STAG Industrial, Inc. STAG

Warehouse demand is accelerating from e-commerce, defense, and data centers all at once, and three industrial REITs are quietly capturing that rent growth while their dividends still have plenty of room to climb.

The answer depends almost entirely on which yield tier you pick, and the difference between the safest and most aggressive options runs nearly $1 million in required capital. Getting this choice wrong at 67 leaves very little room to recover.

A 10-year Treasury sitting at a 52-week high just made dividend investing a lot harder, yet five monthly payers are still fighting for retirees' portfolios with yields, coverage ratios, and dividend growth records that demand a closer look.