Real Estate Investment Trusts (REITs)

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VICI Properties (VICI) Earnings Call Presentation
2025-06-25 08:50
Investor Presentation DISCLAIMERS Forward Looking Statements Non‐GAAP Financial Measures This presentation includes reference to Funds From Operations ("FFO"), FFO per share, Adjusted Funds From Operations ("AFFO"), AFFO per share, and Adjusted EBITDA, which are not required by, or presented in accordance with, generally accepted accounting principles in the United States ("GAAP"). These are non-GAAP financial measures and should not be construed as alternatives to net income or as an indicator of operating ...
Omega Healthcare Investors: Buying This Resilient REIT Before Rate Cuts
Seeking Alpha· 2025-06-25 03:18
Group 1 - Omega Healthcare Investors (NYSE: OHI) is facing tenant issues primarily due to high-interest rates and lower occupancy rates resulting from the pandemic [1] - The company maintains solid financials and has a diversified portfolio of tenants [1] Group 2 - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology [1]
STAG Industrial: A Good Play On Reshoring
Seeking Alpha· 2025-06-24 22:06
Core Insights - STAG Industrial, Inc. (NYSE: STAG) is a REIT that specializes in owning and leasing industrial properties, reflecting current trends in the real estate market [1]. Group 1: Company Overview - STAG Industrial focuses on the industrial property sector, which is experiencing significant trends that may impact its performance [1]. Group 2: Industry Context - The investment service provided by Crude Value Insights emphasizes cash flow generation in the oil and natural gas sector, indicating a focus on companies with strong value and growth potential [1].
Credit Rating For The Unrated REITs (Part 2): Gladstone Commercial Corporation
Seeking Alpha· 2025-06-24 21:55
Group 1 - The article focuses on Gladstone Commercial Corporation (NASDAQ: GOOD) and its financial condition, as well as the characteristics of its preferred shares (NASDAQ: GOODO) [1] - It invites active investors to join a free trial and engage in discussions with sophisticated traders and investors [1] Group 2 - The article does not provide specific financial metrics or performance data for Gladstone Commercial Corporation or its preferred shares [1]
ARMOUR Residential REIT, Inc. Announces Guidance for July 2025 Dividend Rate per Common Share
Globenewswire· 2025-06-24 20:15
Core Viewpoint - ARMOUR Residential REIT, Inc. has announced a cash dividend of $0.24 per Common share for July 2025, with the holder of record date set for July 15, 2025, and payment date on July 30, 2025 [1][2]. Dividend Information - The July 2025 cash dividend is $0.24 per Common share [2]. - The holder of record date is July 15, 2025, and the payment date is July 30, 2025 [2]. Tax Matters - ARMOUR is taxed as a real estate investment trust (REIT) and must distribute substantially all of its ordinary REIT taxable income to maintain this status [3]. - Dividends exceeding current tax earnings and profits for the year are generally not taxable to common stockholders [3]. - The board of directors determines actual dividends based on various factors including operational results, cash flows, financial condition, and market conditions [3]. Company Overview - ARMOUR primarily invests in fixed-rate residential, adjustable-rate, and hybrid adjustable-rate residential mortgage-backed securities issued or guaranteed by U.S. Government-sponsored enterprises [4]. - The company is externally managed and advised by ARMOUR Capital Management LP, which is registered with the SEC [4].
Highwoods to Release Second Quarter 2025 Results Tuesday, July 29th
Globenewswire· 2025-06-24 20:05
Conference Call Wednesday, July 30th, at 11:00 A.M.RALEIGH, N.C., June 24, 2025 (GLOBE NEWSWIRE) -- Highwoods Properties, Inc. (NYSE:HIW) will release its second quarter 2025 results on Tuesday, July 29th, after the market closes. A conference call will be held the next day, Wednesday, July 30th, at 11:00 A.M. Eastern time. For US/Canada callers, dial (833) 470-1428 and enter access code 172004. International callers should dial (404) 975-4839 and enter the same passcode. A live, listen-only webcast can be ...
Plymouth Acquires Portfolio of Industrial Properties in Ohio
ZACKS· 2025-06-24 17:16
Core Insights - Plymouth Industrial REIT (PLYM) has acquired a portfolio of industrial properties in Ohio for $193 million, consisting of 21 buildings and totaling 1.95 million square feet [1][7] - The acquisition enhances Plymouth's regional presence and aligns with its strategy of acquiring income-generating industrial assets with growth potential [1][7] Property Details - The portfolio includes highly functional industrial assets located in strong infill areas, featuring high clear heights, adequate truck loading facilities, updated lighting, and modern office finishes [2] - Currently, the portfolio is 97% leased to 75 tenants, with a weighted average remaining lease term of 2.47 years [3] - In-place rents are approximately 22% lower than current market rates, indicating significant upside potential upon lease rollover [3] Financial Aspects - The purchase price reflects a discount of over 25% compared to the current replacement cost [3] - Following this acquisition, Plymouth now manages over 12 million square feet of industrial space in Ohio [4] Management Perspective - Management emphasizes the strategic deployment of capital into high-quality industrial real estate, aiming to drive long-term value creation and strong leasing outcomes [5] Market Performance - PLYM shares have increased by 1.4% over the past three months, slightly outperforming the industry growth of 1.3% [6]
Omega Healthcare Investors (OHI) Earnings Call Presentation
2025-06-24 16:10
OMEGA HEALTHCARE INVESTORS INVESTOR PRESENTATION • This presentation may include projections and other "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements relate to future events and expectations and involve unknown risks and uncertainties. Omega's actual results or actions may differ materially from those projected in the forward-looking statements. For a summary of the specific risk factors that could cause results to differ materially f ...
Equity LifeStyle Properties (ELS) Earnings Call Presentation
2025-06-24 16:00
Investor Presentation February 2024 ELS at a Glance ELS owns and operates the highest quality portfolio of manufactured home ("MH") communities, recreational vehicle ("RV") resorts, campgrounds and marinas in North America 1969 Year Founded 4,000 Employees S&P 400 Member 6,866% Total Return since IPO(1) • 1,895% S&P 500 • 1,514% Dow Jones Equity ALL REIT Index $17.3B Enterprise Value 337% Ten-Year Total Return(1) • 144% S&P 400 • 228% S&P 500 • 90% Dow Jones Equity ALL REIT Index 172,465 Sites 35 States + 1 ...
Should You Hold Onto O Stock in 2025 Beyond Its 9% YTD Growth?
ZACKS· 2025-06-24 15:46
Key Takeaways O has outperformed peers and benchmarks in 2025, fueled by resilient income and dividend growth. Realty Income invested $1.37B in Q1 2025 and targets $4B for the year across the United States and Europe. O maintains 98.5% occupancy and a 5.63% dividend yield, backed by a stable, non-discretionary tenant base.Realty Income’s (O) solid 9.3% year-to-date (YTD) return has left many investors questioning whether the REIT remains attractively valued or if a better entry opportunity lies ahead. O s ...