2 Top Dividend Stocks to Buy in July
Real Estate
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2 Top Dividend Stocks to Buy in July

July 6, 2025
06:45 AM
4 min read
AI Enhanced
investmentstocksreal estateindustrialmarket cyclesseasonal analysismarket

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There are different ways to use dividends when it comes to selecting investments. Often, dividend investors focus all their attention on the highest-yielding stocks. But you can also buy stocks with...

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real estate

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Published

July 6, 2025

06:45 AM

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The Motley Fool

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Key Topics
investmentstocksreal estateindustrialmarket cyclesseasonal analysismarket

There are different ways to use dividends when it comes to selecting investments

Often, dividend investors focus all their attention on the highest-yielding stocks

But you can also buy stocks with a history of attractive dividend growth

And right now, you can purchase these two dividend growers with well-above-market yields of as much as 4

Here's what you need to know

Logis is a giant industrial REIT that's still growing quickly With a nearly $100 billion market cap, logis (PLD -0. 25%) is one of the largest real estate investment trusts (REITs) you can buy

It is also quite easily the largest REIT focused on industrial perties

It owns a global portfolio of assets, so it is also fairly well diversified, geographically speaking

Image source: Getty Images

The one thing logis focuses on is owning warehouses in the most important transportation hubs

That's a blem right now due to concerns tariffs

However, given the interconnectedness of global trade, it seems ly that the world will adjust to any tariff changes

And assuming that is the outcome, logis will again be viewed as a well-positioned REIT

But not even the tariff upheaval has really changed logis' trajectory

In the first quarter of 2025, it increased rents on renewing leases by a huge 32% on a cash basis

The average annualized dividend growth rate during the past decade was an attractive 11%, and the current 3. 8% yield is near the high end of the REIT's 10-year yield range

As if that weren't enough, the company has raised the dividend every year for more than a decade

If you owning the biggest and the best when they go on sale, fast-growing logis could be the dividend stock for your portfolio

Agree Realty is small but growing quickly Agree Realty (ADC -0. 01%) is a net lease REIT, which means its tenants are responsible for most perty-level operating expenses

It is not the largest player in the sector

That would be $50 billion market cap Realty Income (O -0

But Realty Income is at a point where growth is modest

Agree Realty, given its smaller $8 billion market cap, is still capable of growing quickly

Agree is focused on single-tenant retail perties in the U

These assets are fairly easy to buy, sell, and release as needed

And with a portfolio of more than 2,400 perties across all 50 U

States, it offers ample diversification within the niche it serves

It also has plenty of opportunities for growth, despite its focus on just one perty type, as net lease retail is a huge sector

The dividend yield today is 4. 2%, which is middle of the road for the REIT

What you are really buying is the dividend growth rate, which has stood at more than 5% for the past decade

By comparison, Realty Income's dividend growth rate over that span was roughly half that rate

If you are a growth and income investor, Agree stands out from the net lease pack today

Go for dividend growth with these two REITs You can find higher-yielding REITs pretty easily

But finding REITs that offer a combination of yield and attractive dividend growth spects is a bit harder

However, that's exactly what you will get with industrial perty-focused logis and retail-focused Agree Realty

This pair of high-yielders won't be right for every dividend investor, but for some, they will offer the perfect mix of income and income growth to make them attractive buys in July

Reuben Gregg Brewer has positions in Realty Income

The Motley Fool has positions in and recommends logis and Realty Income

The Motley Fool recommends the ing options: long January 2026 $90 calls on logis

The Motley Fool has a disclosure policy.