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X @Bloomberg
Bloomberg· 2025-07-09 23:18
A gauge of demand from potential British homeowners climbed to its highest level in six months, a signal that the real estate market is starting to stabilizing from a tax-increase induced slowdown that’s weighed on house prices https://t.co/yzJMMnfDqy ...
O vs. REG: Which Retail REIT Offers More Resilient Income?
ZACKS· 2025-07-09 16:40
Core Viewpoint - In the current market characterized by economic uncertainty, real estate investment trusts (REITs) focused on necessity-based retail are increasingly seen as defensive income investments, with Realty Income and Regency Centers highlighted for their scale and income-generating capabilities [1][22]. Realty Income - Realty Income, known as "The Monthly Dividend Company," has a diversified portfolio of over 15,600 properties across the U.S., U.K., and Europe, focusing on single-tenant, triple-net leased assets, resulting in a 95% EBITDA margin [4][6]. - Approximately 91% of Realty Income's rent comes from tenants in resilient industries such as dollar stores and pharmacies, and the company has expanded into high-growth sectors like data centers [5][6]. - The company has maintained a 98.5% occupancy rate and has delivered positive operational returns for 29 consecutive years, with a median annual growth of 5.5% in adjusted funds from operations (AFFO) per share since 1996 [6][7]. - Realty Income has a strong financial position with an investment-grade credit rating (A3/A-), a 5.61% dividend yield, and a history of 111 consecutive quarterly dividend increases [7][8]. - However, the retail-focused portfolio faces vulnerabilities related to tariff issues and tenant bankruptcies, alongside a significant debt load of $27.6 billion [8]. Regency Centers - Regency Centers specializes in open-air shopping centers, with around 85% of its properties anchored by top-performing grocers, providing income stability during economic downturns [9][10]. - The REIT operates 480 grocery-anchored centers in affluent suburban markets, supporting long-term tenant performance and rent growth, with same-property lease rates exceeding 96% [11]. - Regency maintains a robust development pipeline with approximately $500 million in active projects, aiming for yields at least 150 basis points above private market cap rates [12][13]. - The company has a solid financial position with sector-leading credit ratings (A3/A-), low leverage, and $1.2 billion in liquidity [13]. - However, Regency faces challenges from growing e-commerce adoption and operational costs associated with multi-tenant properties, which may compress margins [14]. Financial Estimates and Performance - The Zacks Consensus Estimate for Realty Income's 2025 sales and FFO per share indicates year-over-year growth of 6.4% and 2.4%, respectively [15][20]. - For Regency Centers, the 2025 sales and FFO per share estimates imply growth of 5.5% and 5.6%, with recent estimates remaining unchanged [17][19]. - Year-to-date, Realty Income shares have increased by 7.6%, while Regency Centers stock has declined by 5.9%, contrasting with the broader REIT industry decline of 8.5% [20]. - Realty Income trades at a forward price-to-FFO of 13.21X, while Regency is at 14.99X, with both REITs carrying a Value Score of D [20]. Comparative Analysis - Both Realty Income and Regency Centers appeal to income-focused investors through their exposure to essential retail tenants, but Realty Income's global scale and lease simplicity make it a more reliable long-term income stock [22][23].
购房砍价实操指南:从不敢开口到省下10万,就靠这8招
Sou Hu Cai Jing· 2025-07-09 15:19
1. "我特别喜欢这套房,非买不可"——暴露迫切性,直接失去议价主动权; 2. "我没多少钱,你便宜点吧"——卖惨没用,对方只会觉得你没实力; 3. "你不降价我就不买"——把话说死,万一真想买,不好回头。 买房时总觉得"价格定死了,砍不下来"?其实无论是新房还是二手房,都藏着砍价空间。有人靠一句话省下5万,有人用对方法让房东直降15万——关键是 掌握"有理有据、有进有退"的技巧。以下是经过实战验证的砍价攻略,新手也能直接套用。 查数据:用贝壳、链家等平台查同小区近3个月成交价(注意筛选"真实成交"标签),比如同户型挂牌价500万,但实际成交多在480-490万,砍价时直 接锚定这个区间。 看库存:新房关注"去化率",某楼盘公示去化率仅60%(尤其尾盘),销售更可能松口;二手房看挂牌时长,挂牌超6个月的房源,房东往往有降价预 期。 算成本:二手房要查税费(契税、增值税、个税)、房龄(老房可能有维修隐患),新房问清公摊率、物业费,这些都能成为砍价理由。 新房销售:每月有业绩考核,月底、季度末砍价更易成功;特价房、工抵房(需核实产权)往往有额外折扣。 二手房房东:急售原因(如换房、还债、移民)是砍价突破口,可旁敲 ...
楼市开始降温,却为何不见抛售潮?炒房客的噩梦真的来了?
