Wintrust Financial (WTFC) Q2 2025 Earnings Call July 22, 2025 11:00 AM ET Company ParticipantsTimothy Crane - President, CEO & DirectorDavid Stoehr - EVP & CFORichard Murphy - Vice Chairman & Chief Lending OfficerJon Arfstrom - MD & Associate Director - US ResearchChristopher Mcgratty - MD & Head - U.S. Bank ResearchDavid Long - Managing DirectorTerry Mcevoy - Managing DirectorBen Gerlinger - VP - Equity ResearchJared Shaw - Managing DirectorBrendan Nosal - DirectorNicholas Holowko - DirectorConference Call ...

Strategy debuts fourth preferred stock offering called 'Stretch' as bitcoin holdings top 600,000 BTC https://t.co/E93aQeXn3C ...

Innovative Industrial (NYSE:IIPR) is an industrial REIT focused on growing facilities and other real estate infrastructure of the legal marijuana supply chain. We have been bearish on the company for quite a while, writing multiple bear reports here, here and here. We believed IIPR’s leases involved a sort of loan baked in as both purchase price and rental rates were well above market rates. Thus as tenants either defaulted or leases expired, we thought they would have to mark rents back down to market and ...

Group 1 - The article discusses the author's journey into investing, starting in high school in 2011, focusing on REITs, preferred stocks, and high-yield bonds, indicating a long-standing interest in markets and the economy [1] - The author has recently adopted a strategy that combines long stock positions with covered calls and cash secured puts, emphasizing a fundamental long-term investment approach [1] - The author primarily covers REITs and financials on Seeking Alpha, with occasional articles on ETFs and other stocks influenced by macro trade ideas [1]

Group 1 - The article highlights SiriusPoint Ltd. (NYSE: SPNT) as an attractive investment opportunity, particularly focusing on its cumulative 8% preferred stock (NYSE: SPNT.PR.B) [1] - The investing group Trade With Beta offers services including frequent picks for mispriced preferred stocks and baby bonds, along with weekly reviews of over 1200 equities [2] - The article emphasizes the potential for investors to engage in discussions and ask questions in a chat room filled with experienced traders and investors [1][2] Group 2 - The article does not provide specific financial metrics or performance data for SiriusPoint Ltd. or its preferred stock [1][2][3] - There is no mention of any recent news events or market conditions affecting SiriusPoint Ltd. or the broader industry [1][2][3]

Group 1 - KKR has priced an offering of $550 million in new 6.875% exchange traded subordinated notes due in 2065 [1] - The fixed coupon on these notes will be paid quarterly, and KKR retains the option to redeem the notes early [1] Group 2 - The article mentions a focus on preferred stocks with varying compliance scores, indicating a range of investment options for different investor profiles [1]

Group 1 - As global tensions rise, investors are increasingly seeking safer investment options due to fears of potential conflicts impacting market liquidity and increasing volatility [1] - The investing group Trade With Beta offers features such as frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, hedging strategies, and an actively managed portfolio [1] - The article emphasizes the importance of active portfolio management and discussion among sophisticated traders and investors during uncertain times [1] Group 2 - The article includes a disclosure regarding the author's beneficial long position in SOJE shares, indicating a vested interest in the stock mentioned [2] - It is noted that past performance is not indicative of future results, and no specific investment recommendations are provided [2] - The article clarifies that Seeking Alpha does not act as a licensed securities dealer or investment adviser, highlighting the independent nature of its analysts [2]

At Trade With Beta , we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Public-sector financial institutions provide key access to capital in rural areas. This review examines the structure, performance, and investment profile of one such organization. Let us introduce you to the Federal Agricultural Mortgage Corporation (Denislav leads the investing group Trade W ...

Core Points - Wintrust Financial Corporation will redeem all shares of its Series D and Series E Preferred Stock on July 15, 2025, at a price of $25.00 per share for Series D and $25,000 per share for Series E [1][2] - The redemptions will be funded by net proceeds from a public offering of Series F Preferred Stock completed on May 22, 2025 [1] - Regular quarterly dividends will be paid on the Redemption Date to holders of record as of July 1, 2025, but the redemption price will not include any accrued and unpaid dividends [3] Company Overview - Wintrust is a financial holding company listed on the NASDAQ Global Select Market, operating over 200 retail banking locations through 16 community bank subsidiaries across several states [5] - The company provides a range of services including residential mortgage origination, wealth management, and commercial financing [5]

we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.For some time, we avoided preferred stocks due to tight spreads. Recently, spreads have improved, prompting us to reconsider REIT preferreds—especially the safest ones with yields over 6.5%. Today, we look at LXP Industrial Trust (NYSE:Analyst’s Disclosure:I/we have no stock, option or similar derivative position ...