Group 1 - The US is experiencing a persistent housing shortage with no clear resolution in sight [1] - UMH Properties is identified as a key beneficiary of this housing market trend, being a leading manufacturer and distributor of manufactured homes [1] - The focus of the Marketplace service, Hidden Dividend Stocks Plus, is on uncovering undervalued income opportunities with dividend yields between 5% and over 10%, supported by robust earnings [1] Group 2 - Exclusive investment ideas are published weekly for the HDS+ site, providing unique insights not available elsewhere [2] - An equity position was closed in January 2025, yielding a remarkable 189% return since inception [2]

Industry Overview - The REIT and Equity Trust - Residential industry includes companies that own, develop, and manage residential properties such as apartment buildings, student housing, manufactured homes, and single-family homes [3] - Student housing properties are typically located near colleges and universities and are exclusively leased to students [4] - Demand for student housing is closely tied to enrollment growth at educational institutions [5] Market Dynamics - Elevated supply of new apartment units is creating pressure on rental rates despite strong demand [6] - The construction pipeline is depleting, suggesting promising occupancy and rent growth prospects in the coming years [7] - Increased use of concessions, particularly in lease-up assets, may drive higher renter turnover [8] - Healthy rental demand is supported by a strong labor market, favorable demographics, and high homeownership costs [9][10] Technological Initiatives - Residential REITs are adopting technologies like self-guided tours, digital move-ins, smart home systems, and AI-driven tools to enhance tenant experience and streamline operations [11] Industry Performance and Valuation - The REIT and Equity Trust - Residential industry has underperformed the broader Finance sector and the S&P 500, returning 6.1% compared to the S&P 500's 24.4% increase [15] - The industry is currently trading at a forward 12-month price-to-FFO ratio of 16.52X, below the S&P 500's forward 12-month P/E of 21.81X [16] Key Companies - **Equity Lifestyle Properties**: Focuses on manufactured home communities, RV resorts, and campgrounds, with a strategic advantage due to increasing demand and constrained supply [17][18] - Zacks Rank of 2 (Buy) with a 6.2% year-over-year increase in 2024 FFO per share estimate [19][20] - **Veris Residential**: Owns and operates multifamily rental properties in the Northeast, with a focus on technology-guided revenue optimization [21] - Zacks Rank of 2 with a 15.1% year-over-year increase in 2024 FFO per share estimate [22] - **UMH Properties**: Operates manufactured home communities across multiple states, benefiting from strong rental demand and a joint venture with Nuveen Real Estate [23][24][25] - Zacks Rank of 2 with an 8.1% year-over-year increase in 2024 FFO per share estimate [25]

Core Viewpoint - UMH Properties, Inc. will host a webcast and conference call to discuss its Fourth Quarter and Full Year 2024 financial results on February 27, 2025, at 10:00 a.m. Eastern Time [1] Group 1: Financial Results Announcement - The financial results for the Fourth Quarter and Full Year 2024 will be released on February 26, 2025, after the close of trading on the New York Stock Exchange [2] - The results will be accessible on the Company's website in the Financials section [2] Group 2: Participation Details - Interested parties can participate in the webcast by selecting the webcast icon on the Company's website [3] - A conference call option is available by calling toll-free 877-513-1898 domestically or 412-902-4147 internationally [3] Group 3: Replay Information - A replay of the conference call will be available at 12:00 p.m. Eastern Time on February 27, 2025 [4] - The replay can be accessed by dialing toll-free 877-344-7529 domestically and 412-317-0088 internationally, using the passcode 6664574 [4] - A transcript of the call and the webcast replay will also be available on the Company's website [4] Group 4: Company Overview - UMH Properties, Inc. is a public equity REIT established in 1968, owning and operating 139 manufactured home communities with approximately 26,200 developed homesites [5] - Of these homesites, 10,300 contain rental homes, and the company also operates over 1,000 self-storage units [5] - The communities are located across several states, including New Jersey, New York, Ohio, Pennsylvania, Tennessee, Indiana, Maryland, Michigan, Alabama, South Carolina, Florida, and Georgia [5] - Among the 139 communities, two are located in Florida, containing 363 sites operated through a joint venture with Nuveen Real Estate [5]

