SOUTH BEND, Ind., Nov. 06, 2025 (GLOBE NEWSWIRE) -- Strawberry Fields REIT, Inc. (NYSE AMERICAN: STRW) (the “Company”) reported today its operating results for the quarter ended September 30, 2025. FINANCIAL HIGHLIGHTS 100% of contractual rents collected.On July 1, 2025, the Company completed the acquisition of nine skilled nursing facilities, comprised of 686 beds, located in Missouri. The acquisition was for $59,000,000 and the Company funded the acquisition utilizing working capital. Eight of the facili ...

Core Insights - Northview Residential REIT reported strong financial results for Q3 2025, driven by interest savings and solid same-door residential NOI growth across all regions [3][4][6] Financial Performance - Total revenue for Q3 2025 was $69.839 million, a slight increase from $69.059 million in Q3 2024 [5] - NOI for Q3 2025 reached $43.598 million, up from $42.192 million in the same period last year, resulting in an NOI margin of 62.4% compared to 61.1% in Q3 2024 [5][8] - FFO per basic unit increased by 8.3% to $0.52 from $0.48 year-over-year, with a year-to-date growth of 14.7% excluding insurance proceeds [6][8] Asset Management - Northview completed $164 million in non-core asset sales ahead of schedule, contributing to a leverage reduction of over 200 basis points and reducing floating rate exposure to 13.0% [4][14] - The commercial portfolio showed positive momentum with over 60,000 sq. ft. of signed leases, expecting occupancy to improve by nearly 500 basis points by mid-2026 [4] Operational Metrics - Same-door NOI in the multi-residential portfolio grew by 6.5% year-over-year, driven by a 4.3% increase in same-door revenue and an average monthly rent (AMR) increase of 4.8% [9] - Multi-residential occupancy was reported at 95.9%, slightly up from 95.8% in the previous year [5] Interest Expense and Debt Management - Interest expense decreased by $3.5 million due to significant reductions in credit facility interest expense, resulting in a weighted average credit facility interest rate of 5.80% [10] - Northview made net repayments of $18.9 million from mortgage refinancing and non-core asset sales, lowering the outstanding balance to $225.9 million [11]

Crombie REIT Announces Third Quarter 2025 ResultsPortfolio strength and disciplined execution deliver record occupancy and continued FFO growthNovember 05, 2025 5:00 PM EST | Source: Crombie Real Estate Investment TrustNew Glasgow, Nova Scotia--(Newsfile Corp. - November 5, 2025) - Crombie Real Estate Investment Trust (TSX: CRR.UN) ("Crombie") today announced results for its third quarter ended September 30, 2025. Management will host a conference call to discuss the results at 10:00 a.m. (EST ...

Core Insights - Community Healthcare Trust Incorporated reported a net income of approximately $1.6 million, or $0.03 per diluted common share, for the three months ended September 30, 2025 [1] - The company’s Funds from Operations (FFO) and Adjusted Funds from Operations (AFFO) for the same period were $0.50 and $0.56 per diluted common share, respectively [1] Financial Performance - Rental income for the third quarter of 2025 was $30.814 million, compared to $29.335 million for the same period in 2024, reflecting an increase [10] - Total revenues for the three months ended September 30, 2025, were $31.086 million, up from $29.639 million in 2024 [10] - The company reported total expenses of $21.490 million for the third quarter of 2025, slightly down from $21.848 million in 2024 [10] - Net income for the three months ended September 30, 2025, was $1.640 million, compared to $1.749 million in 2024 [10] Property Investments - As of September 30, 2025, the company had investments of approximately $1.2 billion in 200 real estate properties located in 36 states, totaling approximately 4.6 million square feet [3] - The company acquired an inpatient rehabilitation facility in Florida for approximately $26.5 million, which is 100% leased to a tenant with a lease expiration in 2040 and an expected return of approximately 9.4% [6] - The company has six properties under definitive purchase agreements, with an expected aggregate purchase price of approximately $146.0 million and expected returns of approximately 9.1% to 9.75% [6] Dividends and Shareholder Returns - The Board of Directors declared a quarterly common stock dividend of $0.4750 per share, payable on November 21, 2025, to stockholders of record on November 7, 2025 [6] Balance Sheet Highlights - As of September 30, 2025, total assets were approximately $987.261 million, with total liabilities of $560.438 million [8] - Stockholders' equity decreased to $426.823 million from $475.965 million as of December 31, 2024 [8]

