The Ultimate SWAN Investment: Why Retirees Should Own Net Lease REITs
Realty Income, Essential Properties, and Agree Realty are my top SWAN net lease REITs for dependable, growing retirement income. O, EPRT, and ADC offer sector-leading AFFO-per-share growth, conservative payout ratios, and attractive yields, trading below historical AFFO multiples. Scale, cost of capital, and disciplined underwriting are critical; sector consolidation favors larger REITs with diversified portfolios and capital access.