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FS KKR Capital: Painful Dividend Cut, But Meaningful Discount To NAV Opens Up
Seeking Alpha· 2026-02-27 22:15
Core Viewpoint - The equity market serves as a significant mechanism for wealth creation or destruction over the long term, with Pacifica Yield focusing on undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1] Group 1 - Pacifica Yield aims to pursue long-term wealth creation [1] - The strategy includes a focus on undervalued yet high-growth companies [1] - High-dividend tickers, REITs, and green energy firms are also part of the investment focus [1]
又有REITs新品申报
Zhong Guo Ji Jin Bao· 2026-02-27 14:29
【导读】本周公募REITs二级市场震荡下行,又有3只新品申报 本周公募REITs二级市场整体震荡下行,成交活跃度有所下降。 2月27日,中证REITs全收益指数下跌0.47%,收于1035.78点。本周中证REITs全收益指数累计跌幅为 1.08%。 去年12月24日,中证REITs全收益指数达到978.64点阶段低点后迎来反弹,其间最高涨幅一度超过8%。 今年以来,该指数累计涨幅为2.57%。 具体而言,本周,79只已上市公募REITs中,有17只上涨,涨幅居前的多为数据中心、高速、消费、物 流等方向的产品。 其中,涨幅第一的是南方润泽科技(300442)数据中心REIT,周涨幅达3.48%;华泰江苏交控REIT、 中信建投(601066)明阳智能(601615)新能源REIT分别以2.72%和1.89%的周涨幅紧随其后。 此外,华安外高桥(600648)REIT、南方万国数据中心REIT、中金安徽交控REIT等周涨幅均超1%。 本周下跌的产品有62只,其中41只跌幅超过1%。跌幅最大的是华泰南京建邺REIT,单周跌幅为 6.34%;中金重庆两江REIT单周跌幅也接近5%。 今年以来,多只REITs收获可观 ...
BTZ: Improved Dividend Coverage But Not A Buy Yet
Seeking Alpha· 2026-02-26 22:24
Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, an ...
GBAB: Improved Earnings But Limited Growth Potential
Seeking Alpha· 2026-02-26 04:20
Market indices continue to trade choppy as technology pulls back from its highs and there's some renewed tariff drama. While equity investors wait for the volatility to cool, income investors can preserve capital andFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for ...
The Hartford Remains A Buy, As Major P&C Insurer Impresses With Improving Margins
Seeking Alpha· 2026-02-25 18:45
Albert Anthony is the pen name of a Croatian-American business author who is a contributing analyst on investor platform & financial media site Seeking Alpha, where he has over +1,000 followers, & also has written for platforms like Investing dot com. He is the author of a new book on Amazon called Investing in REITs: A Fundamental & Technical Analysis (2026 Edition).The author's career focus as a business & information systems analyst also included the IT department at top 10 financial firm Charles Schwab, ...
XFLT: The Yield Is Eroding NAV While Earnings Struggle (Rating Downgrade)
Seeking Alpha· 2026-02-25 12:14
Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, an ...
MGC: Eliminate The Fluff Of The S&P 500
Seeking Alpha· 2026-02-24 16:34
Core Insights - Traditional investing advice suggests buying index funds and dollar cost averaging over a long period, but the S&P 500 Index contains companies that may not provide substantial value [1] - A hybrid investment strategy combining classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds can enhance investment income while achieving total returns comparable to traditional index funds [1] Investment Strategy - The approach focuses on uncovering high-quality dividend stocks and other assets that offer long-term growth potential and significant income generation [1] - The strategy aims to create a balance between growth and income, allowing investors to capture total returns on par with the S&P 500 Index [1]
商业不动产REITs申报项目增至12单,首单数据中心REITs拟扩募
Mei Ri Jing Ji Xin Wen· 2026-02-24 12:14
春节前一周(2月9日至2月13日),公募REITs市场回暖,数据中心、消费、能源等板块涨幅靠前。 国信证券数据显示,从主要指数周涨跌幅对比来看,中证转债>沪深300>中证REITs>中证全债。 据Wind数据,已上市的79只公募REITs产品中,环比上涨的大幅增加至60只。涨幅最大的三只产品为工银蒙能清洁能源REIT、中银中外运仓储物流REIT和 华泰南京建邺REIT,周内分别上涨3.47%、3.11%和3%。 行业方面,商业不动产REITs密集上报,最新申报项目已增至12单,两单新项目均为上交所项目。另外,首单IDC公募REITs——南方润泽数据中心REIT拟 扩募,标的为润泽(廊坊)国际信息港A-7、A-8数据中心,与首发资产(国际信息港A-18数据中心)高度可比。 节前二级市场回暖,数据中心、消费、能源REITs涨幅靠前 | 基金简称 | 基金成立日 | 上市日期 | | | --- | --- | --- | --- | | 华安外高桥REIT | | 2024-12-12 2024-12-25 | 刘得 | | 华夏金隅智造工场REIT | 2025-01-23 | 2025-02-26 | 莫- ...
The ABCs Of BDC Risk
Seeking Alpha· 2026-02-23 21:20
Join us today to learn what our members already know. Our analysis helps you find more profits and more income with less risk. ETF Asset Allocation, Growth Stocks, Dividend Stocks, REITs and Option Selling For Income (we'll teach you how).I started this assessment in January 2025, after I discussed with members of my Investing Group Margin of Safety Investing what I felt was the high risk that many dividend investors were missing with BDCs. Since then we haveAnalyst’s Disclosure: I/we have no stock, option ...
How Longer Life Expectancy Is Forcing Retirees to Rethink Asset Allocation
Yahoo Finance· 2026-02-23 17:23
The reality heading into 2026 is that many retirees need their portfolios to do two things simultaneously: generate reliable income now and continue growing to fund expenses 15 to 20 years from now. This dual mandate requires more equity exposure than earlier generations carried into retirement, and this is likely going to make many retirees uncomfortable.The math doesn't work for a 25-to-30 year retirement as a portfolio that is 65% bonds may not generate enough growth to keep pace with inflation, especial ...