Core Insights - The article emphasizes the importance of preparing for retirement stocks, especially in light of recent economic disruptions caused by Covid-19, meme stocks, and interest rate hikes [1][2]. Group 1: Retirement Stock Considerations - Investors are encouraged to focus on dividend-paying companies with a history of rising returns, as these stocks have historically outperformed non-dividend payers [3]. - From 1972 to 2019, S&P 500 dividend-paying equities yielded 10.19% returns compared to 4.27% for nonpayers, indicating a strong preference for dividend growers [3]. - Dividend-paying equities exhibit lower volatility, with a beta of 0.89 and a standard deviation of 16.15%, making them a safer investment choice [3]. Group 2: Federal Realty Investment Trust (FRT) - FRT reported disappointing first-quarter 2024 funds from operations of $1.64 per share, impacting market sentiment [6]. - As a real estate investment trust, FRT must distribute 90% of taxable revenue to shareholders and has maintained a 56-year streak of dividend increases with a quarterly cash payout of $1.09 per share [7]. - FRT is investing in growth initiatives, including a $90-$95 million refurbishment project in Bala Cynwyd, expected to yield a 7% return on investment [8]. Group 3: Walmart (WMT) - Walmart has outperformed 99.67% of retail-defensive companies, consistently generating profits over the last decade [9]. - The company holds a "strong buy" rating with a potential upside of over 8%, based on a target price of $73.85 [13]. - Walmart's Q1 FY2025 sales reached $161.5 billion, exceeding expert projections, with an EPS of $1.34 [20]. Group 4: AT&T (T) - AT&T offers an industry-leading yield of 5.8% and has a potential upside of around 17%, reflecting its recovery from past merger challenges [15]. - The company reported revenue of $30.03 billion, slightly below projections, but achieved a 29.3% year-over-year increase in operational income [16]. - AT&T aims to generate at least $16 billion in free cash flow for the year and has successfully reduced its long-term debt from $230 billion to $132.8 billion [22][23].

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The company enjoys a well-diversified tenant base of retailers, including industry bellwethers like TJX Companies, Ahold Delhaize and CVS Corporation. This limits the company's risk to any particular retail industry and positions it well for experiencing a stable source of rental revenues. As of Mar 31, 2024, no single tenant accounted for more than 2.7% of the annualized base rent (ABR). We estimate year-over-year growth of 4.5%, 5% and 7.6% in the company's rental income in 2024, 2025 and 2026, respective ...

Image Source: Zacks Investment Research One such strategic investment is the recent acquisition of Virginia Gateway, a dominant 110-acre retail hub located in Gainesville, VA. This acquisition added approximately 665,000 square feet of prime retail space to Federal Realty's portfolio and underscored its commitment to owning and operating high-quality, high-traffic retail properties in affluent markets. A diverse tenant base and a focus on essential retail ensure steady cash flows. The company's efforts to d ...

Strategic Disposition Enhances Focus on Key Markets and Financial Flexibility N. BETHESDA, Md., June 6, 2024 /PRNewswire/ -- Federal Realty Investment Trust (NYSE:FRT) announced today the sale of its remaining assets on Third Street Promenade in Santa Monica, California. The portfolio, comprising eight buildings with a total of 185,000 square feet, was sold for $103 million. Including a previous transaction, the total proceeds from the Third Street Promenade assets amount to $120 million. "The divestiture o ...

Core Viewpoint - Federal Realty has strategically acquired Virginia Gateway, a significant retail hub in Gainesville, VA, for $215 million, enhancing its portfolio with 665,000 square feet of prime retail space and reinforcing its focus on high-quality retail properties in affluent markets [1]. Group 1: Acquisition Details - Virginia Gateway is a 110-acre retail center located at a busy intersection, currently about 95% occupied, and ranked third in Virginia for annual visits in 2023 [2]. - The acquisition adds to Federal Realty's presence in Northern Virginia, expanding it to 3.6 million square feet [6]. Group 2: Tenant and Retail Mix - The retail center features a diverse tenant mix across five sections, including a grocery-anchored shopping center and national specialty retailers [3]. - Major retailers such as HomeGoods, Ulta Beauty, Total Wine & More, and Hobby Lobby are present, along with shadow anchors like Super Target and Lowe's, enhancing consumer appeal [4]. Group 3: Economic and Demographic Factors - Gainesville, VA, has strong economic fundamentals, with an average household income exceeding $184,000 within a three-mile radius, which is higher than Federal Realty's existing portfolio average [5]. - The area's job growth, particularly from the Dulles Technology Corridor, positions Virginia Gateway for sustained performance and growth [5]. Group 4: Future Outlook - Federal Realty's focus on premium retail assets in affluent communities, along with a diverse tenant base, is expected to ensure steady cash flows and long-term growth [7]. - The company is also working on diversifying its portfolio and improving operating performance through asset redevelopment and repurposing [7].

Virginia Gateway offers a diverse and unique mix of tenants and experiences across its 110-acres, organized into five distinct components: The property also benefits from shadow anchors such as Super Target, Lowe's, and BJ's Wholesale Club. Importantly, Virginia Gateway has approximately 300,000 square feet of small shop space which is expected to be a meaningful driver of future growth. For an aerial image of Virginia Gateway, click here. Gainesville, Virginia demonstrates robust demographics with the stro ...

NORTH BETHESDA, Md., May 30, 2024 /PRNewswire/ -- Federal Realty Investment Trust (NYSE: FRT) announced today the publication of its 2023 Sustainability Report. The report highlights the company's accomplishments in sustainability aligned with its five key priorities that directly support its business strategy. Key highlights from the report include: Federal Realty Releases 2023 Sustainability ReportFederal Realty Releases 2023 Sustainability Report Reducing Scope 1 and 2 greenhouse gas (GHG) emissions by 3 ...

N. BETHESDA, Md., May 22, 2024 /PRNewswire/ -- Federal Realty Investment Trust (NYSE: FRT) will announce second quarter 2024 earnings in a press release to be issued after market close on Thursday, August 1, 2024. The Company will host a conference call on Thursday, August 1 at 5:00 PM ET. Event: Federal Realty Investment Trust's Second Quarter 2024 Earnings Conference Call When: 5:00 PM ET, Thursday, August 1, 2024 Live Webcast: FRT Second Quarter 2024 Earnings Conference Call or www.federalrealty.com Dial ...

NEW YORK, May 16, 2024 /PRNewswire/ -- Fifth Wall—the largest asset manager focused on improving, future-proofing, and decarbonizing the built world—today announced Federal Realty Investment Trust (NYSE: FRT)—a fully integrated US-based retail real estate company focused on risk-adjusted capital allocation—has committed to invest with Fifth Wall. This investment highlights Federal Realty's continued commitment to delivering long-term, innovative as well as sustainable growth across its best-in-class portfol ...