
5 Real Estate Stocks Paying 2%–6% Yields — Are They Worth It? | Ep. 297
From Dividend Talk by Dividend Talk
May 24, 2026 · 1h 13m · Season 6 · Episode 297
About this episode
The episode discusses five real estate stocks with varying yields and their potential for dividend growth, alongside other financial news and listener questions.
This week we break down five real estate investment trustswe like for dividend growth investors — from the Las Vegas strip to German retail parks. VICI Properties (VICI), Big Yellow Group (BYG.L), Healthpeak Properties (DOC), Defama (DEF.DE), and Agree Realty (ADC) each offer a different flavour of income and growth. We also talk about NVIDIA's (NVDA) staggering $870 million annual dividend payout to Jensen Huang, Evolution Gaming's (EVO.ST) $2 billion buyback, and Chubb's (CB) 33rd consecutive dividend hike. Plus, May dividends are rolling in and it feels good. Listener questions cover anticyclical investing, German industrial job losses and what it means for your portfolio, falling in love with stocks, portfolio complexity, Intuit's (INTU) AI risk, asset managers like KKR and Blackstone, and the hidden cost of inflation erosion on slow dividend growers. Episode 300 is just weeks away — sign up for the live showvia https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=header More at dividendtalk.eu Follow us @dividendtalk and @europeandgi Disclaimer: We are not financial advisors. All opinions expressed are for entertainment and…
People in this episode
Host: Dividend Talk
Topics covered
- real estate investment trusts
- dividend growth investing
- portfolio management
- buybacks
- dividend hikes
- inflation erosion
Keywords
- real estate stocks
- dividend growth
- investment trusts
- buybacks
- dividend hikes
- inflation
- portfolio complexity
Mentioned in this episode
Organizations: VICI Properties, Big Yellow Group, Healthpeak Properties, Defama, Agree Realty, NVIDIA, Evolution Gaming, Chubb, Intuit, KKR
Places: Las Vegas, Germany
More episodes of Dividend Talk
- Dividend Talk Confessions: Our Dumbest Stock Picks & Biggest Investing Regrets | Ep. 299 · June 6, 2026 · 1h 7m
- Dividend Investing When Market Valuations Are High | Eps 298 · May 30, 2026 · 58 min
- Stress Testing Your Dividend Portfolio: What Would a Market Crash Do to Your Income? · May 16, 2026 · 1h 5m
- Why Zoetis (ZTS) Dropped 30% — And Shell Hiked Its Dividend Twice | Ep. 295 · May 10, 2026 · 1h 2m
- Brookfield’s Big Drop, Starbucks' Return & Shell’s Strategy | Dividend Talk Ep. 294 · May 2, 2026 · 1h 10m
- Earnings Season Kicks Off: Intel Triples, Texas Instruments Surges 18% & Tim Cook Steps Down | Ep. 293 · April 25, 2026 · 1h 27m
Explore listener stats, chart rankings, contacts and more on the Dividend Talk podcast page.