Sou Hu Cai Jing· 2025-07-09 12:37
楼市开始降温,却为何不见抛售潮?炒房客的噩梦真的来了? 2025年第二季度全国70城新房价格又跌了0.7%,已经连降7个月了。每平米均价跌超8%,成交量缩了 25%,可奇怪的是,预想中的抛售潮一直没来。房贷利率涨到5.2%,200万贷款月供比2022年多还2000 块,为啥炒房的还死扛着不卖? 2025年开始的房产税新政帮了大忙。北京一套800万的房子,每年房产税从1.6万降到1.1万,少交31%。 加上租金回报率还有2.2%,比银行存款利息高,不少人觉得租出去比贱卖划算。 北京上海核心区的房子,虽然挂牌价和成交价差了9.5%,但刚需和改善型买家还在撑着,成交量没跌 太多。 2018年以前买房的炒房者,现在大多还没亏。北京2025年房价比2021年跌了18%,1000万的房子亏180 万,但早期买入的成本低,八成以上还是赚的。 真正惨的是2021年高位接盘的,这部分人占15%,有的利息支出比租金高150%,每个月都得倒贴钱。 按国际经验,楼市调整得3-5年,现在才到中期。2025下半年到2026年初,房价可能还会跌5%-8%,但 不会崩盘。 特别是2017年以前买房的,当时贷款利率才4.2%,现在租金能覆盖月 ...
3 Best REITs To Buy In July 2025
Seeking Alpha· 2025-07-09 12:15
Group 1 - The REIT market is experiencing significant volatility, leading to frequent changes in the "best REITs to buy" from month to month [1] - The investment group High Yield Landlord, led by Jussi Askola, provides real-time updates on REIT portfolio transactions and offers features such as buy/sell alerts and direct access to analysts [2] - Jussi Askola is the President of Leonberg Capital, a value-oriented investment firm that consults on REIT investing and has established relationships with top REIT executives [2] Group 2 - The company invests over $100,000 annually and dedicates thousands of hours to researching profitable investment opportunities, particularly in real estate strategies [1]
X @Cointelegraph
Cointelegraph· 2025-07-08 21:43
RT FINTECH.TV (@FintechTvGlobal)60% of President Trump’s net worth is now tied to crypto, according to Forbes…Real Estate:💰 $2.2B • 40% of net worthCrypto:💰 $3.3B • 60% of net worth https://t.co/BSJ5YEsJXF ...
Toll Brothers Apartment Living® and International Capital, LLC Announce Joint Venture to Develop 348-Unit Luxury Multifamily Community in Charlotte
Globenewswire· 2025-07-08 20:30
Core Insights - Toll Brothers, Inc. has announced a joint venture with International Capital, LLC to develop The Airedale, a luxury multifamily rental community in Charlotte, North Carolina, with a secured construction loan of $56.8 million from TD Bank [1][4] Company Overview - Toll Brothers, Inc. is recognized as the nation's leading builder of luxury homes, founded in 1967 and publicly traded since 1986, with its stock listed on the NYSE under the symbol "TOL" [5] - The company operates in over 60 markets across 24 states and offers a wide range of residential options, including luxury homes and rental communities [5] - Toll Brothers Apartment Living, the rental division of Toll Brothers, focuses on delivering high-quality multifamily communities in select markets [8] Project Details - The Airedale will feature 348 apartment homes with one-, two-, and three-bedroom floor plans, equipped with luxury finishes and smart home technology [2][3] - Amenities will include a resort-style pool, fitness center, pet spa, coworking suite, and a mini market, enhancing the living experience for residents [2] - The community is strategically located near major transportation routes and employment centers, providing residents with convenient access to various amenities and outdoor recreation [3] Strategic Importance - The Airedale marks Toll Brothers Apartment Living's first multifamily development in North Carolina, highlighting the company's expansion into high-growth markets [3][4] - The partnership with International Capital is seen as a significant step for both companies, emphasizing design quality and local culture integration in the project [4]
Lamar Advertising Expands Portfolio, Acquires Verde Outdoor Assets
ZACKS· 2025-07-08 13:50
Core Insights - Lamar Advertising (LAMR) has acquired Verde Outdoor assets, adding over 1,500 billboard faces, including 80 digital displays, across 10 states in key markets [1][9] - The acquisition was executed as an Umbrella Partnership Real Estate Investment Trust (UPREIT) transaction, marking a first in the billboard industry [2] - Verde Outdoor owners will receive dividends equivalent to Lamar's common stock and can convert their units into cash or shares of Class A common stock [3] Company Overview - Lamar holds a significant national presence in outdoor advertising and is a leading provider of logo signs in the U.S. [4] - The acquisition emphasizes Lamar's strategy to enhance its digital platform through acquisitions and technological advancements in the out-of-home (OOH) advertising sector [4] - The company has expanded its digital network to approximately 5,100 displays, positioning itself to leverage growing programmatic advertising channels [5] Market Performance - Over the past three months, Lamar's shares have increased by 7.4%, slightly trailing the industry's growth of 7.8% [6]
La Rosa Realty LLC Enters in a Strategic Agreement with The Agency Dominican Republic Participating in IBIS Romana Bayahibe Project as a Co-Broker and Securing Exclusive Rights for IBIS sales in Puerto Rico
GlobeNewswire News Room· 2025-07-08 12:00
Celebration, FL, July 08, 2025 (GLOBE NEWSWIRE) -- La Rosa Holdings Corp. (NASDAQ: LRHC) ("La Rosa" or the "Company"), a real estate and PropTech company, today announced a strategic agreement between its wholly owned subsidiary, La Rosa Realty LLC ("La Rosa Realty"), and The Agency Dominican Republic ("TADR"), securing rights for its agents to act as co-brokers to market and sell units of the IBIS Romana Bayahibe ("IBIS") project in Dominican Republic, and exclusive rights for any sales of IBIS in Puerto R ...