About UDR, Inc. DENVER--(BUSINESS WIRE)--UDR, Inc. (the "Company†) (NYSE: UDR), a leading multifamily real estate investment trust, announced today that it will release its fourth quarter and full-year 2025 financial results on Monday, February 9, 2026, after the market closes. A webcast and conference call that will be open to the public will be held on Tuesday, February 10, 2026, at 12:00 p.m. Eastern Time. Domestic: 1-877-423-9813 International: 1-201-689-8573 To access a playback of the conference cal ...

Core Viewpoint - Arbor Realty Trust, Inc. has announced the tax treatment of its 2025 dividend distributions for both common and preferred shares, indicating that 100% of the distributions will be classified as dividend income for tax reporting purposes [1]. Common Shares Distribution - The total distribution per common share for 2025 is $1.33, with the breakdown as follows: - March 21, 2025: $0.43 (Non-Qualified: $0.19, Qualified: $0.24) - May 30, 2025: $0.30 (Non-Qualified: $0.13, Qualified: $0.17) - August 29, 2025: $0.30 (Non-Qualified: $0.13, Qualified: $0.17) - November 26, 2025: $0.30 (Non-Qualified: $0.13, Qualified: $0.17) [1]. Preferred Shares Distribution - For the 6.375% Series D Cumulative Redeemable Preferred Stock, the total distribution per share for 2025 is $1.593750, detailed as follows: - January 30, 2025: $0.398438 (Non-Qualified: $0.178369, Qualified: $0.220069) - April 30, 2025: $0.398438 (Non-Qualified: $0.178369, Qualified: $0.220069) - July 30, 2025: $0.398438 (Non-Qualified: $0.178369, Qualified: $0.220069) - October 30, 2025: $0.398438 (Non-Qualified: $0.178369, Qualified: $0.220069) [1]. - For the 6.25% Series E Cumulative Redeemable Preferred Stock, the total distribution per share for 2025 is $1.562500, with similar quarterly distributions as follows: - January 30, 2025: $0.390625 (Non-Qualified: $0.174871, Qualified: $0.215754) - April 30, 2025: $0.390625 (Non-Qualified: $0.174871, Qualified: $0.215754) - July 30, 2025: $0.390625 (Non-Qualified: $0.174871, Qualified: $0.215754) - October 30, 2025: $0.390625 (Non-Qualified: $0.174871, Qualified: $0.215754) [1]. - For the 6.25% Series F Fixed-to-Floating Cumulative Redeemable Preferred Stock, the total distribution per share for 2025 is also $1.562500, with identical quarterly distributions as the Series E [2][3]. Tax Reporting and Compliance - Arbor Realty Trust will not pass through any excess inclusion income to shareholders for 2025, meaning no portion of the dividends should be treated as excess inclusion income for federal tax purposes [4]. - The company does not issue K-1s for holders of common and preferred stock, and shareholders are advised to consult their financial advisors for 1099 form information [4][5]. Company Overview - Arbor Realty Trust, Inc. is a nationwide real estate investment trust and direct lender, specializing in loan origination and servicing for various real estate assets, including multifamily and single-family rental portfolios [6]. - The company manages a multibillion-dollar servicing portfolio and is recognized as a leading lender for government-sponsored enterprise products [6].

Core Viewpoint - NexPoint Diversified Real Estate Trust has announced the final income allocations for its 2025 dividend distributions on common and preferred shares, detailing the taxable ordinary income and return of capital for each distribution [1]. Common Shares - The company will distribute $0.15000 per share for common shares on three occasions: March 31, June 30, and September 30, 2025, with all distributions classified as return of capital [1]. - The ex-dividend and record dates for these distributions are set for February 28, May 9, and August 14, 2025, respectively [1]. Series A Preferred Shares - For Series A preferred shares, the distribution is $0.34375 per share, also classified entirely as return of capital, with payment dates on March 31, June 30, and September 30, 2025 [1]. - The ex-dividend and record dates for these distributions are March 24, June 23, and September 23, 2025 [1]. Series B Preferred Shares - Series B preferred shares will have a distribution of $0.18750 per share, similarly classified as return of capital, with payment dates on March 5, April 7, and May 5, 2025 [1]. - The ex-dividend and record dates for these distributions are February 25, March 25, and April 25, 2025 [1]. Tax Treatment - 100% of the amount reported as taxable ordinary income for the dividends is treated as a qualified REIT dividend for the purpose of Section 199A [1]. - Shareholders are encouraged to consult with their tax advisors regarding the federal, state, and local income tax implications of these dividends [1].

