Company Overview - HA Sustainable Infrastructure Capital, Inc. (NYSE: HASI) declared a quarterly cash dividend of $0.42 per share, unchanged from the previous distribution, resulting in an annualized dividend of $1.68 per share, which equates to a 6.16% dividend yield [1] Market Insights - The equity market serves as a powerful mechanism for wealth creation or destruction over the long term, with daily price fluctuations contributing to significant financial outcomes [1] - Pacifica Yield focuses on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and firms in the green energy sector [1]

Granite Point Mortgage Trust (NYSE: GPMT ) has had an intensely turbulent 2025 with the commons down 18% year-to-date, extending a discount to book value that stood at 65% when I last covered the office-focused mortgage REIT. GPMT reportedThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, high-divi ...

EPR Properties (NYSE: EPR ) has been one of the best-performing REITs in 2025, with the commons up 28% year-to-date, building on a 1-year rally that sits just around 41%. The rally has powered the REIT to hit a new 5-year high, which inclusive of EPR'sThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth compani ...

Core Viewpoint - KKR Real Estate Finance (KREF) has maintained its quarterly cash dividend at $0.25 per share, resulting in an annualized dividend of $1 per share, which translates to a 10.87% dividend yield, reflecting an expansion year-to-date [1]. Group 1: Company Performance - KREF's dividend yield has increased year-to-date, indicating strong performance in the equity market [1]. Group 2: Investment Strategy - Pacifica Yield focuses on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1].

The negative year-to-date performance of some BDCs has opened up opportunities to build positions in high-quality private credit tickers. Bain Capital Specialty Finance ( BCSF ) has dipped roughly 11% since the start of the year and now trades at aThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, ...

Seaport Entertainment (NYSE: SEG ) is set to sell 250 Water Street (250WS), launching the marketing process for the site with broker Jones Lang LaSalle ( JLL ) at the end of March, with roughly 130 expressions of interest received as ofThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, high-dividen ...

Core Viewpoint - The article discusses the investment in Ready Capital's 6.50% Series E Cumulative Preferreds, highlighting the significant decline in the common shares and the preferred shares year-to-date, indicating a potential buying opportunity in the context of a broader market selloff [1]. Group 1: Company Performance - Ready Capital's common shares have decreased by 40% year-to-date, while the Series E preferred shares have dipped by 16% over the same period [1]. Group 2: Investment Strategy - The investment strategy focuses on long-term wealth creation by targeting undervalued yet high-growth companies, high-dividend stocks, REITs, and green energy firms [1].

Group 1 - The equity market serves as a significant mechanism for wealth creation or destruction over the long term through daily price fluctuations [1] - Pacifica Yield focuses on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

Group 1 - Vornado Realty Trust reported a total New York occupancy of 83.5% for fiscal 2025 first quarter, which is a decrease of 470 basis points compared to the same period last year and a decline from 87.6% in the fourth quarter [1] - The company is focusing on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

SL Green Realty Corp. (NYSE: SLG ) is down 20% year-to-date, peeling back from a remarkable rally that had seen the Manhattan-focused office REIT up more than 300% from post-pandemic lows. The recent dip is reflective of a macroeconomic zeitgeist thrust into the greyzoneThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet ...