Core Viewpoint - Federal Realty Investment Trust (FRT) is preparing to report its third-quarter 2024 results on October 30, with analysts and investors keen to evaluate its performance amid current economic conditions [1][2]. Industry Overview - The U.S. retail real estate market experienced a pullback in net absorption for shopping centers in Q3, leading to a slight negative shift [3]. - Negative net absorption totaled 0.26 million square feet, primarily driven by a decline of 1.8 million square feet in the southern region [4]. - Asking rents for U.S. shopping centers increased by 3.4% year over year, reaching $24.54 per square foot [4]. - New construction activity remains low, with only 11.1 million square feet under construction in a market with an inventory of 4.31 billion square feet, indicating minimal supply risk [5]. Company Performance Insights - FRT is expected to benefit from its portfolio of high-quality retail properties located in major coastal markets, which enhances its resilience and growth potential [6]. - The company has maintained high occupancy rates due to favorable demographics and a diverse tenant base, which contributes to stable rental income [7]. - FRT's strategic focus on mixed-use properties is likely to support its performance by attracting varied tenants and consumers [7]. Financial Projections - FRT's leasing rate is estimated at 95.4%, reflecting a 10 basis point increase sequentially, while rent per square foot is projected to grow by 3.6% year over year [9]. - The Zacks Consensus Estimate for quarterly revenues is $301.24 million, indicating a 5.11% increase from the previous year [9]. - Rental income from minimum rents is expected to reach $196.03 million, up from $187.30 million year-over-year, while rental income from cost reimbursements is projected at $57.51 million, an increase from $53.64 million [10]. - Interest expenses are estimated to increase by 3.5% year-over-year for the third quarter of 2024 [10]. Analyst Sentiment - Analysts have shown caution regarding FRT's activities in the upcoming quarter, with the Zacks Consensus Estimate for FFO per share remaining unchanged at $1.72, suggesting a 4.24% year-over-year increase [11]. - The current Earnings ESP for FRT is 0.00%, and it holds a Zacks Rank of 3, indicating a neutral outlook for potential surprises in FFO per share [12].

If you are looking for generous yields and reliable dividends, this trio of dividend stocks has you covered, with yields up to 5%. Finding attractive dividend yields while the S&P 500 index is offering a scant 1.2% yield is pretty hard, but it isn't impossible. One area to look at is real estate investment trusts (REITs), which as a group have a yield of 3.7%, using the Vanguard Real Estate Index ETF as an industry proxy. But you can do even better than that if you are picky, and you don't have to give up y ...

Core Insights - The article discusses the ideal image of retirees enjoying their retirement, often depicted as individuals relaxing on a beach in a foreign country, symbolizing the rewards of their hard work [1] Group 1 - The author identifies as a contributing analyst for the iREIT+Hoya Capital investment group, focusing on dividend investing in quality blue-chip stocks, BDCs, and REITs [2] - The investment strategy emphasized is a buy-and-hold approach, prioritizing quality over quantity, with a goal to supplement retirement income through dividends within the next 5-7 years [2] - The author aims to assist lower and middle-class workers in building investment portfolios comprised of high-quality, dividend-paying companies, promoting financial independence [2]

Federal Realty (FRT) is poised to ride the growth curve on its properties' upscale locations with well-off communities and favorable demographics. Efforts to diversify its portfolio and strengthen its mixed-use assets, backed by a solid balance sheet, seem encouraging for long-term growth. However, higher e-commerce adoption and the choppiness in the job market raise concerns. What's Aiding Federal Realty? Federal Realty owns properties in the first-ring suburbs of the nine major metropolitan markets of the ...

Best-in-class REIT ranks among best employers in both the Washington, D.C. and Greater Bay Areas NORTH BETHESDA, Md., Sept. 16, 2024 /PRNewswire/ -- Federal Realty Investment Trust (NYSE: FRT) has been named to both The Washington Post and The San Francisco Chronicle's prestigious 2024 Top Workplaces lists. These awards recognize Federal's leadership in fostering a workplace that prioritizes employee satisfaction, well-being, and long-term success. Based entirely on employee feedback, these honors underscor ...

Federal Realty Investment Trust (NYSE:FRT) Bank of America 2024 Global Real Estate Conference September 10, 2024 12:45 PM ET Company Participants Don Wood - CEO Dan Gee - CFO Leah Andress Brady - VP, IR Conference Call Participants Jeffrey Spector - Bank of America Jeffrey Spector Roundtable session with Federal Realty Investment Trust. I hope everyone had a good networking lunch, a little bit of coffee as we emerge for the afternoon sessions. To my right is Don Wood, CEO; and Dan Gee, CFO. And then Leah, I ...

