Is LSEA or NNN a better dividend investment in 2026?

LSEA currently yields 17.68% with a 5% 5-year dividend growth rate. NNN yields 5.66% with 2.8% growth. The better choice depends on your goal: LSEA offers higher current income.

What is the dividend yield difference between LSEA and NNN?

LSEA has a forward dividend yield of 17.68% ($2.00/share annually). NNN yields 5.66% ($2.38/share annually). The yield gap is 12.02 percentage points.

Home › Compare › LSEA vs NNN

LSEA vs NNN: Dividend Comparison 2026

LSEA yields 17.68% · NNN yields 5.66%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 LSEA wins by $37.8K in total portfolio value

INVESTMENT

TIME HORIZON10 years

LSEA

● Live price

17.68%

Share price

$11.31

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$63.3K

Annual income

$5,219.56

Full LSEA calculator →

NNN

NNN REIT Inc.

● Live price

5.66%

Share price

$42.03

Annual div

$2.38

5Y div CAGR

8.6%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.5K

Annual income

$2,622.67

Full NNN calculator →

Portfolio growth — LSEA vs NNN

📍 LSEA pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	LSEA	NNN
2008–2009 GFC	— No data	— No data
2020 Q1–Q2 COVID	— No data	— No data
2022 Q4 Rate Hike	— No data	— No data

Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.

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Dividend Calendar Overlap

Combined, LSEA + NNN cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

LSEA pays

NNN pays

Both pay

Neither

💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

LSEA

Annual income on $10K today (after 15% tax)

$1,503.09/yr

After 10yr DRIP, annual income (after tax)

$4,436.63/yr

NNN

Annual income on $10K today (after 15% tax)

$481.32/yr

After 10yr DRIP, annual income (after tax)

$2,229.27/yr

At 15% tax rate, LSEA beats the other by $2,207.36/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

What's the optimal mix of LSEA + NNN for your $10,000?

LSEA: 50%NNN: 50%

100% NNN50/50100% LSEA

Portfolio after 10yr

$44.4K

Annual income

$3,921.12/yr

Blended yield

8.83%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on NNN right now

LSEA

Analyst Ratings

Buy

Hold

Consensus: Hold

Price Target

$13.67

+20.9% upside vs current

Range: $11.00 — $15.00

Altman Z

2.0

Piotroski

6/9

NNN

Analyst Ratings

Buy

Hold

Sell

Consensus: Hold

Price Target

$44.93

+6.9% upside vs current

Range: $43.00 — $48.50

Altman Z

1.1

Piotroski

5/9

Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LSEA buys

NNN buys

Politician	Chamber	Ticker	Type	Amount	Date
Lisa McClain	🏢 House	$NNN	▼ Sell	$1,001 - $15,000	2025-08-13
Lisa McClain	🏢 House	$NNN	▲ Buy	$1,001 - $15,000	2025-06-17
Zoe Lofgren	🏢 House	$NNN	▼ Sell	$1,001 - $15,000	2023-05-25
Ro Khanna	🏢 House	$NNN	▼ Sell	$1,001 - $15,000	2022-01-20
Zoe Lofgren	🏢 House	$NNN	▲ Buy	$1,001 - $15,000	2021-09-30
Zoe Lofgren	🏢 House	$NNN	▼ Sell	$1,001 - $15,000	2020-03-23

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricLSEANNN

Forward yield	17.68% ✓	5.66%
Annual dividend / share	$2.00	$2.38 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	8.6% ✓
Portfolio after 10y	$63.3K ✓	$25.5K
Annual income after 10y	$5,219.56 ✓	$2,622.67
Total dividends collected	$33.7K ✓	$13.7K
Payment frequency	quarterly	quarterly
Sector	Stock	REIT
Analyst consensus	Hold	Hold
Analyst price target	$13.67	$44.93 ✓

Year-by-year: LSEA vs NNN ($10,000, DRIP)

Year	LSEA Portfolio	LSEA Income/yr	NNN Portfolio	NNN Income/yr	Gap
1← crossover	$12,468	$1,768.35	$10,735	$614.96	+$1.7K → LSEA
2	$15,402	$2,060.59	$11,572	$708.43	+$3.8K → LSEA
3	$18,859	$2,378.86	$12,531	$819.53	+$6.3K → LSEA
4	$22,901	$2,722.25	$13,633	$952.29	+$9.3K → LSEA
5	$27,594	$3,089.50	$14,909	$1,111.84	+$12.7K → LSEA
6	$33,004	$3,479.02	$16,392	$1,304.77	+$16.6K → LSEA
7	$39,203	$3,888.97	$18,129	$1,539.52	+$21.1K → LSEA
8	$46,265	$4,317.23	$20,173	$1,827.08	+$26.1K → LSEA
9	$54,265	$4,761.56	$22,597	$2,181.81	+$31.7K → LSEA
10	$63,283	$5,219.56	$25,491	$2,622.67	+$37.8K → LSEA

LSEA vs NNN: Complete Analysis 2026

LSEA — Stock

Landsea Homes Corporation designs, constructs, markets, and sells suburban and urban single-family detached and attached homes in California, Arizona, Florida, Texas, and Metro New York. It offers a range of properties, including entry-level and first-time move-up homes. The company was incorporated in 2017 and is headquartered in Newport Beach, California. Landsea Homes Corporation is a subsidiary of Landsea Holdings Corporation.

Full LSEA Calculator →

NNN — REIT

National Retail Properties invests primarily in high-quality retail properties subject generally to long-term, net leases. As of September 30, 2020, the company owned 3,114 properties in 48 states with a gross leasable area of approximately 32.4 million square feet and with a weighted average remaining lease term of 10.7 years.

Full NNN Calculator →

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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.