Company Strategy & Fundamentals - PotlatchDeltic has the highest direct leverage to lumber prices among timber REITs[4] - The company's strategy leverages favorable fundamentals in US housing, including housing starts, building permits, and existing home sales[4] - Timberlands provide stability, capturing incremental land value and offering working forest benefits[4] Timberlands Segment - PotlatchDeltic owns 1.9 million acres of high-quality timberlands[6,7] - The company plants approximately 25 million seedlings every year, managing timberlands on a long-term sustainable basis[7] - The company has 86 million tons of merchantable timber inventory, with 64% being sawlogs[11,12] - In Idaho, sawlogs represent 90% of the harvest volume, and about 70% of sawlog prices are indexed to lumber prices[16] Wood Products Segment - PotlatchDeltic ranks as a top-10 lumber producer in the U S with 1 2 billion board feet of capacity[6,20] - Lumber shipments have increased by 60% in six years due to high-return capital projects and acquisitions[20] Real Estate Segment - The company has identified approximately 210,000 rural acres for sale at a premium to timberland value[23] - The company owns a 4,800-acre master-plan community in Little Rock, Arkansas, with approximately 65% of residential lots sold and 54% of commercial acres sold[23] Capital Allocation - Returning cash to shareholders through a sustainable and growing dividend is a key capital allocation strategy[25] - The company repurchased $25 million of shares in the first half of 2019 at $37 per share[28] - The dividend per share has increased by 29% since 2012, reaching $1.60 in 2019[27]

Financial Performance - Total reported revenue increased by 100% year-over-year, reaching $3384 million in Q1 2019 compared to $3099 million in Q1 2018[5, 7] - US Media revenue increased by 92% year-over-year, from $2263 million in Q1 2018 to $2362 million in Q1 2019[10] - Billboard revenue in US Media increased by 44% year-over-year, from $2263 million to $2362 million[10] - Transit & Other revenue in US Media increased by 222% year-over-year, from $836 million to $1022 million[10] - Adjusted OIBDA increased by 69% year-over-year[5] - AFFO increased by 29% year-over-year[5] Revenue Breakdown - Local revenue increased by 123% year-over-year, reaching $2025 million in Q1 2019[13] - National revenue increased by 49% year-over-year, reaching $1359 million in Q1 2019[13] - Digital revenue accounted for 171% of total revenue in Q1 2019, amounting to $636 million[54] Expenses and Profitability - Adjusted OIBDA margin was 280% in Q1 2019[66] - Billboard lease expenses increased by 69% year-over-year, from $63 million to $65 million[26]

U S Media Performance - U S Media reported revenue increased by 11 7% [8] - U S Media Adj OIBDA increased by 8 5% [8] - U S Media AFFO increased by 7 2% [8] - Total U S Media revenue increased from $379 7 million in 3Q18 to $422 7 million in 3Q19, an increase of 11 7% [10] - Billboard revenue increased by 7 9% from $271 3 million in 3Q18 to $292 8 million in 3Q19 [14] - Transit & Other revenue increased by 19 8% from $108 4 million in 3Q18 to $129 9 million in 3Q19 [14] - Local revenue increased by 12 2% from $204 2 million in 3Q18 to $229 1 million in 3Q19 [16] - National revenue increased by 10 4% from $175 5 million in 3Q18 to $193 6 million in 3Q19 [16] Digital Revenue - Digital revenue mix increased from 18% to 20% year-over-year [19] - Billboard digital revenue increased by 20 2% year-over-year [25] - Transit & Other digital revenue increased by 17 6% year-over-year [25]

Japanese property firm Gates Group to tokenize $75 million worth of Tokyo real estate via Oasys blockchain https://t.co/sLt3VhP1B4 ...

Six months after the worst wildfires in Los Angeles history, luxury real estate agents say the market has dramatically changed https://t.co/D1sCI98ioG ...

Core Viewpoint - New York Mortgage Trust, Inc. is set to report its financial results for the second quarter of 2025 on July 30, 2025, with a conference call scheduled for July 31, 2025 [1][2]. Company Overview - New York Mortgage Trust, Inc. is a Maryland corporation that operates as a real estate investment trust (REIT) for federal income tax purposes [3]. - The company is internally managed and focuses on acquiring, investing in, financing, and managing primarily mortgage-related single-family and multi-family residential assets [3].

and their markets have seen a big rebound in stock markets in the past three months. The Shanghai Composite up nearly 9%, the FXI ETF up more than 15%, the KWEB Internet ETF up about that amount as well. Joining us now is Brendan Ahern.He's the chief investment officer at Crane Shares. Brendan, bring us up to speed. I mean you might have heard a little bit of that discussion about um sort of the future of some companies like Apple in China but more specifically amid rumors swirling about the health of Xiinp ...

Core Insights - Fetner Properties, in partnership with MCB Real Estate and Farallon Capital Management, has acquired 240 Willoughby Street, a residential rental building in Fort Greene, Brooklyn, consisting of 463 units, with 147 designated for affordable housing [1][2] - The acquisition price was $209.5 million, with $141.5 million financed through a senior loan from M&T Realty Capital Corporation [2] - The building features over 30,000 square feet of amenities and is strategically located adjacent to Fort Greene Park, enhancing its appeal to potential residents [6] Company Overview - Fetner Properties is a full-service real estate company specializing in developing, owning, and managing residential properties, with a pipeline of five new projects totaling 1,500 residences [8] - MCB Real Estate, founded in 2007, manages a nationwide portfolio of $3 billion in assets and has approximately 6 million square feet in its development pipeline [9] - Farallon Capital Management, established in 1986, manages around $39 billion in capital and commitments, focusing on investments across various asset classes globally [10] Market Position - The rapid leasing of 25% of the building since Memorial Day weekend indicates strong demand and community acceptance in the Fort Greene area [4] - The project is positioned in a high-growth submarket of Brooklyn, catering to the evolving needs of modern renters [4] - The building's design includes premium finishes and large private terraces, appealing to a demographic seeking high-quality living spaces [5]

说起中产家庭，通常指的是中等收入群体，在社会结构中处于中间层级，具有相对稳定的经济状况、生活水平和社会地位。 总之珠海中产家庭给人的感觉就是，收入不低，并且几乎都住在珠海主城区。 但其实珠海一些中产阶层，表面光鲜亮丽的，背后其实也有着很薄的钱袋子。 尤其是在口罩影响以及大环境影响下带来的社会性的经济不景气背景下，再叠加当年在珠海房价最顶峰的时候入手房子的部分中产，其实有些快撑不下去 了。 为什么会这么说呢，其实并非是我们珠海微房产臆想出来的，而是身边的人跟我们聊天所了解到的。 想法是挺好的，但是 因为珠海这段时间的房价确实跌了不少，不管是主城区还是郊区，几乎没有谁能逃脱掉价的命运。 问题就出在，当你房价跌幅过大的时候，那你房子的评估价也会随着房价的下跌而下跌，后面的结果就是做不成了。 现在他们的想法，则是想通过置换的方式，向下置换，大换小、换地段，过渡性的进行置换。 这其实也是当下珠海楼市中的一个缩影。 当年你看像横琴粤澳合作区、保税区、十字门商务区、南湾片区、唐家北围、新香洲、航空新城、湖心新城、白蕉新城等等这些早前的热门区域，随着库 存的积压、经济的不景气，再加上这些年珠海楼市的深度调整下，像以上板块的房 ...

Goldman Sachs has acquired the four-star Mercure Ambassador hotel in Seoul, as the US bank seeks to bolster its real estate alternatives business in South Korea https://t.co/YWzYOVpmfE ...