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Is Annaly Capital Stock a Millionaire Maker?
The Motley Foolยท 2025-07-12 20:05
Core Viewpoint - Annaly Capital Management offers a high dividend yield of over 14%, but its business model and volatility in dividends and stock price suggest it may not be suitable for traditional dividend investors [1][8][12]. Business Model - Annaly Capital operates as a real estate investment trust (REIT) that does not purchase physical properties but instead buys mortgages pooled into bond-like securities, which is a complex model not easily replicated by small investors [2][4]. - The company aims to profit from the difference between the interest earned on mortgage securities and its operational costs, including leverage costs, indicating a higher risk profile [4]. Market Dynamics - Mortgage securities traded by Annaly are subject to rapid value changes influenced by interest rates, housing market conditions, and mortgage repayment rates, making it challenging for most investors to monitor [5]. - The volatility in both the stock price and dividends has been significant, with the annual dividend showing a downward trend until its recent increase [8]. Investment Suitability - Mortgage REITs like Annaly are better suited for active and aggressive investors rather than traditional dividend investors, as the focus is on total return rather than consistent dividend income [6][12]. - While Annaly's total return has historically kept pace with the S&P 500, it does not provide a reliable income stream, which is a primary goal for many long-term dividend investors [11][12]. Portfolio Considerations - For investors focused on total return and diversification across asset classes, Annaly may be a suitable addition to their portfolio, provided they understand the importance of reinvesting dividends to achieve total return goals [11][13].
Credit Rating For The Unrated REITs (Part 6): RLJ Lodging Trust
Seeking Alphaยท 2025-07-12 19:00
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 stock, option, or similar derivative positions held by the analyst in any of the mentioned companies, nor plans to initiate such positions within the next 72 hours [2] - The article expresses the author's own opinions and is not compensated for it, except from Seeking Alpha [2] Group 3 - Seeking Alpha clarifies that past performance does not guarantee future results and no 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 by any regulatory body [3]
REITs With Great Upside Potential
Seeking Alphaยท 2025-07-12 12:15
Group 1 - REITs are perceived as income investments with limited growth potential, but they actually offer significant growth and capital gain components, outperforming the S&P [1] - The company has released its latest top investment picks for July 2025, indicating a focus on identifying lucrative opportunities [1] - The company invests substantial resources, over $100,000 annually, into researching profitable investment opportunities, enhancing its real estate strategies [2] Group 2 - The company has received over 500 five-star reviews from satisfied members, reflecting the effectiveness of its investment strategies [2] - The call to action emphasizes the urgency for potential investors to join now to maximize their returns [2]
EPR Properties: Turning To Hold After An Outstanding Rally (Rating Downgrade)
Seeking Alphaยท 2025-07-12 12:13
Core Insights - EPR Properties (EPR) is highlighted as a preferred Real Estate Investment Trust (REIT) for generating monthly income and is a significant component of the author's REIT portfolio [1] - The author emphasizes the importance of dividend investing as a pathway to financial freedom, sharing insights to make the process more accessible for others [1] Company Overview - EPR Properties is positioned as a key holding in the author's investment strategy, focusing on steady income through dividends [1] - The author has a professional background in M&A and business valuation, which informs their investment decisions in sectors such as tech, real estate, software, finance, and consumer staples [1] Investment Philosophy - The article promotes dividend investing as a straightforward method for building long-term wealth and achieving financial independence [1] - The author aims to share knowledge and experiences to help others navigate the world of dividend investing [1]
BRAEMAR HOTELS & RESORTS DECLARES DIVIDENDS FOR THE THIRD QUARTER OF 2025
Prnewswireยท 2025-07-11 20:20
Core Points - Braemar Hotels & Resorts Inc. declared a quarterly cash dividend of $0.05 per diluted share for its common stock for Q3 2025, equating to an annual rate of $0.20 per share, payable on October 15, 2025 [1] - The Board also declared a quarterly cash dividend of $0.3438 per diluted share for the 5.5% Series B Cumulative Convertible Preferred Stock, payable on October 15, 2025 [2] - A quarterly cash dividend of $0.5156 per diluted share was declared for the 8.25% Series D Cumulative Preferred Stock, also payable on October 15, 2025 [3] - Monthly cash dividends were declared for the Series E Redeemable Preferred Stock at $0.15625 per share, with payments scheduled for August 15, September 15, and October 15, 2025 [4] - For the Series M Redeemable Preferred Stock, monthly dividends of $0.17917, $0.17708, and $0.17500 per share were declared, with similar payment schedules [5][6][7] - As of June 30, 2025, there were 13,391,250 shares of Series E Redeemable Preferred Stock and 1,420,421 shares of Series M Redeemable Preferred Stock issued and outstanding [8]
ASHFORD TRUST DECLARES PREFERRED DIVIDENDS FOR THE THIRD QUARTER OF 2025
