6 Dividend Stocks I'm Buying As An AI Bubble Inflates

Summary

• Tariffs are directly fueling inflation, impacting both imported and domestic goods, and CFOs are increasingly concerned about the economic burden.
• Big Tech's momentum is driven by robust earnings growth, not just AI hype, so I don't see an AI bubble yet—valuations are rich but potentially justified.
• REITs are deeply out of favor despite improving fundamentals and attractive valuations; I see this as a long-term buying opportunity for quality names.
• My buy list focuses on high-quality, dividend-growing REITs and select preferreds, aiming to build a resilient, income-compounding portfolio for the long run.
• Looking for a helping hand in the market? Members of High Yield Landlord get exclusive ideas and guidance to navigate any climate. Learn More »

Analyst’s Disclosure:I/we have a beneficial long position in the shares of AMH, EGP, ELS, IVT, MAA, PSA, DLR,PR.L, KIM.PR.M, REGCO, REXR.PR.C either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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