Core Viewpoint - The article highlights two cryptocurrencies, XRP and Sui, both priced under $2, which are believed to have significant upside potential in 2026 due to their current low valuations and upcoming catalysts [1][2]. XRP - XRP has historically provided substantial returns, with a notable increase from $0.50 to $3.40 (a gain of 580%) in just two months last year [3]. - Currently, XRP is priced at $1.74 with a market cap of $106 billion, having a 52-week range of $1.65 to $3.65 [4]. - Institutional investments are flowing into new spot XRP exchange-traded funds (ETFs), which could drive the price back towards $3 [4]. - Ripple, the company behind XRP, has made significant investments, including a $2.5 billion acquisition spree and securing $500 million in financing, positioning itself for future growth [5]. - Predictions suggest XRP could reach $8 in 2026, indicating a potential quadrupling from its current price of $2 [6]. Sui - Sui is a newer smart contract blockchain network launched in May 2023, currently ranking among the top 20 cryptocurrencies by market cap [7][8]. - The network is expected to benefit from new spot Sui ETFs in 2026, which may enhance adoption by financial institutions [8]. - Sui has the potential to become one of the fastest blockchains, which is crucial for growth in decentralized finance (DeFi) and gaming sectors [9]. - Currently priced at $1.29 with a market cap of $4.9 billion, Sui is down 74% from its all-time high of $5.35 in January 2025 [11]. - If Sui can close the market share gap with larger competitors, it could potentially double in value [11]. Investment Outlook - Both XRP and Sui are viewed as attractive investment opportunities for retail investors, with expectations that they could trade near their previous highs by the end of the year [13]. - XRP is projected to increase by 80% or more, while Sui could see a rise of 270% [13].

Core Insights - Albert Anthony is a Croatian-American business author and analyst contributing to Seeking Alpha with over 1,000 followers [1] - He has authored a book titled "Real Estate Investment Trusts (REITs): A Fundamental Analysis (2026 Edition)" available on Amazon [1] - Anthony has a background in business and information systems, having worked at Charles Schwab in the IT department [1] - He operates his own equities research firm, Albert Anthony & Company, remotely from Texas [1] - The author has participated in numerous business and innovation conferences and has hosted a program for Online Live TV Croatia [1] - He holds a B.A. in Political Science and various certifications including Microsoft Fundamentals and Risk Management specialization from CFI [1] - Anthony is also active on YouTube discussing REITs, reflecting his personal investment interests [1] Company and Industry Summary - Albert Anthony & Company is a Texas-registered boutique equities research firm managed entirely by Anthony [1] - The firm focuses on providing general market commentary and research based on publicly available data [1] - The author does not engage with non-publicly traded companies, small cap stocks, or startup CEOs, indicating a focus on established market entities [1]

It’s been a while since I’ve written about a crypto project as the market remains inefficient, and so well-deserving projects perform the same and sometimes worse than MEME-coins. There have been as many as 24,000 cryptoDom received his MBA in Management and B.S. Finance (Manhattan College) and was credit trained at New York University. Dom received the Financial Risk Manager (FRM) designation from GARP.Areas of expertise are: Exponential Age & SaaS software and Blockchain.https://www.youtube.com/channel/UC ...

Southfield, MI, Jan. 21, 2026 (GLOBE NEWSWIRE) -- Sun Communities, Inc. (NYSE:SUI) (the "Company") announced the tax treatment of its 2025 common share distributions. Common Shares (CUSIP No. 866674104) - SUI Declared DateRecord DatePayable DateDistribution($ per share)Ordinary Taxable Dividend (2) ($ per share)Qualified Taxable Dividend (2) ($ per share)Non Dividend Distribution($ per share)Total Capital Gain Distribution($ per share)Unrecaptured Section 1250 Gain (1)($ per share)Section 199A Dividend (2)( ...

