INVESTING IN AMERICA'S LOGISTICS NETWORK FEBRUARY 2026 INTRODUCTION PSTL AT-A-GLANCE Postal Realty (NYSE: PSTL) is a proven leader in acquiring and managing US Postal Service properties as the largest owner of USPS facilities nationally. We believe our assets, which consist of mission-critical logistics infrastructure that supports e-commerce and last mile delivery, provide both stable and growing cash flows, underpinned by a U.S. federal government-supported tenant, a high lease retention rate, and predict ...

Core Viewpoint - SITE Centers Corp. is recognized as one of the 13 dividend stocks yielding over 8% [1] Group 1: Financial Updates - Piper Sandler analyst Alexander Goldfarb has lowered the price target for SITE Centers Corp. to $8 from $10 while maintaining an Overweight rating [2] - The adjustment in estimates reflects recent company announcements and refinements in Q3 2025 models [2] Group 2: Recent Transactions - On January 16, SITE Centers announced the sale of its partnership interests in the RVIP IIIB joint venture for approximately $20.8 million [3] - Earlier in December, the company agreed to sell Perimeter Pointe in Atlanta for about $48.0 million, with no proceeds used to repay mortgage debt as it was already paid off [4] Group 3: Company Overview - SITE Centers Corp. operates as a self-administered, self-managed REIT, focusing on open-air shopping centers with a fully integrated real estate platform [5]

Group 1 - Site Centers (SITC) announced the sale of Perimeter Pointe for approximately $48 million, prior to closing costs, prorations, and other closing adjustments [1] - The company did not use any proceeds from the sale to repay mortgage debt, as it had already repaid its existing mortgage facility in full on December 18 [1]

Group 1 - U.S. stock futures are higher, with Dow futures gaining around 200 points [1] - Argenx SE shares fell 6% to $825.00 in pre-market trading after discontinuing Phase 3 studies of efgartigimod SC in thyroid eye disease [1] Group 2 - TryHard Holdings Ltd shares tumbled 15.2% to $13.16 in pre-market trading after a previous jump of 58% [2] - Site Centers Corp declined 13.4% to $6.33 in pre-market trading [2] - Exicure Inc dipped 8.7% to $5.80 in pre-market trading after gaining 5% on Friday [2] - Celldex Therapeutics Inc declined 8.4% to $25.19 in pre-market trading [2] - CapsoVision Inc fell 6.4% to $12.03 in pre-market trading after a decline of around 11% on Friday [2] - Zillow Group Inc fell 5.6% to $70.50 in pre-market trading [2] - BeOne Medicines AG declined 4.9% to $303.50 in pre-market trading [2] - ServiceNow Inc fell 4.7% to $824.50 in pre-market trading after a downgrade to Underweight by KeyBanc [2] - WaterBridge Infrastructure LLC fell 4.4% to $20.05 in pre-market trading [2] - Pharming Group N V declined 4.2% to $17.23 in pre-market trading [2]

Group 1 - U.S. stock futures are higher, with Dow futures gaining around 200 points [1] - Argenx SE shares fell 6% to $825.00 in pre-market trading after discontinuing Phase 3 studies of efgartigimod SC in thyroid eye disease [1] Group 2 - TryHard Holdings Ltd shares tumbled 15.2% to $13.16 in pre-market trading after a previous jump of 58% [2] - Site Centers Corp declined 13.4% to $6.33 in pre-market trading [2] - Exicure Inc dipped 8.7% to $5.80 in pre-market trading after gaining 5% on Friday [2] - Celldex Therapeutics Inc declined 8.4% to $25.19 in pre-market trading [2] - CapsoVision Inc fell 6.4% to $12.03 in pre-market trading after a decline of around 11% on Friday [2] - Zillow Group Inc fell 5.6% to $70.50 in pre-market trading [2] - BeOne Medicines AG declined 4.9% to $303.50 in pre-market trading [2] - ServiceNow Inc fell 4.7% to $824.50 in pre-market trading after a downgrade to Underweight by KeyBanc [2] - WaterBridge Infrastructure LLC fell 4.4% to $20.05 in pre-market trading [2] - Pharming Group N V declined 4.2% to $17.23 in pre-market trading [2]

