stands out as one of the more future-forward REITs on the market.
This isn't a group of newcomers. The team behind this gold explorer includes former leaders from the world's top mining companies-now focused on one project.
It could have the scale, grade, and upside to become a serious name in the space. With over 6 million ounces already identified, and more potential ahead, it's not just a theory-it could be Gold's next big winner.
Leadership like this doesn't chase noise. They follow the gold.
Camden Property Trust is another high-quality REIT with a heavy footprint in the Sunbelt apartment sector. The company has a reputation for excellent property management and has been praised for maintaining high occupancy levels across its portfolio.
CPT recently paid a $1.05 per share dividend on April 17, translating to a 3.73% yield. And just this month, the REIT received an upgrade from analysts at Citi, who now rate it a Buy. Their bullish case? A tightening supply of new housing units, coupled with rising demand, is expected to fuel Sunbelt rent growth in the months ahead.
As urban migration and remote work trends continue to shift populations southward, Camden’s well-located properties are likely to benefit from rising tenant demand and stronger pricing power. For investors who want solid income potential and capital appreciation, CPT checks all the right boxes.
Rather than bringing jobs back to the U.S., Trump's tariffs could instead take millions of jobs away... and replace them with a single powerful new technology that PwC estimates could be worth as much as $16 trillion. We sent a camera crew halfway across the country to get to the bottom of this story.
Do you have your eye on any REITs or other "safe" dividend-yielding stocks right now? What other sectors of the market do you think are particularly interesting? Hit "reply" to this email and let us know your thoughts!
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