Treasury Yields Are Tumbling: 5 High-Yield Dividend REITs Could Explode Higher

After an incredible run of 20%+ years for the S&P 500 in 2023 and 2024, many across Wall Street now know that the momentum has hit a wall. With the Nasdaq down 20% in 2025 and already in bear market territory as the Magnificent 7 tech stocks that led the rally for the last two and a half years get hammered, Treasury yields on the 10-year note have tumbled to the lowest levels since last October as investors seeking safe-havens try to gauge the impact that U.S. President Donald Trump’s trade tariffs will have on the U.S. economy. While some stock investors feared a market meltdown like we are seeing, real estate investors are cheering the lowest rate on the benchmark note in over 6 months.Real estate investment trusts (REITs) own, operate, or finance income-producing real estate. They enable individuals to invest in real estate without owning properties directly. REITs pool funds from investors to purchase and manage a diversified portfolio of real estate assets, including office buildings, apartments, shopping malls, hotels, and warehouses. We screened our 24/7 Wall Street REIT research database to identify companies that offer the highest yields and exhibit solid growth potential. We purposely avoided the mortgage REIT segment, as it tends to be more volatile and sensitive to interest rates. Five top companies are our top investment ideas, and all are Buy-rated by top firms on Wall Street. Several companies also pay their shareholders monthly.

Why do we cover real estate investment trusts?

An adage on Wall Street referring to real estate attributed to Mark Twain says, “Buy land; they’re not making it anymore.” While somewhat simplistic, it is true. Real estate has long been a staple investment for some of the wealthiest and brightest investors in history.Apple Hospitality REIT Inc. (NYSE: APLE) owns one of the largest portfolios of upscale, select-service hotels in the United States. It is a publicly traded REIT that offers a solid dividend and distinguishes itself in the market with its unique offerings.Despite its name, it is not affiliated with the technology giant. However, it offers a solid total return potential, owning one of the largest and most diverse portfolios of upscale, room-focused hotels in the United States. Apple Hospitality’s portfolio comprises 220 hotels with over 28,900 guest rooms in 87 markets across 37 states, as well as one property leased to third parties. EPR Properties (NYSE: EPR) is a specialty REIT that invests in properties in select market segments that require unique industry knowledge. This REIT invests in some of the most popular entertainment companies and pays a dependable dividend. It is a leading experiential net-lease REIT specializing in select, enduring experiential properties within the real estate industry.The company focuses on real estate venues that create value by facilitating out-of-home leisure and recreation experiences where consumers spend their time and money.