Jan. 5 at 2:26 PM
📉📈 The K-shaped economy is here — get paid accordingly
With AI capex booming and policymakers protecting asset holders, income investors may want resilient dividends over consumer-driven growth. Three standouts for 2026 👇
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$EPD – 6.8% yield
Midstream giant with 26 straight years of dividend hikes. Fee-based cash flows, LNG expansion, minimal commodity risk.
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$ESS – 4.0% yield
West Coast apartment REIT. 96% occupancy, tight housing supply, strong rent dynamics despite affordability stress.
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$AMT – 3.9% yield
Owns the wireless backbone of the digital economy. Towers + data centers + global growth fueled by AI and 5G.
💡 Bottom line:
In a bifurcated, AI-driven economy, dividends tied to energy, housing scarcity, and digital infrastructure may outperform.
