Cecilia C. Williams, President and Chief Executive Officer (416) 977-9002 cwilliams@alliedreit.com Allied is a leading owner-operator of distinctive urban workspace in Canada's major cities. Allied's mission is to provide knowledge-based organizations with workspace that is sustainable and conducive to human wellness, creativity, connectivity and diversity. Allied's vision is to make a continuous contribution to cities and culture that elevates and inspires the humanity in all people. Nanthini Mahalingam, S ...

Core Viewpoint - The preferred stock of NexPoint Diversified REIT has seen a 14% decline this year, resulting in a high dividend yield of 9.8% [1] Group 1 - NexPoint Diversified REIT's preferred stock is currently offering an exceptionally high dividend yield of 9.8% due to a 14% decline in its value this year [1]

V i e w p o i n t | 10 Jul 2025 03:30:09 ET │ 38 pages Hong Kong Property CITI'S TAKE Buying flow amid national support & China yield compression — National support to HK could be a game-changer: it solidifies HK's positioning as a financial hub, brings people (talent) & money (A-share enterprises listing in HK; connect, etc.), and protects asset prices (sector is 5.8% of HSI weighting). As new investors tend to be price-setters, we expect high-yield & index stocks to benefit from buying flows in 2H after a ...

At Trade With Beta , we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other t ...

Company Overview - Redwood Trust, Inc. (NYSE: RWT) is a real estate investment trust (REIT) that specializes in owning mortgages, categorized as a mortgage REIT (mREIT) [1] - The company offers common shares, a high-yielding preferred share (RWT.PR.A), and three baby bonds, two of which have a 9.125% coupon [1] Investment Focus - The company is currently focused on income investing through common shares, preferred shares, or bonds [1] - The investment strategy includes occasional analysis of the broader economy or specific situations involving researched companies [1] Background Information - The company has a background in history/political science and holds a Masters in Business Administration with a specialization in Finance and Economics [1] - The CEO has been investing since 2000 and currently manages an independent living retirement community in Illinois [1]

Core Viewpoint - Equity LifeStyle Properties, Inc. is set to release its second quarter 2025 earnings on July 21, 2025, after market close, followed by a conference call on July 22, 2025, to discuss the results [1][2] Company Overview - The company is a fully integrated owner of lifestyle-oriented properties, owning or having an interest in 455 properties predominantly located in the United States, consisting of 173,340 sites as of April 21, 2025 [6] Conference Call Details - The conference call will be hosted by the executive management team at 11:00 a.m. Eastern Time on July 22, 2025, and will be available via live audio webcast on the company's website [1][2] - Interested parties must register at least fifteen minutes prior to the call to receive dial-in details [2]

Company Overview - LXP Industrial Trust is a publicly traded real estate investment trust (REIT) focused on Class A warehouse and distribution investments in 12 target markets across the Sunbelt and Midwest [5] - The company aims to expand its portfolio through acquisitions, development projects, and build-to-suit and sale/leaseback transactions [5] Upcoming Financial Results - LXP will release its second quarter 2025 financial results on the morning of Wednesday, July 30, 2025 [1] - A conference call and webcast will be held on the same day at 8:30 a.m. Eastern Time to discuss these results [1] Access Information - Participants can access the conference call by dialing (888) 660-6082 or (929) 201-6604 for international calls, using Conference ID: 1576583 [1] - The webcast can be accessed at https://events.q4inc.com/attendee/363726824 [1] Replay Information - A telephone replay of the call will be available through August 6, 2025, and via webcast for one year [2] - The replay can be accessed by calling (800) 770-2030 or (609) 800-9909 for international calls, using Access Code: 1576583 [2]

Core Viewpoint - Broadmark Realty Capital Inc. is facing a class action lawsuit related to its merger with Ready Capital Corporation, alleging misleading statements in the proxy statement used for shareholder approval [3]. Group 1: Merger Details - The merger between Broadmark and Ready Capital was approved by Broadmark shareholders on May 30, 2023, and finalized on May 31, 2023 [3]. - The lawsuit claims that the proxy statement contained materially false and/or misleading statements and omitted key facts [3]. Group 2: Allegations and Financial Issues - A significant portion of borrowers in Ready Capital's loan portfolio are experiencing financial distress due to rising interest rates, which have increased their borrowing costs [5]. - An oversupply of multifamily properties in Ready Capital's core markets is limiting borrowers' ability to raise rents to offset growing debt obligations [5]. - A major development project, a Ritz-Carlton in Portland, Oregon, faced severe setbacks, including cost overruns, construction delays, and funding shortfalls, representing approximately $500 million of Ready Capital's acquired loan portfolio [5]. - As a result of these issues, Ready Capital's Current Expected Credit Loss (CECL) reserves and projected credit losses were significantly understated [5]. - Consequently, Ready Capital's financial projections, including estimates of Distributable Earnings per share, dividends per share, and book value per share, lacked a reasonable basis when issued [5].

Group 1 - Presidio Property Trust, Inc. has entered into a securities purchase agreement for the sale of 170,830 shares of common stock at a price of $12.00 per share, resulting in gross proceeds of approximately $2.05 million [1] - The closing of the offering is expected to occur on or about July 15, 2025, subject to customary closing conditions [1] - The net proceeds from the offering will be used for working capital and general corporate purposes [1] Group 2 - The existing July 2021 warrants to purchase up to 200,000 shares of common stock will be amended to have a reduced exercise price of $12.00 per share, expiring five years from the amendment date [2] - The Warrant Amendment will become effective following the resale registration to be filed within 30 days [2] Group 3 - A.G.P./Alliance Global Partners is acting as the sole placement agent for the offering [3] - The offering is made pursuant to an effective shelf registration statement on Form S-3, declared effective by the SEC on May 17, 2024 [4] Group 4 - Presidio is an internally managed real estate investment trust with holdings in model home properties leased to homebuilders, as well as office, industrial, and retail properties [6] - The model homes are located in Arizona, Texas, and Florida, while the other properties are primarily in Colorado, with additional locations in Maryland, North Dakota, Texas, and Southern California [6]

Eric works in an investment role at a Canadian bank, specializing in real assets. He holds a Master's degree in Financial Economics from the University of Western Ontario and is a CFA charterholder. With a strong interest in real assets, financials, and insurance, Eric brings a deep understanding of the Canadian investment universe.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 h ...