24/7 Wall St. Quick Read AGNC Investment (AGNC) reported Q3 revenue of $836M and net income of $0.72 per share with a portfolio of $90.8B. AGNC offers a 14.30% dividend yield but uses leverage which amplifies both gains and losses. Phillips Edison (PECO) reported 97.6% occupancy and raised 2025 net income guidance to $0.62-$0.65 per share. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can retire earlier than expecte ...

Core Insights - The article emphasizes the advantages of active management in the real estate investment trust (REIT) sector, suggesting that it can outperform passive strategies over the long term [1] Group 1: ALPS Active REIT ETF - The ALPS Active REIT ETF, which will celebrate its five-year anniversary in February, is highlighted as a viable option for investors, especially given the current strong balance sheets and positive trends in funds from operations (FFO) metrics within the real estate sector [2] - The ETF offers a solid dividend yield of 3.12% and provides flexibility through active management, which can help investors identify which areas of the real estate sector are attracting professional asset allocators [3] Group 2: Sector Exposure - The ALPS ETF has a significant allocation of 19.48% to healthcare REITs, marking it as the second-largest subgroup weight within the ETF [4] - Telecommunications is noted as the most overweight sector, with investments at 135% of its index weight, while the office sector has shifted from underweight to overweight for the first time since early 2020 [5] - The ETF's largest subgroup exposure is to specialized REITs, which includes data center landlords, indicating a connection to the AI trade [6] Group 3: Shifts in Real Estate Management - Active real estate managers are increasingly shifting their focus towards lodging and retail landlords, both of which are represented in the ALPS ETF, with retail REITs making up 14% of the portfolio [7] - The lodging/resorts sector has nearly reached parity with its index weight, now at 99%, while retail and industrial sectors remain underweight at 76% and 80% of their index shares, respectively [8]

NNN REIT ( NNN ) is a stock that I've been bullish on for quite some time despite their ongoing headwinds. In their most recent Q3, the REIT reported what I thought was a solid earnings reportContributing analyst to the iREIT+Hoya Capital investment group. Dividend Collection Agency is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence. I'm a Na ...

Core Viewpoint - The article discusses four high dividend yield stocks, ranging from 7.9% to 20.6%, that are currently being overlooked by Wall Street analysts despite their potential for income generation [1][2]. Group 1: National Storage Affiliates Trust (NSA) - NSA is a self-storage REIT with a yield of 7.9%, operating 1,069 properties across 37 states and Puerto Rico, and is considered recession-resistant [3][4]. - The stock has experienced a 20% decline in 2025, attributed to lower earnings and occupancy rates, although similar trends are seen in competitors, indicating broader industry challenges [4][5]. - NSA's payout coverage is tightening, with expected earnings of $2.20 per share against a dividend payout of $2.28, leading to concerns about sustainability [5]. Group 2: Alexanders (ALX) - ALX, yielding 8.5%, is a concentrated landlord with significant reliance on a single tenant, Bloomberg, which accounts for 60% of its revenue [6][7]. - The company is facing financial difficulties, including a loan restructuring discussion after failing to repay a $300 million loan [7]. - Despite these issues, ALX has delivered double-digit total returns in 2025, outperforming the broader real estate sector [8]. Group 3: Robert Half (RHI) - RHI has a yield of 9.0% and operates in talent solutions and consulting, but its stock has plummeted 80% since its peak in 2022, leading to more Sell and Hold ratings than Buys [10][11]. - The company is facing challenges from AI's impact on job placements, although its CEO argues that the effects are overstated for experienced roles [14][15]. - RHI's dividend payout is projected to exceed earnings significantly, with expected profits dropping by 45% this year [15]. Group 4: Cricut (CRCT) - Cricut boasts a high yield of 20.6% and operates as a creativity platform, but its profitability is declining despite recent dividend commitments [17][18]. - The company has seen a significant drop in stock price, leading to a yield increase, yet analysts are pessimistic about its future growth prospects [19][20]. - Revenue projections indicate potential stagnation or decline, particularly if economic conditions affect holiday sales, which are crucial for the company [21].

Core Insights - Albert Anthony is a Croatian-American business author and analyst contributing to Seeking Alpha and other financial platforms, with a focus on Real Estate Investment Trusts (REITs) [1] - He has a background in business information systems and experience at Charles Schwab, which supports his analytical capabilities in equities research [1] - Albert Anthony & Company is a Texas-registered boutique equities research firm managed remotely by the author [1] Professional Background - The author has participated in numerous business and innovation conferences in both the US and Croatia, enhancing his industry knowledge [1] - He holds a B.A. in Political Science from Drew University and has various certifications in Microsoft Fundamentals and CompTIA Project+ [1] - Currently, he is pursuing ongoing certification in Capital Markets & Securities Analyst (CMSA) and business intelligence/data analysis [1] Media Presence - Albert Anthony is expanding his presence on YouTube, focusing on REITs and sharing insights as an active investor [1] - He does not engage with non-publicly traded companies, small cap stocks, or startup CEOs, ensuring a focus on publicly available data [1]

