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SAFE vs. ESS: Which Stock Is the Better Value Option?
ZACKS· 2025-10-13 16:40
Investors interested in stocks from the REIT and Equity Trust - Residential sector have probably already heard of Safehold (SAFE) and Essex Property Trust (ESS) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank empha ...
Global Medical REIT raised to Buy-equivalent at Citizens (GMRE:NYSE)
Seeking Alpha· 2025-10-13 13:16
Global Medical REIT (NYSE:GMRE) stock was upgraded at Citizens, citing that the company is in the early stages of a positive transformation. Shares were +0.69% Monday pre-market to $31.01. "Over the last six months, GMRE has announced a number of changes ...
Kingdom Capital Advisors’ Views on Net Lease Office Properties (NLOP)
Yahoo Finance· 2025-10-13 13:04
Group 1: Portfolio Performance - Kingdom Capital Advisors' portfolio compounded at 21.06% (net of fees) since inception, outperforming the Russell 2000 TR (4.60%), S&P 500 TR (11.46%), and NASDAQ 100 TR (13.48%) [1] - The portfolio recovered from significant drawdowns experienced from November 2024 to June 2025 [1] Group 2: Net Lease Office Properties (NYSE:NLOP) - Net Lease Office Properties (NYSE:NLOP) had a one-month return of -1.24% and a 52-week loss of 7.17%, with shares closing at $28.60 on October 10, 2025, and a market capitalization of $423.683 million [2] - Since the initial acquisition, the company has divested 22 of 59 properties, repaid all corporate-level debt, and paid dividends equal to about 20% of the initial cost basis [3] - The company is expected to pay additional dividends soon, which could reduce the cost basis to zero on those purchases [3] Group 3: Hedge Fund Interest - Net Lease Office Properties (NYSE:NLOP) was held by 11 hedge fund portfolios at the end of Q2 2025, down from 15 in the previous quarter [4] - While acknowledging the potential of NLOP, the company believes certain AI stocks offer greater upside potential and less downside risk [4]
3 Magnificent S&P 500 Dividend Stocks Down 19% to 28% to Buy and Hold Forever
The Motley Fool· 2025-10-13 08:03
Core Insights - Dividend stocks are crucial for total returns, contributing nearly 31% to the S&P 500 index's total returns since 1926 [1] Group 1: Realty Income - Realty Income pays a monthly dividend and has a current yield of 5.4%, trading nearly 28% below its all-time highs [3][4] - The company has increased its dividend for 31 consecutive years, with a compound annual growth rate (CAGR) of 4.2% [4] - Realty Income's diversified portfolio includes over 15,600 properties across 91 countries, primarily in non-discretionary businesses [6][7] Group 2: Chevron - Chevron has expanded its asset base significantly through the acquisition of Hess, projecting an incremental free cash flow of $12.5 billion from 2024 to 2026 [8][10] - The company has increased its dividend payout for 37 consecutive years and offers a reliable dividend yield of 4.4% [9][10] - Chevron's upcoming investor day on Nov. 12 is expected to provide updates on long-term financial goals and cash-flow projections [10] Group 3: American Water Works - American Water Works is a regulated water utility serving over 14 million people and has increased its dividend for 17 consecutive years [11][12] - The company is targeting a capital spending of $40 billion to $42 billion, with a rate base CAGR of 8% to 9% and earnings per share CAGR of 7% to 9% [15] - The stock is trading almost 25% off all-time highs, indicating potential for share-price appreciation [14]
3 Dividend Blue-Chip Stocks That Have Paid Consistently for Over a Decade
The Smart Investor· 2025-10-12 23:30
Core Insights - Consistent dividend payments provide comfort to investors during market volatility, allowing them to hold quality companies without the urge to sell [1][15] - The article highlights three Singapore blue-chip companies: Singapore Exchange (SGX), CapitaLand Integrated Commercial Trust (CICT), and DBS Group Holdings (DBS), all of which have maintained consistent dividend payouts for over a decade [2][15] Singapore Exchange (SGX) - SGX is the only approved financial exchange in Singapore, benefiting from stable income generated from securities and derivatives trading, making it a reliable dividend payer [3][6] - The annual dividend per share increased by 33.9% from S$0.28 in FY2016 to S$0.375 in FY2025, with an average dividend yield of 3.45% and a current estimated yield of 2.1% [4] - SGX's revenue grew at a CAGR of 5.9% to S$1.37 billion for FY2025, while net profit grew at a CAGR of 7.1%, allowing for a dividend per share growth at a CAGR of 3.3% over the last decade [5] CapitaLand Integrated Commercial Trust (CICT) - CICT is Singapore's largest REIT, formed from a merger in November 2020, with a diversified portfolio that provides resilient income even during market stress [7] - The REIT's DPU reached S$0.1088 for 2024, although it remains below the peak DPU of S$0.1197 in 2019; it has maintained a high occupancy rate of 96.3% [9][10] - CICT's DPU increased by 3.5% YoY to S$0.0562 in 1H2025, with an annualized yield of approximately 4.8% [10] DBS Group Holdings - DBS is Singapore's largest local bank, with a strong track record of growing dividends, which increased by 311% from S$0.54 in 2016 to S$2.22 in 2024 [11] - The bank has a healthy dividend payout ratio of 59.4% and net profit grew at a CAGR of 13.9% to S$11.3 billion for the last twelve months [12] - DBS's ROE improved significantly from 9.5% in 2020 to 17.2% in 2024, and its CET1 capital ratio stands at 15.1%, well above the regulatory requirement, supporting its ability to sustain dividends [13][14] Conclusion - The consistent dividend payouts from SGX, CICT, and DBS highlight their strong business fundamentals and commitment to shareholder value, making them suitable anchors for a dividend portfolio [15][16]
Primaris REIT Announces Closing of $565 Million Acquisition of Promenades St-Bruno
Businesswire· 2025-10-10 20:09
TORONTO--(BUSINESS WIRE)--Primaris Real Estate Investment Trust ("Primaris†or the "Trust†) (TSX: PMZ.UN) announces that on Friday October 10, 2025 it closed on the transaction, originally announced on October 6, 2025, for the purchase of a 100% interest in Promenades St-Bruno in Montreal, Quebec from Cadillac Fairview (the "Acquisition†). The Acquisition, which was subject to customary closing conditions, all of which have been fulfilled or waived, was for aggregate consideration of $565.0 mil. ...
