Real Estate Investment Trusts (REITs)

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Should Value Investors Buy Piedmont Realty Trust, Inc. (PDM) Stock?
ZACKSยท 2025-08-19 14:41
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. Value investors also frequently use the P/S ratio. This metric is found by dividing a stock's price with the company's revenue. This is a preferred metric because revenue can't really be manipulated, so sales are often a truer performance indicator ...
REITs Could Have Some Of Their Best Years Ahead: Two Value Plays I Like That May See Strong Upside
Seeking Alphaยท 2025-08-19 14:00
Analyst's Disclosure:I/we have a beneficial long position in the shares of ADC 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 Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any inv ...
Class Action Filed Against CTO Realty Growth, Inc. (CTO) - October 7, 2025 Deadline to Join - Contact Levi & Korsinsky
Prnewswireยท 2025-08-19 12:45
https://zlk.com/pslra-1/cto-realty-growth-inc-lawsuit-submission-form?prid=162050&wire=4 CONTACT: CTO investors may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500. Levi & Korsinsky, LLP Joseph E. Levi, Esq. Ed Korsinsky, Esq. 33 Whitehall Street, 17th Floor New York, NY 10004 [email protected] Tel: (212) 363-7500 Fax: (212) 363-7171 www.zlk.com CASE DETAILS: The filed complaint alleges that defendants made false statements and/or concealed that: (i) CTO's ...
RLJ Lodging Trust: Why This Beaten-Down Hotel REIT Offers Strong Upside
Seeking Alphaยท 2025-08-19 12:19
Group 1 - The article focuses on the Real Estate Investment Trusts (REITs) segment of the investment market, highlighting the author's intent to expand knowledge and portfolio in this area [1] - The author emphasizes a long-term investment horizon and a strategy centered around contrarian and deep-value opportunities, particularly in identifying REITs that are currently out-of-favor [1] - The author utilizes fundamental economic insights to assess the intrinsic value of stocks, indicating a methodical approach to investment analysis [1] Group 2 - There is no current position held in RLJ, and the author plans to adjust positions in other REITs before considering an investment in RLJ, requiring at least one more quarter of analysis [3] - The article does not provide any recommendations or advice regarding the suitability of investments for particular investors, emphasizing that past performance is not indicative of future results [3]
Need to Supplement Your Retirement Income? Buy This Extremely Safe, High-Yielding Dividend Stock.
The Motley Foolยท 2025-08-19 09:43
This monthly dividend stock is an ideal source of retirement income. Many retirees face a shortfall between their Social Security benefits, savings, and actual income needs. One study found this gap to be as high as 33% for the average U.S. household. As a result, current and future retirees must find additional income sources to live comfortably. Realty Income (O -1.00%) is an excellent choice for those seeking additional income. The real estate investment trust (REIT) owns a reliable and high-quality real ...
Canadian National Railway pany(CNI) - 2025 H2 - Earnings Call Presentation
2025-08-19 01:00
Financial Performance & Guidance - FY25 operating EPS (OEPS) reached 12.2 cents, outperforming guidance, a 4% increase over FY24[17] - FY26 OEPS guidance is set at 13.4 cents, a 10% increase over FY25[17] - The company maintains a FY25 DPS of 10.4 cents and projects the same for FY26[28] - FY25 Statutory NPAT was $82.7 million, with a Statutory EPS of 10.0 cents[85] - FY25 Operating NPAT reached $100.8 million, a 4.3% increase from FY24's $94.7 million[85, 91] Assets Under Management (AUM) - Group AUM stands at $20.6 billion, with real estate comprising $19.7 billion[11] - Unlisted real estate accounts for 70% of the total real estate AUM, amounting to $13.7 billion[11] - Centuria Bass Credit's AUM grew to $2.3 billion over FY25, a 21% year-over-year increase[44] Strategic Initiatives & Transactions - Targeting over $1 billion in real estate acquisitions in FY26[17, 116] - Launched Australia's largest single-asset unlisted industrial fund, valued at $216 million, for Port Adelaide[50, 116] - Completed a $21 million acquisition of a 50% interest in ResetData, focusing on AI Factories[75] - Completed $202 million in gross development projects in FY25[144] REIT Performance & Metrics - Centuria Industrial REIT (CIP) FY26 guidance includes FFO of 18.0-18.5 cents per unit (up to 6% pcp) and a distribution of 16.8 cents per unit (3% over FY25)[56] - CIP's FY25 portfolio saw $140 million in non-core divestments at a 12% average premium to book value[57] - Centuria Office REIT (COF) FY26 guidance includes FFO of 11.1-11.5 cents per unit and a distribution of 10.1 cents per unit[65] - COF's portfolio saw $18 million in valuation growth in 2H FY25[66]
