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Could Falling Yields Make REIT Stocks Worth a Second Look?

Reported by Chris Markoch. Publication Date: 8/28/2026.

One of the strongest cases for investing in real estate investment trusts (REITs) is their reliable income, typically delivered through high-yield dividends. REITs are required to pay a significant portion of their earnings, usually more than 90%, in the form of dividends.

However, REITs are sensitive to interest rates. Specifically, these companies are sensitive to rates on long-term Treasury notes, which affect the discount rates applied to future cash flows and the cost of borrowing for sectors such as real estate.

When long-term rates briefly climbed above 5% in August, REITs looked less attractive. However, after the U.S. Treasury Department announced that it would at least double the size of its liquidity-support buyback operations for longer-dated Treasury notes, yields began to retreat.

Does that mean REITs deserve a second look? There are two things to consider. First, it will take time to determine whether long-term rates will continue to fall. Second, lower interest rates may not benefit every company.

That said, this could be an opportunity for income-oriented investors to find value. Here are three REITs that offer investors different reasons to consider investing in these powerhouse income producers.

Realty Income: A Bellwether for Rate-Sensitive REITs

Realty Income (NYSE: O) is a clear example of the relationship between long-term Treasury rates and REITs. The stock is up approximately 10% in 2026, but it was down 5% in the 30 days ending Aug. 27.

Realty Income's portfolio of commercial real estate assets has held up despite pressure on the sector. Higher rates could affect that growth if rising long-term yields increase the company's borrowing costs.

The company recently amended its existing $500 million term loan, which is due Aug. 20, 2027. The amendment could improve its ability to manage liquidity and negotiate future funding.

Analysts have also been bullish on Realty Income's efforts to diversify its funding and expand its fee-based businesses. The goal is to create a more capital-light source of growth beyond the company's traditional property acquisition model.

In terms of income, Realty Income offers an attractive dividend, yielding approximately 5.2%, and currently pays 27 cents per share each month. The company has increased its dividend for 31 consecutive years. It has also increased the payout by an average of 4.5% over the last five years, further boosting the stock's total return.

Prologis: Betting on Logistics and the Data Center Boom

Prologis (NYSE: PLD) is another commercial real estate REIT focused on logistics and distribution facilities. The company's portfolio primarily consists of warehouses and distribution centers designed to optimize the movement and storage of goods near key transportation hubs.

Not surprisingly, the company's recent growth is due in large part to data centers. In Q1 2026, Prologis announced that it had begun $2.1 billion in new development, including $850 million in logistics projects and $1.3 billion in two data center projects.

Regardless of how investors view future demand for data centers, the company's leadership position in this area shows why it deserves to be valued as more than just a logistics REIT.

Prologis has a dividend that currently yields 3%. But this is a good example of why yield is only one consideration.

The company has increased its dividend for 12 consecutive years and, more significantly, has increased it by an average of 11.7% annually over the last five years. Growth like that is something investors should consider when evaluating their investment's total return.

American Tower: A Different Kind of Growth Story

American Tower (NYSE: AMT) offers investors a REIT with a foot in two worlds. The company's core business remains its global portfolio of cell towers, which continues to benefit from carrier network investment tied to 5G densification and the coming 6G cycle.

But increasingly, the growth story is being written by CoreSite, American Tower's data center subsidiary. In its Q2 2026 results, the company reported data center revenue growth of 13.4% year over year to $297 million, with CoreSite achieving record leasing activity during the quarter.

Management attributed the strength to growing demand for interconnection-rich facilities and increasing AI-related workloads. It also noted that nine of the top 10 AI companies now have deployments in CoreSite facilities.

That combination of steady tower cash flow and a faster-growing digital infrastructure arm gives American Tower a hybrid profile among REITs. On the income side, the stock currently pays an annual dividend of $7.16 per share, yielding roughly 4.1%.

