Core Viewpoint - Postal Realty Trust, Inc. is set to report its financial results for the period ended December 31, 2025, on February 24, 2026, after market close [1]. Group 1: Financial Reporting - The financial results will be discussed in a webcast and conference call on February 25, 2026, at 9:00 A.M. Eastern Time [2]. - A telephonic replay of the call will be available from February 25, 2026, at 1:00 P.M. Eastern Time until March 11, 2026 [3]. Group 2: Company Overview - Postal Realty Trust, Inc. is an internally managed real estate investment trust that owns and manages over 2,200 properties primarily leased to the United States Postal Service [4].

Core Viewpoint - During turbulent market conditions, investors often seek dividend-yielding stocks, which typically have high free cash flows and provide substantial dividends to shareholders [1]. Group 1: Market Trends - Investors are increasingly turning to dividend-yielding stocks as a strategy during market uncertainty [1]. Group 2: Analyst Insights - The article mentions the availability of analyst ratings for high-yielding stocks, allowing traders to access insights on their preferred stocks [1]. - It highlights the accuracy of analysts in evaluating three specific high-yielding stocks in the real estate sector [2]. Group 3: Featured Companies - Crown Castle Inc (NYSE:CCI) is identified as one of the high-yielding stocks [3]. - Postal Realty Trust Inc (NYSE:PSTL) is also mentioned as a notable high-yielding stock [3].

Dividend Announcement - Postal Realty Trust, Inc. has approved a quarterly dividend of $0.245 per share for its Class A common stock, marking a 1.0% increase from the previous quarter's dividend [2] - This dividend will be payable on February 27, 2026, to stockholders of record as of February 13, 2026 [2] Tax Characteristics of 2025 Dividends - The total cash dividends paid to Class A common stockholders for the tax year ended December 31, 2025, amounted to $0.9700 per share, with $0.8220 classified as ordinary dividends [3] - The breakdown of the dividends includes $0.2055 as ordinary dividends, $0.0038 as qualified dividends, $0.0370 as non-dividend distributions, and $0.2017 as Section 199A dividends [3][6] Company Overview - Postal Realty Trust, Inc. is an internally managed real estate investment trust that owns and manages over 2,200 properties primarily leased to the United States Postal Service (USPS) [4]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Postal Realty Trust (PSTL) - PSTL currently holds a Momentum Style Score of B, indicating a favorable momentum characteristic [2] - The company has a Zacks Rank of 1 (Strong Buy), suggesting strong potential for outperformance in the market [3] Performance Metrics - PSTL shares have increased by 1.03% over the past week, while the Zacks REIT and Equity Trust - Other industry has decreased by 1.76% during the same period [5] - Over the past month, PSTL's price has risen by 9.48%, significantly outperforming the industry's 0.45% [5] - In the last quarter, PSTL shares rose by 16.02%, and over the past year, they increased by 36.98%, compared to the S&P 500's gains of 1.56% and 16.34%, respectively [6] Trading Volume - PSTL's average 20-day trading volume is 284,023 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, two earnings estimates for PSTL have been revised upwards, while none have been lowered, leading to an increase in the consensus estimate from $1.29 to $1.31 [9] - For the next fiscal year, three estimates have moved higher with no downward revisions, indicating positive earnings momentum [9] Conclusion - Considering the positive performance metrics and earnings outlook, PSTL is positioned as a 1 (Strong Buy) stock with a Momentum Score of B, making it a strong candidate for near-term investment [11]

Core Viewpoint - The REIT and Equity Trust - Other industry is positioned to benefit from strong demand in specialized sectors such as industrial, data centers, healthcare, and modern office properties, driven by e-commerce growth, AI workloads, and aging populations [1][4]. Industry Overview - The Zacks REIT and Equity Trust - Other sector includes a variety of REIT stocks across asset categories like industrial, office, healthcare, and data centers, with economic growth being a key driver for real estate demand and occupancy rates [3]. - The performance of Equity REITs is influenced by the dynamics of their underlying assets and geographic locations, necessitating a thorough analysis before investment decisions [3]. Future Trends - Demand for specialized real estate is enhancing growth visibility, with industrial properties benefiting from e-commerce, data centers from cloud adoption and AI, and healthcare real estate from aging populations [4]. - Office markets are stabilizing as companies invest in modern, amenity-rich workplaces to improve employee engagement [4]. Financial Positioning - REITs are well-positioned to leverage a favorable interest rate environment, which supports property valuations and long-term capital planning [5]. - Prudent financial strategies, including fixed-rate debt and access to various capital sources, enhance operational flexibility and competitive advantage [5]. Risks - Asset obsolescence is a significant risk, with older properties struggling to compete against modern, technology-enabled spaces favored by tenants [2][6]. Industry Performance - The REIT and Equity Trust - Other industry has underperformed compared to the S&P 500 and the broader Finance sector, with a growth of 5.9% versus 21.8% and 19.4% respectively over the past year [11]. - The industry currently trades at a forward 12-month price-to-FFO ratio of 15.32, below the S&P 500's P/E of 23.45 and the Finance sector's P/E of 17.35 [13]. Stock Recommendations - **Postal Realty Trust (PSTL)**: Focuses on properties leased to the USPS, with a high occupancy rate of 99.8% and a disciplined growth strategy, acquiring 216 properties for $123 million at a 7.7% cash cap rate [17][18]. - **Industrial Logistics Properties Trust (ILPT)**: Owns 411 properties with a strong occupancy rate of around 94%, benefiting from positive leasing economics and a diverse tenant base [21][22]. - **Prologis (PLD)**: The largest industrial REIT, with a portfolio that supports high occupancy levels and strong rent growth, currently holding around $7.5 billion in liquidity [25][27].

