These are Mizuho's top real estate picks for August. They also offer attractive yields

August 13, 2026 - 23:16

Mizuho analysts are pointing to two real estate investment trusts as standout choices for August, with both offering attractive dividend yields and room for growth. The picks come from different corners of the property market, showing the firm sees value beyond just one sector.

The first is an office-focused REIT that Mizuho believes is undervalued despite a challenging environment for office spaces. The analysts argue that the trust's portfolio is well-positioned, with strong occupancy rates and a tenant mix that should hold up better than the broader market. They see upside potential as the market adjusts to new work patterns, and the current yield offers a solid buffer for investors waiting for that re-rating.

The second pick is a retail REIT, which might surprise some given the ongoing shift to e-commerce. But Mizuho's team says this trust has done the hard work of reshaping its properties, focusing on essential services and high-traffic locations that still draw footfall. The result is a more resilient income stream than many peers, and the dividend yield is notably higher than the sector average.

Both picks are framed as income plays first, with capital appreciation as a secondary benefit. Mizuho notes that in a period of uncertain interest rates, these REITs provide a way to lock in cash flow without taking on excessive risk. The firm suggests that investors looking for steady returns should consider adding these names to their portfolios, especially if the market continues to fluctuate. As always, they remind that past performance is not a guarantee of future results, but the fundamentals here look solid for the months ahead.