REITs slid; some yields flash high
The U.S. Global REIT Index fell 1.51% to $223.87 on 3/18, with equity REITs down ~1.49% and mortgage REITs about -1.62% — a rate‑sensitive move tied to market volatility. Social analysts are highlighting high‑yield REIT picks like IIPR (16.6%), ABR (16.1%) and VICI (6.02%) as income plays amid the selloff (x.com) (x.com).
Treasury yields jumped after the Federal Reserve left rates unchanged on March 18, with the 10‑year trading near 4.2% and the 2‑year near 3.7%, pressure that amplified volatility in rate‑sensitive assets. (cnbc.com)) Arbor Realty Trust (ABR), a mortgage‑focused REIT and direct lender, registered a mid‑March dividend yield around 15.6% based on a $1.20 annual payout, and its public filings show a large structured loan and servicing footprint that included roughly $12.1 billion in structured loans as of its March investor materials. (financecharts.com)) Innovative Industrial Properties (IIPR) — the cannabis‑focused industrial REIT — displayed market yields reported in the mid‑teens based on a $7.60 annual dividend, and the company says it owned 111 properties and about $2.5 billion of invested capital as of Dec. 31, 2025. (stockanalysis.com)) VICI Properties announced a $0.45 quarterly dividend with an ex‑dividend date of March 19 and an annualized dividend yield in the low‑6% range (roughly 6.2–6.3%) based on that payout. (marketbeat.com)) Market roundups and dividend‑screen pieces that ran after the selloff placed IIPR and ABR among the highest‑yielding REITs in March, with some screens flagging yields above 16% as share prices fell. (ca.investing.com))
