American Homes 4 Rent vs. Essex Property Trust: Which Real Estate Stock Is a Better Buy in 2026?

The article compares two residential REITs: American Homes 4 Rent, which focuses on single-family rentals in the Sunbelt and Midwest, and Essex Property Trust, which operates multifamily apartments in supply-constrained West Coast markets. While both offer similar dividend yields (~3.7-4%), Essex Property Trust is recommended as the better buy due to its higher dividend per share ($10.36 vs $1.32), 32-year dividend growth history, stronger core FFO per share, and higher net margins (35% vs 27%), despite trading at a valuation premium.

06/14/2026, 12:19 PM • The Motley Fool

This Senior Living Stock Is Up 45%. One Investor Just Doubled Down With $179 Million

Conversant Capital significantly increased its stake in Sonida Senior Living by 5.3 million shares worth $178.71 million, now representing 63.3% of the fund's portfolio. The investment comes after Sonida's stock surged 45% over the past year, driven by strong Q1 results following its $1.8 billion CNL Healthcare Properties acquisition, which boosted revenue 30% year-over-year and occupancy rates. However, the company faces challenges including widened net losses from merger costs and a bridge facility refinancing due in 2027.

05/16/2026, 1:18 PM • The Motley Fool

Engineers Gate Trims Sabra Health Care REIT Stake as Investors Track Rental Income Trends

Engineers Gate Manager LP reduced its position in Sabra Health Care REIT by 1,513,777 shares (valued at ~$28.06 million), bringing the stake to 1.02% of the fund's assets. The sale reflects investor focus on healthcare REIT rental income sustainability, particularly as operators face challenges from Medicare/Medicaid reimbursement, labor costs, and occupancy trends.

03/13/2026, 2:14 PM • The Motley Fool

Engineers Gate Builds $85 Million Position in Net-Lease Retail REIT Agree Realty

Engineers Gate Manager LP increased its stake in Agree Realty (ADC) by 1,144,617 shares, bringing its total position to $85.16 million. The investment represents 1.01% of the fund's assets under management. ADC shares have appreciated 13.4% over the past year, outperforming the S&P 500.

03/12/2026, 5:20 PM • The Motley Fool

Invitation Homes Buys ResiBuilt, Says It Can Deliver More Homes For American Families

Invitation Homes (NYSE:INVH) acquired ResiBuilt Homes for $89 million plus up to $7.5 million in earn-out payments to strengthen its build-to-rent strategy in the Southeast. The deal includes 23 existing fee-building contracts and options for 1,500 lots. However, the company faces headwinds from President Trump's proposal to block large institutional investors from buying single-family homes.

01/16/2026, 9:04 AM • Benzinga

Trump Smashes Wall Street's Home Buying Machine—Real Estate Stocks Crater

President Trump announced plans to ban large institutional investors from purchasing single-family homes, citing concerns about housing affordability and the American Dream. The policy shift triggered sharp declines across real estate stocks, with major institutional landlords and homebuilders experiencing significant losses as investors worry about forced liquidations and market disruption.

01/07/2026, 4:15 PM • Benzinga

Forever Dividend Stocks: 3 Income Stocks I Never Plan to Sell

The article discusses three dividend stocks with strong growth potential and consistent dividend performance: Brookfield Renewable, Invitation Homes, and Realty Income, which offer stable income streams and potential for long-term investment.

08/31/2025, 7:04 PM • The Motley Fool

3 Top REIT Dividend Stocks to Buy in August for Passive Income

Three REITs - Mid-America Apartment Communities, Invitation Homes, and Realty Income - offer attractive dividend opportunities with consistent growth, strong financial profiles, and high-quality real estate portfolios.

08/03/2025, 12:10 PM • The Motley Fool

How to Easily Collect Passive Income From Real Estate Without Buying a Rental Property

Investors can generate passive real estate income through Real Estate Investment Trusts (REITs) like Invitation Homes and Realty Income, which own large property portfolios and provide steady dividend payments without the complexities of direct property management.

07/13/2025, 9:16 PM • The Motley Fool

The Smartest Dividend Stocks to Buy With $100 Right Now

The article highlights three real estate investment trusts (REITs) - Realty Income, Invitation Homes, and Rexford Industrial Realty - as standout dividend growth stocks. These companies have high dividend yields, excellent growth track records, and strong financial profiles, making them attractive dividend investments.

06/21/2025, 4:03 PM • The Motley Fool