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Model portfolio · Roth IRA / 401(k)

Rent Collector (REIT-heavy) model portfolio

Real-estate-anchored monthly income. Sensitive to rates; rewards patience.

Portfolio yield4.65%Weighted average, live
Portfolio safety5.7/10Weighted average, 0-10
Income on $100K$4,652/year, pre-tax
Holdings7Tickers in this model

The holdings

TickerWeightYieldSafety
O · Realty Income Corporation25%5.23%5.8/10 · Mixed
STAG · Stag Industrial Inc.15%4.03%5.2/10 · Mixed
VICI · Vici Properties Inc.15%6.43%5.0/10 · Mixed
ADC · Agree Realty Corporation10%4.29%5.2/10 · Mixed
NNN · NNN REIT, Inc.10%5.49%5.2/10 · Mixed
AMT · American Tower Corporation10%3.77%6.8/10 · Solid
PLD · Prologis Inc.15%2.81%7.0/10 · Solid

Why this mix

REIT distributions are ordinary income — taxable account drags substantially.

Best account: Roth IRA / 401(k)

See the descriptive write-up of this archetype on the investor-archetypes page for the behavioral context — what kind of investor naturally lands here, and what to watch for.

Other model portfolios

How close is your current portfolio to this model?

Connect your brokerage — Infnits overlays this rent collector (reit-heavy) model portfolio on your existing holdings, flags overlap, and adjusts the gap-to-fill for your bracket and account types.