Let's bring in Kevin Green, senior markets correspondent right away to help set up the action today. All right, KG, I get stuck at home one day because of the blizzard and it's like everything's broken. So, uh, catch us up to speed on what's going on here.>> Yeah, we continue to see the market gyate at this point in time, Diane. If you're looking at it from a technical level, the 100 day moving average has been our area of support, which we tested yesterday, and the 20-day moving average has been the area o ...

Core Viewpoint - Innovative Industrial Properties (IIPR) received a 'strong buy' rating despite its shares trading in the high triple digits, indicating a potential misalignment between market perception and intrinsic value [1]. Group 1: Company Insights - The investment strategy focuses on identifying Real Estate Investment Trusts (REITs) that are currently out-of-favor, suggesting a contrarian approach to investing [1]. - The analysis emphasizes the importance of fundamental economic insights to assess the true intrinsic value of stocks, which is crucial for long-term investment decisions [1]. Group 2: Market Context - The article reflects a broader trend in the market where certain stocks, like IIPR, may be undervalued despite high trading prices, presenting potential investment opportunities [1].

costs—24,0042,409—23,203Casualty-related expenses/(recoveries)2641,389(2,214)1,700(249)Casualty loss167626856488Gain on forfeited deposits——(250)——Amortization of deferred financing costs6,5853,3642,9451,6561,314Mark-to-market adjustments of interest rate caps961(593)1,48426(124)Adjustment for noncontrolling interests(31)(114)(20)(13)(96)Core FFO attributable to common stockholders71,29373,13076,63016,53317,662Core FFO per share - basic$2.81$2.87$2.99$0.65$0.70Core FFO per share - diluted$2.79$2.79$2.92$0.6 ...

The last time I covered Easterly Government Properties ( DEA ), I reiterated this REIT's Buy rating, highlighting their strong fundamentals, relatively unique exposure to very long-term leases with the US Government, and the attractive, sustainable yield they gotI've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After ...

Core Viewpoint - Fermi America positions itself as a sophisticated utility aimed at supporting the artificial intelligence boom, but its REIT structure limits its income sources, particularly in selling power [1][5]. Company Structure and Classification - Fermi America is classified as a real estate investment trust (REIT), which requires it to earn most of its income from rent, dividends, or mortgage interest, and it must pass on most earnings to shareholders as dividends [2]. - The company has acknowledged that selling power could jeopardize its REIT status, and it plans to keep power sales within certain limits to maintain compliance [3][11]. Financial Implications - Losing REIT status would result in significant tax implications, reducing distributions to shareholders and potentially lowering stock prices, with a four-year ban on re-electing REIT status following disqualification [4]. - Fermi's IPO filing indicated that losing REIT status could adversely affect valuation, dividend expectations, and access to capital [5]. Market Position and Strategy - Fermi aims to capitalize on the AI-driven data center boom through its Project Matador, which involves generating electricity behind the meter, a strategy that remains largely unproven [5][12]. - The company plans to develop 11 gigawatts of electricity in West Texas to supply data centers, while also building and leasing over 15 million square feet of data center facilities [8][12]. Investment Appeal and Risks - The appeal of Fermi's REIT structure lies in its tax-advantaged returns, but it carries a high degree of risk due to the complexities of its income sources [6][9]. - Analysts have noted that Fermi's structure is complex but could be durable if operational discipline and disclosure are maintained [13]. Future Considerations - Fermi plans to ringfence its power-generating assets within taxable REIT subsidiaries, which can only account for 25% of the REIT's total assets, posing a challenge to maintain REIT status [11]. - The company has not disclosed the expected revenue split between electricity sales and rent, nor the extent of activities within taxable REIT subsidiaries [12]. Market Performance - Following its IPO, Fermi's stock price has declined from around $21 to approximately $9, reflecting investor concerns regarding its REIT status and the associated risks [20].

March is shaping up to be a particularly cheerful month for Singapore REIT (S-REIT) unitholders. If you hold any of the local heavyweights, you might want to keep a close eye on your brokerage accounts. Three of Singapore’s most widely held blue-chip REITs – ParkwayLife REIT (SGX: C2PU), CapitaLand Ascendas REIT (SGX: A17U), and CapitaLand Integrated Commercial Trust (SGX: C38U) – are all scheduled to drop their payouts within a tight two-week window.While the arrival of fresh cash is always a cause for cel ...

Scentre Group (SCG.AX) reported fiscal 2025 Funds From Operations or FFO of A$1.19 billion, up 4.9% from prior year. Funds From Operations per security, in cents, was 22.82 compared to 21.82. Distributions for the period was A$923 million or 17.72 cents per security, up 3.4%. Statutory profit for the period was A$1.78 billion. For the 12 months to 31 December 2025, net operating income was A$2.10 billion, an increase of 3.7% from last year. Like-for-like growth in net operating income was 4.8%. During 2025 ...

Earnings per Share (EPS) of $0.103, slightly below the estimated $0.105.Revenue reported at $87.04 million, missing the estimated $88.85 million.Financial Ratios indicate a high price-to-earnings (P/E) ratio of approximately 83.69 and a debt-to-equity ratio of 0.88.Easterly Government Properties, Inc. (NYSE:DEA) is a real estate investment trust (REIT) that specializes in leasing Class A commercial properties to U.S. government agencies. On February 23, 2026, DEA reported an earnings per share (EPS) of $0.1 ...

Unlike earning interest from bonds, dividends are never guaranteed. During hard times, it is not uncommon to see a reduction or suspension in dividends to conserve cash.This brings up the topic of dividend consistency, a crucial concept that all dividend investors have to bear in mind. Simply put, owning companies with dividend consistency (dividends well covered by cash generated) helps one to plan their finances on a long-term basis. Owning companies that rarely cut dividends helps you to achieve the abov ...

iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.As a value investor, I’m primarily focused on stocks with attractive multiples. But only looking at those stocks can cause one to miss out on truly great wea ...