The substantial dip in Array Digital Infrastructure's (NYSE: AD ) fixed-income securities following the sale of UScellular to T-Mobile ( TMUS ) is overdone and presents a new opportunity for holders of Telephone and Data Systems' (NYSE: TDS ) preferreds. The $4.4 billionThe 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 ...

Core Viewpoint - TPG RE Finance Trust (NYSE: TRTX) has experienced a significant rally over the past month, reducing the gap to its book value per share, which was previously at 31% [1] Group 1: Company Performance - The recent performance of TRTX indicates a strong recovery in its stock price, suggesting potential for further growth [1] - The equity market's daily price fluctuations contribute to long-term wealth creation or destruction, highlighting the importance of market dynamics [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 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-dividend tickers, REITs, and green energy firms.Analyst’s Disclosure:I/we have a beneficial long position in the shares of TRIN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own ...

Core Viewpoint - Arbor Realty's (ABR) dividend stability and growth have historically made it a strong performer in the mortgage REIT sector, but recent dividend cuts and declining coverage have led to a neutral stance on the stock [1]. Company Summary - Arbor Realty has been recognized for its consistent dividend payments and growth, positioning it as one of the top tickers in the mortgage REIT space [1]. - The recent decision to cut dividends has raised concerns about the company's financial health and its ability to maintain coverage [1]. Industry Summary - The equity market is characterized by daily price fluctuations that can lead to significant wealth creation or destruction over time [1]. - Pacifica Yield is focused on long-term wealth creation by investing in undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1].

Core Viewpoint - The equity market serves as a significant mechanism for wealth creation or destruction over the long term, with Pacifica Yield focusing on undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1] Group 1 - Pacifica Yield aims for long-term wealth creation [1] - The strategy includes targeting undervalued yet high-growth companies [1] - The focus also extends to high-dividend tickers, REITs, and green energy firms [1]

Core Viewpoint - Dividend growth stocks may not be the most exciting investments but are designed to build growing income for investors [1] Group 1: Investment Strategy - The focus is on high-quality and reliable dividend growth ideas that provide stability and long-term wealth creation [1] - The service also includes ideas for writing options to further enhance investors' income [1] Group 2: Membership Benefits - Membership provides access to a portfolio, watchlist, and live chat [2] - Members receive first access to all publications and exclusive articles not available elsewhere [2]

Core Insights - Granite Point Mortgage Trust (NYSE: GPMT) has experienced significant volatility in 2025, with common shares down 18% year-to-date, reflecting a 65% discount to book value [1] Company Performance - The equity market's daily price fluctuations can lead to substantial long-term wealth creation or destruction, highlighting the importance of market dynamics [1] - GPMT is focused on office-related mortgage real estate investment trusts (REITs), which may be impacted by broader economic conditions [1] Investment Strategy - Pacifica Yield aims to create long-term wealth by targeting undervalued, high-growth companies, high-dividend stocks, REITs, and firms in the green energy sector [1]

Core Insights - EPR Properties has been one of the best-performing REITs in 2025, with a year-to-date increase of 28% and a one-year rally of approximately 41% [1] - The recent rally has enabled EPR Properties to reach a new five-year high [1] - Pacifica Yield focuses on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1] Company Performance - EPR Properties' stock performance reflects significant growth, achieving a 28% increase year-to-date [1] - The stock has experienced a one-year rally of around 41%, indicating strong investor interest and market confidence [1] - The REIT has reached a new five-year high, showcasing its resilience and potential for continued growth [1] Investment Strategy - Pacifica Yield aims to create long-term wealth by investing in undervalued yet high-growth companies [1] - The strategy includes a focus on high-dividend stocks, REITs, and firms in the green energy sector, indicating a diversified investment approach [1]

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].

Group 1 - The negative year-to-date performance of some Business Development Companies (BDCs) has created opportunities to invest in high-quality private credit tickers [1] - Bain Capital Specialty Finance (BCSF) has experienced an approximate decline of 11% since the beginning of the year [1] - The equity market is characterized by daily price fluctuations that can lead to significant long-term wealth creation or destruction [1] Group 2 - Pacifica Yield focuses on long-term wealth creation by targeting undervalued yet high-growth companies, high-dividend tickers, Real Estate Investment Trusts (REITs), and green energy firms [1]