Prnewswireยท 2025-07-11 20:20
Core Viewpoint - Ashford Hospitality Trust, Inc. has declared multiple dividends for its preferred stock series for the third quarter ending September 30, 2025, with payments scheduled for October 15, 2025 [1][2][3][4][5][6][7][8][9][10][11]. Dividend Declarations - The Company declared a dividend of $0.5281 per diluted share for its 8.45% Series D Cumulative Preferred Stock [1]. - A dividend of $0.4609 per diluted share was declared for the 7.375% Series F Cumulative Preferred Stock [2]. - The same dividend amount of $0.4609 per diluted share was declared for the 7.375% Series G Cumulative Preferred Stock [3]. - A dividend of $0.46875 per diluted share was declared for the 7.50% Series H Cumulative Preferred Stock [4]. - The same dividend amount of $0.46875 per diluted share was declared for the 7.50% Series I Cumulative Preferred Stock [5]. - Monthly cash dividends of $0.16667 per share for Series J Redeemable Preferred Stock will be paid on three separate dates [6]. - Monthly cash dividends of $0.17500 per share for Series K Redeemable Preferred Stock will be paid on three separate dates [7]. - Monthly cash dividends of $0.17292 per share for another set of Series K Redeemable Preferred Stock will be paid on three separate dates [8]. - Monthly cash dividends of $0.17083 per share for remaining Series K Redeemable Preferred Stock will be paid on three separate dates [9]. - Monthly cash dividends of $0.15625 per share for Series L Redeemable Preferred Stock will be paid on three separate dates [10]. - Monthly cash dividends of $0.16042 per share for Series M Redeemable Preferred Stock will be paid on three separate dates [11]. Company Overview - As of June 30, 2025, Ashford Hospitality Trust had 7,699,923 shares of Series J Redeemable Preferred Stock, 747,299 shares of Series K Redeemable Preferred Stock, 112,181 shares of Series L Redeemable Preferred Stock, and 145,232 shares of Series M Redeemable Preferred Stock issued and outstanding [12]. - The Company operates as a real estate investment trust (REIT) primarily focused on investing in upper upscale, full-service hotels [12].
Ahead of SL Green (SLG) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
ZACKSยท 2025-07-11 14:16
The upcoming report from SL Green (SLG) is expected to reveal quarterly earnings of $1.37 per share, indicating a decline of 33.2% compared to the year-ago period. Analysts forecast revenues of $147.61 million, representing an increase of 8.9% year over year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a company's earnings announce ...
Gear Up for Prologis (PLD) Q2 Earnings: Wall Street Estimates for Key Metrics
ZACKSยท 2025-07-11 14:16
Analysts on Wall Street project that Prologis (PLD) will announce quarterly earnings of $1.41 per share in its forthcoming report, representing an increase of 5.2% year over year. Revenues are projected to reach $2 billion, increasing 7.9% from the same quarter last year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Before a company ...
Agree Realty: Buy The Dip
Seeking Alphaยท 2025-07-11 14:06
Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - Agree Realty (ADC) is recognized as a well-managed REIT with several positive attributes, making it a quality stock for accumulation during dips [2] - The article emphasizes a defensive investment approach with a medium- to long-term horizon [2] Group 2 - The article does not provide specific financial metrics or performance data related to Agree Realty or the broader REIT market [5]
Cousins Properties Stock Up 11% in Three Months: Will This Trend Last?
ZACKSยท 2025-07-11 13:30
Core Insights - Cousins Properties (CUZ) shares have increased by 11% over the past three months, outperforming the industry growth of 7.2% [1] - The company's strong office portfolio, impressive tenant base, strategic investments, and robust balance sheet contribute to its growth momentum [1] - There is a growing preference among tenants for premium office spaces with superior amenities, alongside a rising emphasis on return-to-office mandates [1] Company Performance - Analysts have a positive outlook on Cousins Properties, with the Zacks Consensus Estimate for CUZ's 2025 funds from operations (FFO) per share increasing by 1 cent to $2.80 over the past two months [2] - The company has a strong portfolio of Class A office assets located in high-growth Sun Belt markets, which are experiencing population growth and increased corporate relocations [3] - Demand for office space is being driven by tenants returning to offices and announcing plans to resume in-person work [3] Portfolio and Financial Strategy - Cousins Properties has a diversified tenant roster, reducing reliance on any single industry, which helps maintain steady revenues across economic cycles [4] - The company is focused on enhancing portfolio quality through trophy asset acquisitions and strategic developments in high-growth areas, having acquired 2.9 million square feet of properties for $1.54 billion from 2020 to Q1 2025 [5] - Cousins Properties has completed 2.2 million square feet of development at a total cost of $909 million and sold 5.5 million square feet of properties for $1.28 billion, supporting future revenue growth [5] Financial Health - The company maintains a healthy balance sheet, exiting Q1 2025 with cash and cash equivalents of $5.3 million and $38.7 million drawn from its $1 billion credit facility [8] - As of March 31, 2025, Cousins Properties had a net debt-to-annualized EBITDAre ratio of 4.87, indicating considerable liquidity and access to capital markets for long-term growth opportunities [8]