Key Takeaways AGNC posted Q2 net spread income of 38 cents per share, missing estimates and down from 53 cents a year ago. The company's average asset yield rose to 4.87%, but the cost of funds climbed to 2.86% from 2% last year. AGNC posted a negative 1% economic return on tangible equity, including a 44-cent dip in book value per share.AGNC Investment Corp.’s (AGNC) second-quarter 2025 net spread and dollar roll income per common share (excluding estimated "catch-up" premium amortization benefit) of 38 ...

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.It pays to buy high-yielding stocks at the right price. That’s because buying the dip on a high-yield stock results in far more cash flow than the same dip o ...

Arbor Realty Trust ( ABR ) is a paradox, a very successful and diversified REIT and a target for short reports that have damaged its luster. Objective performance difficulties that ABR has experienced recently have also tarnished its imageI am a writer with diverse interests from creative writing to physics to tennis and music. Another interest is markets/investing. I live on the Israeli Golan Heights.I believe in research as a critical component of any investing decision. I find company dynamics and adjust ...

Equity LifeStyle Properties (ELS) Q2 2025 Earnings Call July 22, 2025 11:00 AM ET Company ParticipantsMarguerite Nader - Vice Chairman & CEOPatrick Waite - President & COOPaul Seavey - EVP & CFOJana Galan - DirectorJamie Feldman - MD & Head - REIT ResearchBrad Heffern - DirectorEric Wolfe - DirectorConference Call ParticipantsWesley Golladay - Senior Research AnalystJohn Kim - Analyst - U.S. Real EstateJason Wayne - VP & Equity Research AnalystDavid Segall - Senior AnalystMichael Goldsmith - US REITs Analys ...

Core Insights - Venu Holding Corporation (VENU) is experiencing a significant surge in demand for its triple-net (NNN) Luxe FireSuite leaseback offerings, with a year-over-year sales increase of 250% [2][9] - The company aims to achieve a combined annual capital boost of $300 million, with $100 million expected from the NNN offerings and $200 million from traditional Luxe FireSuite sales [2][10] - VENU is on track for $5 billion in upscale entertainment venue development over the next 36 months, in addition to $1 billion already underway [7][8] Company Overview - VENU is a developer, owner, and operator of upscale live music venues and premium hospitality destinations [1] - The Luxe FireSuite model provides investors with a leasehold interest in premier hospitality suites at VENU's amphitheaters, eliminating exposure to property taxes, insurance, or maintenance [4][5] - Each Luxe FireSuite accommodates 4 to 10 guests, offering a blend of exclusive hospitality and potential financial returns [5] Market Dynamics - The demand for VENU's offerings is driven by the booming live entertainment market and a strong interest in passive income real estate [2][10] - The NNN structure is attracting investors seeking high-yield, lifestyle-infused legacy assets, marking a shift in the appeal of this asset class [4][5] Growth Strategy - VENU is expanding its operations into multiple markets, including Gainesville, GA, Colorado Springs, CO, and several Texas cities, aiming for national growth [8] - The company is building full-scale entertainment ecosystems designed for profitability and repeat visitation, enhancing long-term investor value [8]

I have expanded my position in Alexandria Real Estate Equities, Inc. (NYSE: ARE ) by 7000% since I started covering back in February 2025. No, I am not kidding. After picking up myI'm Luuk Wierenga, an economics teacher from the Netherlands with a strong passion for income investing. My investment journey began during the COVID-19 pandemic, and since then, I've specialized in identifying Real Estate Investment Trusts (REITs) that are temporarily out-of-favor with Mr. Market. As an educator, I use fundamenta ...

Core Points - Alexander's, Inc. will file its quarterly report on Form 10-Q for the quarter ended June 30, 2025, and will issue its second quarter earnings release on August 4, 2025, before the market opens [1] - Vornado Realty Trust, which manages Alexander's operations, will host a quarterly earnings conference call on August 5, 2025, at 10:00 a.m. ET, where information regarding Alexander's may be discussed [2] - The conference call will be accessible via phone and a live webcast will be available on Vornado's website, with playback options following the call [3] Company Overview - Alexander's, Inc. is a real estate investment trust (REIT) that owns five properties in New York City [3]

Key Takeaways American Tower is expected to post year-over-year declines in Q2 revenues and AFFO per share. AMT's services and data center segments are projected to show strong revenue growth from last year. Elevated churn in U.S. & Canada and high interest costs may drag down total property segment revenues.American Tower Corporation (AMT) is scheduled to release second-quarter 2025 results on July 29, before the opening bell. The company’s quarterly results are expected to reflect a year-over-year decli ...

I rate Ares Commercial Real Estate Corporation (NYSE: ACRE ) a Hold for income investors interested in commercial mortgage real estate investment trusts (REITs). With a market capitalization of $244 million, the fund is considered small vs. other peer REITs. In the lastDavid A. Johnson is founder and principal of Endurance Capital Management, a New Jersey Limited Liability Company. As an investor entrepreneur, David invests in stocks, bonds, options, ETFs, REITs, real estate, closed end funds and alternativ ...

Financial Performance - The company's market capitalization is $96 billion[5] - Total dividends paid since IPO reached $147 billion[5] - The dividend yield is 157%[5] - Tangible net book value per share was $781[9] - Comprehensive loss per share was $(013)[9] - Net spread and dollar roll income per share was $038[9] Portfolio Composition - As of June 30, 2025, the investment portfolio totaled $82242 billion[30] - 30-Year MBS accounted for 86% of the investment securities, with a fair market value of $70544 billion[30] - Fixed Rate Agency MBS and TBA securities had a weighted average coupon of 513%[32] Funding and Hedging - Average repo cost for Q2 2025 was 444%[33] - The hedge portfolio totaled $65694 billion, covering 89% of funding liabilities[37,39]