"September 2025 could either be an inflection point where the market starts delivering stratospheric gains or cools down abruptly. If interest rate cuts start again as expected, the change in monetary policy will alter how investors invest. Having more exposure to Dividend Aristocrats is a good idea at the moment. These stocks have had their dividend payouts raised for over 25 consecutive years, meaning their underlying businesses can perform in both good times and bad times."
"When a company is typified as a REIT, investors usually get spooked, especially those who have lived through 2008. However, the market has learned significantly from it, and the real estate market was not dented by aggressive interest rate cuts, even as many other rate-sensitive industries cratered. Realty Income is perhaps the strongest REIT you can buy and hold. Retail real estate constitutes ~80% of its portfolio, with the remaining tenants being diversified across multiple sectors."
September 2025 could be an inflection point for markets if interest-rate cuts resume, shifting investor preferences toward dividend-paying equities. Dividend Aristocrats have raised dividends for over 25 consecutive years, indicating resilient business models across cycles. Falling Treasury yields would make dividend yields relatively more attractive, favoring these stocks. About 69 Dividend Aristocrats exist, but only a few present compelling opportunities. Realty Income (O) stands out as a strong REIT with roughly 80% retail real estate exposure, diversified remaining tenants, and a growing focus on data centers. Retail strength has helped Realty Income sustain occupancy levels despite rate volatility.
Read at 24/7 Wall St.
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