Meta Description: CT Real Estate Investment Trust (TSX:CRT.UN) manages a nationwide portfolio of income-producing retail properties anchored by Canadian Tire Corporation. CT Real Estate Investment Trust (TSX:CRT.UN) stands as a focused Canadian net-lease real estate vehicle, owning a broad portfolio of retail and commercial real estate assets primarily leased to a single, high-quality tenant. The trust’s strategy centers on long-term value creation through the acquisition, redevelopment and development of i ...

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C O N V E N I E N C E A U T O M O T I V E R E T A I L CORPORATE PROFILE and SUPPLEMENTAL INFORMATION OCTOBER 2025 SAFE HARBOR STATEMENTS Forward Looking Statements Certain statements in this presentation constitute "forward-looking statements" within the meaning of the federal securities laws. Forward-looking statements are statements that relate to management's expectations or beliefs, future plans and strategies, future financial performance and similar expressions concerning matters that are not historic ...

Core Insights - Dividend stocks are not just for retirees; they provide long-term wealth creation opportunities for younger investors through steady income and growth [1][19] - The power of compounding in dividend stocks can lead to significant long-term gains, making them attractive for younger investors [2][4] Group 1: Importance of Dividend Stocks for Younger Investors - Dividend stocks offer an additional income stream that can be reinvested, aiding in wealth accumulation [3] - They protect equity portfolios from losses and provide steady gains during sideways markets, acting as a cushion in bear markets [3] - Early reinvestment of dividends leads to exponential growth, turning modest payouts into significant gains over time [4] Group 2: Company Analysis - Sheng Siong Group Ltd - Sheng Siong Group operates one of Singapore's largest supermarket chains, focusing on affordable essentials and aims to distribute up to 70% of net profit after tax to shareholders [5] - The company maintained dividend payouts during the COVID-19 pandemic, with dividends of S$0.065 per share in 2020, S$0.062 in 2021, and S$0.0622 in 2022 [6] - Revenue increased by S$50.5 million in 1H2025, or 7.1% year-over-year, with net profit rising to S$72.3 million, a S$2.4 million increase [6] - As of 1H2025, cash and cash equivalents stood at S$367.2 million, with a total dividend of S$0.064 per share for 2024, translating to a dividend yield of 3.0% at a share price of S$2.15 [7] Group 3: Company Analysis - Frasers Centrepoint Trust - Frasers Centrepoint Trust primarily owns income-generating retail properties in suburban areas, with occupancy rates consistently above 99% [9][10] - The trust delivered a distribution per unit (DPU) of S$0.06054 for 1HFY2025, a 0.5% increase from the previous year, and paid out S$0.12042 per share in FY2024 [11] - With a dividend yield of approximately 5.1%, FCT offers steady income from consistent distributions backed by solid operational metrics [11][12] Group 4: Company Analysis - Old Chang Kee Ltd - Old Chang Kee is a well-known F&B brand in Singapore, operating 80 outlets and maintaining a consistent dividend policy with a payout of S$0.02 for FY2025 [13] - The group paid total dividends of S$2.4 million for FY2025, representing a payout ratio of approximately 21.4% of net profit, with revenue of S$101.95 million and a gross profit margin of 69.2% [14] - Despite challenges from inflation and rising costs, Old Chang Kee is expanding its retail footprint in strategic locations and diversifying revenue streams [15][16] Group 5: Conclusion on Dividend Stocks - Dividend stocks provide a diversified, stable, and resilient income-producing portfolio across multiple sectors, including retail, F&B, and REITs [18] - For younger investors, the combination of regular income stability and the power of compounding returns can lay the foundation for financial freedom over time [19]

Core Viewpoint - Kimco Realty Corporation is positioned as a strong investment opportunity within the shopping center REIT sector, benefiting from a favorable market environment characterized by high demand and limited supply, leading to improved leasing velocity and rental rates [1][29]. Group 1: Market Dynamics - Industrial leasing is experiencing a slowdown, with deal gestation periods extending, while retail leasing remains robust, with Kimco seeing no slowdown in tenant demand [2][3]. - The national vacancy rate for industrial properties is nearly 9%, contrasting with the high occupancy rates in shopping centers, particularly for high-quality spaces [3][4]. - The scarcity of high-quality retail real estate is advantageous for landlords, as there has been minimal new supply since 2010 due to high construction costs relative to rental rates [5][6]. Group 2: Financial Metrics - The average rent per square foot among retail REITs is $20.33, with a net operating income (NOI) margin of approximately 70%, translating to about $14 per foot in NOI [6]. - New leases are being signed at rates between $27 and $30 per foot, indicating a significant increase from existing rents [6][8]. - The anticipated market rent that would support new construction is estimated to be at least $35 per foot, suggesting a gradual upward trend in rental rates over time [8]. Group 3: Kimco's Performance - Kimco has successfully filled vacancies left by bankrupt tenants like Party City, JOANN, and Big Lots, achieving large double-digit rent spreads on re-leased spaces [15][16]. - The company has a signed but not open pipeline worth $66 million, with 88% expected to commence by the end of next year, contributing to future cash flow growth [15][17]. - Kimco's operational advantages, including proprietary leasing tools, have led to faster deal-making and reduced gestation periods, enhancing overall efficiency [19][20]. Group 4: Valuation and Growth Potential - Kimco's stock is currently trading at a 16.6% discount to net asset value (NAV), with the shopping center REIT sector broadly undervalued at 15.4X AFFO [22][25]. - The sector is expected to trade closer to 18X AFFO due to embedded rental rate growth, indicating potential for significant appreciation [27][28]. - The fundamental landscape for shopping centers has improved, with high tenant demand and limited new supply making recent bankruptcies accretive rather than dilutive [28][29].

