LAND - Gladstone Land Corporation
Dividend stocks are under pressure from rising long-term interest rates. What matters most in the near term is where interest rates are headed next. I detail the factors at play and where I think the best risk-adjusted places to allocate capital today are.
Panmure Liberum has maintained its 'buy' rating on Land Securities Group PLC (LSE:LAND), the property investment company, with a target price of 710p, after the company agreed to acquire the Metrocentre shopping centre in Gateshead. Landsec has exchanged contracts to buy 100% of Metrocentre for £516 million in net cash consideration, funded through a roughly £500 million equity raise and existing debt facilities.
Gladstone Land Corp. remains a unique farmland REIT, offering monthly dividends and exposure to a niche real estate class. Despite underperforming major benchmarks YTD, LAND demonstrated resilience during market downturns, supporting its durability in stressed environments. Favorable macro trends—rising global population and declining arable land—set up a positive supply/demand dynamic for LAND's portfolio.
Land Securities Group PLC (LSE:LAND) has agreed the £211 million sale of 123 Victoria Street in London as it continues to recycle capital out of offices and into assets offering stronger income growth. The 245,000-square-foot property is being sold to SevenCitiesLdn, on behalf of Seven Capital PLC, in an unconditional transaction.
REITs have evolved into a larger, more diversified, and better-capitalized asset class, now less sensitive to Treasury yields than in prior cycles. Modern REITs feature lower leverage (34.4% debt), predominantly fixed-rate, long-maturity debt, and strong liquidity, supporting resilience amid higher rates. Supply constraints and rising replacement costs create durable moats for select REIT sectors, especially those with HALO (Heavy Assets, Low Obsolescence) characteristics.
Most dividend stocks pay quarterly, leaving income investors to bridge the gap between checks and bills that arrive every 30 days. Four very different companies solve that mismatch, but their monthly paycheck promises are not equally reliable.
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.
Gladstone Land Corporation (LAND) Q2 2026 Earnings Call Transcript
Gladstone Land NASDAQ: LAND reported a second-quarter net loss of approximately $8.5 million, while management pointed to improving almond and pistachio pricing, potential revenue from re-leasing vacant acreage, and plans to continue reviewing farms for possible sales.
Gladstone Land (LAND) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of $0.02. This compares to a loss of $0.09 per share a year ago.
Please note that the limited information that follows in this press release is a summary and is not adequate for making an informed investment decision. MCLEAN, VA / ACCESS Newswire / August 11, 2026 / Gladstone Land Corporation (Nasdaq:LAND) ("Gladstone Land" or the "Company") today reported financial results for the second quarter ended June 30, 2026.
MCLEAN, VA / ACCESS Newswire / August 10, 2026 / Gladstone Land Corporation (Nasdaq:LAND) announces the following event: What: Gladstone Land Corporation's Second Quarter Ended June 30, 2026, Earnings Call & Webcast When: Wednesday, August 12, 2026 @ 8:30 a.m. ET Where: https://event.choruscall.com/mediaframe/webcast.html?webcastid=N1TIXnXt How: By webcast -- Log on to the web at the address above By phone -- Please call (877) 407-9046 Contact: Gladstone Land Corporation, (703) 287-5893 A conference call replay will be available after the call and will be accessible through August 19, 2026.
Gladstone Land Corporation trades with a price-to-book of 0.52 and a market cap of $367 million. LAND's credit metrics suggest a Moody's equivalent rating of B1 for the company and B3 for its preferred shares, indicating elevated risk. The common stock's 4.85% AFFO yield and preferreds' 7%+ yields are outweighed by weak credit quality and high leverage.
Gladstone Land faces rising OpEx, dividend coverage issues, and tenant concentration risks, prompting a revised 'Hold' rating. LAND's shift to crop-share agreements increased exposure to farm trends and seasonality, further pressuring AFFO and dividend sustainability. I see a necessary dividend reset to $0.30/share and a $6/share price target, reflecting required deleveraging and cost control.
Retirees living off a portfolio care about one thing above all: when the checks show up.
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies that changed their dividends. Companies with upcoming ex-dividend dates.
MCLEAN, VA / ACCESS Newswire / July 15, 2026 / Gladstone Land Corporation (Nasdaq:LAND) ("Gladstone Land" or the "Company") announced that its board of directors has authorized a share repurchase program for up to $20,000,000 of the Company's 6.00% Series B Cumulative Redeemable Preferred Stock (Nasdaq:LANDO) and up to $35,000,000 of the Company's 6.00% Series C Cumulative Redeemable Preferred Stock (Nasdaq:LANDP) (together, the "Preferred Stock Repurchase Program"). The repurchases are intended to be implemented through open market transactions on U.S. exchanges or in privately negotiated transactions, in accordance with applicable securities laws, and any market purchases will be made during applicable trading window periods or pursuant to any applicable Rule 10b5-1 trading plans.
Retirement income requires more than just high yield. REIT funds may not be the best solution. A balanced REIT portfolio can offer income and growth.
These REITs built their portfolios to capitalize on inflationary periods.
For investors looking for income, Gladstone Land and Realty Income provide stability along with dividend yields above 5%.