Core Insights - The Federal Reserve is currently maintaining interest rates, with potential cuts later in the year depending on inflation trends and geopolitical factors [1][2] - The ongoing Middle East conflict introduces uncertainty regarding inflation and unemployment, yet the economy is described as being on "solid footing" [2] - Despite market volatility, there are opportunities for traders, particularly during earnings season, where patterns of volatility can be leveraged [3][11] Earnings Season Strategies - The focus is on pre-earnings trading strategies, particularly the "sweet spot" of entering trades seven days before earnings reports [4][12] - Three specific companies are highlighted for their strong pre-earnings performance: - **Annaly Capital (NYSE:NLY)**: Historically, buying at-the-money call options seven days before earnings has yielded gains between 34% and 262% [5] - **Celestica**: Demonstrated a 100% win rate over the last four earnings cycles, with average returns around 81% during the pre-earnings window [8] - **Microsoft**: Has shown significant options gains ranging from 104% to 252% during earnings season, with a strong seasonal pattern indicating 80% accuracy from April to May [9][10] Market Conditions - Current market conditions are characterized by steady interest rates, ongoing inflation concerns, and rising geopolitical risks, making broad market predictions challenging [11] - Individual stock behavior around earnings remains predictable, allowing traders to focus on measurable patterns rather than market chaos [12]

Not for distribution to U.S. newswire services or for dissemination in the United States. CALGARY, Alberta, March 19, 2026 (GLOBE NEWSWIRE) -- Northview Residential REIT (the “REIT”) today announced its March 2026 cash distribution amounts on its outstanding Class A Units, Class C Units and Class F Units (collectively, the “Units”) in the amount of C$0.091146 per Unit (C$1.09 per Unit on an annualized basis). The distribution will be payable on April 15, 2026 to holders of Units of record at March 31, 2026. ...

Core Viewpoint - Rexford Industrial Realty, Inc. is set to release its first quarter 2026 financial results on April 23, 2026, followed by a conference call on April 24, 2026, at 11 a.m. ET [1] Company Overview - Rexford Industrial is a real estate investment trust (REIT) focused on investing in and operating industrial properties in infill Southern California, which is recognized as the world's fourth largest industrial market with high demand and low supply [3] - As of December 31, 2025, the company has a portfolio of 419 properties, totaling approximately 51.2 million rentable square feet, occupied by a stable and diverse tenant base [3] - The company is listed on the New York Stock Exchange under the ticker "REXR" and is a member of the S&P MidCap 400 Index [3]

Core Viewpoint - The article discusses the perception that Real Estate Investment Trusts (REITs) are facing challenges, particularly regarding dividend cuts, while suggesting that the situation may not be as dire as it seems [1]. Group 1 - The article highlights three popular REITs that are at high risk of cutting their dividends in the coming years [1]. - This has led to a general concern among readers about the stability of REITs [1]. - However, the article implies that the overall condition of REITs may not be as problematic as the highlighted risks suggest [1].

Core Insights - Ladder Capital Corp (NYSE:LADR) is recognized as one of the 14 under-the-radar high dividend stocks to consider for investment [1] - Keefe Bruyette has lowered its price target for Ladder Capital to $11.50 from $12, while maintaining an Outperform rating, citing reduced earnings estimates for 2026 and 2027 due to timing of new originations and lower loan yields [2] - Despite the lowered estimates, Keefe Bruyette anticipates sequential earnings improvement, which may lead to dividend increases in the latter half of 2026 and into 2027 [2] Financial Developments - On February 23, Ladder Capital announced it secured $675 million in new unsecured capital commitments, including a $400 million expansion of its unsecured revolving credit facility, raising total capacity to $1.25 billion [3] - The company also established a new unsecured delayed draw term loan facility of up to $275 million, utilizing the "accordion" feature of the credit agreement [3] - The expanded revolving credit facility allows same-day access to capital at a cost of 125 basis points over SOFR, while the delayed draw term loan is priced at 140 basis points over SOFR, maturing on February 20, 2030 [4] Business Overview - Ladder Capital operates as an internally managed commercial real estate investment trust (REIT), with its business structured across loans, securities, and real estate segments [5]

Core Insights - The article discusses 14 high dividend stocks that are currently under the radar, emphasizing the importance of dividend increases as a sign of steady cash flow and disciplined management [2][5] Industry Overview - Dividend-paying companies outside the technology sector are experiencing improved earnings and margins, leading to increased dividends and stronger balance sheets [2][3] - The technology sector has seen high expectations and significant spending on AI, which is impacting cash flow and balance sheets, while dividend-paying companies are viewed as offering stability and growth [3] Market Trends - Dividend stocks have historically outperformed the market and are becoming increasingly important in stabilizing overall S&P 500 fundamentals as earnings growth in mega-cap tech slows [5] - The current market environment suggests a selective approach, focusing on higher-quality companies with a track record of growing dividends [4] Methodology for Stock Selection - The selection process involved screening for lesser-known dividend companies with strong and stable dividend policies, focusing on those with yields above 5% as of March 18 [7] Company Highlights - **Rexford Industrial Realty, Inc. (NYSE:REXR)**: Dividend yield of 5.03% as of March 18; recent management changes and a focus on external growth through acquisitions were noted [9][10] - **Papa John's International, Inc. (NASDAQ:PZZA)**: Dividend yield of 5.36% as of March 18; the company is partnering with Deliverect to enhance its delivery management platform, aiming for improved operational efficiency and customer experience [11][12][13]

