FINANCIAL PACKAGE SUPPLEMENTAL CORPORATE PROFILE Armada Hoffler (NYSE: AHH) is a vertically integrated, self-managed real estate investment trust ("REIT") with over four decades of experience developing, building, acquiring, and managing high-quality retail, office, and multifamily properties located primarily in the Mid-Atlantic and Southeastern United States. The Company also provides general construction and development services to third-party clients, in addition to developing and building properties to ...

Core Points - Orchid Island Capital, Inc. declared a monthly cash dividend of $0.12 per share for May 2025, payable on June 27, 2025, to shareholders of record on May 30, 2025, with an ex-dividend date of May 30, 2025 [1] - The company intends to make regular monthly cash distributions to its common stockholders, adhering to the requirement of distributing at least 90% of its REIT taxable income annually to qualify as a real estate investment trust [2] - As of May 7, 2025, the company had 109,219,994 shares of common stock outstanding, an increase from 108,823,792 shares as of April 30, 2025 [3] RMBS Portfolio Characteristics - Orchid Island Capital focuses on investing in Agency RMBS, including traditional pass-through Agency RMBS and structured Agency RMBS [4] - The RMBS portfolio as of April 30, 2025, includes various fixed-rate mortgage-backed securities with a total face value of $6,205,247 thousand and a fair value of $6,173,059 thousand, representing 99.75% of the portfolio [6][11] - The portfolio is primarily composed of assets from Fannie Mae (61.1%) and Freddie Mac (38.9%) [11] RMBS Valuation Characteristics - The weighted average coupon rate for the RMBS portfolio is 5.40%, with a weighted average maturity of 22 months [6] - The portfolio's sensitivity to interest rate changes is modeled, indicating potential impacts on net income based on shifts in interest rates [6] Borrowings and Counterparty Exposure - As of April 30, 2025, total borrowings amounted to $5,816,599 thousand, with the average debt rate at 4.47% [14] - The company has significant exposure to various counterparties, with J.P. Morgan Securities LLC being the largest at $358,603 thousand [14]

Core Points - Regency Centers Corporation announced quarterly cash dividends on its common stock and preferred stocks [1][4] - The company is a leading owner, operator, and developer of shopping centers in suburban areas [2] - Regency Centers is a self-administered and self-managed real estate investment trust (REIT) and a member of the S&P 500 Index [2] Dividend Details - The quarterly cash dividend on common stock is set at $0.705 per share, payable on July 2, 2025, to shareholders of record as of June 11, 2025 [4] - The quarterly cash dividend on Series A preferred stock is $0.390625 per share, payable on July 31, 2025, to shareholders of record as of July 16, 2025 [4] - The quarterly cash dividend on Series B preferred stock is $0.367200 per share, also payable on July 31, 2025, to shareholders of record as of July 16, 2025 [4]

Company Overview - Sunrise Realty Trust (SUNS) is an institutional lender focused on commercial real estate projects in the Southern United States[12] - The management team has structured over $21 billion in CRE and credit transactions[12] - SUNS targets a portfolio net internal rate of return (IRR) in the low-teens[12] Portfolio Composition - As of May 1, 2025, total current commitments were approximately $352 million[52] - Residential assets comprise approximately 71% of the portfolio[52] - Approximately 88% of the portfolio consists of senior loans[55] - Approximately 12% of the portfolio consists of subordinate loans[55] - The portfolio's weighted average yield to maturity is approximately 12.1%[51] Market Opportunity - The company sourced approximately $47.6 billion of CRE deals since October 2023, pursuing approximately 1.5% of deals sourced[13] - The company has an active pipeline of approximately $800 million[13] - Over $2 trillion in CRE loans maturing by the end of 2027 create opportunity for SUNS to scale quickly[13] Financial Performance (Q1 2025) - Net income for the three months ended March 31, 2025, was $3099437, or $027 per common share[62] - Distributable earnings for the three months ended March 31, 2025, were $3460706, or $031 per basic weighted average share[63]