Core Viewpoint - The article emphasizes the importance of investing in high-quality growth and momentum stocks that are reasonably priced, with a focus on long-term performance and market outperformance [1] Group 1: Investment Strategy - The investment strategy involves focusing on growth and momentum stocks that are expected to outperform the market over the long term [1] - The analyst has a history of advising investors to buy at market lows, specifically mentioning a recommendation in March 2009 during the financial crisis, which led to significant market gains [1] Group 2: Market Performance - From 2009 to 2019, the S&P 500 increased by 367%, while the Nasdaq saw an increase of 685%, highlighting the potential for substantial returns in the growth stock sector [1]

Core Insights - Postal Realty Trust, Inc. (PSTL) reported strong performance for Q4 and full year 2025, highlighting significant growth in its portfolio leased to the United States Postal Service (USPS) [1] Acquisition and Growth - The company acquired 216 USPS-leased properties for approximately $123 million in 2025, resulting in a 20% year-over-year increase in its asset base, demonstrating the effectiveness of its sourcing strategy and relationships in postal real estate [2][8] - In Q4, PSTL added 65 properties valued at around $29.1 million with a cash capitalization rate of 7.5%, reflecting disciplined capital deployment in a competitive market [3][8] Occupancy and Financial Metrics - PSTL achieved a 99.8% occupancy rate across about 1,917 properties in 49 states and one territory, with weighted average rents at $11.88 per occupied leasable square foot, driven by strong performance in last-mile and flex properties [3] - The company maintains a stable financial profile with 89% of its debt at fixed rates and no material maturities until 2028, enhancing its resilience against interest rate fluctuations [4][8] Market Position and Future Outlook - The ongoing demand for postal facilities and nearly full occupancy position PSTL favorably for continued growth through strategic acquisitions and solid leasing practices [5][6] - Analysts have raised the FFO per share estimates for 2025 and 2026 to $1.30 and $1.38, respectively, indicating further growth potential for the stock [7]

Acquisitions and Capital Markets - Postal Realty Trust, Inc. provided an update on acquisitions, re-leasing, and capital markets activity for Q4 2025[4] Portfolio and Financial Status - The company reported its portfolio and balance sheet status, including fully diluted shares outstanding at year-end 2025[4] Financial Results Announcement - A press release detailing the company's financial results and activities was issued on January 8, 2026[4]

Core Insights - Postal Realty Trust, Inc. acquired 216 properties for approximately $123 million in 2025, reflecting a 20% growth in its asset base from year-end 2024 [2][3] - The company maintains a strong balance sheet with 89% of its debt set to fixed rates and no debt maturities until 2028 [6] Acquisition Activity - In 2025, the company acquired 216 properties leased to the USPS, totaling approximately 642,000 net leasable square feet with a weighted average rental rate of $16.24 per square foot [2] - For the fourth quarter of 2025, the company acquired 65 properties for approximately $29.1 million, comprising about 142,000 net leasable square feet at a weighted average cash capitalization rate of 7.5% [4] Portfolio and Financial Metrics - As of December 31, 2025, the company's portfolio was 99.8% occupied, consisting of 1,917 properties across 49 states and one territory, with approximately 7.1 million net leasable square feet [5] - The weighted average rental rate for occupied properties was $11.88 per square foot, with $14.09 for last-mile and flex properties, and $4.23 for industrial properties [5] Debt and Capital Structure - At year-end 2025, 89% of the company's outstanding debt was fixed rate, with a weighted average interest rate of 4.38% [6] - The company raised gross proceeds of $12.6 million and $48.4 million through its at-the-market offering program by issuing shares at average prices of $15.63 and $15.34, respectively [7] Share Count - As of December 31, 2025, there were 34,104,349 fully diluted shares outstanding, with a weighted average fully diluted share count of 33,620,211 for the fourth quarter [8]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Postal Realty Trust (PSTL) - PSTL currently holds a Momentum Style Score of B, indicating a favorable momentum outlook [3] - The company has a Zacks Rank of 1 (Strong Buy), suggesting strong potential for outperformance in the market [4] Performance Metrics - PSTL shares have increased by 0.19% over the past week, while the Zacks REIT and Equity Trust - Other industry remained flat [6] - Over the past month, PSTL's price has risen by 5.18%, outperforming the industry's 0.34% [6] - In the last quarter, PSTL shares rose by 7.65%, and over the past year, they increased by 25.68%, compared to the S&P 500's gains of 3.32% and 17.49%, respectively [7] Trading Volume - PSTL's average 20-day trading volume is 205,712 shares, which serves as a baseline for price-to-volume analysis [8] Earnings Outlook - In the past two months, two earnings estimates for PSTL have been revised upwards, increasing the consensus estimate from $1.27 to $1.30 [10] - For the next fiscal year, three estimates have also moved higher, with no downward revisions [10] Conclusion - Considering the positive momentum indicators and earnings outlook, PSTL is positioned as a strong buy candidate for investors seeking short-term gains [12]