18 US REITs Forecast To Boost Dividends In Q3 2025

S&P Global Market Intelligence forecasts indicate that 18 publicly traded US real estate investment trusts (REITs) are expected to increase their dividend payouts in the third quarter. This projection covers a subset of the 119 public REITs analyzed, signaling potential income growth for investors in these specific entities.

Analysis

An S&P Global Market Intelligence forecast indicates that 18 publicly traded US real estate investment trusts are expected to raise dividend payouts in the third quarter. This represents a distinct minority, as the remaining 119 REITs included in the analysis are not projected to increase their distributions. This bifurcation within the sector suggests that while most REITs may be maintaining a cautious stance on capital allocation, a select group demonstrates sufficient financial strength and a positive forward outlook to enhance shareholder returns. The forecast, which carries a "strongly positive" sentiment signal, highlights specific pockets of fundamental strength and management confidence within the US real estate market, distinguishing these 18 entities from their peers.

Key Decisions for Investors

• Income-oriented investors should prioritize identifying the specific 18 REITs forecasted to raise dividends, as this serves as a strong signal of robust cash flow and management confidence.
• It is crucial to avoid applying this positive outlook to the entire REIT sector, as the data shows the vast majority of firms (119 out of 137) are not expected to increase payouts, warranting a selective investment approach.
• Investors should use this forecast as a screening tool and monitor upcoming Q3 corporate announcements to confirm these dividend hikes, which could validate the underlying financial health of these specific REITs.