Core Insights - Iron Mountain Incorporated (IRM) reported second-quarter adjusted funds from operations (AFFO) per share of $1.24, exceeding the Zacks Consensus Estimate of $1.19, marking a year-over-year increase of 14.8% [1][9] - The company's total revenues for the quarter reached $1.71 billion, surpassing the Zacks Consensus Estimate of $1.68 billion, and reflecting an 11.6% year-over-year growth [3][9] - IRM raised its full-year 2025 guidance for AFFO per share to a range of $5.04 to $5.13, up from the previous range of $4.95 to $5.05 [10] Financial Performance - Storage rental revenues amounted to $1,010 million, a 9.8% increase year over year, while service revenues rose 14.2% to $702 million [5] - The Global RIM business reported revenues of $1,323.8 million, growing 5.9% year over year, and the Global Data Center business saw revenues of $189.4 million, up 24% year over year [5][6] - Adjusted EBITDA increased by 15.4% year over year to $628.4 million, with an adjusted EBITDA margin expansion of 120 basis points to 36.7% [6] Balance Sheet and Cash Flow - As of June 30, 2025, IRM had cash and cash equivalents of $218 million, an increase from $155.3 million as of March 31, 2025 [7] - The company reported net debt of $15.48 billion, up from $14.87 billion as of March 31, 2025, with a weighted average interest rate of 5.7% [7] Dividend Announcement - Concurrently with the earnings release, IRM announced a cash dividend of 78.5 cents per share for the third quarter of 2025, payable on October 3 to shareholders on record as of September 15, 2025 [8] Guidance Revision - The revenue outlook for 2025 has been revised to a range of $6.79 billion to $6.94 billion, up from the previous range of $6.74 billion to $6.89 billion [11] - Adjusted EBITDA for 2025 is now anticipated to be between $2.52 billion and $2.57 billion, an increase from the prior range of $2.51 billion to $2.56 billion [11]

Core Insights - VICI Properties reported second-quarter adjusted funds from operations (AFFO) per share of 60 cents, matching the Zacks Consensus Estimate and reflecting a 5% increase year-over-year [1][10] - Total revenues reached $1.0 billion, exceeding the Zacks Consensus Estimate of $996.1 million, with a year-over-year growth of 4.6% [2][10] - The company raised its AFFO per share outlook for 2025 to a range of $2.35-$2.37, above the previous guidance of $2.33-$2.36 [8] Revenue Breakdown - Income from sales-type leases was $530.3 million, a 3.5% increase from the prior year [3] - Income from lease financing receivables, loans, and securities amounted to $440.3 million, rising 6.4% year-over-year [3] - Other income for the quarter was $19.5 million, up 1.1% from the previous year, while golf revenues declined 4.2% to $11.2 million [3] Expenses and Commitments - Quarterly interest expenses increased by 3.9% year-over-year to $213.8 million [4][10] - The company committed approximately $510 million to a delayed draw term loan facility for the North Fork Mono Casino & Resort development [4] - An additional commitment of $150 million was made into a mezzanine loan for the development of One Beverly Hills [5] Balance Sheet Position - As of June 30, 2025, VICI Properties had cash and cash equivalents of $233.0 million, down from $334.3 million at the end of Q1 2025 [6] - Total liquidity stood at $3.0 billion, including cash, estimated net proceeds from forward sale agreements, and availability under its revolving credit facility [6] - Total debt increased to approximately $17.3 billion, up from $17.2 billion in the previous quarter [7]

Core Viewpoint - VICI Properties Inc. is expected to report growth in revenues and adjusted funds from operations (AFFO) per share for the second quarter of 2025, with a consensus estimate of 60 cents per share, reflecting a 5.26% increase from the previous year [1][7]. Group 1: Financial Performance - The Zacks Consensus Estimate for quarterly revenues is projected at $996.07 million, indicating a 4.08% growth compared to the same quarter last year [4][9]. - The income from sales-type leases is estimated at $530.83 million, showing an increase from both the previous quarter and the year-ago quarter [5]. - Income from lease financing receivables and loans is expected to reach $436.44 million, up from $426.48 million in the previous quarter and $413.74 million in the year-ago period [5]. Group 2: Market Dynamics - The performance of VICI Properties in the second quarter is anticipated to be positively influenced by the resurgence in demand for its gaming and hospitality venues [2][3]. - Strong partnerships with top-tier experiential operators and long-term triple-net leases are likely to contribute to stable revenue generation [3][9]. - The company has diversified its portfolio beyond gaming, including investments in non-gaming experiential assets like Chelsea Piers and Bowlero, which supports its growth strategy [4][9]. Group 3: Analyst Sentiment - Analysts have shown confidence in VICI's performance, as the consensus estimate for AFFO per share has been revised upward by one cent over the past month [7]. - The company currently has an Earnings ESP of +15.43% and a Zacks Rank of 3, indicating a potential for an earnings surprise [10].

