Episode
Why REIT Dividends Hold Up in a 4.5 Percent Treasury World
- Published
- Jun 11, 2026
- Duration seconds
- 439
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Summary
With the 10-year Treasury yielding 4.53 percent as of June 2026, income investors are asking: why bother with REIT dividends when you can get nearly the same from government bonds? In this episode, Lucas and Luna dig into Realty Income (ticker O) as a case study. O's stock is up 1.8 percent over the past five days, and its dividend yield sits around 5.2 percent — about 70 basis points above the 10-year. They explain how REITs like O use long-term triple-net leases and embedded rent escalators to maintain payout growth even as rates stay elevated. They also touch on the 10-year yield dropping from 4.56 to 4.53 recently, and what a flattening yield curve means for real estate income. If you've wondered whether REIT dividends can still compete with bonds, this episode walks through the math and the strategy. #REITDividends #RealtyIncome #DividendInvesting #TreasuryYield #IncomeInvesting #RealEstate #TripleNetLease #DividendYield #BondMarket #YieldCurve #PassiveIncome #StockMarket #FexingoBusiness #BusinessPodcast #Finance #Investing #DividendGrowth #OStock Keep every episode free: buymeacoffee.com/fexingo