Core Viewpoint - UMH Properties, Inc. has reported strong operational results for Q4 and full year 2024, highlighting a consistent increase in dividends and plans for future revenue growth through rent increases and new home investments [1][4]. Company Overview - UMH Properties, Inc. is a public equity REIT established in 1968, owning and operating 139 manufactured home communities with approximately 26,200 developed homesites, including 10,300 rental homes and over 1,000 self-storage units across multiple states [2]. Financial Performance - As of year-end 2024, UMH achieved an equity market capitalization exceeding $1.5 billion, with a share price increase from $15.25 to $18.88, representing a 24% rise. Including dividends, the total shareholder return was approximately 30% [4]. - In Q4 2024, UMH converted 122 new homes from inventory to revenue-generating rental homes, totaling 565 for the year, with an occupancy rate of 94% for its rental homes [4]. - Gross home sales revenue for Q4 was $8.4 million, up 9% from $7.7 million the previous year. For the full year, gross home sales revenue reached $32.6 million, a 4% increase from $31.2 million [4]. - Overall occupancy increased by 280 units to 88% year-to-date, with a Q4 increase of 46 units [4]. - Rental and related charges increased by approximately 9% in January 2025, leading to an annualized monthly rent roll generating about $210 million in annual rental revenue [4]. Capital Raising Activities - In Q4 2024, UMH issued and sold approximately 3.1 million shares of common stock at a weighted average price of $19.04, generating gross proceeds of $58.5 million. For the full year, approximately 12.5 million shares were sold at a weighted average price of $17.92, raising gross proceeds of $224.5 million [4].

UMH Properties (NYSE: UMH ) is one of the largest operators and owners of manufactured home communities: It leases home sites to residential homeowners. At the end of the third quarter, UMH had 139 communities in its portfolio withHe is the leader of the investment group European Small Cap Ideas which offers exclusive access to actionable research on appealing Europe-focused investment opportunities not found elsewhere. The a focus is on high-quality ideas in the small-cap space, with emphasis on capital ga ...

Almost one and a half years ago, I recommended buying the preferred stock (NYSE: UMH.PR.D ) of UMH Properties ( UMH ) for its 7.5% dividend back then and its 20% upside potential, as I expected inflation and interest rates toI am a chemical engineer with a MS in Food Technology and Economics, and a MENSA member. I am the author of the book "Investing in Stocks and Bonds: The Early Retirement Project" (2024):I am also the author of the book "Mental Math: How to perform math calculations in your mind".I am al ...

UMH Properties, Inc. (NYSE:UMH) Q3 2024 Earnings Conference Call November 7, 2024 10:00 AM ET Company Participants Craig Koster – Executive Vice President and General Counsel Eugene Landy – Founder and Chairman Samuel Landy – President and Chief Executive Officer Anna Chew – Executive Vice President and Chief Financial Officer Brett Taft – Executive Vice President and Chief Operating Officer Conference Call Participants Rob Stevenson – Janney Gaurav Mehta – Alliance Global Partners Rich Anderson – Wedbush C ...

For the quarter ended September 2024, UMH Properties (UMH) reported revenue of $60.67 million, up 8.3% over the same period last year. EPS came in at $0.24, compared to -$0.09 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $61.57 million, representing a surprise of -1.46%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.24.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

UMH Properties (UMH) came out with quarterly funds from operations (FFO) of $0.24 per share, in line with the Zacks Consensus Estimate. This compares to FFO of $0.22 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this real estate investment trust would post FFO of $0.22 per share when it actually produced FFO of $0.23, delivering a surprise of 4.55%.Over the last four quarters, the company has surpassed consensus FFO estimates two times.UMH, whic ...

FREEHOLD, NJ, Nov. 06, 2024 (GLOBE NEWSWIRE) -- UMH Properties, Inc. (NYSE:UMH) (TASE:UMH) reported Total Income for the quarter ended September 30, 2024 of $60.7 million, as compared to $56.0 million for the quarter ended September 30, 2023, representing an increase of 8%. Net Income Attributable to Common Shareholders amounted to $8.2 million or $0.11 per diluted share for the quarter ended September 30, 2024, as compared to a Net Loss of $5.8 million or $0.09 per diluted share for the quarter ended Septe ...