Alpine Income Property Trust

PINE

Market cap $325M

REITs outperformed the broader market in Q1 2026, supported by a rotation away from large-cap tech stocks. As the markets and risk sectors rally on positive geopolitical news, this could be a good opportunity to add REITs on any rotational related weakness. Geopolitical events and midterm elections may usher in more volatility, I highlight three REITs with strong AFFO growth and well-covered dividends in industries riding favorable tailwinds.

Alpine Income Property Trust gets its buy rating from last year reaffirmed, as it has a compelling dividend income and growth case. It continually invests in net portfolio growth while also having a proven FFO growth and operating cash flow growth from its vast portfolio featuring major tenants like Lowe's and Walmart. The analyst consensus expects positive FFO growth this year and next.

WINTER PARK, Fla., March 26, 2026 (GLOBE NEWSWIRE) -- Alpine Income Property Trust, Inc. (NYSE: PINE) (the “Company”) announced today that it will report its financial and operating results for the first quarter of 2026 after the market closes on Thursday, April 23, 2026. A conference call to discuss its financial and operating results is scheduled for Friday, April 24, 2026 at 9:00 AM ET.

Investors interested in REIT and Equity Trust - Other stocks are likely familiar with Alpine Income (PINE) and Omega Healthcare Investors (OHI). But which of these two companies is the best option for those looking for undervalued stocks?

Alpine Income lets investors get in on the ground floor of a massive dividend growth opportunity. Home Depot is a bet on the resilience of the US economy, which should see better days once again.

Sixth Street Specialty Lending offers an 11% yield, trading near its 52-week low and at the low end of its historical P/NAV range. TSLX's portfolio is 89% first-lien, 96% floating-rate, with strong credit quality, conservative leverage, and a long record of NAV/share preservation. Alpine Income Property Trust's Preferred Series A yields 8%, offers cumulative dividends, and provides higher income protection versus common shares.

Every month, we screen for dividend growth stocks, looking for potential opportunities to add names to our watchlist or portfolios that could provide growing cash flow over time. We don't want just any dividend stocks, though; we screen for safety, growth, and consistency, narrowing the field down to what should be relatively higher quality dividends. We then provide some quick dives into five of the names to see if they are worth exploring even further, based on those with the highest yields.

Alpine Income Property remains a buy, offering a 6.2% dividend yield and trading at a forward AFFO multiple well below the sector median. PINE's portfolio is anchored by 51% investment-grade tenants, with improved diversification and reduced exposure to troubled tenants, like Walgreens. Management guides for 2026 FFO of $2.07–$2.11 per share, driven by $70M–$100M in new investments and strategic asset dispositions.

Periods of persistent inflation, higher interest rates, and geopolitical tension can create a challenging environment for investors. Companies that can provide a defensive and diversified mix in this macro backdrop, including hard assets, resilient consumer demand, income-generating real estate, and tech infrastructure. By combining reliable dividends backed by outstanding profitability, five companies illustrate how investors can build portfolios that can withstand volatility while maintaining exposure to potential upside in 2026.

WINTER PARK, Fla., March 05, 2026 (GLOBE NEWSWIRE) -- Alpine Income Property Trust, Inc. (NYSE: PINE) (the “Company”) today announced the origination of a $32.0 million first mortgage loan investment (the “Loan”), of which $8.6 million was funded at close. The Loan carries a 24-month term with an interest rate of 13.00%, inclusive of 1.5% paid-in-kind interest, stepping down to 11.50% current pay upon the borrower's satisfaction of certain conditions.