A $325,000 capital base spread across four REITs and one broad REIT fund targets different annual income levels based on yield risk. At 3.5% yield, it produces about $11,375 per year with principal most likely to appreciate and dividends expected to grow. At 5% to 6%, it yields $16,250 to $19,500 annually using net lease, industrial REITs, and business development companies, with slower dividend growth. At 8% or higher, it yields about $26,000 annually using office, mortgage REITs, and stressed sub-sectors, with higher risk of NAV erosion or distribution cuts. A blended portfolio allocates $75,000 to VNQ at 3.7% for about $2,775, and $75,000 to Realty Income at 5.6% for about $4,200 paid monthly, with 670 consecutive monthly dividends and 114 consecutive quarterly increases, latest payout $0.2705, and 99% occupancy. The remaining allocation targets additional yield tiers to reach roughly $17,350 annual income at a 5.3% blended yield.
"Splitting the $325,000 across five holdings produces roughly $17,350 in annual income, or a 5.3% blended yield, with each position playing a different role."
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