Broadstone Net Lease

BNL

Market cap $4.39B

Income investors entered the second half of 2026 with a familiar problem: plenty of headline yields, not enough sustainable ones.

2CHYP is our high-yield REIT portfolio containing 15-20 stocks at any given time. Mispricing is common among REITs and serves as a means of capturing excess value. Current opportunities include mispriced REIT preferreds like Pebblebrook Preferred H and undervalued single-family rental REITs such as Invitation Homes.

This is an auspicious time to invest in REITs outyielding the no-risk rate by 100 bps or more. This article presents 3 Net Lease REITs that offer compelling yields, strong balance sheets, positive growth prospects, and favorable valuations. All 3 companies demonstrate superb occupancy, stable triple-net lease structures, and steady dividend growth, with yields outpacing Treasuries by 100 - 200 basis points.

VICTOR, N.Y.--(BUSINESS WIRE)-- #acquisitions--Broadstone Net Lease Schedules Second Quarter 2026 Earnings Release and Conference Call.

Broadstone Net Lease remains a compelling Buy for long-term income and total return, underpinned by a focused industrial and retail portfolio. BNL's build-to-suit strategy drives growth, with $382M in pipeline projects offering initial cash yields of 7.3% and long lease terms. Q1 2026 results showed 5.6% AFFO/share growth, 99.8% occupancy, and a safe, growing 5.5% dividend yield supported by a BBB-rated balance sheet.

Broadstone Net Lease is rated a strong buy, driven by margin recovery, portfolio diversification, and an investment-grade balance sheet. BNL outperformed peers and the S&P 500 YTD, benefiting from resilient industrial and retail demand, and consistent revenue and AFFO growth. Debt/equity of 0.93, no tenant over 4% of ABR, and 1.3x dividend coverage support balance sheet strength and dividend safety.

VICTOR, N.Y.--(BUSINESS WIRE)-- #acquisitions--Broadstone Net Lease Adds $40 million to its Committed Pipeline of Build-to-Suit Developments.

All the major Wall Street firms we cover here at 24/7 Wall St. have a list of the top stock picks for their institutional and retail clients to invest in.

Thirty-three US REITs utilized their at-the-market (ATM) offering programs during the recent quarter, raising $4.15 billion in aggregate proceeds. Healthcare REIT Welltower Inc. raised the most capital during the first quarter, selling nearly 7.7 million shares of common stock through its ATM program for $1.56 billion in gross proceeds. In the aggregate, healthcare REITs raised $2.67 billion through their ATM programs during the first quarter, the most of any property sector. The data center REIT sector was next with $875.0 million.

REITs present attractive value, thanks in part to a shortage of new supply and relative immunity to AI disruption, and are outperforming the S&P 500 YTD. This article identifies 25 high-yield REITs with current yields at least 75 basis points above the "no-risk" rate on Treasuries. The list is then screened for dividend safety, FFO growth, and balance sheet quality to arrive at a final list of 5 companies, each offering safe yields above 5.25%.