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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 ...
STAG Industrial: Top Pick Among Industrial REIT Peers
Seeking Alpha· 2025-06-24 17:55
Group 1 - STAG Industrial, Inc. is trading at a relative discount within the attractive industrial REIT sector, indicating potential investment opportunities [1] - The company is experiencing clean growth driven by aggressive leasing spreads and lease escalators, which are favorable for investors [1] - The investment strategy focuses on identifying undervalued companies with secular growth potential, emphasizing strong balance sheets and management teams [1] Group 2 - The article highlights the importance of combining growth-oriented principles with strict valuation hurdles to enhance the margin of safety for investments [1] - Exclusive features offered include access to high-conviction stock picks, comprehensive research reports, real-time trade alerts, and macro market analysis [1]
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 ...
Credit Rating For The Unrated REITs (Part 1): Saul Centers, Inc.
Seeking Alpha· 2025-06-24 14:26
Group 1 - The article invites active investors to join a free trial and engage in discussions with sophisticated traders and investors [1] Group 2 - There are no disclosed stock, option, or derivative positions in any mentioned companies, and no plans to initiate such positions within the next 72 hours [2] - The article expresses the author's own opinions and is not receiving compensation from any company mentioned [2] Group 3 - Past performance is not indicative of future results, and no specific investment recommendations are provided [3] - The views expressed may not reflect those of Seeking Alpha as a whole, and the analysts may not be licensed or certified [3]
Terreno Realty Continues Acquisition Spree With Buyout in Santa Ana
ZACKS· 2025-06-24 13:56
Core Insights - Terreno Realty (TRNO) has acquired an industrial property in Santa Ana, CA, for approximately $49.5 million, with a stabilized cap rate of 5.7% [1][9] - The company is actively restructuring its portfolio by selling non-core assets and focusing on value-accretive investments to support long-term revenue growth [2][4] Property Details - The newly acquired property at 3500 West MacArthur Boulevard includes a 134,000 square foot industrial distribution building on 12.1 acres, fully leased to a major home improvement retailer [3][9] - The property features seven dock-high and three grade-level loading positions, strategically located near I-405 in Orange County, enhancing its attractiveness to potential tenants [3][9] Portfolio Strategy - TRNO employs a disciplined capital-recycling strategy, having recently sold two properties for a total of approximately $114.5 million and acquired another industrial property in Los Angeles for around $10 million [4] - As of May 6, 2025, TRNO has acquisitions worth about $49 million under contract and nearly $75.8 million under letters of intent, indicating ongoing expansion efforts [4] Market Positioning - The company is well-positioned to enhance its portfolio across six major coastal U.S. markets, including New York City/Northern New Jersey, Los Angeles, Miami, San Francisco Bay Area, Seattle, and Washington, D.C., which show strong demographic trends and demand for industrial real estate [5] - Despite the positive positioning, macroeconomic uncertainties and tariff issues are noted as potential concerns for the industry [5] Stock Performance - TRNO shares have increased by 5.5% over the past month, outperforming the industry average increase of 2.2% [6]
AG Mortgage Investment Trust: Net Interest Income Growth To Support Dividend Hikes
Seeking Alpha· 2025-06-24 12:58
I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely from a fundamental long-term point of view. On Seeking Alpha I mostly cover REITs and financials, with occasional articles on ETFs and other stocks driven by a macro trade idea.Analyst’s D ...
Arbor Realty Trust: Proactive Loan Management And Insider Buys
Seeking Alpha· 2025-06-24 12:45
I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure:I/we have a beneficial long position in the shares of ABR either t ...