Peers · Real Estate
NLY Alternatives
The closest NLY alternative is VICI (7.66% yield, 4.3/10 safety), followed by O and STAG. All 4 sit in the same real estate sector as NLY (12.92% yield, 4.2/10 safety) and are ranked below on how closely they match it.
The closest alternative to NLY in our universe is VICI — 5.26% higher yield than NLY (7.66% vs 12.92%) and a 4.3/10 safety score compared to NLY's 4.2/10. Across all 4 peers, yields range from 4.19% to 7.66% and safety scores range from 4.3 to 7.3/10.
Switching from NLY to a peer is not always straightforward — a higher yield peer often carries a lower safety score, and vice versa. Tax treatment can diverge too: check whether NLY dividends are qualified before assuming a peer's headline yield is comparable after tax. The table below ranks each alternative by how closely it matches NLY on both dimensions simultaneously, so you can see the full yield-vs-safety tradeoff at a glance.
Closest matches
| Ticker | Yield | Safety | How it differs from NLY |
|---|---|---|---|
| VICI · Vici Properties Inc. | 7.66% | 4.3/10 · Weak | 5.26% yield gap (lower) |
| O · Realty Income Corp. | 5.73% | 5.8/10 · Mixed | 7.19% yield gap (lower) |
| STAG · STAG Industrial, Inc. | 4.25% | 5.2/10 · Mixed | 8.67% yield gap (lower) |
| SPG · Simon Property Group Inc. | 4.19% | 7.3/10 · Solid | 8.73% yield gap (lower) |
Frequently asked questions
What are the best NLY alternatives?
The closest NLY alternatives are VICI, O, STAG — all in the same real estate sector with comparable yield and dividend safety. VICI is the single closest match at 7.66% yield and 4.3/10 safety, versus 12.92% and 4.2/10 for NLY.
Is there a higher-yielding alternative to NLY?
None of the 4 peers we track yield more than NLY's 12.92%. If you want more income than NLY produces, you would need to move outside its sector — usually at the cost of a lower dividend safety score.
What stocks are similar to NLY?
We rank 4 similar stocks for NLY: VICI, O, STAG, SPG. Each is matched on sector, yield zone, and a 0-10 dividend safety score, then ranked by how closely it tracks NLY on both dimensions at once.
Which of these do you already own?
Connect your brokerage in 60 seconds — Infnits flags which of these peer tickers duplicate exposure you already have, and which would actually diversify NLY.