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"Company†) today announced the year-end promotions for the following professionals to support its continued growth: AJ Levine has been promoted to Executive Vice President, Leasing and Development. In his role, Mr. Levine will continue to lead leasing and development initiatives while assuming oversight of the Company's property management and marketing teams, further supporting the Company's internal growth strategy. RYE, N.Y.--(BUSINESS WIRE)--Acadia Realty Trust (NYSE: AKR) ("Acadia†or the ...

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

Core Viewpoint - The article discusses the risks associated with shorting REITs, particularly in December 2025, when short interest increased as REIT prices were at their lows, suggesting that this strategy may lead to significant losses as the market rebounds in 2026 [1][3][5]. Group 1: Market Trends and Shorting Dynamics - Short interest in REITs surged in December 2025, coinciding with a market low for these assets [1][3]. - The Vanguard REIT ETF (VNQ) saw a substantial price increase in 2026, indicating that many shorts entered positions at an inopportune time [5]. - The average short position is currently underwater by about 5%, which is not unusual in the stock market [5]. Group 2: Risks of Momentum Investing - Shorting based on momentum is deemed particularly risky, as it assumes that price movements reflect underlying fundamentals, which may not always be the case [7][10]. - The average stock historically rises by 8%-9% annually, meaning that short sellers must outperform this benchmark to avoid losses [11][12]. - The asymmetry of risk in shorting is highlighted, as potential losses are theoretically unlimited while gains are capped at the stock price going to zero [17]. Group 3: Specific REITs Under Scrutiny - Centerspace (CSR) is identified as a heavily shorted REIT, with a short interest increase of 270 basis points in December [14][16]. - Other REITs with significant short interest include NETSTREIT (NTST), Acadia Realty (AKR), and Americold (COLD), each facing unique market conditions that challenge the short thesis [26][34][40]. - CSR is projected to remain profitable, with consensus estimates for FFO per share showing steady growth through 2027, making it a risky short position [20][22]. Group 4: Potential for Short Squeezes - The article suggests that CSR, NTST, AKR, and COLD are well-positioned for potential short squeezes due to high short interest and the stability of their underlying fundamentals [49][50]. - The demand for cold storage properties remains strong, indicating that Americold could recover from current oversupply issues, further complicating the short thesis [42][45]. - The overall sentiment is that shorting stable, profitable companies with high dividend yields is a precarious strategy, especially as market conditions improve [47][49].

Core Viewpoint - Acadia Realty Trust will release its fourth quarter 2025 earnings on February 10, 2026, followed by a conference call on February 11, 2026, to discuss the results and operational performance [1][2]. Company Overview - Acadia Realty Trust is an equity real estate investment trust (REIT) focused on long-term profitable growth, owning a high-quality portfolio of street and open-air retail properties in dynamic retail corridors [3]. - The company also has an investment management platform that targets opportunistic and value-add investments through institutional co-investment vehicles [3]. Investor Communication - The company utilizes its Investors page on its website to disclose material nonpublic information and comply with disclosure obligations under Regulation FD, including investor presentations and portfolio updates [4]. - Investors are encouraged to monitor the company's website and LinkedIn profile for updates, press releases, SEC filings, and other communications [4].

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Core Viewpoint - Acadia Realty Trust announced the appointment of David Buell as the new Chief Accounting Officer, effective January 2026, succeeding Richard Hartmann [1] Group 1: Leadership Transition - David Buell will join Acadia Realty Trust in January 2026 as the new Chief Accounting Officer [1] - Buell has over 15 years of experience in the real estate investment trust sector, having held several leadership positions, including Chief Accounting Officer [1] - Prior to his role in the real estate sector, Buell was a Senior Manager in KPMG's audit practice, where he served various clients [1]

Core Insights - Three stocks have been added to the Zacks Rank 5 (Strong Sell) List, indicating a negative outlook for these companies Company Summaries - Acadia Realty Trust (AKR) is a self-managed equity REIT focused on the ownership, acquisition, redevelopment, and management of neighborhood and community shopping centers. The Zacks Consensus Estimate for its current year earnings has been revised 6% downward over the last 60 days [1] - Avantor (AVTR) is a global provider of mission-critical products and services to various industries, including biopharma, healthcare, education & government, and advanced technologies & applied materials. The Zacks Consensus Estimate for its current year earnings has been revised almost 5.3% downward over the last 60 days [2] - Carter's (CRI) is the largest marketer of branded apparel and related products for babies and young children in North America. The Zacks Consensus Estimate for its current year earnings has been revised almost 5.9% downward over the last 60 days [3]

Core Insights - Acadia Realty Trust (AKR) is highlighted for its high-quality street-level retail properties located in affluent urban markets, which are considered valuable assets for investment [2] Group 1: Investment Focus - The investment service iREIT+HOYA Capital emphasizes income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The service targets dividend yields up to 10% across various income-focused portfolios, including REITs, ETFs, closed-end funds, and preferred stocks [2] Group 2: Analyst Position - The analyst has a beneficial long position in AKR shares, indicating confidence in the stock's performance [3] - The article expresses the analyst's personal opinions and is not influenced by compensation from any company mentioned [3] Group 3: General Information - The content serves as informational material and does not constitute financial advice, encouraging readers to conduct their own due diligence [4]

Core Insights - Acadia Realty Trust (AKR) is highlighted for its high-quality street-level retail properties located in affluent urban markets, which are considered valuable assets for investment [2]. Group 1: Investment Focus - The investment service iREIT+HOYA Capital emphasizes income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1]. - The service targets dividend yields up to 10% across various income-focused portfolios, including REITs, ETFs, closed-end funds, and preferred stocks [2]. Group 2: Analyst Position - The analyst has a beneficial long position in AKR shares, indicating confidence in the stock's performance [3]. - The article expresses the analyst's personal opinions and is not influenced by compensation from any company mentioned [3]. Group 3: General Information - The content serves informational purposes and does not constitute financial advice, encouraging readers to conduct their own due diligence [4]. - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [5].