Core Viewpoint - STAG Industrial, Inc. will release its second quarter 2025 operating and financial results on July 29, 2025, and will host a conference call on July 30, 2025, at 10:00 a.m. Eastern Time [1] Group 1: Earnings Release and Conference Call - The second quarter 2025 operating and financial results will be announced after market close on July 29, 2025 [1] - A quarterly earnings conference call is scheduled for July 30, 2025, at 10:00 a.m. Eastern Time [1] Group 2: Accessing the Conference Call - The conference call can be accessed toll-free by dialing (877) 407-4018 for domestic callers and (201) 689-8471 for international callers [2] - A replay of the call will be available shortly after it concludes, accessible by dialing (844) 512-2921 for domestic callers and (412) 317-6671 for international callers, with the passcode 13754611 [2] Group 3: Company Overview - STAG Industrial, Inc. is a real estate investment trust focused on the acquisition, development, ownership, and operation of industrial properties across the United States [3] - As of March 31, 2025, the company's portfolio includes 597 buildings in 41 states, totaling approximately 117.6 million rentable square feet [3]

Core Insights - The article emphasizes the importance of consistent income generation through investments in high-yield equities and REITs, particularly focusing on STAG Industrial as a reliable option for income investors [1]. Group 1: Investment Strategy - The investment strategy revolves around resilient cash flows, capital allocation discipline, and sustainable dividend growth, which are critical for long-term total return [1]. - The author engages in fundamental research and maintains informal conversations with a network of analysts to refine investment ideas, ensuring they are conviction- and yield-driven [1]. Group 2: Personal Investment Approach - The author has a personal ritual of checking the performance of STAG Industrial on the first of every month, indicating a disciplined approach to monitoring investments [1]. - The article reflects a personal investment philosophy that prioritizes high-yield opportunities and emphasizes the importance of regular performance assessments [1].

Core Insights - STAG Industrial, Inc. (NYSE: STAG) is a REIT that specializes in owning and leasing industrial properties, reflecting current trends in the real estate market [1]. Group 1: Company Overview - STAG Industrial focuses on the industrial property sector, which is experiencing significant trends that may impact its performance [1]. Group 2: Industry Context - The investment service provided by Crude Value Insights emphasizes cash flow generation in the oil and natural gas sector, indicating a focus on companies with strong value and growth potential [1].

Group 1 - STAG Industrial, Inc. is trading at a relative discount within the attractive industrial REIT sector, indicating potential investment opportunities [1] - The company is experiencing clean growth driven by aggressive leasing spreads and lease escalators, which are favorable for investors [1] - The investment strategy focuses on identifying undervalued companies with secular growth potential, emphasizing strong balance sheets and management teams [1] Group 2 - The article highlights the importance of combining growth-oriented principles with strict valuation hurdles to enhance the margin of safety for investments [1] - Exclusive features offered include access to high-conviction stock picks, comprehensive research reports, real-time trade alerts, and macro market analysis [1]

Core Insights - Investing in dividend-paying stocks is an effective way to generate passive income, with Healthpeak Properties, Realty Income, and Stag Industrial highlighted as top choices for monthly dividends [1] Group 1: Healthpeak Properties - Healthpeak Properties is a REIT focused on the healthcare sector, leasing properties such as outpatient medical buildings and senior housing, providing stable rental income [3] - The company switched to a monthly dividend schedule in April, currently paying $0.10167 per share monthly, equating to an annual payout of $1.22, resulting in a yield of over 7% [4] - Healthpeak's latest dividend rate is 2% higher than in 2024, with an estimated financial flexibility of $500 million to $1 billion for future investments or share repurchases [5] Group 2: Realty Income - Realty Income, known as "The Monthly Dividend Company," declared its 659th consecutive monthly dividend in May, with a payout of $0.2685 per share in mid-June, yielding nearly 6% [6][7] - The company has raised its dividend 130 times since its public listing in 1994, maintaining a consistent increase for the past 110 quarters [8] - Realty Income plans to invest around $4 billion this year, supported by a low payout ratio of 75% of adjusted FFO, allowing for continued portfolio and payout growth [9] Group 3: Stag Industrial - Stag Industrial owns a diversified portfolio of industrial properties, paying about two-thirds of its cash flow in dividends, which allows for over $100 million annually for new investments [10] - The next monthly dividend of $0.12167 per share will be paid on July 15, providing a yield of over 4% at the current share price [10] - Stag Industrial plans to invest between $350 million and $650 million into new properties this year, focusing on stabilized properties and those with redevelopment potential [11] Group 4: Summary of Investment Opportunities - Healthpeak Properties, Realty Income, and Stag Industrial are identified as high-yielding monthly dividend stocks with potential for future growth, making them attractive options for passive income seekers [12]