The company has increased its dividend annually for 12 consecutive years, with average five-year dividend growth of approximately 8.4%. That's a track record that income investors may find appealing if long-term rates continue to ease.

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BWX Technologies’ Army Reactor Win Could Redraw Its Nuclear Growth Story

Submitted by Jeffrey Neal Johnson. Date Posted: 8/28/2026.

The Department of Defense faces a structural energy problem, and its latest solution is quietly reshaping the commercial nuclear landscape. The U.S. Army recently selected BWX Technologies, Inc. (NYSE: BWXT) to deploy a 20-megawatt Advanced Nuclear Reactor at Fort Campbell as part of the Janus program.

This contract serves as a federally funded proving ground for commercial microreactors, eliminating some of the early-stage friction that typically stifles nuclear innovation. By pivoting from a traditional component manufacturer to a direct power provider, BWX Technologies is leveraging military validation to capture decentralized energy demand from industrial manufacturers and data center hyperscalers.

Backed by a strategic divestiture and a robust project backlog, this evolution establishes a potentially significant path toward earnings expansion.

From Parts to Power: BWXT's Strategic Evolution

The Janus program essentially requires the military to absorb the highest-risk phase of nuclear deployment. By partnering with the Defense Innovation Unit, the Army is taking on the initial regulatory and construction friction inherent in bringing a new reactor design online. The Fort Campbell project targets a late-2028 groundbreaking, with operations scheduled to begin in the early 2030s.

Rather than only fabricating parts for military operations, management is transitioning BWX Technologies to a vendor-owned operating model. BWX Technologies will own and operate the microreactor, selling the generated power directly to the installation.

Recurring revenue from long-term power purchase agreements could offer far greater margin stability than episodic component manufacturing. The broader equities market has historically assigned premium valuation multiples to businesses with predictable, utility-like cash flows compared with cyclical defense contractors. This fundamental shift in the operating model could set the stage for margin expansion over the next decade.

Bridging Military and Market

This military validation helps de-risk the technology for private industry. Tata Chemicals Soda Ash LLC recently signed a letter of intent to explore deploying up to eight Advanced Nuclear Reactor units in Wyoming. Heavy industrial manufacturers need grid independence to ensure operational continuity and hedge against fluctuating local energy costs. Having the Department of Defense validate the safety and efficacy of these reactors could provide the proof of concept industrial clients require before committing capital.

At the same time, technology hyperscalers face severe power constraints as they build out artificial intelligence (AI) data centers. A deployable, TRISO-fueled microreactor designed to operate safely behind the meter is the kind of resilient power source these energy-intensive sectors are increasingly evaluating. TRISO fuel is structurally resilient and designed to retain fission products even at extreme temperatures, making it a potentially suitable option for decentralized commercial use.

The U.S. Army is effectively helping fund a real-world test case for the product that the commercial technology sector needs to sustain its growth. BWX Technologies is uniquely positioned to capture this demand because its research and development costs are being subsidized by federal defense initiatives.

Building the Balance Sheet for a Nuclear Boom

Scaling nuclear infrastructure is highly capital-intensive. Aggressive expansion often forces businesses to dilute shareholders through secondary stock offerings or take on debt that pressures margins. BWX Technologies helped reduce that risk by divesting its medical isotopes unit to Nordic Capital for up to $800 million.

This transaction injects significant non-dilutive liquidity into the balance sheet. BWX Technologies now has additional capital to scale its TRISO fuel fabrication facilities and advance commercialization without tapping expensive credit markets.

Combine this cash influx with a project backlog of about $8.40 billion, and the company has meaningful multi-year revenue visibility. That visibility allows BWX Technologies to confidently raise its full-year 2026 guidance despite broader macroeconomic volatility. Second-quarter earnings showcased this underlying momentum. BWX Technologies reported earnings per share of $1.07, beating consensus estimates of $1.04, while quarterly revenue expanded 18% year over year to $901.63 million. When evaluating industrial stocks, finding a strong balance sheet paired with an expanding backlog is a meaningful indicator of sustainable earnings growth.

