National Health Investors (NHI) Q1 2025 Earnings Call May 06, 2025 10:00 AM ET Company Participants Dana Hambly - VP - Finance & IREric Mendelsohn - President, CEO & Board MemberKevin Pascoe - CIOJohn Spaid - CFORichard Anderson - Managing Director - Equity ResearchJuan Sanabria - Managing DirectorFarrell Granath - Equity Research AssociateOmotayo Okusanya - Managing Director Conference Call Participants Austin Wurschmidt - Senior Equity Research Analyst Operator Greetings. Welcome to National Health Invest ...

据RealEstate报道，一位90后房东近日表示，如果不加以调整，目前针对首次购房 者的补助金可能对许 多年轻人来说意义不大，反而可能让他们陷入困境。 Gibson Pham原本以为自己距离拥有房产还有很长一段路要走。然而，在采取了一 些不同寻常的方法 后，他现在有望在几个月内购买第二套房子。 Pham将近六成的收入用于房地产投资。 当他对悉尼高昂的房价感到沮丧时，他姐姐 建议他尝试使用买家中介，直接成为房东。 他逐渐放弃了利用首次购房者补助金的想法。 他认为，虽然这些补助金看似不错， 但如果它们限制了你的选择范围，很容易让人陷入困境。 （图片来源：RealEstate） Pham先生说："补助金是否适合你，真的要看个人情况和投资策略。有时候确实有 些补助金符合你的需 求，那很好。但对我来说就比较困难。" 澳洲各州的首次购房者补助金通常面向自住业主，要求他们必须在房产中至少居住 半年。 这限制了许多人因工作、家庭等原因可以购买的地方。 昆州的政策相对灵活，允许获得补助金的人从第一天起就出租一个房间，但他们仍 然必须在规定的期 限内居住在那里。 （图片来源：RealEstate） 在买家中介的帮助下，Pham ...

National Health Investors (NHI) Q1 2025 Earnings Call May 06, 2025 10:00 AM ET Speaker0 Greetings. Welcome to National Health Investors First Quarter twenty twenty five Earnings Webcast and Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded. I will now turn the conference over to your host, Dana Hambly, Vice President, Finance and Investor Relations. You may begin. Speaker ...

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]

不久前，有专家预测，随着房地产市场的变化，这"6类"小区或将面临沦为"贫民窟"的命运。许多业内 人士早已抓紧机会，实现套现，匆忙离场。近年来，房价的急剧下跌使得不少购房者萌生了抄底的想 法，认为现在是购置房产的绝佳时机。然而，这种心理虽然表面上合理，却潜藏着诸多风险。买房就仿 佛是在玩一场风险游戏，一个不小心就可能陷入困境。在此，我建议大家在购房时应尽量避免以下这六 类小区，以防将来陷入麻烦。 最后，入住率低的小区也是可以直接排除的选项。很多人在购房时只关注房产的地理位置和配套设施， 却往往忽视了入住率这一重要指标。判断入住率其实相当简单，晚上走出小区，观察灯火通明的房屋数 量。如果亮灯的房屋少于三成，建议不要考虑购买。即便购入，未来的居住体验也可能大打折扣，结果 只是在为银行工作。 首先，物业服务质量极差的小区一定要小心。业内人士在购房时通常会将物业服务作为重要考量标准， 他们优先选择那些服务到位的小区。或许有人会疑惑，物业与房子之间有什么联系？然而，真正入住后 你就会明白，高质量的物业服务是多么关键。一流的物业不仅能为住户提供宾至如归的服务，同时也能 在房价上不可见地增值，长远来看，即使是转手出售，也能卖 ...

Core Viewpoint - Armada Hoffler has reached an agreement to acquire full ownership of Allied | Harbor Point, a 312-unit multifamily asset in Baltimore, aligning with its strategy to simplify operations and enhance long-term value [1][2][3] Acquisition Details - The agreement involves Armada Hoffler acquiring the minority interest from its joint venture partner, Beatty Development Group, transitioning to sole ownership [2] - The acquisition is expected to close in June, pending customary closing conditions [2] Strategic Intent - The CEO of Armada Hoffler emphasized the commitment to streamline operations and focus on wholly owned assets in prime mixed-use environments [3] - Full ownership of the Allied | Harbor Point asset is expected to enhance portfolio quality and provide 100% control and flexibility for future operations [3] Property Highlights - Allied | Harbor Point has shown strong demand since its opening in early 2025, featuring a landscaped rooftop terrace and waterfront views, making it a valuable addition to Armada Hoffler's portfolio [3] Company Overview - Armada Hoffler is a self-managed real estate investment trust (REIT) with over 40 years of experience in developing, acquiring, and managing high-quality properties primarily in the Mid-Atlantic and Southeastern United States [4] - The company also provides development and general contracting services to third-party clients, having been founded in 1979 [4]

National Health Investors Investor Update May 5, 2025 Montage Creek Senior Living Disclaimers This presentation, as well as information included in oral statements made, or to be made, by our senior management contain forward- looking statements that are based on current expectations, estimates, beliefs and assumptions. Words such as "may," "will," "anticipates," "expects," "intends," "plans," "believes," "seeks," "estimates" and variations of these words and similar expressions are intended to identify for ...

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 ...

Core Viewpoint - The stock market has rebounded, but there are still attractive investment opportunities, particularly in dividend stocks, due to high-interest rates and uncertainty regarding Federal Reserve policies [1] Group 1: Real Estate Investment Trusts (REITs) - REITs present interesting opportunities in the current market, with specific focus on lesser-known real estate stocks [2] - AvalonBay Communities is a major player in multifamily real estate, owning 309 properties with nearly 95,000 apartment homes, and has shifted its strategy towards faster-growing markets [3][4] - AvalonBay's newer investments are concentrated in expansion markets in North Carolina, Southeast Florida, Texas, and Colorado, which show positive net migration and job growth [4] - AvalonBay aims to increase its rental income from these markets from 10% to 25% in the medium term [4] - The company is investing $2.5 billion in 19 new communities under construction and has a strong track record of value creation [5][6] Group 2: Realty Income - Realty Income is highlighted as a top dividend stock, currently down about 25% from its highs, with a strong potential for steady income growth [7] - The company owns approximately 15,600 properties, primarily in freestanding retail and industrial sectors, with a total addressable market of $5.4 trillion in the U.S. [8] - Realty Income has delivered 13.4% annualized total returns since its IPO over 30 years ago and offers a 5.6% dividend yield paid monthly [8] - The business model is resilient due to tenants being recession-resistant and signing long-term leases with built-in rent increases [9]

Group 1 - The article emphasizes the importance of holding two contradictory thoughts simultaneously as investors [1] - It promotes a 2-week free trial for access to the entire portfolio and current top picks [1] - The company claims to be the largest real estate investment community on Seeking Alpha, with over 2,000 members and a perfect rating of 5/5 from over 400 reviews [1] Group 2 - A limited-time offer is available for joining at a deeply reduced rate [1] - The article encourages potential investors to start their 2-week free trial today [1]