ADAM

We're at the halfway point of another surprisingly strong REIT earnings season, with property fundamentals continuing to improve despite a materially tougher interest rate and capital market backdrop. Among 52 equity REITs providing full-year FFO guidance, 44 raised their outlooks (85%), six maintained guidance, and just two lowered (4%) their FFO outlook. REITs have significantly outperformed during earnings season, with the Equity REIT Index gaining nearly 4% during this stretch versus a -3% decline for the S&P 500.

Office Properties Income Trust shareholders watched a double-digit yield turn into a bankruptcy, and five dividend payers right now share the same warning signs that preceded that collapse.

NEW YORK, Oct. 28, 2026 (GLOBE NEWSWIRE) -- Adamas Trust, Inc. (Nasdaq: ADAM) (“Adamas,” the “Company,” “we,” “our” or “us”) today reported results for the three and nine months ended September 30, 2026. Financial Highlights for Third Quarter 2026: GAAP basic loss per share of $1.89; Earnings available for distribution (or "EAD") ( 1 ) per common share of $0.30, up 25% year-over-year, reflecting continued portfolio expansion; Quarterly economic return ( 2 ) of (19.00)%; Quarterly economic return on adjusted book value (1)(2) of (16.92)%; Book value per share of $7.93, down 21.9% quarter-over-quarter; Adjusted book value (1) per share of $8.88, down 19.6% quarter-over-quarter; Total net interest income of $48.8 million, down 2.8% quarter-over-quarter; Total adjusted net interest income (1) of $51.5 million, up 2.4% quarter-over-quarter; Declared third quarter common stock dividend of $0.30 per share, representing a 15.4% annualized yield ( 3 ); Cumulative stockholder return ( 4 ) of (14.2)% for the quarter and 26.6% over the last twelve months; and Company Economic Recourse Leverage Ratio (1) of 4.8x; Portfolio Economic Recourse Leverage Ratio (1) of 4.4x.

Dividend-paying stocks, especially 'LoPrice/HiYield Dividend Dogs,' are positioned for strong total returns as market sentiment shifts from growth to income. Top ten LoPrice/HiYield Dogs are projected to deliver average net gains of 51.9% by October 2027, with some individual names like BXMT estimated at 76.17%. Twenty-nine of forty-two featured stocks show 'safer' dividends, supported by positive free cash flow, but thirteen rely on borrowed funds for payouts.

Top ten ReFa/Ro Dogs for September 2026 offer projected net gains of 40.66% to 122.87% by September 2027, per broker estimates. All ten IDEAL ReFa/Ro stocks have annual dividends from $1,000 invested exceeding their single share prices, signaling contrarian value opportunities. Analyst targets suggest five lowest-priced ReFa/Ro Dogs could deliver 92.27% net gains versus 70.37% for all ten, highlighting potential upside in low-priced names.

NEW YORK, Oct. 19, 2026 (GLOBE NEWSWIRE) -- Adamas Trust, Inc. (Nasdaq: ADAM) (the “Company”) is scheduled to report financial results for the three and nine months ended September 30, 2026 after the close of market on October 28, 2026. Adamas Trust's executive management will host a conference call and audio webcast at 9:00 a.m.

We take a look at this income market sell-off and review some of the key strategies investors can use to take the most advantage of it. Relying on static buy-under targets is ineffective and potentially dangerous during both systemic and idiosyncratic drawdowns. Effective risk management requires scenario analysis, diversification, and an 'All Weather' allocation approach rather than single-outcome bets.

The October 2026 'Dogs of the Russell 3000' strategy highlights high-yield, fair-priced stocks with analyst-projected net gains up to 81.2% by October 2027. Top ten S-M Russell 3000 stocks offer yields from 10.1% to 19.6%, with all currently trading below projected annual dividends from $1,000 invested. Fifteen out of fifty-one S-M Russell 3000 high-yielders have negative free cash flow margins, signaling caution for dividend sustainability.

Invesco Mortgage Capital (IVR), MFA Financial (MFA), and five others lead the October Dividend Power list with high yields and 'safer' dividends backed by free cash flow. Top ten Dividend Power stocks are projected to deliver average net gains of 86.23% by October 2027, with analyst targets indicating significant upside potential. Dividend Power strategy focuses on high earnings yield and top dividend yield, favoring underpriced, high-yielding 'underdog' stocks for contrarian, income-focused investors.

These five cheap real estate stocks offer dividend yields above 3% and could become attractive buy-the-dip opportunities if higher interest rates spark another REIT selloff.