Market Dislocation Meets Institutional Conviction

BWX Technologies' stock price has declined by about 12% over the past 30 days, bringing shares down to around $156. A trailing price-to-earnings ratio near 40 might initially look steep for a legacy defense supplier. Valuing BWX Technologies solely as a traditional government contractor overlooks its ongoing operational pivot. With the forward price-to-earnings ratio easing to about 32, the market may still be underestimating the potential margin expansion from the new vendor-owned power model.

The recent pullback offers a potential market dislocation. The broader market often sells off industrial names during periods of macroeconomic uncertainty, temporarily overlooking individual catalysts. Technical indicators and institutional behavior support the thesis that this dip may represent a temporary repricing rather than a fundamental breakdown.

Short interest has dropped by nearly 5% over the last reporting period, leaving only about 3% of the float sold short. The decline suggests that bearish sentiment among market participants is easing.

Some retail traders noticed CEO Rex Geveden's recent $1.72 million share sale, sparking brief discussions about executive conviction. Context matters when evaluating insider selling. The sale occurred roughly two weeks before the material news of the Janus contract and the Nordic Capital divestiture. Because the trade occurred before these positive catalysts, it appears more consistent with a routine, scheduled transaction than with a bearish lack of confidence.

Positioning Portfolios for the New Energy Grid

The long-term thesis for decentralized nuclear power relies heavily on successful technology execution at Fort Campbell and its subsequent rollout to industrial sites in Wyoming. The broader national energy grid is strained by aging infrastructure and unprecedented electricity demand from artificial intelligence computing. Behind-the-meter power generation is rapidly becoming a premium asset class.

Investors tracking the nuclear renaissance should watch how BWX Technologies allocates its recent $800 million capital injection to expedite the TRISO fuel supply chain, as fuel fabrication remains the primary bottleneck to widespread microreactor adoption. Cautious investors may prefer to add the stock to their watchlist and wait for earnings momentum to build toward the Army's late-2028 groundbreaking target, while those with a higher risk tolerance might view the recent pullback as a strategic entry point before the commercial pipeline fully materializes.

No one has told you about it or prepared you for it…

But America’s money is being replaced.

A dollar reset on this scale has happened just once before in our 250-year history.

That was back in 1974, with a secret deal struck in a Saudi desert that quietly determined the financial fate of an entire generation of Americans.

It created extraordinary wealth for some, while casting millions more into relative poverty.

Now, 52 years later, it's happening again.

And I’d like to show you how to prepare for it, while there’s still time.

My name is Porter Stansberry.

I'm the founder of one of the largest independent financial research firms in the world. Over the last 30 years we've helped hundreds of thousands of Americans navigate almost every major economic cycle.

We've been on the forefront of every big financial story – from the collapse of Fannie Mae and Freddie Mac to the rise of Bitcoin, the COVID inflation surge, and the artificial intelligence revolution.

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President Trump is replacing the dollar.

His shocking money reset has bypassed all conventional channels – enacted instead through a series of executive orders, bi-lateral deals, and a landmark treaty signed by 13 nations in December 2025 (barely reported in the press) called Pax Silica.

You need to know that the financial decisions you make in the face of Trump's New Dollar could dictate whether you're enriched, or quietly impoverished by the seismic shift already underway.

The stocks to buy. The assets to avoid. And the critical moves our research indicates you should make to ensure you and your family end up on the right side of this once-in-a-generation wealth divide…

It's all laid out here for you in my important new briefing.

Good investing,
Porter Stansberry

MongoDB Is Surging—And the Next Catalyst Is Almost Here

Authored by Thomas Hughes. Originally Published: 8/24/2026.

After years of struggling to gain traction, marked by numerous false starts and subsequent corrections, MongoDB (NASDAQ: MDB) has finally turned the tide. The stock price drifted lower in late spring, touched its long-term 150-week exponential moving average, and has been surging ever since. The takeaway is clear: long-term buy-and-hold investors, short-term traders, and speculators are all gobbling up shares.

