Building a portfolio that can hold up across different market conditions is easier said than done, especially with so many competing strategies pulling investors in different directions. Some lean toward growth, others focus on value, while income-focused strategies like dividend investing continue to stand out for their simplicity and consistency.
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Most people think of dividend stocks as a defensive move, providing a layer of protection against downturns in the market. And they can do just that. But what dividend stocks really are, at base, is an income source. The dividend payment provides an income stream that is independent of the share price, and gives investors a steady flow of ready cash.
Dividend cash can be used for reinvesting, effectively compounding itself in the long term, or to meet immediate needs; it has no strings attached. The best dividend stocks will feature one of two attributes: a reliable long-term payment history or a high forward yield. The very best will feature both.
Keeping all of this in mind, we’ve opened up the TipRanks database to find two dividend stocks offering yields of 10% or more, with Wall Street analysts backing both names and pointing to double-digit upside potential. Here are the details.
The RMR Group (RMR)
For the first stock on our list of dividend champs, we’ll look at RMR, an asset management company focused on the real estate sector. While dividend investors often gravitate toward real estate investment trusts, or REITs, RMR operates differently. The firm manages a diverse portfolio of publicly traded REITs and real estate operating companies, offering investors exposure to the commercial real estate (CRE) market.
RMR’s managed portfolio spans 48 U.S. states, along with Ontario and Puerto Rico, and includes assets across industrial, office, medical office, life sciences, credit, retail, residential, and senior living sectors – a wide cross-section of the CRE landscape.
As of December 31, 2025, RMR reported $37.2 billion in assets under management, with approximately 1,900 properties in its portfolio. These assets are supported by a network of about 30 offices and a team of nearly 900 real estate professionals.
The most recent results covered fiscal 1Q26, corresponding to the fourth quarter of calendar year 2025. During that period, revenue came in at $180.4 million, down nearly 18% year-over-year and just over $10 million below expectations. Adjusted earnings, however, reached $0.20 per share, ahead of consensus by $0.02 per share.
On the dividend front, RMR last declared a quarterly payment of $0.45 per common share on April 9, equivalent to $1.80 annually and a forward yield of 10.8%.
John Massocca, a 5-star analyst from B. Riley, covers this stock and lays out a compelling case for buying the shares.
“On a company-specific level, RMR seems well-positioned to see another set of incentive fee payments from managed REITs based on calendar 2026 relative stock performance, adding to the $23.6M collected for calendar year 2025… Looking at the broader operating landscape, we think the current macro environment could provide strong conditions for private capital fundraising, a major potential driver of AUM and fee revenue growth, and the catalyst for recent on-balance sheet real estate investments. While the environment for attracting private fund investments remains highly competitive, we believe headwinds for certain types of competing funds, particularly private lending, might make RMR’s potential real estate dedicated funds relatively more attractive,” Massocca opined.
“Essentially,” the analyst added, “if private/semi-liquid fund investors seek to limit exposure to investments vulnerable to AI disruption or other headwinds, they could move capital towards hard asset investors like RMR. As such, we feel RMR stock has compelling upside.”
These comments support Massocca’s Buy rating on RMR, while his price target of $21 points to a one-year upside potential of ~24%. Add in the dividend yield, and the one-year return on this stock can reach 34%. (To watch Massocca’s track record, click here)
RMR has slipped under the radar a bit and only has 2 recent analyst reviews. They both agree, however, that it’s a stock to buy, making the Moderate Buy analyst consensus unanimous. The shares are selling for $16.96 and their $19.75 average price target indicates room for a ~16% upside over the next 12 months. (See RMR stock forecast)
Adamas Trust (ADAM)
For investors looking beyond traditional property-owning REITs, Adamas Trust offers exposure to the mortgage side of the market. Founded in 2003 and internally managed, the company has built a $10.5 billion investment portfolio as of the end of 2025. Its focus is on acquiring, financing, and managing mortgage-related assets tied to both single- and multi-family housing, complemented by agency RMBS and other fixed-income securities that generate steady coupon income.
The company has intentionally built a portfolio that includes credit-sensitive assets and is designed to give attractive risk-adjusted returns even as economic conditions change. Adamas’ strategy targets mortgage-related and single-family housing-related assets, while accepting elements of credit and interest rate risk.
The single largest segment of Adamas’ portfolio is comprised of Agency RMBS, at 54% of the total. Residential mortgage loans make up 30% of the portfolio, non-Agency RMBS make up 8%, and structured multi-family investments plus ‘other’ comprise the final 8% of the portfolio.
Based on the income generated from its investment portfolio, Adamas Trust pays a regular quarterly dividend and has maintained a long track record of distributions. On March 19, the company declared a $0.23 per common share dividend, payable on April 28. On an annualized basis, the $0.92 payout translates to a forward yield of 11.7%.
Looking at the company’s results, we find that Adamas Trust realized $43.17 million in net interest income during 4Q25, the last period reported. The company’s earnings available for distribution per common share – a key metric for REITs that directly supports the dividend payment – came to 23 cents, providing full coverage of the dividend.
Adamas Trust has picked up coverage from Maxim analyst Michael Diana, who said recently of the company, “Core earnings cover dividend, which we regard as sustainable. We maintain our quarterly dividend and core EPS estimate for 2026 at $0.23. The means by which management has been successful in growing recurring earnings has been by increasing the allocation to agency RMBS and away from less-liquid real estate assets, some of which were non-interest-earning, thereby generating more recurring net interest income. ADAM now has an asset allocation to RMBS of 63% and an equity allocation of 56%.”
To quantify his stance on ADAM, Diana assigns the stock a Buy alongside a $9 price target, which implies a 12-month share price gain of 14%. That, plus the dividend yield, adds up to a ~26% one-year return. (To watch Diana’s track record, click here)
Overall, the 3 recent analyst reviews on ADAM include 2 Buys and 1 Hold, for a Moderate Buy consensus rating. The shares are trading for $7.88 per share, and the $9 average price target matches the Maxim view. (See ADAM stock forecast)
Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.