Alexander & Baldwin Announces Third Quarter 2025 Earnings Release and Conference Call Date
Prnewswire· 2025-10-10 12:00
, /PRNewswire/ -- Alexander & Baldwin, Inc. (NYSE: ALEX) ("A&B" or "Company"), a Hawai'i-based owner, operator, and developer of high-quality commercial real estate in Hawai'i, will report results for the third quarter 2025, after the market closes, on Thursday, October 30, 2025. In connection with this announcement, A&B will host a conference call and webcast on Thursday, October 30, 2025, at 5:00 p.m. ET. The call and webcast will feature a discussion on third quarter 2025 operating and financial perfor ...
3 Singapore REITs to Watch for October 2025
The Smart Investor· 2025-10-09 23:30
Core Insights - The REITs sector in Singapore is experiencing a dynamic environment influenced by interest rate volatility, changing tenant needs, and structural trends like digitisation, leading to varying fortunes across different sectors [1][2] Group 1: Keppel DC REIT - Keppel DC REIT reported a 12.8% year-on-year increase in distribution per unit (DPU) to S$0.05133 for the first half of 2025, with gross revenue rising 34.4% to S$211.3 million and net property income increasing 37.8% to S$182.8 million [3] - The REIT is acquiring a 98.47% stake in Tokyo Data Centre 3 for approximately S$707 million, which is expected to be 2.8% DPU-accretive and enhances its position in the Asia Pacific data centre market [4][5] - With AI workloads projected to account for 70% of global data centre demand by 2030, Keppel DC REIT is well-positioned to benefit from these structural tailwinds [6] Group 2: Keppel REIT - Keppel REIT made a strategic acquisition of a 75% stake in Top Ryde City Shopping Centre in Sydney for approximately S$334.8 million, yielding an initial property yield of 6.7% and a 1.34% pro forma DPU accretion [7] - Following this acquisition, Keppel REIT's portfolio will expand to S$9.8 billion across 14 properties, with office assets making up 95.8% and retail assets 4.2% [8] - For the first half of 2025, Keppel REIT's property income rose 9.1% year-on-year to S$136.5 million, while net property income surged 11.8% to S$108.3 million, despite a 2.9% decline in DPU to S$0.0272 [9] Group 3: Lendlease Global Commercial REIT (LREIT) - LREIT agreed to divest the Jem office component for S$462 million, which will reduce its gearing from 42.6% to approximately 35%, strengthening its capital structure [11] - As of June 30, 2025, LREIT's total assets under management were S$3.76 billion, with gross revenue declining 6.5% year-on-year to S$206.5 million and net property income falling 10.0% to S$148.8 million [12] - Despite revenue challenges, LREIT maintains solid portfolio fundamentals with a committed occupancy of 92.1% and positive retail rental reversion of 10.2% for the year [13] Group 4: Investment Outlook - The three Singapore REITs present different value propositions for income investors, with Keppel DC REIT focusing on growth, Keppel REIT showing operational strength but facing office market risks, and LREIT prioritizing balance sheet repair over growth [14][15] - All three REITs share the ability to deliver steady income, making them appealing for investors looking for reliable payers [15]
Medical Properties (MPW) Upgraded to Buy: Here's What You Should Know
ZACKS· 2025-10-09 17:01
Core Viewpoint - Medical Properties (MPW) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which is a significant factor influencing stock prices [1][4]. Earnings Estimates and Ratings - The Zacks rating system is based solely on a company's changing earnings picture, tracking the Zacks Consensus Estimate for EPS from sell-side analysts [2]. - The Zacks rating upgrade for Medical Properties reflects an improved earnings outlook, which could positively affect its stock price [4][6]. Impact of Earnings Estimates on Stock Prices - Changes in a company's future earnings potential, as shown by earnings estimate revisions, are strongly correlated with near-term stock price movements [5]. - Institutional investors often rely on earnings estimates to determine a company's fair value, leading to significant stock price movements based on their buying or selling actions [5]. Recent Performance of Medical Properties - For the fiscal year ending December 2025, Medical Properties is expected to earn $0.63 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 3.6% over the past three months [9]. Zacks Rank System Overview - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks which have averaged a +25% annual return since 1988 [8]. - The upgrade of Medical Properties to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [11].
The Heavyweights of Singapore’s Stock Market: Blue Chips Explained
The Smart Investor· 2025-10-09 03:30
Straits Times Index (^STI) is the main benchmark of Singapore’s stock market.The index tracks the top 30 listed companies on the Singapore Exchange (SGX).Collectively known as blue chips, they are often regarded as well-established with strong reputations and solid financial standing.While they are less volatile, they are by no-means risk free.Sector AllocationThe STI’s 30 blue chip stocks cut across multiple industries of Singapore’s diverse economy.The index, however, is heavily weighted towards financial ...