Core Viewpoint - Phillips Edison & Company, Inc. (PECO) is set to announce its Third Quarter 2025 earnings results on October 23, 2025, after market close, with a conference call scheduled for October 24, 2025, at 12:00 p.m. ET [1][2][6] Company Overview - PECO is one of the largest owners and operators of high-quality, grocery-anchored neighborhood shopping centers in the United States, founded in 1991 [4] - As of June 30, 2025, PECO managed 327 shopping centers, including 303 wholly-owned centers totaling 34.0 million square feet across 31 states [4] - The company focuses on creating omni-channel shopping experiences and improving communities through its shopping centers [4] Earnings Call Details - The earnings conference call will be hosted by Chairman and CEO Jeff Edison, President Bob Myers, and CFO John Caulfield [1] - A webcast replay will be available approximately one hour after the presentation [3] - Investors can access the earnings webcast through the Investor Relations section of PECO's website [5]

Financial Performance & Strategy - The company is focused on sustainable income/EPS growth, built on a high-quality portfolio[5] - FY26 EPS is expected to grow approximately 2-4% before a 0.9 pence impact from the Queen Anne's Mansions (QAM) disposal[8, 39] - The company aims for long-term LFL NRI growth exceeding inflation, driven by structural demand growth and supportive policies[9] - The company is prioritizing capital allocation based on a clear view of risks/returns, with a focus on income and income growth[16, 19] - The company is recycling capital from low-returning assets, having monetized £644 million of low-returning capital employed at a cost to NTA of 1%[19, 23] Retail Portfolio & Growth Drivers - Major retail contributes 38% of total income and has strong income growth potential, underpinning overall EPS growth[8, 34] - The company targets a CAGR of 4.5-7.0% for major retail NRI from FY25-30, driven by capturing reversion & turnover growth, commercialization, and accretive capex[35] - The company's retail portfolio has 86% of its assets in the top 1% of UK retail destinations[44] - The company's sales growth has outperformed the UK market by 13% over the last 3 years[48] - The company aims to grow £21 million in commercialization income by over 50%, adding 0.5-1% to NRI growth per annum[79]

Core Points - InvenTrust Properties Corp. announced a third quarter 2025 cash distribution of $0.2377 per share of common stock [1] - The annualized distribution rate is $0.9508 per share [1] - The distribution will be paid on or about October 15, 2025, to stockholders of record as of September 30, 2025 [1] Company Overview - InvenTrust Properties Corp. is identified as a premier Sun Belt, multi-tenant essential retail company [1]

Core Insights - The luxury market thrives on exclusivity, which enhances brand value and customer experience, making products like Hermès Birkin bags and prime retail spaces highly desirable [1][2] Group 1: Exclusivity in Luxury Brands - Luxury brands like Hermès and Rolex create desire through limited production runs and managed distribution, fostering a sense of exclusivity [2] - Hermès employs a strategy of artificial scarcity, limiting the availability of products to enhance their desirability, with customers often spending significant amounts on non-bag items to gain access to coveted products [3] - In the first half of 2025, Hermès reported consolidated revenue of €8 billion, an 8% increase at constant exchange rates compared to 2024, with recurring operating income at €3.3 billion, representing 41.4% of sales [4] Group 2: Real Estate Strategies - In commercial real estate, exclusivity and tenant mix are crucial for portfolio performance, with luxury brands viewed as investments that enhance visibility and foot traffic [5] - Landlords cluster anchor tenants and luxury brands to create demand for smaller stores, leveraging the presence of flagship brands to increase property value [6] - Simon Properties' Class A malls maintain occupancy rates around 96%, allowing for higher base rents and positioning access to prime locations as a key incentive [8] Group 3: Ownership Trends - Luxury brands are increasingly acquiring retail properties, with companies like Prada and Kering spending over $9 billion on high-profile locations, securing long-term access and control over the retail experience [9][10]

Core Insights - CTO Realty Growth, Inc. announced the grand opening of two new tenants, Barnes & Noble and Boot Barn, at Plaza at Rockwall, enhancing the retail offerings in a high-growth suburban market [1][2][3] Group 1: New Tenants - Barnes & Noble opened a 20,388-square-foot store on August 27, 2025, in a repurposed Staples location, aligning with CTO's strategy to attract destination-driven retail [2] - Boot Barn launched its 15,000-square-foot store on September 2, 2025, in a space previously occupied by JoAnn's, enhancing the Center's merchandising mix [3] Group 2: Plaza at Rockwall Overview - Plaza at Rockwall spans 446,487 square feet on 42 acres and is located in a rapidly growing suburb of Dallas, anchored by major retailers like Dick's Sporting Goods and Ulta Beauty [4] - The occupancy rate at the Center has improved to 99.1% following the openings of Boot Barn and Barnes & Noble [4] Group 3: Company Strategy - The openings of these retailers reflect CTO's ongoing strategy to curate a vibrant tenant mix that meets evolving consumer demand and creates long-term value for stakeholders [5]