When markets get choppy and uncertainty creeps in, dividend-paying stocks suddenly look a lot more attractive. There's something comforting about companies with strong free cash flows that consistently reward shareholders with solid dividend payouts, especially when everything else feels unpredictable.
The real estate sector, in particular, has some compelling options right now for income-focused investors. We've identified three stocks in this space that not only offer dividend yields exceeding 5%, but have also caught the attention of Wall Street's most accurate analysts. Let's break down what these top-rated analysts are saying about each one.
Alexandria Real Estate Equities Inc
Dividend Yield: 10.66%
Alexandria Real Estate Equities Inc (ARE) is offering an eye-popping dividend yield of 10.66%, which is substantial by any measure. However, recent analyst activity suggests some caution is warranted.
Michael Carroll from RBC Capital maintained a Sector Perform rating on November 3, 2025, but slashed the price target from $98 down to $65. Carroll has a solid track record with a 60% accuracy rate on his calls.
Meanwhile, Anthony Paolone at JP Morgan also kept a Neutral stance but reduced his price target significantly from $117 to $95 on May 20, 2025. Paolone's accuracy rate stands at 65%, making his cautious outlook worth noting.
The backdrop here matters: Alexandria Real Estate posted mixed quarterly results on October 27, which likely explains the tempered analyst sentiment despite that attractive dividend yield.
Park Hotels & Resorts Inc
Dividend Yield: 9.97%
Park Hotels & Resorts Inc (PK) is offering investors nearly a 10% dividend yield, making it another compelling income play in the real estate space.
Robin Farley from UBS maintained a Neutral rating on October 6, 2025, and actually raised the price target from $10 to $11. What makes Farley's view particularly noteworthy is an impressive 77% accuracy rate, the highest among analysts covered here.
However, not everyone shares the same level of optimism. Patrick Scholes at Truist Securities downgraded the stock from Buy to Hold on May 30, 2025, while cutting the price target from $16 to $11. Scholes carries a respectable 64% accuracy rate.
Park Hotels & Resorts reported mixed third-quarter results on October 30, which appears to be a recurring theme among these high-yielding real estate plays. The elevated dividend yield seems to reflect some of the uncertainty surrounding the company's performance.
RLJ Lodging Trust
Dividend Yield: 8.23%
RLJ Lodging Trust (RLJ) rounds out our list with an 8.23% dividend yield. While that's the lowest of the three stocks featured here, it's still more than double what you'd find in many traditional income investments.
Gregory Miller from Truist Securities maintained a Hold rating on September 5, 2025, while raising the price target from $7 to $8. Miller has demonstrated solid analytical chops with a 67% accuracy rate.
On the more bullish side, Austin Wurschmidt at Keybanc maintained an Overweight rating, though he did lower the price target from $14 to $12 on March 24, 2025. Wurschmidt's accuracy rate sits at 61%.
RLJ Lodging also reported mixed quarterly results on November 5, continuing the pattern we've seen with the other stocks on this list.
What This All Means
These three real estate stocks share a common thread: exceptionally high dividend yields paired with somewhat cautious analyst sentiment and mixed recent earnings. That's not necessarily a red flag, but it does tell a story.
High dividend yields often emerge for a reason. Sometimes it's because the stock price has declined, making the yield mathematically higher. Other times, companies maintain generous dividends even as their business faces headwinds. The trick for investors is figuring out whether these yields represent genuine value or a warning sign.
The analyst ratings here provide some useful context. We're not looking at random opinions, but rather insights from professionals with proven track records ranging from 60% to 77% accuracy. The general consensus seems to be neutral to cautious, with price targets that have mostly been revised downward even as some analysts maintain their ratings.
For income-focused investors willing to accept some uncertainty in exchange for yields approaching or exceeding 10%, these stocks merit consideration. Just remember that past dividend payments don't guarantee future ones, and those mixed quarterly results suggest these companies are navigating some challenges. As always, high yields can be enticing, but they work best as part of a diversified portfolio rather than concentrated bets.