What Makes a Stock a High Yield REITs List constituent?
This screen identifies established REITs with a market cap over $1B and a dividend yield of at least 4%. By filtering for scale, investors avoid the volatility of micro-cap trusts like the 2020 collapse of small-cap retail REITs, focusing instead on stable income generators like Realty Income.
Filter for Institutional Scale
We set a $1B floor to ensure liquidity. For example, Simon Property Group maintains a massive portfolio, whereas sub-$500M REITs often struggled to refinance debt during the 2008 crisis.
Screen for Income Thresholds
A 4% yield filters for income-focused equities. Companies like VICI Properties often exceed this, providing reliable cash flow compared to the 1.5% yield of the broader S&P 500 in 2023.
Prioritize Equity REITs
We focus on physical asset owners like Prologis rather than mortgage REITs. Mortgage REITs like Annaly Capital saw massive dividend cuts during the 2020 pandemic volatility.