Armada Hoffler: After Digging Into Q2, My Conviction Is Stronger Than Ever

Core Viewpoint - Armada Hoffler (NYSE: AHH) has faced significant market disfavor, particularly following a 33.3% dividend cut in March, which the author disagrees with, suggesting that the sell-off is unwarranted [1]. Company Analysis - The company is currently experiencing a negative perception in the market, primarily due to the recent dividend reduction [1]. - The author emphasizes a long-term investment strategy focused on identifying undervalued Real Estate Investment Trusts (REITs) that are temporarily out of favor [1]. Investment Strategy - The investment approach is characterized by a contrarian and deep-value perspective, aiming to uncover intrinsic value through fundamental economic insights [1].