分组1 - MindWalk Holdings Corp. (NASDAQ:HYFT) shares increased by 11.3% to $1.97 in pre-market trading ahead of its quarterly earnings report [1] - Wall Street anticipates a quarterly loss of 1 cent per share for MindWalk, with expected revenue of $4.00 million [1] 分组2 - Oriental Culture Holding LTD (NASDAQ:OCG) saw a significant gain of 61.4% to $0.3550 after a previous decline of over 75% [4] - AMC Robotics Corporation (NASDAQ:AMCI) surged by 57.2% to $4.26 following a 44% drop [4] - WORK Medical Technology Group LTD (NASDAQ:WOK) rose 44.4% to $0.1559 after a 36% decline [4] - cbdMD, Inc. (NASDAQ:YCBD) increased by 20% to $1.44 after a 90% jump [4] - Kyverna Therapeutics Inc (NASDAQ:KYTX) surged 16.1% to $10.20 as it prepares to announce Phase 2 data for KYV-101 [4] - iRobot Corp (NASDAQ:IRBT) fell 82.4% to $0.76 after announcing a strategic transaction [4] - CCH Holdings Ltd (NASDAQ:CCHH) declined 20.6% to $2.10 after an 82% drop [4] - Tiziana Life Sciences Ltd – ADR (NASDAQ:TLSA) fell 15.2% to $1.51 after filing for a common stock offering [4]

Core Viewpoint - SITE Centers Corp. has successfully sold $3.7 billion of assets since the announcement of the spin-off of Curbline Properties, with proceeds primarily used for debt repayment and shareholder distributions [2][3]. Disposition Activity - The company has sold 64 retail properties and one land parcel, declaring over $380 million in distributions to shareholders, equating to $7.39 per share since the spin-off announcement [1][2]. - As of December 4, 2025, SITE Centers owns 11 wholly-owned properties and has interests in 11 joint venture properties, with ongoing negotiations for the sale of four wholly-owned properties and one joint venture property [3]. Future Plans - SITE Centers plans to market all remaining wholly-owned retail properties, subject to market conditions, and expects to declare further distributions from sale proceeds after addressing outstanding debts and expenses [3][4]. - The company intends to maintain its common shares on the New York Stock Exchange, but may voluntarily delist to reduce operating expenses and maximize shareholder distributions [4]. Performance of Curbline Properties - Shares of Curbline Properties, distributed to SITE shareholders, have outperformed the FTSE NAREIT Shopping Center Index by over 1,550 basis points, indicating strong market demand and value creation [2].

Core Points - SITE Centers Corp. completed the sale of four properties for a total of approximately $263.6 million, with proceeds used to repay mortgage indebtedness [1][2] - The properties sold include East Hanover Plaza, Southmont Plaza, Stow Community Center, and Nassau Park Pavilion [1][2] - The company is a self-administered and self-managed REIT, publicly traded on the NYSE under the ticker symbol SITC [3] Summary by Category Property Sales - East Hanover Plaza, Southmont Plaza, and Stow Community Center were sold for approximately $126.0 million, with $38.2 million of proceeds used to repay mortgage debt [1] - Nassau Park Pavilion was sold for approximately $137.6 million, with $98.4 million of proceeds applied to fully repay a mortgage loan and an additional $7.0 million paid as a make-whole premium [2] Company Overview - SITE Centers is an owner and manager of open-air shopping centers, operating as a fully integrated real estate company [3] - The company provides additional information on its operations and investor news through its website [3]

Core Points - SITE Centers Corp. announced the sale of Paradise Village Gateway in Phoenix, AZ for $28.5 million, excluding closing costs and adjustments [1] - A portion of the net proceeds from the sale was utilized to repay $24.3 million of mortgage debt [1] Company Overview - SITE Centers Corp. is an owner and manager of open-air shopping centers, operating as a self-administered and self-managed REIT [2] - The company is publicly traded on the New York Stock Exchange under the ticker symbol SITC [2]

Core Insights - SITE Centers Corp. reported a net loss of $6.2 million for Q3 2025, a significant decline from a net income of $320.2 million in the same period last year, primarily due to impairments and lower rental income [5][18][19] - The company has sold seven properties year-to-date for a total of $380.9 million and has declared dividends of $5.75 per share [2][5] - The leased rate decreased to 87.6% as of September 30, 2025, down from 91.1% at the end of 2024 [5][18] Financial Performance - Operating funds from operations (OFFO) for Q3 2025 were $5.6 million, or $0.11 per diluted share, compared to $42.8 million, or $0.81 per diluted share in Q3 2024 [5][22] - Rental income for Q3 2025 was reported at $24.2 million, a decrease from $59.4 million in Q3 2024 [18][19] - The company recorded impairments totaling $106.6 million due to changes in hold period assumptions for five wholly-owned assets [5][22] Property Transactions - Notable property sales included Sandy Plains Village for $25 million, Winter Garden Village for $165 million, Deer Valley Towne Center for $33.7 million, and Edgewater Towne Center for $53.5 million [5][13] - The company has over $292 million in properties under contract for sale, with buyers' due diligence conditions expired [2][5] Recent Developments - A special cash distribution of $1.00 per common share was announced, payable on November 14, 2025 [13][27] - The company executed six new leases and 23 renewals for a total of 237,000 square feet during the quarter [5][18]