Company Overview - Federal Realty Investment Trust is one of the oldest shopping center REITs in the U.S., established in 1962, with a focus on high-quality open-air shopping centers primarily located on the coasts from Boston to Washington D.C., Florida, and parts of California and Arizona [3][4] - The company has maintained a stable leadership with only three CEOs since its inception, indicating strong management stability [3] - Federal Realty has a diversified income stream, with 9% of its portfolio coming from residential properties and another 9% from office spaces, primarily within mixed-use developments [4][15] Financial Performance - The company has successfully increased its dividend to shareholders every year since 1967, showcasing a strong track record of cash flow generation [5] - The only significant disruption to its income stream occurred during COVID-19, but the company has since recovered and is performing well above pre-pandemic levels [6] - Federal Realty's business model is designed to withstand economic cycles, focusing on high-quality locations with strong demographics and barriers to entry [4][8] Market Dynamics - Currently, demand for open-air shopping centers exceeds supply, a shift from previous years when supply outpaced demand [7][8] - The lack of new retail supply since the financial crisis has benefited the industry, leading to improved performance for investments in open-air shopping centers post-COVID [7] - The company anticipates a more normalized economic environment moving forward, which may affect consumer spending levels compared to the overstimulated environment of the past few years [8][12] Strategic Initiatives - Federal Realty is focused on enhancing its portfolio through internal growth and acquisitions, leveraging a strong balance sheet to develop and acquire properties [5][25] - The company is actively pursuing residential development opportunities, particularly in mixed-use properties, to capitalize on the demand for amenitized living spaces [17][18] - Federal Realty aims to maintain a significant portion of its income stream from retail, with expectations that residential and office contributions will remain around 9-10% [15][16] Future Outlook - The company is optimistic about its growth prospects, expecting to continue sector-leading growth driven by high-quality assets and strong tenant performance [8][13] - Federal Realty is preparing for future development opportunities by entitling and designing residential projects during periods of high construction costs [17][18] - The management believes that a slow-growing, normalized economy will be beneficial for the company, as demand for quality retail space remains strong [14][19]

Group 1: Federal Realty Investment Trust (FRT) - Federal Realty is recognized as the only REIT Dividend King, boasting 57 consecutive annual dividend increases, the longest streak in the REIT sector [3][4] - The company manages a portfolio of around 100 well-located strip malls and mixed-use assets, actively buying and selling properties to enhance value [5] - The dividend yield stands at 3.8%, which is above the market average, reflecting the premium investors are willing to pay for its reliability [6] Group 2: Realty Income (O) - Realty Income offers a higher yield of 5%, significantly above the average REIT yield of 3.9% [7] - With a market capitalization of approximately $54 billion, Realty Income is a dominant player in the net lease niche, providing it with advantageous access to capital markets [8] - The company has maintained a 29-year streak of dividend increases, supported by a globally diversified portfolio [8] Group 3: Toronto-Dominion Bank (TD) - Toronto-Dominion Bank is currently facing regulatory challenges in the U.S. due to weaknesses in money laundering controls, leading to a projected fine of around $3 billion [9] - Despite these challenges, TD Bank has a strong foundation in Canada, where heavy regulation protects it from competition, and it has a historical track record of paying dividends since 1857 [10] - The bank's yield has risen to a historically high 5%, providing a compelling opportunity for long-term investors willing to wait for recovery [10] Group 4: General Dividend Investing Insights - The current market yield is around 1.3%, but there are still opportunities for finding high-yield dividend stocks like Federal Realty, Realty Income, and Toronto-Dominion Bank [1][11]

NORTH BETHESDA, Md., Sept. 5, 2024 /PRNewswire/ -- Federal Realty Investment Trust (NYSE:FRT) will announce third quarter 2024 earnings in a press release to be issued after market close on Wednesday, October 30, 2024. The Company will host a conference call on Wednesday, October 30 at 5:00 PM ET. Investor Inquiries: Media Inquiries: Leah Andress Brady Brenda Pomar Vice President, Investor Relations Senior Director, Corporate Communications 301.998.8265 301.998.8316 [email protected] [email protected] Event ...

1 l - i t T 11 1 H 1 H T F I Moussa81 Quality matters when it comes to picking stocks, and as Buffett once said, "it's better to own a wonderful company at a fair price than a fair company at a wonderful price." This is especially true when it comes to REITs that have stood the test of time. This, in turn, saves time on part of the investor in that they can focus their time on more productive things, rather than fretting about what impact a recession may have on their holdings. This brings me to Federal Rea ...