Industry Overview - Manufactured housing is experiencing strong structural tailwinds due to rising demand, limited supply, and predictable revenue streams, making it an attractive investment opportunity [2][3] - The affordability crisis is a significant issue, with many Americans priced out of conventional single-family homes, leading to an urgent search for affordable housing [4][5] Company Analysis Sun Communities Inc. (SUI) - Sun Communities is a leading real estate investment trust (REIT) that owns and operates manufactured housing communities, benefiting from residents who own their homes but rent the land, resulting in stable occupancy and cash flow [8][9] - The company's national footprint allows it to acquire smaller properties, enhancing operational efficiency and net operating income, particularly in high-growth Sun Belt markets [9] - SUI offers steady income with long-term growth potential, with a consensus price target of $136.69 and a dividend yield of 3.3%, which has increased by an average of 4.6% over the last three years [10] Champion Homes (SKY) - Champion Homes is one of the largest manufacturers of factory-built homes in the U.S., positioned to benefit from rising demand for affordable housing options [12] - The company can achieve operating leverage as shipments increase, translating into higher margins and earnings, supported by government initiatives for affordable housing [12][13] - Despite being perceived as expensive at 24x earnings, it remains competitive within the construction sector, especially if affordability pressures drive demand for manufactured housing [14] UMH Properties Inc. (UMH) - UMH Properties operates primarily in the Midwest and Northeast, regions facing persistent housing shortages due to zoning restrictions and limited new construction [15] - The company focuses on organic growth by filling vacant sites within existing communities, which enhances occupancy and rental revenue without significant acquisition costs [16] - UMH offers a higher dividend yield of 5.67% and has a consensus price target of $18, indicating strong upside potential, although it is smaller and more leveraged than its competitors [17][18]

Core Insights - Sun Communities reported strong third quarter results with core FFO per share of $2.28, exceeding guidance due to robust same-property performance in North America and the U.K. [1] - The company is focusing on three key areas: understanding the manufactured housing (MH) and recreational vehicle (RV) business, supporting team strategy execution, and assessing long-term growth opportunities [2][3] Financial Performance - North American same-property NOI increased by 5.4%, driven by a 10.1% growth in manufactured housing and a solid occupancy rate of 98% [1][4] - U.K. same-property NOI grew by 5.4%, supported by 4.8% revenue growth and 4% expense growth, with homeowners receiving rent increase notices averaging approximately 4.1% for 2026 [5][38] - Annual RV rental rates for 2026 are projected to increase by approximately 4%, reflecting a strategic focus on retention and occupancy [4][33] Capital Deployment and Acquisitions - The company completed the disposition of delayed consent properties for approximately $118 million and sold a land parcel for $18 million during the third quarter [6][7] - In October, Sun acquired 14 communities for approximately $457 million, enhancing its portfolio in existing markets [6] - Year-to-date, the company has purchased 28 ground leases for approximately $324 million, with an additional 5 under contract for approximately $63 million [7][21] Debt and Shareholder Returns - As of September 30, total debt stood at $4.3 billion with a weighted average interest rate of 3.4% and a maturity of 7.4 years [7] - The company has repurchased approximately 4 million shares for $500 million year-to-date under its $1 billion share repurchase program [8] - Net debt is approximately $3.7 billion, with a net debt to recurring EBITDA ratio of approximately 3.6x [8] Guidance and Outlook - The company raised its core FFO per share expectations for 2025 to a range of $6.59 to $6.67, reflecting operational strength and disciplined execution [9] - North American same-property NOI growth guidance has been increased to 5.1%, while U.K. same-property NOI guidance has been raised to approximately 4% [10][34] - The company remains focused on maintaining operational excellence and enhancing long-term shareholder value through disciplined capital allocation [15][59]

Sun reported core FFO per share of $1.76 for the quarter, exceeding the high end of guidance. Total North American same-property NOI grew 4.9% in the second quarter, driven primarily by the continued growth and stability of our manufactured housing portfolio as well as the benefit of our ongoing cost savings initiatives and greater efficiency at the expense level. We believe this demonstrates the resilience of our core business and the strength of our portfolio. As announced last week, Charles Young has bee ...

