Investment Themes - The world needs to invest trillions of dollars in AI infrastructure and lower-carbon energy sources, alongside addressing the retirement-income gap due to an aging population [1][2] Brookfield Corporation - Brookfield Corporation is positioned at the intersection of AI infrastructure, wealth products, and real estate recovery, launching its first AI infrastructure fund targeting $100 billion in assets [4][5] - The company anticipates 25% annual earnings growth over the next five years, with a projected $7 trillion investment needed in AI infrastructure over the next decade [5] Kinder Morgan - Kinder Morgan operates the largest natural gas infrastructure platform in the U.S., transporting 40% of the country's gas production, and is well-positioned to meet the growing demand for gas [7][8] - The company expects gas demand to rise by 28 billion cubic feet per day by 2030, with $10 billion in new capital projects planned to enhance its growth outlook [8] Meta Platforms - Meta Platforms is investing heavily in AI, aiming to build personal superintelligence and has launched several AI products, including a popular AI chatbot and AI glasses [9][11] - The company is in the early stages of its AI potential, with significant upside expected for existing apps and new products [12] NextEra Energy - NextEra Energy is a leader in clean energy infrastructure, partnering with AI companies for power supplies and estimating investments of $295 billion to $325 billion in clean power and data centers through 2032 [12][14] Realty Income - Realty Income is a major REIT focusing on income-generating properties, benefiting from the $50 trillion need for U.S. retirement investment and the $14 trillion in corporate real estate [15][17] - The REIT aims to unlock real estate value through sale-leaseback transactions to support its high-yielding monthly dividend [17] Prologis - Prologis focuses on industrial real estate and is leveraging its expertise in energy to develop data centers, with a power pipeline of up to 5.7 gigawatts [18][19] - The company has strong momentum in logistics and digital infrastructure, signing a record 228 million square feet of leases last year, which is expected to drive earnings and dividend growth [19]

Arkadios Wealth Advisors raised its position in AGNC Investment Corp. (NASDAQ:AGNC – Free Report) by 79.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 121,595 shares of the real estate investment trust’s stock after purchasing an additional 54,006 shares during the quarter. Arkadios Wealth Advisors’ holdings in AGNC Investment were worth $1,190,000 as of its most recent SEC filing. Get AGNC Investment alerts: Several other hed ...

Not for distribution to U.S. newswire services or for dissemination in the United States. CALGARY, Alberta, Jan. 23, 2026 (GLOBE NEWSWIRE) -- Northview Residential REIT (“Northview” or the “REIT”) (NRR.UN – TSX) announced today the appointment of Aviel Koganov to its Board of Trustees (the “Board”), replacing Rob Kumer as the nominee of KingSett Capital (“KingSett”). Concurrently, Mr. Koganov has been appointed to the REIT’s Audit Committee. Mr. Koganov joined KingSett in 2010 and is responsible for sourcin ...

Core Viewpoint - A class action lawsuit has been filed against Alexandria Real Estate Equities, Inc. and its senior executives for securities fraud following a significant stock drop attributed to potential violations of federal securities laws [1][3]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Central District of California, titled Hern v. Alexandria Real Estate Equities, Inc., et al., No. 2:25-cv-11319 [3]. - Investors have until January 26, 2026, to request to be appointed to lead the case [3]. Group 2: Company Background - Alexandria Real Estate is a real estate investment trust (REIT) focused on tenants in life science industries, including pharmaceutical and biotechnology companies [4]. Group 3: Financial Performance and Stock Impact - Alexandria Real Estate reported lower-than-expected results for Q3 2025, leading to a stock price drop of $14.93 per share, or over 19%, from $77.87 to $62.94 on October 27-28, 2025 [6]. - The company announced a real estate impairment charge of $323.9 million, with $206 million related to its Long Island City property, which was deemed not suitable for life science scaling [5][6]. - Additional impairment charges may be recognized in Q4 2025, estimated between $0 to $685 million [6].

