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Derived from payout historyIncome reliability
Quarterly income profile is visible
STAG has an income profile aligned with its reit role. Provider data shows 7 recent payout records.
Market dataIncome framework read
REITNYSEUnited States
STAG
STAG Industrial
Real EstateREIT distributionQuarterly
Market Snapshot
US$36.37
-US$0.06 (-16.47%)
NYSE
Yield
4.25%
Rate US$1.55
Next Payment
—
Ex-date 2026-09-30
52wk Position
24.00%
-14.64% below high
Updated —
Decision Area
Distribution and DRIP Defense
Payout history, default DRIP coverage, and price creep pressure using market data where available.
Distribution Chart
Last 12 payments
Confirmed Expected
Coverage Ratio Test
DRIP defense check
- Cash
- US$38.75
- APR
- 1.065
- Coverage
- 1.065
Efficient defense zone. Monitor monthly for price creep.
Price Creep
Defended price ceiling
- Max defended
- US$38.75
- Cushion
- US$2.38
- Cushion %
- 6.54%
Current US$36.37Break US$38.75
Smart Recommendation
STAG is close enough to defend, but small price moves can weaken the rung.
Research Signals
Research in progress
DRIP availability
Plan-only
Tax character
Mixed
Distribution history
Monthly distributions, established payout history
Structure Overview
This is a real estate investment trust that owns or finances income-producing real estate and distributes a portion of net income to unitholders. REIT distributions commonly include a mixture of other income, return of capital, and capital gains—each taxed differently in a non-registered account. Holding REITs inside a registered account (RRSP, RRIF, or TFSA) shelters the mixed distribution components from annual tax.
Canadian Planning Notes
- 1REIT distributions held in a non-registered account require tracking the return-of-capital component, which reduces your adjusted cost base and affects future capital gains calculations.
- 2Holding a REIT inside an RRSP or RRIF is generally the most tax-efficient placement for Canadians, as all distribution components are sheltered.
- 3Verify the payout ratio, occupancy rates, and lease expiry schedule with the REIT's most recent management discussion and analysis before planning around the current distribution.
Market Facts
Market Data
A factual market, distribution, valuation, and financial snapshot for this holding.
Canadian Context
Account placement
TFSA
REIT distributions can mix income, capital gains, eligible dividends, and return of capital. Sheltering the holding avoids annual T3 complexity.
RRSP: Also shelters distribution complexity when TFSA room is limited.
Eligible dividend tax credit
- Total credit
- $345.27
- Effective rate
- 34.53%
Broker DRIP status
Questrade
Available
Wealthsimple
Plan-only
RBC Direct Investing
Available
TD Direct Investing
Available
U.S.-listed holdings can have withholding tax differences by account type. RRSP treatment is often more favorable than TFSA treatment.
Run Your Numbers
Carry this holding into a calculator
Use a planning tool that matches this holding's structure, payout timing, and income use case.
Related Holdings
This profile is informational only and does not constitute licensed financial advice. Signal values, planning notes, market data, and structure summaries may not reflect the most current issuer disclosures. Always verify current payout policy, ex-dividend dates, financial statements, and issuer communications before making any investment decision.