Core Insights - ARMOUR Residential REIT, Inc. (NYSE:ARR) is recognized as one of the Best High Yield Stocks to buy in October [1] - The company focuses on investing in residential mortgage-backed securities, including fixed-rate, hybrid adjustable-rate, and adjustable-rate securities [2] - ARMOUR aims to enhance access to homeownership and deliver value to shareholders through a diversified and actively managed portfolio of mortgage-backed securities [3] Dividend Information - ARMOUR is favored by dividend investors due to its monthly dividend payments, having consistently paid dividends for the past 14 years [4] - The current monthly dividend is $0.24 per share, resulting in a dividend yield of 19.77% as of September 27 [4]

Core Insights - Rithm Capital Corp. (NYSE:RITM) is recognized as a strong candidate for high yield investments and dividend capture strategies in October [1][4]. Group 1: Company Overview - Rithm Capital Corp. is a real estate investment trust (REIT) engaged in structured finance and asset management, known for its strategic acquisitions [2]. - The company has made significant acquisitions, including Sculptor Capital Management in 2023 and a pending acquisition of Computershare Mortgage Services, aimed at increasing its assets under management (AUM) [2]. Group 2: Financial Performance - Rithm Capital's strategy emphasizes diversification and strengthening its mortgage servicing and origination platforms, contributing to its strong financial results [3]. - On September 17, Rithm declared a quarterly dividend of $0.25 per share, maintaining its consistent dividend payments for the past ten years, with a current dividend yield of 8.03% as of September 27 [4].

Core Insights - VICI Properties Inc. is recognized as one of the top cash-rich dividend stocks to invest in currently [1] - The company operates as a real estate investment trust (REIT) focusing on gaming, hospitality, and experiential properties, utilizing a triple-net leasing model [2] - VICI's strategy emphasizes secure and growing rental revenue, with most properties fully leased under long-term agreements that include automatic annual rent increases [3] Financial Performance - VICI Properties recently announced a 4% increase in its quarterly dividend to $0.45 per share, marking the eighth consecutive year of dividend hikes [4] - As of September 27, the stock has a dividend yield of 5.54%, making it an attractive option for income investors [4]

Core Viewpoint - LTC Properties, Inc. has announced a significant acquisition of a Senior Housing Operating Portfolio valued at $195 million, indicating a strategic expansion in the seniors housing and health care sector [1] Acquisition Details - The acquisition involves five independent living, assisted living, and memory care communities located in Wisconsin [1] - The total number of units acquired is 520, which reflects a substantial addition to the company's portfolio [1] - The communities are described as stabilized, suggesting they are already generating consistent revenue [1]

Core Viewpoint - Four real estate stocks have shown significant declines in momentum despite the Federal Reserve entering a rate-cutting cycle, indicating persistent challenges in the sector's risk appetite and investor sentiment [2][9]. Group 1: Stock Performance - Cherry Hill Mortgage Investment Corp. (CHMI) saw its momentum score decrease from 10.68 to 10.50, a drop of 0.18 percentile points, with a year-to-date decline of 3.82% and a 30.58% drop over the past year [8]. - National Storage Affiliates Trust (NSA) experienced a momentum percentile slip from 10.68 to 9.35, a decrease of 1.33 points, with an 18.98% decline year-to-date and a 37.14% drop over the year [8]. - Sachem Capital Corp. (SACH) also saw its momentum score fall from 10.68 to 9.35, mirroring NSA's decline, with an 11.11% year-to-date drop and a 55.56% decline over the year [8]. - Smith Douglas Homes Corp. (SDHC) had its ranking decrease from 10.11 to 9.01, a reduction of 1.10 percentile points week-on-week, reflecting uncertainty around housing starts and affordability [7]. Group 2: Market Context - The underperformance of these four realty stocks is notable as rate reductions by the Fed typically stimulate the real estate sector by lowering capital costs and boosting demand [9]. - The decline in momentum rankings suggests that company-specific risks, such as credit quality and supply imbalances, are currently outweighing macro-level benefits [9].

Midtown’s tallest-ever skyscraper, to be anchored by Ken Griffin’s financial companies, has gotten the green light in a 48-0 vote by the City Council — a rare unanimous endorsement by the often development-averse body.The plan for a new 350 Park Ave. represents a remarkable personal commitment by mega-billionaire Griffin, who’s a partner with two major development companies — privately held Rudin and publicly traded Vornado Realty Trust.The 1,600-foot-tall tower will dwarf Midtown’s current cloudbuster king ...

Core Viewpoint - Four Corners Property Trust (FCPT) has successfully acquired a VCA Animal Hospital property for $3.4 million, indicating a strategic move to expand its portfolio in the healthcare sector [1] Acquisition Details - The acquired property is located in a high-traffic area in New Jersey, which is expected to enhance its value and accessibility [1] - The property is corporate-operated under a net lease, with approximately eight years remaining on the lease term, providing a stable income stream for the company [1]

Core Insights - Four Corners Property Trust (FCPT) has announced the acquisition of a VCA Animal Hospital property for $6.1 million, indicating a strategic move to expand its portfolio in the healthcare sector [1] Company Summary - FCPT is a real estate investment trust (REIT) focused on owning and acquiring high-quality, net-leased restaurant and retail properties, showcasing its commitment to diversifying its asset base [1] - The acquired property is located in a high-traffic area in Illinois, which is expected to enhance the value and visibility of the investment [1] - The transaction involves a corporate-operated facility under a long-term net lease, providing stability and predictable cash flows for the company [1]

Core Insights - The article discusses high yield stocks suitable for investment in October, emphasizing the importance of dividend investing and the need for careful selection to avoid yield traps [1][2] Group 1: Dividend Stocks Overview - Dividend investing is a long-term strategy that has historically outperformed during economic downturns [1] - Investors should focus on dividend durability and reliability rather than just high yields to avoid unsustainable dividend traps [2] - A dividend capture strategy allows investors to buy stocks just before dividends are paid and sell shortly after, focusing on dividend income [2] Group 2: Selected Stocks for Dividend Capture Strategy - Rithm Capital Corp. (NYSE:RITM) has an ex-dividend date of October 1, with a dividend yield of 8.03% and a quarterly dividend of $0.25 per share, consistent over ten years [8][10] - Sempra (NYSE:SRE) also has an ex-dividend date of October 1, offering a dividend yield of 2.91% with a quarterly dividend of $0.645, having increased its payout by 4% earlier this year [11][12] - Philip Morris International Inc. (NYSE:PM) has an ex-dividend date of October 3, with a dividend yield of 3.57% and a recent increase in its quarterly dividend to $1.47 per share, marking 16 years of dividend growth [14][16]

Group 1 - Vornado Realty Trust (NYSE:VNO) is considered one of the best cheap rising stocks to invest in currently, with Truist Securities maintaining a Hold rating and increasing the price target from $38 to $40 due to improving leasing trends and reduced interest rates [1][2] - Truist Securities anticipates an increase in Vornado's portfolio occupancy driven by solid leasing activity, manageable near-term lease expirations, and strong rent spreads [2] - Despite a decline in cash flow and negative funds available for distribution (FAD) reported in Q2 2025, there is an expectation of future earnings growth for Vornado [2]