Core Viewpoint - Apollo Commercial Real Estate Finance, Inc. will hold a conference call to discuss its fourth quarter and full year 2025 financial results on February 11, 2026, following the release of these results on February 10, 2026 [1] Group 1: Conference Call Details - The conference call is scheduled for February 11, 2026, at 10:00 a.m. Eastern Time [1] - Financial results for the fourth quarter and full year 2025 will be released after market close on February 10, 2026 [1] - The call will include a review of performance, discussion of recent events, and a question-and-answer session [1] Group 2: Registration and Webcast Information - Registration for the call can be completed via a provided link, which will yield a dial-in number and unique pin [2] - A live webcast will be available on the Company's website, with a replay link posted approximately two hours after the call for those unable to attend live [2] Group 3: Company Overview - Apollo Commercial Real Estate Finance, Inc. is a real estate investment trust focused on originating, acquiring, investing in, and managing commercial first mortgage loans and related debt investments [3] - The Company is externally managed by ACREFI Management, LLC, a subsidiary of Apollo Global Management, which manages approximately $908 billion in assets as of September 30, 2025 [3]

Core Viewpoint - Strawberry Fields REIT, Inc. will report its year-end 2025 financial results on February 19, 2026, after market close, followed by a conference call on February 20, 2026, at 11:00 a.m. Eastern Time to discuss these results [1][2]. Company Overview - Strawberry Fields REIT, Inc. is a self-administered real estate investment trust focused on the ownership, acquisition, development, and leasing of skilled nursing and other healthcare-related properties [3]. - The company's portfolio consists of 143 healthcare facilities with over 15,600 beds, located across several states including Arkansas, Illinois, Indiana, Kansas, Kentucky, Missouri, Ohio, Oklahoma, Tennessee, and Texas [3]. - The 143 facilities include 131 skilled nursing facilities, 10 assisted living facilities, and two long-term acute care hospitals [3].

Core Operations and Financial Performance - The company reported a full-year normalized FFO of $3.06 per share, reflecting a 5% increase compared to the previous year, with fourth quarter normalized FFO at $0.79 per share, representing a 4.2% growth for the quarter [3][4][6] - Full-year net operating income (NOI) grew by 4.8%, aligning with management's guidance for 2025 [4][6] - Core community-based rental income increased by 5.5% year-over-year, driven by rate increases on renewals and market rents for new residents [2][4] Revenue Streams and Growth Drivers - Manufactured housing and long-term RV revenue exceeded $1 billion in 2025, with a five-year compound annual growth rate (CAGR) of 5.9% [5][7] - The company expects core property operating income growth of 5.6% for 2026, with guidance for normalized FFO between $3.12 and $3.22 per share [10][12] - Demand for manufactured housing is supported by demographic trends, including 70 million baby boomers, with significant revenue coming from states like Florida, California, and Arizona [8][7] Expense Management and Financial Positioning - Core property operating expenses increased by only 1% compared to 2024, attributed to payroll management and reduced marketing expenses [1] - The balance sheet is strong, with a debt to EBITDARE ratio of 4.5 times and interest coverage of 5.7 times, providing $1.2 billion in liquidity for growth and acquisitions [5][16] - The company raised its annual dividend by 5.3% to $2.17 per share, reflecting stable cash flow and strong business trends [12] Seasonal and Transient RV Business Insights - The seasonal and transient RV segment is expected to experience a 13% decline in rates for Q1, with an overall projected growth of approximately 2% for the remainder of 2026 [6][14] - The company earns about 50% of its anticipated full-year seasonal rent in the first quarter, indicating the importance of early bookings and holiday timing [13][14] Operational Challenges and Future Outlook - Management acknowledged weather-driven volatility affecting the seasonal RV business and noted that three marinas are offline due to storm-related impacts, with repairs expected to extend into 2027 [17] - The company is focused on internal growth and maintaining balance sheet flexibility for potential acquisition opportunities, emphasizing community acquisitions over single-site homes [19]

分组1 - LCNB reported quarterly earnings of $0.4 per share, missing the Zacks Consensus Estimate of $0.44 per share, and down from $0.44 per share a year ago, representing an earnings surprise of -9.09% [1] - The company posted revenues of $23.86 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 5.10%, compared to year-ago revenues of $22.7 million [2] - LCNB has surpassed consensus EPS estimates two times over the last four quarters and has topped consensus revenue estimates two times as well [2] 分组2 - The stock's immediate price movement will depend on management's commentary during the earnings call and the sustainability of earnings expectations [3] - LCNB shares have increased by about 2.8% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] - The current consensus EPS estimate for the coming quarter is $0.42 on $22.6 million in revenues, and $1.70 on $92.7 million in revenues for the current fiscal year [7] 分组3 - The Zacks Industry Rank for Banks - Northeast is currently in the top 23% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact LCNB's performance [5] - The estimate revisions trend for LCNB was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it will perform in line with the market [6]