CTO LAWSUIT ALERT: The Gross Law Firm Notifies CTO Realty Growth, Inc. Investors of a Class Action Lawsuit and Upcoming Deadline
GlobeNewswire News Roomยท 2025-08-18 20:03
Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of CTO Realty Growth, Inc. regarding a class action lawsuit due to allegations of misleading statements and unsustainable business practices [1][3]. Summary by Relevant Sections Class Period and Allegations - The class period for the lawsuit is from February 18, 2021, to June 24, 2025 [3]. - Allegations include that CTO's dividends were less sustainable than claimed, deceptive practices were used to inflate adjusted funds from operations, and the true profitability of the Ashford Lane property was overstated [3]. Next Steps for Shareholders - Shareholders are encouraged to register for the class action by the deadline of October 7, 2025, to potentially become lead plaintiffs [4]. - Once registered, shareholders will receive updates through a portfolio monitoring software regarding the case [4]. Law Firm's Commitment - The Gross Law Firm aims to protect investors' rights and ensure companies engage in responsible business practices [5]. - The firm seeks recovery for investors who suffered losses due to misleading statements or omissions that led to stock inflation [5].
Vornado's JV Sells 512 West 22nd Street Property for $205M
ZACKSยท 2025-08-18 18:16
Group 1 - Vornado Realty Trust (VNO) sold a 173,000-square-foot Class A office building at 512 West 22nd Street for $205 million, with net proceeds of nearly $38 million after mortgage repayment and transaction expenses [1][6] - The company expects to report an approximate $11 million financial statement gain from this transaction in the third quarter of 2025 [1][6] - Vornado is focused on improving its core business through opportunistic developments and divestitures, which provide capital for reinvestment [2] Group 2 - Vornado's strategy includes maintaining assets in high-rent, high-barrier-to-entry markets and a diversified tenant base, which is expected to support long-term growth [3] - In January 2025, Vornado's joint venture completed the sale of a portion of its flagship store at 666 Fifth Avenue to UNIQLO for $350 million, realizing net proceeds of $342 million [2] - Over the past three months, Vornado's shares have declined by 6.3%, compared to a 2.4% decline in the industry [3]
TPG RE Finance Trust: Safe 10.5% Dividend Yield From The CRE Meltdown That Never Happened
Seeking Alphaยท 2025-08-18 17:46
Core Viewpoint - TPG RE Finance Trust (NYSE: TRTX) has experienced a significant rally over the past month, reducing the gap to its book value per share, which was previously at 31% [1] Group 1: Company Performance - The recent performance of TRTX indicates a strong recovery in its stock price, suggesting potential for further growth [1] - The equity market's daily price fluctuations contribute to long-term wealth creation or destruction, highlighting the importance of market dynamics [1] Group 2: Investment Strategy - Pacifica Yield focuses on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]
The Gross Law Firm Reminds Shareholders of a Lead Plaintiff Deadline of October 7, 2025 in CTO Realty Growth, Inc. Lawsuit - CTO
Prnewswireยท 2025-08-18 12:45
Core Points - The Gross Law Firm has issued a notice to shareholders of CTO Realty Growth, Inc. regarding a class action lawsuit for shareholders who purchased shares during the class period from February 18, 2021, to June 24, 2025 [1] - Allegations include that CTO's dividends were less sustainable than represented, deceptive practices were used to inflate adjusted funds from operations, and the true profitability of the Ashford Lane property was overstated [1] - The deadline for shareholders to register for the class action is October 7, 2025, and there is no cost or obligation to participate [2] Company and Industry Summary - CTO Realty Growth, Inc. is facing allegations of issuing materially false and misleading statements regarding its financial health and business prospects [1] - The Gross Law Firm aims to protect investors' rights and seeks recovery for losses incurred due to misleading statements that led to artificial inflation of stock prices [3] - Shareholders who register will receive updates through a portfolio monitoring software throughout the lifecycle of the case [2]