Group 1 - STAG Industrial (NYSE: STAG) is an industrial REIT that offers monthly dividends, making it attractive to individual investors [1] - The author has previously expressed a bullish thesis on STAG Industrial and holds a personal investment in the company [1] - The focus of the author's investment strategy is on dividend investing, which is viewed as a straightforward path to financial freedom [2] Group 2 - The author has extensive experience in M&A and business valuation, having evaluated numerous businesses and participated in key transactions [2] - The sectors of focus for the author's investment and advisory work include technology, real estate, software, finance, and consumer staples [2] - The motivation for sharing insights on dividend investing is to help others navigate the process and build long-term wealth [2]

Group 1 - STAG Industrial, Inc. (NYSE: STAG) is rated a Buy for income-focused investors interested in real estate investment trusts (REITs) [1] - The market price of STAG was negatively impacted during the post-April tariff war but has been on the rise since then [1] Group 2 - The author, David A. Johnson, has over 30 years of investment experience and holds advanced degrees in finance and business administration [1]

Core Points - Moody's Investor Services upgraded STAG Industrial, Inc.'s corporate credit rating to Baa2 with a stable outlook from Baa3 with a positive outlook, citing strong leverage, fixed charge coverage metrics, excellent liquidity, a diversified portfolio, and access to unsecured debt capital as reasons for the upgrade [1] - The CFO of the company stated that this upgrade reflects the quality of STAG's operating platform and strong balance sheet, which will enhance the company's cost of debt and access to a broader base of debt investors and products [2] - As of March 31, 2025, STAG Industrial's portfolio includes 597 buildings across 41 states, totaling approximately 117.6 million rentable square feet [2]

Stag Industrial (STAG) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a changing e ...

Core Viewpoint - Investing in monthly dividend stocks, particularly real estate investment trusts (REITs), provides a reliable source of passive income, making them attractive options for investors seeking regular cash flow [3][12]. Group 1: Monthly Dividend Stocks - Several REITs, including Agree Realty, EPR Properties, and Stag Industrial, offer monthly dividend payments, making them suitable for investors looking for consistent income [3][12]. - Agree Realty has a dividend yield of approximately 4%, significantly higher than the S&P 500's yield of less than 1.5% [4]. - EPR Properties boasts a higher dividend yield of over 7%, focusing on experiential properties like movie theaters and attractions [7]. Group 2: Financial Performance and Stability - Agree Realty maintains a low dividend payout ratio of 72% of its adjusted funds from operations (FFO), allowing for cash retention to invest in additional properties [6]. - EPR Properties expects its payout ratio to be between 69% and 72% of its adjusted FFO, providing a cushion for new investments while covering high-yield payouts [8]. - Stag Industrial has a 74% dividend payout ratio, generating about $95 million in annual free cash flow after dividends, which supports new investments [10]. Group 3: Growth Potential - Agree Realty has demonstrated a 5.5% compound annual dividend growth over the past decade, supported by a stable income from its retail property portfolio [6]. - EPR Properties anticipates annual FFO per share growth of 3% to 4%, aligning with its investment capacity of $200 million to $300 million each year [8]. - Stag Industrial has consistently increased its dividend since going public in 2011, driven by rental increases and value-enhancing acquisitions [11]. Group 4: Investment Strategy - The REITs mentioned are characterized by their ability to generate sufficient cash flow to cover dividends while also investing in portfolio expansion, which contributes to rental income growth [12]. - Agree Realty focuses on single-tenant properties with strong retailers, while Stag Industrial targets industrial properties with potential for higher returns through lease escalations and expansions [5][11].