Core Viewpoint - Simon Property Group, a leading real estate investment trust, is set to release its fourth quarter earnings for the period ending December 31, 2025, on February 2, 2026, after market close [2]. Group 1: Earnings Release Details - The earnings release will be followed by a conference call and audio webcast on February 2, 2026, from 5:00 p.m. to 6:00 p.m. Eastern Time [2]. - The live webcast will be accessible in listen-only mode at investors.simon.com [2]. - An audio replay of the call will be available from approximately 9:00 p.m. Eastern Time on February 2, 2026, until 11:00 p.m. Eastern Time on February 9, 2026 [2]. Group 2: Company Overview - Simon is a real estate investment trust that owns premier shopping, dining, entertainment, and mixed-use destinations, and is part of the S&P 100 [3]. - The company's properties across North America, Europe, and Asia serve as community gathering places for millions and generate billions in annual sales [3].

For several months now, demographic dynamics have been catching my attention, especially companies operating in the aging population trend. Overall, it is a very interesting trend if we consider skilled nursing facilities.Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connec ...

Group 1 - The article highlights the increasing importance of demographic dynamics, particularly focusing on companies involved in the aging population trend [1] - Skilled nursing facilities are identified as a significant area of interest within the broader context of the aging population [1]

Core Viewpoint - President Trump's proposal to purchase $200 billion in mortgage-backed securities is facing significant criticism from economists, who warn that it may worsen housing affordability in the long term despite potentially lowering mortgage rates temporarily [1]. Group 1: Economic Concerns - Economist Mohamed El-Erian highlights that the proposal revives concerns about political interference in monetary policy, particularly through the use of funds from government-sponsored enterprises Fannie Mae and Freddie Mac [2]. - El-Erian also notes that political pressure on the Federal Reserve may extend beyond interest rate adjustments to include asset purchases, which he refers to as "People's QE" [3]. - Growing public anxiety over housing affordability is expected to lead to more aggressive policy responses, according to El-Erian [4]. Group 2: Long-term Implications - Economist Peter Schiff criticizes the proposal, stating that using $200 billion to buy mortgage bonds reduces the funds available for purchasing Treasuries, potentially leading to higher Treasury yields and inflation in the long run [5]. - Schiff argues that the fundamental issue in the housing market is not high mortgage rates but rather high home prices, suggesting that the proposal may exacerbate the problem by allowing buyers to overpay for homes [6]. Group 3: Unusual Intervention - Nick Timiraos from The Wall Street Journal points out the unusual nature of this intervention, noting that it occurs during a period of solid economic activity without systemic risks, indicating a political motivation behind the move [7]. - Timiraos emphasizes that previous Federal Reserve purchases of mortgage-backed securities were made without profit motives and resulted in significant losses during the COVID-19 era [8]. - Following the announcement, prominent real estate stocks, including the Vanguard Real Estate Index Fund ETF and Opendoor Technologies Inc., experienced a rally in after-hours trading [8].

Core Viewpoint - Mackenzie Realty Capital, Inc. has established a new entity, MacKenzie Apartment Communities, Inc., focused on multi-family properties on the West Coast, which is currently wholly owned by MKZR [1][3]. Group 1: Company Structure and Valuation - As of January 1, 2026, MKZR has contributed its multi-family assets and development property to MAC, which is a stand-alone company [1]. - The Net Asset Value (NAV) of MAC has been determined to be $18.10 per share, based on appraisals and construction costs, with a potential range from $16.46 to $19.95 per share [2]. - The current portfolio of MAC includes 4 stabilized properties and one development project, with the newly constructed Aurora at Green Valley yet to be appraised [2]. Group 2: Future Opportunities and Strategy - The CEO of MKZR expressed excitement about the launch of MAC, highlighting options such as raising funds specifically for multi-family assets, merging with another multi-family focused REIT, or spinning off MAC shares to MKZR shareholders on a 1:1 basis [3]. - MAC is noted to have a clean balance sheet and favorable market conditions, indicating a positive outlook for its future [3]. Group 3: Company Background - MacKenzie Realty Capital, founded in 2013, is a West Coast-focused REIT aiming to invest at least 80% of its total assets in real property, with a portfolio that includes 50% multi-family and 50% boutique class A office properties [3].

We remain confident in the way VICI Properties (VICI) operates. VICI has the most efficient overhead of any REIT VICI has favorable leasing structure in which tenants pay for property upgrades at mandatory intervals Acquisitions have high cap rates and long lease terms Today we will be exploring factors outside of VICI’s control that could potentially change its outlook. VICI Properties (VICI) stock has declined substantially as investors fear the rapidly changing gaming environment. Travel to Vegas is do ...

Stefan Tomic/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Julian Lin runs Best of Breed Growth Stocks. He discusses his high conviction pick: IIPR (0:35). Reasons to be bullish (3:00). IIPR's dividend safety (7:20) 280E taxes and cannabis rescheduling (12:15). Is legalization good for multi-state cannabis operators? (16:30) Risks to REITs (21:00). Red and green flags for management (29:00) How investors should think about valuation (37:05). Transcript Rena Sherbill: ...

Investors tracking large moves in the stock market likely came across Elme Communities ( ELME ) on Thursday as shares of the REIT appeared to plunge over 80%. However, this decline was due to a significant special dividend as the company is exitingOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just l ...

INDIANAPOLIS, Jan. 08, 2026 (GLOBE NEWSWIRE) -- Kite Realty Group (NYSE: KRG) announced today that it will release financial results for the quarter ending December 31, 2025, before the market opens on Tuesday, February 17, 2026. KRG will conduct a conference call to discuss its financial results on Tuesday, February 17, 2026 at 11:00 a.m. Eastern Time. KRG Q4 2025 Earnings Conference Call Dial-In Registration: KRG Fourth Quarter 2025 Teleconference Registration Webcast Link: KRG Fourth Quarter 2025 Webcast ...

SAN DIEGO, Jan. 8, 2026 /PRNewswire/ -- Realty Income Corporation (Realty Income, NYSE: O), The Monthly Dividend Company, today announced the closing of its previously announced private offering of $862.5 million aggregate principal amount of 3.500% convertible senior notes due 2029 (the "notes") in a private offering to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"). The offering represents the aggre ...