Wall Street expects a year-over-year decline in earnings on higher revenues when Armour Residential REIT (ARR) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, th ...

For the quarter ended June 2025, Prologis (PLD) reported revenue of $2.03 billion, up 9.3% over the same period last year. EPS came in at $1.46, compared to $0.92 in the year-ago quarter.The reported revenue represents a surprise of +1.35% over the Zacks Consensus Estimate of $2 billion. With the consensus EPS estimate being $1.41, the EPS surprise was +3.55%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move ...

Core Insights - American Tower (AMT) shares have increased by 19.3% year to date, outperforming the industry growth of 5.4% [1] - The company is expected to benefit from rising investments by wireless carriers in 5G networks, supported by solid business fundamentals and a prudent capital allocation strategy [1][4] - Analysts are optimistic about AMT, with the Zacks Consensus Estimate for its 2025 AFFO revised to $10.55 [1] Company Overview - American Tower possesses a geographically diversified communication real estate portfolio, with nearly 149,000 communication sites globally [3] - The company is well-positioned to capture demand due to increased capital expenditure from wireless carriers driven by rising wireless penetration and accelerated 5G deployment [3][4] - AMT has a resilient business model, generating most revenues from long-term, non-cancellable tower leases with major wireless carriers [5] Financial Performance - The company has shown strong growth in key financial metrics and continues to expand its platform amid favorable trends in the wireless industry [4] - As of March 31, 2025, AMT had a net leverage ratio of 5.0 and total liquidity of $11.7 billion, providing financial flexibility [6] - AMT enjoys investment-grade credit ratings of BBB and Baa3, allowing it to borrow at favorable rates [6] Dividend Strategy - American Tower has a disciplined capital distribution strategy, having raised its dividend 14 times with an annualized growth rate of 8.26% over the past five years [7][8] - The company is committed to increasing shareholder value through regular dividend hikes, supported by robust operating fundamentals [8]

The theme of the day at REITer’s Digest is commercial real estate at the core. Today, we will dive into a discussion about REITs, real estate, and the fundamentals of commercial real estate, including evolving market dynamics and the continuedAnalyst’s Disclosure:I/we have a beneficial long position in the shares of VNQ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking ...

DALLAS, July 16, 2025 /PRNewswire/ -- NexPoint Residential Trust, Inc. ("NXRT" or the "Company") (NYSE: NXRT) announced today that it, through its operating partnership (the "OP"), has closed on the refinancing of its existing corporate revolving credit facility with J.P. Morgan Chase Bank, Raymond James Bank, Royal Bank of Canada, and Synovus. The refinanced credit facility has an initial maturity of June 2028 that may be extended until June 2029. At the Company's election, any amounts borrowed under the c ...

Resilient performance through volatile environmentSAN FRANCISCO, July 16, 2025 /PRNewswire/ -- Prologis, Inc. (NYSE: PLD) today announced the following results for the quarter ended June 30, 2025, as compared to the corresponding period in 2024: Net earnings per diluted share was $0.61 and decreased 33.7% due to lower gains and unrealized FX. Core funds from operations (Core FFO)* per diluted share was $1.46 and increased 9.0%. Core FFO, excluding Net Promote Income (Expense)* per diluted share was $1.47 an ...

NEW YORK, July 16, 2025 (GLOBE NEWSWIRE) -- Global Net Lease, Inc. (NYSE: GNL) ("GNL" or the "Company") announced today that it will release its financial results for the second quarter ended June 30, 2025 on Wednesday, August 6, 2025 after the close of trading on the New York Stock Exchange. The Company will host a conference call and audio webcast on Thursday, August 7, 2025, beginning at 11:00 a.m. ET, to discuss the second quarter results and provide commentary on business performance. The results will ...

Remote work and downsizing are long-term challenges for real estate investment trusts (REITs) that own office space. But Vici is different. Vici is an "experiential" focused REIT that owns some of the most recognizable casino resorts and other trophy properties in the world, including Caesars Palace, MGM Grand, The Venetian, and Chelsea Piers, to name just a few of the 90-plus holdings. The focus on trophy properties has many advantages. First, they are extremely difficult to replace. Building a strip mall ...

EPR Properties (EPR -2.45%) stock has been red-hot over the past year, rallying more than 40%. That surge has driven the real estate investment trust's (REIT) dividend yield down to 5.8%. Here's a look at whether the landlord is still an attractive option for those seeking to generate passive income. What's driving EPR Properties higher? EPR Properties is off to a good start this year. The experiential property REIT grew its funds from operations (FFO) as adjusted by 5.3% in the first quarter. It's benefiti ...

Group 1: Ellington Financial Preferred Shares - EFC-B trades at $22.75 while EFC-C trades at $24.84, indicating a $2.09 difference that may not be justified given EFC-C's higher coupon rate of 8.625% compared to EFC-B's 6.25% [3][4] - EFC-C pays an additional $0.595 per share annually, amounting to $0.8925 over the next 18 months, while EFC-B may have a higher coupon rate if the 5-year Treasury rate exceeds 3.64% [4][5] - EFC-D has a fixed coupon rate of 7% and trades at $23.10, with a stripped yield of approximately 7.62%, which is low for a fixed-rate share from a mortgage REIT [7][8] Group 2: Main Street Capital - Main Street Capital consistently increases its Net Asset Value (NAV) per share while providing an attractive dividend, trading at nearly twice its trailing book value per share [11][12] - The ability to issue shares at a premium enhances book value per share and drives earnings growth, creating a favorable cycle for the company [12][13] - Despite being an outstanding BDC, the current share price is considered too expensive, as the valuation may not be sustainable without the ability to issue shares at high prices [13]