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High cash flow and reliable business models can make certain dividend stocks stand out, particularly among real estate investment trusts (REITs). REITs typically pay non-qualified dividends, but that may be less of a concern for investors holding them in a Roth retirement account, where taxes on capital gains, dividends, and withdrawals are not applied.
Demand for housing and commercial space tends to persist over time, supporting cash flow for companies that own and operate real estate. In this context, two commercial REITs—focused on data centers and industrial warehouses—are positioned around long-term customer relationships, predictable cash flow, and ongoing growth.
Digital Realty Trust (DLR) owns more than 300 data centers across 55 metropolitan areas and has more than 5,500 tenants. Its tenant base is described as well-diversified and includes technology companies such as Microsoft, Amazon, Alphabet, and Nvidia.
The company’s data center capacity is tied to demand for cloud computing and AI workloads, which are presented as long-term tailwinds. The article also notes that these customers are unlikely to reduce usage given the importance of cloud and AI capabilities.
DLR’s occupancy is reported at more than 80%. The REIT also provided guidance for $6.65 billion in full-year 2026 revenue, with the midpoint representing an 8.8% year-over-year increase. The article states that this growth is paired with a 2.8% yield.
Stag Industrial supplies warehouses for logistics leaders. The article highlights that while there may be some overlap among customers, it is difficult for a growing logistics operation to justify moving out of a warehouse.
Stag Industrial has 601 buildings in 41 states and provides quarterly dividend payouts. Its dividend yield is reported at 3.5%.
The article describes Stag Industrial as continuing to gain market share. It reports that net income increased 16.2% year over year in Q3 2025, and that it added two buildings to its portfolio, both with 100% occupancy. Across its portfolio, Stag Industrial achieved 95.8% occupancy.
Amazon is identified as Stag Industrial’s largest customer, with additional long-term customers including FedEx and UPS. The article argues that these firms are unlikely to give up warehouse space, supporting predictable cash flow that the REIT distributes through quarterly dividends.
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