Core Insights - The company has announced the sale of Safe Harbor Marinas for $5.65 billion to Blackstone, which is expected to enhance its focus on core manufactured housing (MH) and recreational vehicle (RV) segments while improving its leverage profile [2][19] - The transaction is projected to generate a gain of $1.3 billion and a 21x multiple on Safe Harbor's 2024 funds from operations (FFO), providing a strong return for shareholders [2][19] - The company aims to simplify its operations and improve margins, with the core North American manufactured housing and RV net operating income (NOI) expected to increase from approximately 66% to over 90% of total company NOI post-transaction [1][2] Financial Performance - For the fourth quarter of 2024, core FFO per share was reported at $1.41, a 5.2% increase from the previous year, while the full year core FFO per share was $6.81 [14][15] - North American same-property NOI growth was 5.7% in Q4 and 4.1% for the full year, driven by a 5.8% increase in revenues and a 5.5% increase in weighted average monthly rent [11][12] - The company disposed of approximately $570 million of nonstrategic assets in 2024, contributing to a reduction in total debt by $424 million, with a year-end debt balance of $7.35 billion [3][15] Strategic Initiatives - The management is focused on maximizing revenue growth and driving operational efficiency through disciplined expense management and effective asset management [6][10] - A restructuring plan has been implemented, targeting $15 million to $20 million in operating expense and G&A savings, with approximately $11 million already realized [10][34] - The company is also enhancing its governance through board refreshment and is in the process of searching for a new CEO [3][4] Market Outlook - The company anticipates continued growth in its core segments, with manufactured housing same-property NOI expected to grow by 6.4% and RV same-property NOI by 1.5% in 2025 [16][17] - The U.K. portfolio is projected to see a same-property NOI growth of 1.9%, despite an anticipated 8.1% increase in expenses due to rising minimum wage and payroll taxes [17][41] - The overall strategic direction remains focused on delivering steady earnings growth and maximizing the potential of its best-in-class portfolio [8][19]

Core Insights - The company acknowledges disappointing third-quarter results and revised 2024 guidance, indicating underperformance against expectations [2][4] - The board is committed to addressing challenges and restructuring to unlock value and earnings potential [2][4] - The company emphasizes its commitment to high standards of corporate governance and internal controls [1] Financial Performance - For Q3 2024, core FFO per share was reported at $2.34, with same-property NOI in North America increasing by 0.5% [12] - The manufactured housing segment saw a 5.3% year-over-year increase in same-property NOI, while the RV segment experienced a 6.9% decline [12][13] - Total debt as of September 30 was $7.36 billion, a reduction of approximately $450 million from the end of 2023 [3][20] Strategic Initiatives - The company is focusing on recycling non-strategic assets, reducing debt, and increasing contributions from annual income streams, with $392 million in asset sales year-to-date [3][19] - A comprehensive review has led to expected annualized G&A and operating expense savings of $15 million to $20 million, translating to approximately $0.11 to $0.15 per share [7][25] - The company plans to continue enhancing operational efficiencies and revenue growth through strategic initiatives [4][25] Market Conditions - The company faces ongoing volatility in transient components of its business, with higher expenses impacting performance [1][12] - Transient RV revenue is expected to decline by 11.9% for the full year, influenced by adverse weather conditions and higher operational costs [22][60] - The company anticipates strong rental rate increases in 2025, with average increases of 5.2% in manufactured housing and 5.1% in RV segments [11][24] Governance and Leadership - The CEO announced plans to retire in 2025 after 40 years with the company, with a search committee established to find a successor [8][46] - An independent third-party law firm conducted an investigation into a recent short report, concluding that the company complied with financial reporting practices [1][53] - The board is focused on governance and has been refreshing its membership, with plans for continued evaluation of long-tenured board members [61][62]

Mark E. Patten Appointed Chief Financial Officer, Effective January 5, 2026Southfield, MI, Dec. 16, 2025 (GLOBE NEWSWIRE) -- Sun Communities, Inc. (NYSE: SUI) (“Sun” or the “Company”), a real estate investment trust (“REIT”) that owns and operates, or has an interest in, manufactured housing ("MH") and recreational vehicle ("RV") communities, today announced the appointment of Mark E. Patten as Chief Financial Officer (“CFO”), effective January 5, 2026. Mr. Patten will succeed Fernando Castro-Caratini, who ...