Core Viewpoint - American Healthcare REIT, Inc. has declared a quarterly distribution of $0.25 per share for the first quarter of 2026, payable on or about April 17, 2026, to shareholders of record as of March 31, 2026 [1]. Group 1: Company Overview - American Healthcare REIT, Inc. is a real estate investment trust that focuses on acquiring, owning, and operating a diversified portfolio of clinical healthcare real estate, primarily targeting senior housing communities, skilled nursing facilities, and outpatient medical buildings in the United States, the United Kingdom, and the Isle of Man [2]. Group 2: Financial Announcements - The company announced its fourth quarter and full year 2025 results and provided guidance for the full year 2026 [3].

Core Insights - The State Street SPDR Dow Jones International Real Estate ETF (RWX) focuses on international real estate outside the U.S., while the iShares Global REIT ETF (REET) offers global real estate exposure at a lower cost and with broader diversification [1][2]. Cost and Size Comparison - RWX has an expense ratio of 0.59% and assets under management (AUM) of $310.5 million, whereas REET has a lower expense ratio of 0.14% and AUM of $4.8 billion [3][4]. - Both ETFs have a dividend yield of 3.4% [3]. Performance and Risk Comparison - Over the past five years, RWX experienced a maximum drawdown of -35.89%, while REET had a drawdown of -32.06% [5]. - An investment of $1,000 would have grown to $799 in RWX and $996 in REET over the same period [5]. Portfolio Composition - REET includes over 300 global real estate firms, with top holdings such as Welltower (8.5%), Prologis (7.2%), and Equinix (5.5%), providing diversified exposure across geographies and property types [6]. - RWX focuses on international real estate, with 29% of its assets in Japan and top holdings including Mitsui Fudosan Co (7.0%), Swiss Prime Site Reg (3.1%), and SEGRO Plc (3.0%) [7]. Investor Considerations - The choice between REET and RWX primarily depends on whether investors prefer global real estate exposure or exclusively international exposure without U.S. overlap [8]. - REET's lower expense ratio provides a significant advantage that compounds over time, making it a more attractive option for many investors [8][9].

Core Insights - iShares Global REIT ETF (REET) provides broader global exposure and lower fees compared to iShares Select U.S. REIT ETF (ICF), which focuses on a concentrated U.S. REIT lineup with higher volatility and lower yields [1][2] Cost & Size Comparison - REET has an expense ratio of 0.14%, while ICF charges 0.32%, making REET the more cost-effective option [3][4] - As of March 16, 2026, REET's 1-year return is 6.5% compared to ICF's 4.2% [3] - REET offers a dividend yield of 3.5%, higher than ICF's 2.7% [4] - REET has assets under management (AUM) of $4.6 billion, significantly larger than ICF's $2.0 billion [3] Performance & Risk Comparison - Over the past five years, REET's maximum drawdown is -32.14%, while ICF's is -34.75% [5] - An investment of $1,000 would have grown to $1,004 in REET and $1,117 in ICF over five years [5] Portfolio Composition - ICF consists of 30 U.S. real estate investment trusts, focusing solely on the U.S. market with top holdings including Equinix Reit Inc, Welltower Inc, and American Tower Reit Corp [6] - REET holds 325 assets across developed and emerging markets, providing a diverse range of property types and geographies, with top positions including Welltower Inc, Prologis Reit Inc, and Equinix Reit Inc [7] Investment Implications - Investors often diversify their portfolios by including real estate components, and real estate ETFs like REET and ICF are popular choices for this purpose [8]

Core Viewpoint - Canadian Net Real Estate Investment Trust has issued units and deferred trust units as part of its compensation strategy under the approved Equity Incentive Plan, reflecting its commitment to align employee incentives with performance [1][2]. Group 1: Issuance of Units - Canadian Net announced the issuance of 30,038 units at a price of $6.12 per unit, totaling $183,832 [1]. - Additionally, 115,527 deferred trust units were issued as partial compensation for services rendered by employees, management, and board members during the fiscal year ended December 31, 2025 [1][2]. Group 2: Performance Units - The Trust granted 157,270 performance units to certain management members under the Equity Incentive Plan, which will vest based on performance criteria set by the board of trustees [3]. Group 3: Company Overview - Canadian Net Real Estate Investment Trust is an open-ended trust focused on acquiring and owning high-quality triple net and management-free commercial real estate properties [3].