The Buy Thesis Postal Realty (PSTL) is substantially undervalued relative to its growth rate and the cleanliness of its business model. I believe the stability of Postal is overlooked due to the lack of analytical coverage on the niche in which PSTL operates. I think the actual business fundamentals warrant a substantially higher AFFO multiple (18X), equating to a stock price about 50% above the current market price ($23.58 versus the current $15.36). We shall begin with a conjecture as to why PSTL is tradi ...

Core Insights - The article discusses the investment landscape in the real estate sector, particularly focusing on the performance and outlook of various real estate investment trusts (REITs) and housing-related companies [2][3]. Group 1: Company Insights - Hoya Capital Research & Index Innovations is affiliated with Hoya Capital Real Estate, which provides investment advisory services and focuses on publicly traded securities in the real estate industry [2]. - The commentary emphasizes that the information provided is for educational purposes and does not constitute investment advice or recommendations for specific securities [2][3]. Group 2: Industry Insights - The real estate industry is highlighted as having unique risks associated with investments in real estate companies and housing industry companies, which may not be suitable for all investors [2]. - The article notes that past performance of market data does not guarantee future results, indicating the inherent volatility and unpredictability of the real estate market [3].

Core Insights - The market has reached new highs despite recent volatility, but dividend-focused investors may have underperformed [1] Group 1 - The current market conditions indicate a divergence in performance, particularly affecting dividend-focused investors [1]

Author's note: I present an update my best small and mid-cap stock ideas that insiders are buying only to subscribers of my exclusive marketplace, The Insiders Forum . Our model portfolio has more than doubled the return of its benchmark, the Russell 2000, since its launch. To join our community and gain access to our market beating returns, just click HERE .Shares of multi-family REIT BRT Apartments Corp. ( BRT ) have lost roughly 45% of their value since August 2022 as impending higher refinancing rates a ...

Group 1 - BRT Apartments Corp. has experienced a decline of approximately 45% in its share value since August 2022, primarily due to anticipated higher refinancing rates and an oversupply in the Sun Belt markets [2] Group 2 - The Insiders Forum, led by Chief Investment Strategist Bret Jensen, focuses on small and mid-cap stocks that are attractively valued and have seen significant insider purchases [2]

Core Viewpoint - Clipper Realty Inc. held its Q3 2025 earnings call, discussing financial performance and future outlook [2][5]. Financial Performance - The call included discussions on non-GAAP financial measures such as adjusted funds from operations (AFFO), adjusted EBITDA, and net operating income (NOI) [4]. Management Participation - Key management figures participating in the call included David Bistricer (Co-Chairman and CEO), J.J. Bistricer (COO), and Larry Kreider (CFO) [2][5].

Group 1 - Realty Income (O) announced solid quarterly results, but its stock price has decreased from over $60 per share to approximately $57 [1] - The company is recognized for its focus on dividend investing, which is seen as a pathway to financial freedom [2] Group 2 - The analyst has a beneficial long position in Realty Income shares, indicating confidence in the company's future performance [3] - Seeking Alpha emphasizes that past performance does not guarantee future results, highlighting the importance of careful investment consideration [4]

Core Viewpoint - Piedmont Realty Trust, Inc. has announced a $400 million offering of 5.625% senior notes due 2033, expected to close on November 20, 2025, subject to customary conditions [1] Group 1: Offering Details - The offering is priced at 99.364% of the principal amount [1] - The net proceeds will be used to purchase outstanding 9.250% senior notes due 2028, along with borrowings from a $600 million unsecured line of credit and cash on hand if necessary [2] - If the tender offer for the 2028 notes is not completed, remaining proceeds will be allocated for working capital, capital expenditures, and other corporate purposes [2] Group 2: Guarantees and Management - The notes will be fully and unconditionally guaranteed on a senior unsecured basis by Piedmont Realty Trust [3] - Major financial institutions including Wells Fargo Securities, BofA Securities, J.P. Morgan, and others are acting as joint book-running managers for the offering [3] Group 3: Company Overview - Piedmont Realty Trust is a self-managed real estate investment company focused on delivering high-quality office environments, managing approximately 16 million square feet of Class A properties across major U.S. Sunbelt markets [6]

Accessibility StatementSkip Navigation CHICAGO, Nov. 12, 2025 /PRNewswire/ -- JLL Income Property Trust, an institutionally managed, daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) with approximately $6.9 billion in portfolio equity and debt investments, announced that on November 4, 2025 its Board of Directors declared a distribution for the fourth quarter of 2025 of $0.1575 per share. This will be the 56 consecutive distribution paid to its stockholders. The distribution is payable on or around De ...

Core Insights - Simon Property Group (SPG) has launched a new loyalty program called Simon+, aimed at rewarding omnichannel shoppers for purchases made at Simon Malls, Premium Outlets, and online at ShopSimon.com [1][10] Group 1: Loyalty Program Features - The Simon+ program offers special deals, cash back, and points on eligible purchases, along with curated rewards such as incentives from participating retailers, valet parking, Santa photos, and discounts on ShopSimon.com [2] - Simon+ is integrated with ShopSimon.com and Simon Search, allowing customers to search over 3 million products available both in-store and online, enhancing the shopping experience [3] Group 2: Retailer Participation and Benefits - Over 500 retailers, including major brands like adidas, H&M, and Shake Shack, are participating in Simon+, which supports their own loyalty efforts without any costs involved [4] - The program is designed to drive engagement, increase cross-shopping, boost traffic and sales conversion, and provide valuable data for optimizing future marketing strategies [4] Group 3: Market Position and Growth Potential - SPG's loyalty program is positioned to lead multi-brand, omnichannel loyalty innovation, with billions of annual shopper visits and over 150 million website visits [5] - The adoption of an omnichannel strategy and partnerships with premium retailers have contributed positively to SPG's growth, particularly through its online retail platform [6] Group 4: Stock Performance - In the past month, SPG shares have increased by 4.1%, outperforming the industry growth of 0.6% [8]