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Written by

Noah Zelvis

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Dividend Brief Analysis

The 8% Casino Landlord the Rate Scare Marked Down

Sep 28, 2026

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7 min read

The 8% Casino Landlord the Rate Scare Marked Down

Everyone's dumping this landlord, but tenants signed leases they can't escape for decades.

Dividend Brief Newsletter

A +31 Basis Point Yield Curve Is Reopening a Bank Dividend Trade You Missed

Sep 27, 2026

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7 min read

A +31 Basis Point Yield Curve Is Reopening a Bank Dividend Trade You Missed

The bond rout just steepened the yield curve, and some regional lenders now pay you over 4% to wait.

Dividend Brief Analysis

The 4.5% Yield Hiding in America's Most Valuable Warehouse Market

Sep 25, 2026

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6 min read

The 4.5% Yield Hiding in America's Most Valuable Warehouse Market

12 straight years of dividend hikes, 4.5% yield, and almost nobody's paying attention because AI is shinier.

Dividend Brief Newsletter

Legacy Income Payers Are Getting Fresh Growth Engines From New Demand Cycles

Sep 24, 2026

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8 min read

Legacy Income Payers Are Getting Fresh Growth Engines From New Demand Cycles

Last-mile logistics, Midwest AI power, and smoke-free nicotine are rewriting three dividend stories.

Dividend Brief Analysis

The Sun Belt Landlord Paying You 5% To Wait

Sep 23, 2026

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7 min read

The Sun Belt Landlord Paying You 5% To Wait

One of the biggest landlords in the Sun Belt just cut another check north of 5%.

Dividend Brief Newsletter

October Earnings Season Is About to Reprice Three Income Names You Should Own Now

Sep 22, 2026

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8 min read

October Earnings Season Is About to Reprice Three Income Names You Should Own Now

Q3 prints in October could reset the payout math on an oil major and a Dividend King.

Dividend Brief Analysis

The 6% Monthly Payer Hiding in Plain Sight

Sep 21, 2026

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6 min read

The 6% Monthly Payer Hiding in Plain Sight

6.2% monthly-pay REIT, teed up right before the Fed's next move.

Dividend Brief Newsletter

The Payout Does Not Care What the Fed Did Wednesday

Sep 20, 2026

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7 min read

The Payout Does Not Care What the Fed Did Wednesday

A telecom cash machine, a chipmaker's payout, and a franchise royalty check worth watching.

Dividend Brief Analysis

The 6% Yielder That Just Got Twice as Big

Sep 18, 2026

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6 min read

The 6% Yielder That Just Got Twice as Big

A defensive consumer name just doubled in size. Yields north of 6%. Barely on the radar.

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