Been thinking about this tariff situation and honestly, it's creating some interesting opportunities in the market. Everyone's worried about how trade tensions will hit retailers and consumer goods companies, but here's the thing—people aren't going to stop shopping. They'll still need essentials and want the nice stuff regardless of what's happening with prices. So if you're looking for stocks to buy now that can weather this storm, the REIT space has some solid options.

Let me break down why net lease REITs are actually pretty bulletproof when it comes to tariffs. The beauty of this model is that tenants handle most of the property-level operating costs, so the landlord isn't directly exposed to tariff-driven inflation in maintenance or repairs. Realty Income is the heavyweight here with over 15,500 properties generating about 80% of rents from single-tenant retail. What's impressive is their track record—31 years of consecutive dividend increases. That kind of consistency doesn't happen by accident. With a 4.8% yield, this is the kind of stocks to buy now if you want stability and income that actually holds up when things get messy.

But here's where it gets interesting. Realty Income is so massive that it barely moves. Over the past three decades, dividends grew at just 4.2% annually—barely beating inflation. Last year they only bumped it 2.3%. That's solid but not exciting.

Agree Realty is the flip side of that coin. It's smaller with around 2,600 properties, all U.S.-focused, which means it still has real room to grow. A decade of annual dividend increases with a 5% annualized growth rate shows they're actually moving. In 2025, they increased dividends by 3.5%—that's 50% more growth than Realty Income. The yield is lower at 3.8%, but you're actually getting capital appreciation potential here. If you're shopping for stocks to buy now with growth potential, this one deserves attention.

Here's what most people miss: these REITs could actually benefit from tariff pressure. When tenants get squeezed, they sometimes sell properties to raise cash. Guess who's sitting there ready to buy? These net lease companies. It's counterintuitive but makes sense once you think about it.

So yeah, if tariffs are keeping you up at night and you're looking for stocks to buy now that can handle the volatility, both of these REITs offer different flavors depending on whether you want stability or growth. Realty Income is the boring, reliable choice. Agree Realty is where you go if you want a bit more action.