Core Viewpoint - Host Hotels & Resorts, Inc. (HST) is expected to report second-quarter 2025 earnings on July 30, with anticipated revenue growth but a decline in adjusted funds from operations (AFFO) per share [1][6]. Financial Performance - In the previous quarter, HST reported an AFFO per share of 64 cents, exceeding the Zacks Consensus Estimate of 56 cents, reflecting a year-over-year revenue increase [2]. - Over the last four quarters, HST's AFFO per share surpassed estimates three times, with an average surprise of 6.52% [2]. Market Position and Strategy - HST has a portfolio of luxury and upper-scale hotels in prime U.S. markets and the Sunbelt region, strategically located to drive demand [2][3]. - Continuous improvement in group business has contributed to hotel revenue per available room (RevPAR) growth, which is expected to continue in Q2 [3]. Revenue and Occupancy Estimates - The Zacks Consensus Estimate for HST's Q2 revenues is $1.50 billion, indicating a 2.1% increase from the previous year [5]. - The estimated RevPAR for Q2 is $232.12, up from $224.29 in the same quarter last year, while the average occupancy rate is expected to decrease to 73.9% from 74.4% [5]. Interest Expenses Impact - Interest expenses for Q2 are projected to rise by 14.7% year over year, which may negatively affect HST's performance [6][7]. - The consensus estimate for AFFO per share has been revised down to 51 cents, reflecting a 10.5% decline from the previous year [6]. Earnings Prediction Model - The quantitative model does not predict a surprise in AFFO per share for HST this quarter, with an Earnings ESP of -2.39% and a Zacks Rank of 3 [7][8].

Core Insights - Crown Castle Inc. (CCI) reported second-quarter 2025 adjusted funds from operations (AFFO) per share of $1.02, exceeding the Zacks Consensus Estimate of $1.00, but reflecting a nearly 1% decline year over year [1][8] - The company experienced a rise in services and other revenues year over year, while site rental revenues saw a decline [1][8] - CCI has raised its outlook for 2025, indicating positive adjustments in expectations for AFFO and site rental revenues [6][8] Financial Performance - CCI's net revenues for the quarter were $1.06 billion, surpassing the Zacks Consensus Estimate of $1.04 billion, but down 4.2% year over year [2] - Total site rental revenues decreased by 5.3% year over year to $1.00 billion, attributed to a $16 million decrease in amortization of prepaid rent and a $34 million decrease in straight-lined revenues [3] - Services and other revenues increased by 20.9% year over year to $52 million, exceeding the estimate of $51.5 million [4] - Adjusted EBITDA for the quarter was $705 million, down 3% year over year [4] Financial Position - As of June 30, 2025, CCI had cash and cash equivalents of $94 million, an increase from $60 million as of March 31, 2025 [5] - Total debt and long-term obligations amounted to $22.04 billion, reflecting a 3.7% decrease sequentially [5] 2025 Guidance - CCI raised its guidance for 2025 AFFO per share to a range of $4.14-$4.25, compared to the previous range of $4.06-$4.17 [6] - The site rental revenue range was increased to $3.997-$4.042 billion from the prior range of $3.987-$4.032 billion [6] - Adjusted EBITDA is now estimated to be between $2.780-$2.830 billion, up from the previous range of $2.755-$2.805 billion [6]

Core Viewpoint - Realty Income remains a reliable investment in a volatile market, offering stability and growth potential despite broader economic uncertainties [1][2]. Group 1: Company Overview - Realty Income is a retail REIT that acquires and leases properties, distributing rental income to investors while adhering to a requirement to pay out at least 90% of taxable income as dividends [4]. - The company has a diversified portfolio, leasing 15,621 properties to 1,565 clients across over 89 industries, which mitigates risks associated with economic downturns [5]. Group 2: Tenant Quality and Occupancy - Realty Income focuses on recession-resistant retailers, with top tenants including Walgreens, 7-Eleven, Dollar General, and Dollar Tree, ensuring no single tenant exceeds 3.5% of annualized rent [7]. - The occupancy rate has consistently remained above 96%, increasing from 98.6% in 2023 to 98.7% in 2024, indicating strong demand for its properties [8]. Group 3: Financial Performance - The company has a history of increasing monthly dividends, having raised its payout 130 times since its IPO, with a forward yield of 5.6% compared to the 10-year Treasury's 4.3% [9]. - Adjusted funds from operations (AFFO) rose 4.8% to $4.19 per share in 2024, with expectations for further growth to $4.22-$4.28 per share in 2025, comfortably covering the annual dividend rate of $3.22 per share [9]. Group 4: Valuation and Market Position - Realty Income trades at $57 per share, which is 13 times the midpoint of its AFFO estimate for 2025, positioning it as a cheaper option compared to peers like Vici Properties and Agree Realty [10]. Group 5: Interest Rate Impact - The company is expected to benefit from declining interest rates, which could attract more income-seeking investors and facilitate expansion, as the Federal Reserve has cut benchmark rates three times in 2024 [11][12].