Core Viewpoint - Lamar Advertising Company has acquired Premier Outdoor Media's assets, enhancing its presence in the Northeast Corridor and expanding its digital out-of-home (OOH) advertising capabilities [1][3][4]. Company Overview - Lamar Advertising Company is a leader in the OOH advertising industry, operating over 360,000 displays across North America, including approximately 5,000 digital billboards, making it the largest digital OOH network in the United States [4]. - Premier Outdoor Media, founded in 2018, became the largest independent digital OOH network in the Philadelphia Designated Market Area, growing its digital display count by over 500% under the leadership of Dominick Vastino and Sean Corbett [2][4]. Strategic Acquisition - The acquisition adds nearly 200 billboard faces, including 45 digital units, in key markets such as New Jersey, Delaware, Maryland, Pennsylvania, and New York, reinforcing Lamar's competitive edge in densely populated areas [1][3]. - Sean Reilly, CEO of Lamar, emphasized that this acquisition aligns with the company's strategy of adding high-quality, REIT-qualified assets to its portfolio [3]. Market Position and Growth Strategy - The transaction reflects Lamar's focus on scaling its digital OOH capabilities and acquiring regionally dominant networks that align with its REIT structure [4]. - As digital OOH continues to grow faster than traditional media, Lamar's expanded presence in the Northeast positions it to capture increasing advertiser demand [5]. Financial Outlook - Lamar is scheduled to report its first-quarter 2025 results on May 8, 2025, with the Zacks Consensus Estimate for funds from operations (FFO) per share at $1.54 on revenues of $508.9 million [5].

Group 1 - Gladstone Land (NASDAQ: LAND) is a specialized REIT focusing on farmland, experiencing significant price fluctuations during the pandemic, with shares rising from $10 in 2020 to around $40 at their peak [1] - The investing group "Value In Corporate Events" provides members with opportunities to capitalize on major corporate events such as IPOs, mergers & acquisitions, and earnings reports, covering 10 major events a month [1]

Financial Performance - Net income per diluted share increased from $0.71 in Q1 2024 to $0.74 in Q1 2025[8] - NAREIT FFO per diluted share increased from $1.10 in Q1 2024 to $1.14 in Q1 2025[8] - Funds Available for Distribution (FAD) increased by 9.9% from $50.975 million in Q1 2024 to $56.001 million in Q1 2025[8] - Lease revenue excluding straight-line, lease amortization, and escrow reimbursement revenue of $65.3 million increased 8.0% compared to Q1 2024[11] SHOP Performance - SHOP NOI increased by 4.9% to $3.1 million in Q1 2025 compared to the prior year period[11] - SHOP NOI margin was 22.1% in Q1 2025, a decrease of 10 bps compared to the prior year period[11] - Average SHOP occupancy increased by 390 bps year-over-year to 89.2% in Q1 2025[11] - The company continues to estimate 12%-15% NOI growth for SHOP in 2025[11, 21] Balance Sheet and Investments - Net Debt to Adjusted EBITDA was 4.1x, at the low end of the company's target range of 4.0x – 5.0x[11] - The company announced 2025 YTD investments totaling $174.9 million at an average initial yield of approximately 8.2%[11] - The company is evaluating a pipeline of investment opportunities valued at approximately $264 million[11]

The Buy Thesis UMH Properties (NYSE:UMH) offers an enticing combination of value and growth. Specifically, it has a greater than 5 year runway of double-digit organic growth, yet it trades at a steep discount to net asset value [NAV]. This discount places it at 17.5X forward AFFO which is far cheaper than other REITs with similar growth profiles. This article will discuss: Fundamentals of manufactured housing (MH) sector UMH’s growth pipeline What the market is missing in UMH’s value AFFO/share trajectory ...

FIRST QUARTER 2025 SUPPLEMENTAL DATA MARCH 31, 2025 ABOUT PARK AND SAFE HARBOR DISCLOSURE About Park Hotels & Resorts Inc. Park (NYSE: PK) is one of the largest publicly-traded lodging real estate investment trusts ("REIT") with a diverse portfolio of iconic and market-leading hotels and resorts with significant underlying real estate value. Park's portfolio currently consists of 40 premium-branded hotels and resorts with approximately 25,000 rooms primarily located in prime city center and resort locations ...

WELLINGTON ESTATES, Export, PA Acquired in 2017 Forward Looking Statements Certain statements contained in this presentation that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements provide our current expectations or forecasts of future events. Forward-looking statements include statements about the Company's expectations, beliefs, in ...