Core Viewpoint - Orchid Island Capital, Inc. reported strong financial results for the fourth quarter and full year of 2025, driven by favorable market conditions in the Agency RMBS sector, including stable interest rates and two interest rate cuts by the Federal Reserve [5][6][10]. Fourth Quarter 2025 Results - The company generated a net income of $103.4 million, or $0.62 per common share, compared to $5.6 million for the same period in 2024 [11]. - Total dividends declared and paid for the fourth quarter were $0.36 per common share, contributing to a total return of 7.78% [7][12]. - The average Agency RMBS portfolio increased from $7.7 billion in Q3 2025 to $9.5 billion in Q4 2025, with interest income rising by approximately $23.8 million [11]. Full-Year 2025 Results - For the year ended December 31, 2025, net income was $159.3 million, or $1.24 per common share, up from $37.7 million in 2024 [13]. - The company declared total dividends of $1.44 per common share for the year, resulting in a total return of 11.00% [14]. - Interest income for the year was approximately $414.0 million, with a yield on the average Agency RMBS of 5.51% [13]. Other Financial Highlights - Orchid's book value per common share was $7.54 as of December 31, 2025, reflecting a decrease of $0.55 per share for the year [30]. - The company maintained a strong liquidity position of $791.8 million, representing 58% of stockholder's equity [7]. - Shareholders' equity more than doubled in 2025, increasing by 105% [10]. Market Conditions and Management Commentary - The fourth quarter was characterized by a six-week government shutdown, which limited economic data availability, complicating the Federal Reserve's monetary policy decisions [6]. - The Fed's two interest rate cuts during the quarter were beneficial for levered Agency RMBS investors, lowering funding costs [9]. - The company noted that while marginal returns in the Agency RMBS sector are less attractive than in previous years, other fixed income sectors have also performed well [9]. Portfolio and Financing - As of December 31, 2025, the company's total mortgage assets were valued at $10.6 billion, with fixed-rate RMBS comprising 99.9% of the portfolio [17]. - The adjusted leverage ratio was 7.4:1, with outstanding repurchase obligations of approximately $10.1 billion [20]. - The company has entered into various hedging strategies to manage interest rate risks associated with its funding [24].

Fourth Quarter 2025 Investor Presentation January 28, 2026 Important Notices This presentation is issued by Annaly Capital Management, Inc. ("Annaly"), an internally-managed, publicly traded company that has elected to be taxed as a real estate investment trust for federal income tax purposes, and is being furnished in connection with Annaly's Fourth Quarter 2025 earnings release. This presentation is provided for investors in Annaly for informational purposes only and is not an offer to sell, or a solicita ...

Core Viewpoint - Apollo Commercial Real Estate Finance, Inc. has announced the estimated federal income tax treatment of its 2025 distributions on common stock and preferred stock, providing detailed breakdowns of the distributions for tax reporting purposes [1][2][4]. Summary by Category Common Stock Distributions - The total distribution per share for common stock is $0.250000 for each quarter in 2025, with a slight reduction to $0.094074 for the final quarter [2]. - The ordinary dividend for each quarter is $0.250000, while the qualified dividend is consistently $0.004953, leading to a non-dividend distribution of $0.245047 for the first four quarters and $0.092210 for the last quarter [2]. Preferred Stock Distributions - The total distribution per share for the 7.25% Series B-1 Cumulative Redeemable Perpetual Preferred Stock is $0.453125 for each quarter in 2025, with the same amount for the final quarter [4]. - The ordinary dividend for each quarter is $0.453125, with a qualified dividend of $0.008977, resulting in a non-dividend distribution of $0.444148 for all quarters [4]. Tax Treatment - Cash distributions made on January 15, 2026, are treated as received by stockholders on December 31, 2025, to the extent of the Company's 2025 tax earnings and profits [3][4]. - Since the Company's aggregate cash distributions did not exceed its 2025 tax earnings and profits, a portion of the January 2026 cash distribution will be treated as a 2025 distribution for federal income tax purposes [3][4]. Company Overview - Apollo Commercial Real Estate Finance, Inc. is a real estate investment trust that focuses on originating, acquiring, investing in, and managing commercial first mortgage loans and related debt investments [6]. - The Company is externally managed by ACREFI Management, LLC, which is an indirect subsidiary of Apollo Global Management, Inc., managing approximately $908 billion in assets as of September 30, 2025 [7].