Core Viewpoint - Investing in Singapore REITs (S-REITs) can provide stable and reliable passive income for investors, with a focus on distribution yield, asset quality, and strong execution. Group 1: Frasers Logistics & Commercial Trust (FLCT) - FLCT's portfolio consists of 113 properties valued at S$6.9 billion, with significant exposure in Australia (45.6%) and Germany (26.2%) [2] - Revenue increased by 5.6% year-on-year to S$471.5 million in FY2025, but distributable income fell by 12.1% to S$224.7 million due to higher finance costs, leading to a DPU decline of 12.5% to S$0.0595 [3][4] - The REIT maintains a high occupancy rate of 95.1% and a WALE of 4.8 years, with a gearing ratio of 35.7% and an interest coverage ratio of 4.3 [4] - FLCT's distribution yield stands at 6.3%, significantly higher than the STI's yield of around 4%, despite a declining DPU trend over the past four years [4] - Future growth potential is indicated by a rental reversion rate of nearly 30% and 83.1% of leases having inflation-linked indexation or fixed escalations [5] Group 2: ParkwayLife REIT (PLife REIT) - PLife REIT focuses on healthcare properties, with a portfolio valued at S$2.46 billion, where Singapore properties account for 65% of the value [7] - Revenue grew by 8.2% year-on-year to S$117.3 million in 9M 2025, driven by acquisitions in Japan and France [8] - Distributable income and DPU increased by 10.4% and 2.3% year-on-year to S$75.4 million and S$0.1156, respectively [8] - The REIT has a healthy gearing ratio of 35.8% and an excellent interest coverage ratio of 8.9, with a low cost of debt at 1.57% [9] - PLife REIT's distribution yield is 3.7%, lower than the STI's yield, but it has consistently grown its DPU since its IPO in 2007 [10] - Tenant concentration risk exists, as Parkway Hospitals Singapore contributes 60% of gross revenue, but a long-term master lease mitigates some risks [10][11] Group 3: Investment Implications - With potential interest rate declines, reliable REITs can anchor an investor's income portfolio, emphasizing the importance of property quality, prudent leverage, and capable management [13] - Investors should prioritize consistency in income over merely high yields, focusing on a balanced mix of quality REITs to navigate market volatility [14]

Market breadth has struggled. This has been true for months, but on this latest decline, breadth has been quite terrible and both breadth oscillators are in oversold territory. The good news is they will eventually generate buy signals when breadth improves, but remember that the market can decline sharply while the breadth oscillators are oversold (oversold does not mean buy). Breadth would have to remain positive for at least three consecutive days in order to generate a buy signal.Equity-only put-call ra ...

Economic Overview - The economy is currently experiencing strong growth, with the Atlanta Fed estimating GDP at 4% [3] - Despite positive economic indicators, investor sentiment is dominated by recession fears, leading to a disconnect between market performance and investor behavior [2][3] Interest Rates and REITs - Historical trends indicate that rate cuts typically lead to bull markets for Real Estate Investment Trusts (REITs) [4][5] - The current economic environment, characterized by growth rather than contraction, suggests that the upcoming rate cut cycle could be particularly beneficial for REITs [5] Mortgage REITs (mREITs) Performance - Select mortgage REITs, particularly Annaly Capital (NLY), are positioned for significant payouts and price appreciation due to their holdings in government-backed mortgages [6][8] - NLY benefits from falling long-term interest rates, which increase the value of its mortgage portfolio [8] Annaly Capital's Strategy - Annaly Capital has a history of capitalizing on market volatility by purchasing high-quality agency mortgages when spreads widen [7] - The company has sufficient core earnings to cover its dividend, with potential for increased earnings as rate cuts improve its net interest margin [9] Investment Considerations - Not all mortgage REITs are equally positioned; Annaly's focus on guaranteed agency paper mitigates risks associated with lower-quality commercial mortgages held by other mREITs [9] - The current economic landscape creates distinct winners and losers, emphasizing the importance of selecting proven investment strategies [9]

Core Insights - The article emphasizes a contrarian investment strategy, focusing on long-term opportunities in the market when fear or short-term discontent prevails [1] Group 1: Investment Philosophy - The company adopts a high tolerance for risk and a long-term investment horizon, seeking to capitalize on market inefficiencies [1] - The investment approach is centered around identifying Real Estate Investment Trusts (REITs) that are currently undervalued or out-of-favor [1] Group 2: Investment Strategy - The strategy involves using fundamental economic insights to assess the intrinsic value of stocks, aiming for deep-value opportunities [1]

Group 1 - The company has received over 500 five-star reviews from satisfied members, indicating strong customer satisfaction and perceived value [1] - The company invests significant resources, over $100,000 annually, into researching profitable investment opportunities, particularly in real estate strategies [1] - New members can gain immediate access to the latest top investment picks and receive a discount of $100 upon joining [2] Group 2 - Jussi Askola, the President of Leonberg Capital, is a recognized expert in REIT investing, having authored award-winning academic papers and passed all three CFA exams [3] - Leonberg Capital provides consulting services to hedge funds, family offices, and private equity firms, focusing on value-oriented investment strategies [3] - The investing group High Yield Landlord, led by Jussi Askola, offers features such as multiple portfolios, buy/sell alerts, and direct access to analysts for real-time investment insights [3]