Investors looking to ride out the market turmoil may turn to dividend-paying names. Stocks have been selling off since President Donald Trump signed his tariff policy Wednesday, which imposes 10% duties across the board and higher levies on certain countries. One sector that has attractive payouts is real estate investment trusts. The MSCI US REIT Index has been a relative outperformer since the Nasdaq Composite peaked on Feb. 19 for its highest close in 2025, Bank of America said in a note last Friday. The MSCI US REIT Index is down more than 7% so far this year, while the Nasdaq has lost 19%. “Within REITs, the sectors that have outperformed have been healthcare, residential, towers and net lease, at the expense of retail, datacenters and office that have lagged,” analyst Jeffrey Spector wrote. Still, there are several names that look cheap right now and are a buy, he said. Spector looked at the adjusted-funds-from-operations multiples relative to the stocks’ prices to determine their value. AFFOs are a measure of REITs’ financial performance. Here are five names that made the cut. Americold Realty Trust owns, operates and develops temperature-controlled warehouses across the globe. The stock has been taken down in the market rout, tumbling more than 10% week to date and hitting a 52-week low on Friday. Shares are down more than 8% year to date. It has a 4.7% dividend yield. Spector has a $30 price target on Americold Realty Trust, which suggests 47% upside from Thursday’s close. Investors can nab a 6.3% dividend yield with Getty Realty , which is relatively flat so far this year. The company focuses on convenience, automotive and other single-tenant retail real estate. Spector expects greater external growth going forward for Getty Realty. His $35 price target implies 15% upside from the close on Thursday. Two REITS on the list are exposed to senior housing, which is expected to get a boost as the population ages . Healthpeak Properties ‘ portfolio includes not continuing care retirement communities, such as assisted living and skilled nursing units, but also labs and outpatient medical buildings. The stock yields 6.5% and has lost 8% so far this year. Spector has a $25 price target on Healthpeak Properties, which suggests the stock can move 28% higher from Thursday’s close. Sabra Health Care focuses on skilled nursing/transitional care facilities, senior housing, behavioral health facilities and specialty hospitals. Shares are flat for the year and yield nearly 7%. Spector has a $21 price target on the stock, which implies 19% upside from Thursday’s close. Lastly, Kite Realty Group owns, operates and develops open-air shopping centers and mixed-use assets. The REIT yields about 5.2% and has lost 17% year to date. The company reported a fourth-quarter revenue beat in February, as well as funds from operations that were in line with expectations. Spector’s $28 price target suggests Kite Realty can rally 30% from Thursday’s close. Get Your Ticket to Pro LIVE Join us at the New York Stock Exchange! Uncertain markets? Gain an edge with CNBC Pro LIVE , an exclusive, inaugural event at the historic New York Stock Exchange. In today’s dynamic financial landscape, access to expert insights is paramount. As a CNBC Pro subscriber, we invite you to join us for our first exclusive, in-person CNBC Pro LIVE event at the iconic NYSE on Thursday, June 12. Join interactive Pro clinics led by our Pros Carter Worth, Dan Niles, and Dan Ives, with a special edition of Pro Talks with Tom Lee. You’ll also get the opportunity to network with CNBC experts, talent and other Pro subscribers during an exciting cocktail hour on the legendary trading floor. Tickets are limited!
