The real estate sector has underperformed the market in the rising-rate climate, but that could change very soon. The real estate sector has been one of the worst-performing parts of the stock market since the Federal Reserve started raising interest rates in 2022, but this has created some opportunities to add top-quality businesses to your portfolio at historically cheap valuations. Here are three in particular that are built to deliver excellent long-term returns that are worth a closer look right now. T ...

These dirt cheap stocks offer attractive dividend yields. The stock market has rallied sharply in the past year and has been routinely bumping up against new all-time highs. And that means stocks are starting to get pricey. The S&P 500 currently trades at about 24.5 times its earnings, which is above the sub-22.5 level it traded at one year ago. However, there are still some bargains out there if you know where to look. For example, many real estate investment trusts (REITs) are still incredibly cheap becau ...

1 Children Art First Company of the JamesBrey It is clear that for pure play dividend investors, the key priority is to make sure that the dividends keep coming in a predictable manner, where the chances of a cut are very limited. The second priority would be to capture periodic increases for the dividend in order to magnify the snowball effect from reinvestments. As a third priority, I would highlight the possibility to extract further value through price appreciation that could be supported either by the ...

Some REITs are better than others for those seeking a sustainable income stream. Real estate investment trusts (REITs) can be great income-producing investments. They tend to offer much higher dividend yields (4% on average these days compared to a sub-1.5% dividend yield on the S&P 500). Meanwhile, the best ones aim to consistently increase their payments. W.P. Carey (WPC 2.25%) and EPR Properties (EPR 1.95%) are ideal REITs for those seeking a sustainable and growing income stream. They're much better opt ...

Flashpop/DigitalVision via Getty Images Co-authored by Treading Softly. When you decide to give somebody a gift, you can often choose between two categories. The first category includes tangible items such as a book, a set of skis, or a television. The second category includes experiences such as an annual pass to your local zoo, free movie tickets, or a membership to a ski resort. When it comes to owning real estate, there are two major types of properties that can exist. There's the real estate that is ba ...

EPR Properties (EPR) reported $145.09 million in revenue for the quarter ended June 2024, representing a yearover-year decline of 4.5%. EPS of $1.20 for the same period compares to $0.10 a year ago. The reported revenue represents a surprise of +1.37% over the Zacks Consensus Estimate of $143.13 million. With the consensus EPS estimate being $1.21, the EPS surprise was -0.83%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Str ...

EPR Properties (EPR) came out with quarterly funds from operations (FFO) of $1.20 per share, missing the Zacks Consensus Estimate of $1.21 per share. This compares to FFO of $1.31 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an FFO surprise of -0.83%. A quarter ago, it was expected that this real estate investment trust would post FFO of $1.14 per share when it actually produced FFO of $1.12, delivering a surprise of -1.75%. Over the last four qu ...

The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period. According to the collective judgment of analysts, 'Depreciation and amortization' should come in at $41.08 million. The estimate compares to the year-ago value of $43.71 million. Wall Street analysts forecast that EPR Properties (EPR) will report quarterly earnings of $1.21 p ...

Core Insights - Rising interest rates negatively impact real estate stocks, leading to lower REIT prices due to the inverse relationship between price and yield [1] - The real estate sector has seen a negative 15% total return since early 2022, while the S&P 500 has gained 24% during the same period [2] - EPR Properties and Realty Income are currently trading at significant discounts of 48% and 30% below their all-time highs, respectively, presenting potential investment opportunities [3] EPR Properties - EPR Properties focuses on experiential properties, with nearly 40% of its rent coming from movie theaters, which are perceived as a risk [5] - The company is diversifying its portfolio away from theaters by selling properties and acquiring new types, with a $100 billion investable universe of experiential properties [6] - EPR offers a well-covered 7.7% dividend yield paid monthly, supported by a strong balance sheet [6] Realty Income - Realty Income, established in 1969, owns over 15,400 properties primarily in retail, with a focus on high-quality tenants and long-term leases [7][8] - The company has generated 13.6% annualized returns since going public in 1994, outperforming the S&P 500, and has a 5.7% dividend yield with a history of increasing dividends for 107 consecutive quarters [9] - Both EPR Properties and Realty Income are positioned to benefit from falling interest rates, which could enhance their valuations and borrowing capabilities [10]

4 ar HQS 1 8 1 1 It's rare that I come across stocks with a 7% yield plus that I would actually consider adding to my portfolio. I consider myself a dividend growth investor more than anything, looking for opportunities to buy stocks that have a history of sustainably increasing dividend payments that are trading at a good value. For example, I own Altria Group (MO) in my portfolio. As I've mentioned before in a previous article, Altria has a rare combination of high starting yield, a history of dividend gr ...