STAG Industrial

STAG

Market cap $7.97B

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Stag (STAG) have what it takes?

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.

STAG Industrial remains a steady, growth-focused REIT with strong cash flow and consistent revenue expansion, despite underperforming the S&P 500 since the last bullish call. STAG offers attractive exposure to the expanding e-commerce sector, with 31% of its portfolio tied to e-commerce and diversified tenant risk—Amazon represents only 2.8% of base rent. While STAG's valuation is not cheap, it trades at lower multiples than most peers and continues to grow via acquisitions, developments, and selective asset sales.

PEB, HPP and STAG benefit as REIT demand rises for AI-ready infrastructure, industrial assets, lodging properties and modern offices.

Iron Mountain, Tanger, Four Corners, Essential Properties, and Chatham Lodging delivered outsized REIT returns by exploiting price-value gaps during market panics. My disciplined value investing approach focuses on durable business models, strong balance sheets, and buying below intrinsic value, not market timing or headline chasing. IRM and SKT now trade at premium valuations, while EPRT and FCPT remain attractively priced with solid growth and conservative payout ratios; CLDT reached fair value and was exited.

Income investors entering July 2026 are getting a friendlier setup than they had six months ago.

BOSTON, July 1, 2026 /PRNewswire/ -- STAG Industrial, Inc. (the "Company") (NYSE: STAG) today announced that the Company will release its second quarter 2026 operating and financial results after market close on Tuesday, July 28, 2026. The Company will host its quarterly earnings conference call on Wednesday, July 29, 2026, at 10:00 a.m.

STAG Industrial is rated a buy for its quality industrial portfolio, investment-grade credit, and proven FFO growth, despite modest near-term upside. STAG benefits from geographic diversification, low tenant concentration risk, and a resilient operating cash flow profile, supporting its competitive positioning among industrial REIT peers. Recent growth drivers include 6MM sq. ft of new leases and a fully occupied Kansas City acquisition, underpinning stable NOI and FFO expansion.

You like the idea of rental income, but you hate the idea of a tenant calling you at 2 a.m.

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Stag (STAG) have what it takes?