Analyst activity reflects a bullish market posture, with an aggressive series of forecast revisions since the late-May release. These revisions are strengthening the consensus outlook and helping drive the stock to fresh highs.

Investors can take confidence from the outlook: 24 of the 36 analysts tracked have issued revisions or initiated coverage since May 29, the data show an 80% Buy-side bias, and price targets are trending higher. Consensus estimates place fair value near the top of the stock's long-term range, but the trend is clear: the consensus target has risen more than 15% over the period, with a high-end price target of $560.

MongoDB Atlas Changed the Narrative: MDB Is AI-Critical for Inference

MongoDB’s Atlas platform has been a game-changing development for the company's cloud-native business. It transformed the company from a simple database provider into an automated, unified, cross-cloud data platform. Its tools help automate developer workflows, allowing developers to focus on their primary job—writing code—instead of spending time on back-end management.

Other advantages include native AI and vector search capabilities, multicloud functionality, and autoscaling, which reduce the need for multiple vendors and patchwork solutions. MDB enables businesses and enterprises to securely share sensitive, real-time information with agents and models, improving contextualization and inference outcomes. As a result, it is now deeply entrenched in the AI ecosystem.

MongoDB operates natively across hyperscale environments and has deepening relationships with several major hyperscalers. In effect, these companies are part of MongoDB's sales team, promoting MDB services because they drive usage of the underlying cloud platforms.

Price Action Points to Fresh Highs by Year’s End

MongoDB’s recent price spike is significant because it sets the stage for a potentially larger gain. The move above $470 established a long-term high, and the stock now shows signs of consolidation, a pattern that could be confirmed following the company's fiscal Q2 release in early September.

Analysts are forecasting another strong quarter and could be surprised to the upside, given the Q1 results. Not only did top-line growth accelerate from the prior year and outperform consensus, but guidance also increased. Meanwhile, remaining performance obligations (RPO) point to strength in the outlook. RPO increased by 88%, more than three times Q1 revenue growth and in line with the forecast for fiscal Q2.

In this scenario, a significant catalyst could be developing that drives the market to a new high and keeps analysts bullish. Technically, the price action suggests $130 of upside upon a break above the consolidation range, with as much as $180 possible at the high end. That would put MDB stock in the $600 to $650 range.

MongoDB’s Price Rally Has Legs

Institutional activity is another signal that this move has legs. Institutions own nearly 90% of the stock and have been aggressively accumulating shares. More importantly, the data show that accumulation accelerated in early Q3 2026 ahead of the report, aligning with the signal from analysts.

Institutional buying is helping drive price action and limit downside risk in August. The likely outcome is that institutions will continue to limit risk in the coming quarters, potentially accelerating the rally if results are as strong as current trends suggest.

MongoDB’s biggest risk this year is its valuation. Trading near long-term highs, the stock is valued at about 70 times its current-year outlook and 40 times its five-year forecast, pricing in significant growth. This leaves the stock vulnerable to execution risk, quarterly weakness, or a slowdown in growth, any of which could impair price action. Delays, missteps, or disruptions would likely show up in the stock price, most likely in the form of a deep correction.

Competition is also a risk, but MongoDB's differentiated services and impact on hyperscaler businesses help mitigate it. Hyperscalers may prefer to sell their own databases, but they are just as happy to give clients access to MongoDB when doing so drives business for their cloud platforms.

MongoDB’s balance sheet raises no red flags. The company has a solid cash position, ample liquidity, no long-term corporate debt, and improving cash flow. The likely outcome is that the company can continue executing its strategy, converting backlog into revenue and building on its momentum.

As it stands, major catalysts in 2027 and 2028 are linked to the data center buildout. Most major data centers tied to the AI boom are slated for completion by then, at which point MDB could begin generating revenue from that activity.