After Land Securities Group PLC (LSE:LAND) interim results created some negative "noise", analysts at Stifel trimmed short-term forecasts but highlighted that the shares currently trade at a 33% discount to net tangible assets, offering a near-7% fully covered and growing dividend yield. While there was a slight reduction in near-term earnings forecasts, this was due to the unusual lease arrangements at Queen Anne's Mansions (QAM), a Westminster office tower that was sold in a deal that realises the value of the outstanding lease, but has an unusual impact on EPRA earnings, while being earnings-neutral.

REIT dividend yields are still historically high. They will become even more enticing as interest rates continue to be cut. Here are three of my favorite high-yielding REITs going into 2026.

The REIT sector returned to positive territory in November (+1.02%) after back-to-back months in the red. Mid caps (+3.53%) led the REIT sector in November followed by small caps (+3.38%) and large caps (+0.32%); micro caps (-8.76%) badly underperformed. 68.15% of REIT securities had a positive total return in November.

Accordant Advisory Group Inc raised its position in Gladstone Land Corporation (NASDAQ: LAND) by 4.4% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 259,580 shares of the real estate investment trust's stock after purchasing an additional 10,897

Moody's methodology analysis gives Gladstone Land Corporation an overall credit rating of Ba2–Ba3, which places it in the junk grade category. LAND's preferred shares are rated B1, indicating high risk and limited protection for investors. Despite LANDM preferred shares' high yield, its risk profile and weak credit rating make the investment rather unsuitable for conservative investors.

Land Securities Group PLC (LSE:LAND) reported higher earnings for the half year to 30 September 2025 as income growth continued. EPRA (operational) EPS rose 3.2% to 25.8 pence, supported by 5.2% like-for-like income growth and lower overhead costs.

LAND, LNC and SCCO made it to the Zacks Rank #1 (Strong Buy) income stocks list on Nov.10, 2025.

For my initial coverage of Gladstone Land Corp (LAND), I'm calling it a buy, in agreement with the Wall St and SA analyst consensus as of this writing. Key positives are steady monthly dividend payouts and modest 10 year dividend growth, as well as a diverse land portfolio across the US and trading below book value per share. This REIT is moving some leases to a participation-rent model rather than fixed rent, so that could also drive some uncertainty in revenue and earnings trends.

Gladstone Land Corporation (LAND) is downgraded to a sell due to ongoing macroeconomic headwinds and continued share price decline. LAND's recent earnings beat expectations, but gains were driven by cost-cutting and asset sales, not revenue growth or operational improvements. The REIT's 6% dividend yield is at risk, as LAND is paying out more than it generates in income, threatening sustainability.

Gladstone Land Corporation ( LAND ) Q3 2025 Earnings Call November 6, 2025 8:30 AM EST Company Participants David Gladstone - Founder, Chairman, CEO & President Catherine Gerkis Bill Reiman Lewis Parrish - CFO & Assistant Treasurer Conference Call Participants Robert Stevenson - Janney Montgomery Scott LLC, Research Division Craig Kucera - Lucid Capital Markets, LLC, Research Division John Massocca - B. Riley Securities, Inc., Research Division Presentation Operator Greetings, and welcome to the Gladstone Land Corporation Third Quarter Earnings Conference Call.