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Sun Communities (SUI) Q3 2024 Earnings Transcript
Yahoo Finance· 2025-12-23 17:19
The Audit Committee engaged an independent third-party law firm to investigate the report. After a thorough review, the law firm has concluded its investigation, and there have been no changes to our financial reporting practices and the Audit Committee determined that the company complied with its disclosure obligations. The company reiterates its strong commitment to maintaining high standards of corporate governance and internal controls as well as timely and transparent disclosure in compliance with app ...
FCPT Continues With Expansionary Efforts, Buys Applebee's Property
ZACKS· 2025-12-23 15:41
Key Takeaways FCPT acquired an Applebee's site for $4.3M, leased under a triple-net deal with seven years remaining.FCPT bought a $4.4M National Veterinary Associates property on a long-term net lease with 15 years remaining.Recent acquisitions across medical, auto service and dining diversify revenues, yet debt levels pose risks.Four Corners Property Trust (FCPT) recently announced the acquisition of an Applebee's property for $4.3 million. The move highlights expansionary and diversification efforts.The p ...
Are Investors Undervaluing American Assets Trust (AAT) Right Now?
ZACKS· 2025-12-23 15:41
While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors rely on traditional forms of ...
3 Cannabis REITs Investors Are Watching Closely in December 2025
Marijuana Stocks | Cannabis Investments And News. Roots Of A Budding Industry.™· 2025-12-23 15:00
Top Cannabis REITs to Watch in December 2025Cannabis real estate investment trusts remain a unique way to gain sector exposure. Instead of selling cannabis, these companies collect rent or interest. As a result, they reduce direct operational risk. Still, tenant health and capital markets remain critical factors. As December 2025 approaches, several names stand out for investors. In particular, Innovative Industrial Properties, NewLake Capital Partners, and Chicago Atlantic Real Estate Finance deserve atten ...
Rates Matter, But There's More to the 2026 Story for REITs
Etftrends· 2025-12-23 13:59
Core Viewpoint - The real estate sector, particularly real estate investment trusts (REITs), is expected to rebound in 2026, driven by factors beyond Federal Reserve assistance, with potential benefits for ETFs like the ALPS Active REIT ETF [1][2]. Group 1: Market Performance and Historical Context - The real estate sector has underperformed the broader market for four consecutive years, leading to valuation discounts that are the widest since the global financial crisis [2]. - Historical patterns indicate that after three years of underperformance (as seen from 1997 to 1999), the sector experienced six years of outperformance [2]. Group 2: Sector Composition and Opportunities - The real estate sector, while small in the S&P 500, consists of various sub-groups that do not move uniformly, suggesting opportunities for actively managed REITs [3]. - Actively managed funds like the ALPS Active REIT ETF can target specific areas of opportunity, such as data center and industrial REITs, which are expected to show strength in 2026 [4]. Group 3: Demand Trends and Growth Drivers - Demand for data centers remains strong, with leasing momentum increasing, particularly in tertiary markets due to supply constraints in primary markets [5]. - The anticipated acceleration of AI demand in 2026 is expected to favor primary metro markets, impacting data center deployments [5]. - Mall and shopping center REITs are also viewed positively, with tight supply and strong lease backlogs expected to support net operating income growth [6]. Group 4: Earnings Growth and Market Outlook - Malls are currently trading at a premium compared to their five-year average, with strong earnings growth projected for FY26, particularly for Class A and primary metro-exposed assets [6].
Getty Realty Corp. To Report Fourth Quarter 2025 Financial Results
Globenewswire· 2025-12-23 13:00
NEW YORK, Dec. 23, 2025 (GLOBE NEWSWIRE) -- Getty Realty Corp. (NYSE: GTY), a net lease REIT focused on convenience and automotive retail real estate, will release its financial results for the fourth quarter ended December 31, 2025 after the market closes on Wednesday, February 11, 2026. Getty Realty Corp. will host a conference call and webcast on Thursday, February 12, 2026, at 8:30 a.m. ET. To participate in the call, please dial 1-877-423-9813, or 1-201-689-8573 for international participants, ten minu ...
Urban Edge: Buy High-Quality Real Estate At A Bargain Price
Seeking Alpha· 2025-12-23 13:00
Core Insights - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment group emphasizes high-yield, dividend growth investment ideas, targeting dividend yields up to 10% [2] Group 1: Investment Strategy - The service offers investment research on various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] - The focus is on defensive stocks with a medium- to long-term investment horizon [2] Group 2: Market Appeal - High-quality real estate in desirable markets is attractive due to long-term value appreciation and cash flow potential [2] - The management of these assets is often seen as a drawback for many investors, highlighting the need for specialized investment services [2]
Agree Realty: Buy This Best-Of-Breed REIT On Sale Now
Seeking Alpha· 2025-12-23 12:30
Group 1 - The article emphasizes the appeal of dividend growth investing, highlighting the ability to receive increasing cash flows from businesses without active involvement in operations [1] - The author has been involved in dividend investing since 2009 and has documented their journey towards financial independence through a blog [2] - The article is part of a broader community of investment analysis, with the author contributing to multiple platforms focused on dividend growth and financial independence [2] Group 2 - The author expresses a personal beneficial long position in ADC shares, indicating a vested interest in the stock mentioned [2] - The article does not provide specific investment recommendations or guarantees regarding future performance, aligning with general investment disclosure practices [3]
SL Green Realty Corp. to Release Fourth Quarter 2025 Financial Results After Market Close on January 28, 2026
Globenewswire· 2025-12-23 12:30
Conference Call to be Held on January 29, 2026 at 2:00pm ETNEW YORK, Dec. 23, 2025 (GLOBE NEWSWIRE) -- SL Green Realty Corp. (NYSE: SLG), Manhattan’s largest office landlord, today announced that it will release its earnings for the fourth quarter of 2025 on Wednesday, January 28, 2026 after market close. The Company's executive management team, led by Marc Holliday, Chairman and Chief Executive Officer, will host a conference call and audio webcast on Thursday, January 29, 2026 at 2:00pm ET to discuss the ...
Agree Realty: Buy This Best-Of-Breed REIT On Sale Now (NYSE:ADC)
Seeking Alpha· 2025-12-23 12:30
Group 1 - The article emphasizes the appeal of dividend growth investing, highlighting the ability to receive increasing cash flows from businesses without active involvement in operations [1] - The author has been involved in dividend investing since 2009 and has documented their journey towards financial independence through a blog [2] - The article is part of a broader community of investment analysis, with the author contributing to multiple platforms focused on dividend growth and financial independence [2] Group 2 - The author expresses a personal beneficial long position in ADC shares, indicating a vested interest in the performance of the stock [2] - The article does not provide specific investment recommendations or guarantees regarding future performance, aligning with general investment disclosure practices [3]