Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The stock market presents opportunities due to the presence of overvalued and undervalued stocks, especially in a bipolar market [2] - The emphasis is on defensive stocks with a medium- to long-term investment horizon [2] Group 2 - The article does not provide specific investment advice and encourages readers to conduct their own due diligence [4][5] - There is a disclosure regarding beneficial long positions in specific stocks, indicating a personal investment interest [3]

Company Overview - Federal Realty is a real estate investment trust (REIT) that specializes in owning strip malls and mixed-use properties, which often include apartments and offices alongside retail spaces [2] - The company has a relatively small portfolio of around 100 properties, which is less than its competitors, but these properties are strategically located in affluent areas with high population density [4] Portfolio Strength - Federal Realty's occupancy rates have rebounded after the pandemic, ending Q1 2025 at 93.6% and expected to approach 95% as the year progresses, with occupancy not falling below 89% during the pandemic [5] - The company actively engages in the development and redevelopment of its properties, enhancing their value through renovations and strategic improvements [8][10] Dividend Performance - Federal Realty has increased its dividend annually for 57 consecutive years, earning it the title of Dividend King, which is unique among REITs [7] - The current dividend yield stands at 4.6%, significantly higher than the S&P 500's 1.3% and the average REIT's 4.1%, indicating a strong return for investors [12] Business Model - The company focuses on acquiring well-located properties that require improvements, which can range from minor renovations to complete rebuilds [9][10] - Federal Realty's management emphasizes maintaining and enhancing property quality to attract tenants and customers, ensuring a dynamic and valuable portfolio [11]

Core Insights - Federal Realty Investment Trust has published its 2024 Sustainability Report, showcasing its sustainability achievements aligned with its business strategy [1][2]. Company Overview - Federal Realty is a leader in the ownership, operation, and redevelopment of high-quality retail properties, primarily in major coastal markets from Washington, D.C. to Boston and Northern and Southern California [3]. - The company was founded in 1962 and aims to deliver long-term sustainable growth by investing in communities where retail demand exceeds supply [3]. - Federal Realty's portfolio includes 103 properties, approximately 3,500 tenants, 27 million commercial square feet, and around 3,100 residential units [3]. Sustainability Achievements - The company achieved a 35% reduction in Scope 1 and 2 greenhouse gas emissions, progressing towards a goal of a 46% reduction by 2030 [5]. - Federal Realty reached 15.3MW of onsite solar generating capacity, the largest among shopping center companies, according to the Black Bear Solar Leaderboard [5]. - In 2024, 51% of the company's total electricity consumption was sourced from zero-carbon power [5]. Financial Performance - Federal Realty has increased its quarterly dividends to shareholders for 57 consecutive years, the longest record in the REIT industry [4].

Core Insights - Some of the best dividend stocks, including Federal Realty Investment Trust, Johnson & Johnson, and PepsiCo, are currently experiencing significant price declines, making them attractive investment opportunities due to higher dividend yields [1][12] Federal Realty Investment Trust - Shares have declined nearly 20% from their 52-week high, resulting in a dividend yield exceeding 4.5%, which is over three times higher than the S&P 500's sub-1.5% yield [2] - The company has a record of increasing dividends for 57 consecutive years, the longest in the REIT industry, qualifying it as a Dividend King [4] - Federal Realty focuses on high-quality retail properties in major metro markets, particularly open-air shopping centers and mixed-use properties, leading to high occupancy and steady rent growth [5] Johnson & Johnson - Shares have dropped more than 8% from their recent peak, raising the dividend yield to nearly 3.5% [6] - The company has increased its dividend payment by 4.8% this year, extending its growth streak to 63 consecutive years [6] - Johnson & Johnson holds a AAA credit rating, with a strong balance sheet and robust free cash flow, generating about $20 billion annually, which comfortably covers its nearly $12 billion dividend outlay [7][8] PepsiCo - The stock has fallen over 27% from its 52-week high, resulting in a dividend yield surpassing 4% [9] - PepsiCo recently increased its dividend payout by 5%, extending its growth streak to 53 consecutive years [9] - The company invests heavily in product development and capacity expansion, expecting 4% to 6% annual organic revenue growth and high single-digit earnings-per-share growth [10][11]

Federal Realty Investment Trust has an incredible streak of dividend raises and a lot to like.Some real estate investment trusts, or REITs, have multidecade track records of increasing their dividends, but no REIT's streak is more impressive than that of Federal Realty Investment Trust (FRT -1.15%). However, a streak of dividend raises alone doesn't make a great investment, so in this video, longtime Fool.com contributors Matt Frankel and Tyler Crowe discuss the company and what they think about the busines ...

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Core Insights - Federal Realty Investment Trust (FRT) has sold Levare, a 108-unit residential building in Santana Row, San Jose, CA, for $74 million to unlock value and invest in long-term accretive opportunities [1] - Santana Row is a prominent mixed-use destination in Silicon Valley, encompassing 2.5 million square feet of retail, office, residential, and hotel space, attracting 8.5 million annual visits [2] - The sale of Levare will enhance Federal Realty's focus on key markets and improve financial flexibility for investing in high-performing assets aligned with long-term growth objectives [3] Company Strategy - Federal Realty's portfolio consists of premium retail assets in affluent communities, positioning the company for growth with stable cash flows from a diverse tenant base [4] - The company's strategic rebalancing of its portfolio towards premium markets and mixed-use developments is expected to benefit long-term growth [4] Market Performance - Federal Realty's shares have declined by 8.3% over the past three months, which is greater than the industry's decline of 5.9% [5]

Disposition of stabilized asset reinforces long-term value creation strategyN. BETHESDA, Md., May 14, 2025 /PRNewswire/ -- Federal Realty Investment Trust (NYSE:FRT) today announced the sale of Levare, a 108-unit Class A residential building located within Santana Row in San Jose, California, for $74 million.Delivered in 2011, Levare has played a meaningful role in the evolution of Santana Row and reached a point in its lifecycle where Federal Realty could monetize its value and reallocate capital toward hi ...

Group 1 - The S&P 500 index includes less than thirty REITs, representing less than 6% of the total index [1] - Federal Realty is highlighted as a significant player within the limited representation of REITs in the S&P 500 [1] Group 2 - The article emphasizes the importance of conducting personal research before making investment decisions [2] - It notes that past performance does not guarantee future results, indicating a need for caution in investment strategies [3] - The article clarifies that the views expressed may not reflect those of the broader platform, highlighting the diversity of opinions among analysts [3]

Federal Realty Investment Trust’s (FRT) first-quarter 2025 funds from operations (FFO) per share of $1.70 surpassed the Zacks Consensus Estimate by a cent. This also marked a rise of 3.7% from the year-ago quarter’s tally of $1.64. Reflecting positive sentiments, shares were up more than 1% in pre-market trading.Results reflect healthy leasing activity and occupancy levels at its properties. Following better-than-expected first results, Federal Realty has raised its 2025 FFO outlook slightly.Quarterly reven ...