Been looking at some solid dividend plays lately, and two REITs keep showing up on my radar for anyone looking to build passive income streams.

EPR Properties just bumped its monthly payout by 5.1% - that's meaningful when you're stacking dividends. They're sitting above 6% yield right now, which is pretty attractive. What caught my attention is they're not just coasting. They're investing $400-500 million into new experiential properties this year (theme parks, golf resorts, movie theaters), up from $288.5 million last year. The company only pays out about 70% of its operating cash, so they've got room to keep growing. They're expecting another 5%+ FFO growth this year, which should fuel more dividend increases.

Then there's Realty Income. This one's almost boring in how consistent it is - and I mean that as a compliment. They've raised their dividend every single quarter for 113 quarters straight. That's over 28 years of increases. Current yield is 4.9%, and they're planning to deploy at least $8 billion into new properties in 2026. They own retail, industrial, gaming properties - all locked in with major companies on long-term net leases. The stability is real.

Both are playing the same game: collect rent through long-term leases, pay out most of it as monthly dividends, reinvest the rest to grow the portfolio. For passive income seekers, this is exactly the kind of compounding machine you want working for you. EPR's accelerating growth is interesting, but Realty Income's track record of 113 consecutive quarterly increases speaks for itself.

If you're looking to supplement your income with reliable monthly payouts that actually grow over time, these two are worth a closer look. Both companies just laid out solid 2026 guidance, so the momentum seems to be there.