Realty Income, AGNC Investment, and EPR Properties stand out as monthly-pay REITs for retirement income in August 2026, each clearing the 4.63% 10-year Treasury yield bar with covered dividends and forward AFFO growth. Realty Income raised full-year AFFO per share guidance to $4.44 to $4.45, roughly 4% growth, and lifted 2026 investment volume guidance to $10 billion, with Q2 investments closing at a 7.3% initial weighted average cash yield and portfolio occupancy at 98.8%. AGNC Investment delivered a 6.7% economic return for Q2 and a 12.3% total stock return with dividends reinvested, with CEO Peter Federico citing projected ROEs of 15% to 17% on marginal investments at 7 to 7.5x leverage. EPR Properties posted Q2 FFO as adjusted per share up 12.7% to $1.42 and AFFO per share up 15.3%, with an AFFO payout ratio of 65% and management raising 2026 FFOAA guidance to $5.41 to $5.57.
EPR PropertiesQ2 FFO as adjusted per share up 12.7% and raised 2026 FFOAA guidance to $5.41-$5.57 reflect improved earnings outlook.
Realty Income Corporation
AGNC Investment Corp.Q2 economic return of 6.7% and projected ROEs of 15-17% on marginal investments indicate strong earnings and valuation support.
