
Warehouses handling every online order and factory shipment are back in high demand, and five industrial REITs are converting that traffic into growing dividend checks.
STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant industrial properties throughout the United States.
| Revenue (TTM) | $880.59M |
| Gross Profit (TTM) | $700.50M |
| EBITDA | $643.06M |
| Operating Margin | 37.00% |
| Return on Equity | 6.98% |
| Return on Assets | 2.89% |
| Revenue/Share (TTM) | $4.66 |
| Book Value | $18.83 |
| Price-to-Book | 1.96 |
| Price-to-Sales (TTM) | 8.01 |
| EV/Revenue | 11.94 |
| EV/EBITDA | 14.90 |
| Quarterly Earnings Growth (YoY) | 3.30% |
| Quarterly Revenue Growth (YoY) | 8.10% |
| Shares Outstanding | $192.80M |
| Float | $191.94M |
| % Insiders | 0.14% |
| % Institutions | 96.55% |
Volatility is currently expanding

Warehouses handling every online order and factory shipment are back in high demand, and five industrial REITs are converting that traffic into growing dividend checks.

BOSTON, Oct. 1, 2026 /PRNewswire/ -- STAG Industrial, Inc. (the "Company") (NYSE:STAG) today announced that the Company will release its third quarter 2026 operating and financial results after market close on Tuesday, October 27, 2026. The Company will host its quarterly earnings conference call on Wednesday, October 28, 2026, at 10:00 a.m.

Warehouse demand is accelerating from e-commerce, defense, and data centers all at once, and three industrial REITs are quietly capturing that rent growth while their dividends still have plenty of room to climb.

A 10-year Treasury sitting at a 52-week high just made dividend investing a lot harder, yet five monthly payers are still fighting for retirees' portfolios with yields, coverage ratios, and dividend growth records that demand a closer look.

Boomer income investors want one thing above the rest: reliable checks that land every month. This September lineup spreads that mandate across four distinct income engines: net-lease retail, industrial warehouses, lower-middle-market private credit, and buyout-focused private credit.

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Not every stock that pays you every month is built the same way, and the gap between the safest name on this list and the riskiest one spans a yield difference that should raise serious questions before you buy either.

Retirement income planning has a rhythm problem. Bills arrive monthly, but most dividend stocks pay quarterly, forcing retirees to manage lumpy cash flow across a smooth budget.

STAG is a Buy with a $40 target, supported by ~20% leasing spreads, improving industrial fundamentals, and a reasonable ~14x Core FFO valuation. Occupancy fell to 94.5%, but 2026 leasing is 91.7% addressed at a 20.5% cash rent increase, showing pricing power remains intact. Management raised 2026 Core FFO guidance to $2.61–$2.65 and same-store cash NOI growth guidance to 3.0%–3.5%.

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Stag (STAG) have what it takes?
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