Core Insights - Publicly traded Canadian real estate investment trusts (REITs) raised C$6.23 billion through capital offerings in 2025, marking an increase of over 23% from C$5.03 billion in the previous year [2] Group 1 - The capital raised by Canadian REITs in 2025 indicates a strong growth trend in the sector [2] - The increase in capital offerings reflects a positive outlook for the Canadian real estate market [2] - The data is part of a quarterly publication that provides current insights into the real estate investment landscape [2]

Group 1: Annaly Capital and Dynex Capital - Annaly Capital (NLY) offers a 12.9% dividend, supported by income, with potential for price gains as mortgage rates decline [2][3] - The mortgage REIT operates as a "financial landlord," owning government-backed mortgages that appreciate in value when long-term rates fall [3] - Since the recommendation, Annaly has returned 14% in two months (115% annualized), while Dynex Capital (DX) has provided 5% gains (56% annualized) [5] Group 2: AI and Power Generation - The Trump administration and Northeastern governors have proposed a plan requiring tech giants to fund new power plants, ensuring they pay for electricity regardless of usage [8] - This initiative is expected to generate approximately $15 billion in new power plant construction, creating long-term, contract-backed revenue for power generators and utilities [10] - Reaves Utility Income Fund (UTG) offers a diversified investment in power companies, providing a 6.3% monthly dividend, benefiting from the anticipated demand for electricity from AI data centers [11][12]

Prologis Inc. (NYSE:PLD) reported weak revenue for its fourth quarter on Wednesday.Rental and other revenue came in at $2.10 billion, falling short of the analyst consensus estimate of $2.148 billion.Core funds from operations (FFO) declined to $1.44 from $1.50 in the prior-year quarter, in line with analyst expectations. Earnings per share improved to $1.49, compared with $1.37 a year ago.For fiscal 2026, Prologis guided for core FFO in the range of $6.00 to $6.20, compared with the consensus estimate of $ ...

Top Cannabis REITs to Watch in January 2026The cannabis sector continues evolving as capital markets slowly reopen.However, volatility remains high for plant-touching cannabis operators.Because of that, many investors look toward cannabis real estate investment trusts.These companies earn income through rent or interest, not cannabis sales.As a result, revenue can be more predictable during uncertain periods.Still, not all cannabis REITs follow the same strategy.Some focus on property ownership, while other ...

Core Viewpoint - A class action lawsuit has been filed against Alexandria Real Estate Equities, Inc. and certain senior executives for securities fraud following a significant stock drop due to potential violations of federal securities laws [1]. Group 1: Lawsuit Details - The lawsuit is based on claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934, representing investors in Alexandria Real Estate securities [3]. - The case is currently pending in the U.S. District Court for the Central District of California, titled Hern v. Alexandria Real Estate Equities, Inc., et al., No. 2:25-cv-11319 [3]. Group 2: Company Background - Alexandria Real Estate is a real estate investment trust (REIT) primarily focused on tenants in life science industries, including pharmaceutical and biotechnology companies [4]. Group 3: Financial Performance and Stock Impact - Alexandria Real Estate reported lower-than-expected results for Q3 2025, leading to a stock price drop of $14.93 per share, or over 19%, from $77.87 to $62.94 between October 27 and October 28, 2025 [6]. - The company announced a real estate impairment charge of $323.9 million, with $206 million attributed to its Long Island City property, which was deemed not suitable for life science scaling [5][6]. - Additional impairment charges may be recognized in Q4 2025, ranging from $0 to $685 million [6].

Simon Property Group, Inc. (NYSE:SPG) is one of the stocks Jim Cramer recently looked at. Starting the round of “Am I Diversified,” a club member mentioned that their top five holdings are SPG, AMZN, AVGO, LNG, and VICI. Cramer replied: Wow, you’re diversified, but we may have to do some work anyway, just in terms of a stock I’m worried about. But okay, Cheniere, that’s liquified natural gas. I love that. Simon Properties, we think David Simon’s the best mall operator there is. These are really fantastic. ...