Re: Actual Dividend Growth Portfolio
IIRC, you were looking for companies that regularly increased their dividend. GOOD has kepth theirs pretty steady since 2006 when I bought it (.12 a month for a long period, .125 a month for the last 2-3 years) so it doesn't fall into that class. That could be a part of the large hit real estate took the last 4-6 years, perhaps its a statement along that they kept their dividend in place.
As a REIT, as I'm sure you know but others may not, it is required to return a certain % of all earnings back to its investors to hold onto the REIT classification.
Another place to look, though I'm not sure if any pay out monthly are Timber companies. Not only do they have a renewable resource (trees) that grow in value every year they remain in the ground, but they have the property that the trees stand on that generally increase in value every year (though that has been challenged the last 4-6 years)
again, thanks for posting this, its certainly interesting to watch.