Key Takeaways CUZ stock rose 35.9% in a year, outpacing the industry's 8.5% on strong Sun Belt office demand. In Q1 2025, CUZ signed 47 leases totaling 539K sq. ft., with rising rents and long lease terms. Strategic asset deals and low new construction position CUZ to benefit from the flight to quality trend.Cousins Properties (CUZ) shares have rallied 35.9% over the past year, outperforming the industry's 8.5% growth.The company’s portfolio of Class A office assets in high-growth Sun Belt markets is witn ...

Group 1 - Gladstone Land stock (NASDAQ: LAND) is considered a moderate investment choice, particularly for dividend income portfolios, but is viewed as lacking compared to better alternatives [1] - The article emphasizes the author's professional background, including experience in risk management and financial market analysis, which informs the investment perspective presented [1] - The author has successfully navigated major financial crises, including the COVID-19 pandemic, indicating a robust understanding of market dynamics [1] Group 2 - The author holds multiple advanced degrees and certifications in finance, law, and economics, enhancing credibility in investment analysis [1] - The article aims to engage with a community of investors and market enthusiasts, fostering knowledge sharing and growth [1]

VANCOUVER, British Columbia, June 11, 2025 (GLOBE NEWSWIRE) -- AIP Realty Trust (the "Trust" or "AIP") (TSXV: AIP.U) is pleased to announce that, further to its news release filed on June 9, 2025, the Trust has entered into an engagement letter (the "Engagement Letter") with Desjardins Capital Markets (the "Agent") setting forth the commercial terms under which the Agent has agreed to act as the sole lead agent and bookrunner in respect of the best efforts fully marketed offering of approximately US$100,000 ...

As I mentioned in a few recent articles ( here and here ), I was fortunate to have met Bill Ackman a few days ago to gain insight into Howard Hughes Holdings ( Introducing iREIT® We recently added an all-new Ratings Tracker called iREIT Buy Zone to help members screen for value. Nothing to lose with our FREE 2-week trial. And this offer includes a 2-Week FREE TRIAL plus my FREE book. Join iREIT® on Alpha today to get the most in-depth research that includes REITs, mREIT, Preferreds, BDCs, MLPs, ETFs, Builde ...

Core Viewpoint - Global Net Lease, Inc. (GNL) is successfully executing a multi-phase sale of its multi-tenant portfolio, with the second phase generating approximately $400 million in gross proceeds, and is on track to complete the final phase by the end of Q2 2025 [1][2][3]. Group 1: Sale Details - The second phase of the sale included 28 encumbered properties and closed on June 10, 2025, generating approximately $400 million in gross proceeds [1]. - The first phase of the multi-tenant portfolio sale was completed in March 2025, generating approximately $1.1 billion in gross proceeds [3]. Group 2: Future Plans - GNL plans to complete the third and final phase of the sale, consisting of 12 encumbered properties, by the end of Q2 2025 [2]. - The net proceeds from the final two phases are expected to be used to reduce leverage by paying down the outstanding balance on GNL's Revolving Credit Facility [2]. Group 3: Strategic Goals - The CEO of GNL emphasized that the sale is part of a strategic plan to lower leverage, transform to a dedicated single-tenant portfolio, and reinforce the company's balance sheet while maintaining strong liquidity [3]. - The company aims to leverage the financial flexibility created through these sales to support long-term growth and strengthen its capital structure [3]. Group 4: Company Overview - Global Net Lease, Inc. is a publicly traded internally managed real estate investment trust focused on acquiring and managing a global portfolio of income-producing net lease assets across the U.S. and Western and Northern Europe [4].

Core Insights - The article focuses on analyzing Rithm Capital Corp.'s (RITM) recent performance and comparing it with 17 mortgage real estate investment trust (mREIT) peers, highlighting key metrics such as investment composition, leverage, hedging coverage ratio, and economic returns [1][2][3]. Investment Composition and Performance - As of March 31, 2025, RITM's investment portfolio consisted of 21% fixed-rate agency mortgage-backed securities (MBS), 0% variable-rate agency MBS, and 36% allocated to mortgage servicing rights (MSR) investments, with 43% in non-agency MBS and non-MBS holdings [17][18]. - RITM's book value (BV) per share decreased from $12.56 at the end of Q4 2024 to $12.39 at the end of Q1 2025, resulting in a quarterly BV decrease of 1.35% [20][21]. - Despite the minor BV decrease, RITM has managed to grow its BV over the past three years, outperforming most mREIT peers in terms of economic return [21][48]. Leverage and Hedging Coverage - RITM's on-balance sheet leverage ratio was 2.6x, with an at-risk (total) leverage ratio of 1.1x as of March 31, 2025, indicating a slight decrease in on-balance sheet leverage and a slight increase in at-risk leverage compared to the previous quarter [19][49]. - The hedging coverage ratio for RITM was geared towards lower mortgage interest rates, which helped mitigate BV volatility during periods of declining rates [50]. Economic Returns and Valuation - RITM's trailing 24-month economic return was 23.31%, significantly outperforming the average returns of its mREIT peers, which ranged from 2.43% to 20.02% across various classifications [48]. - As of June 6, 2025, RITM's stock price was trading at a 9.64% discount to the estimated current BV of $12.55 per share, suggesting that RITM is slightly undervalued compared to its peers [45][46]. Diversification and Investment Strategy - RITM's investment strategy includes a diverse array of financial investments, which provides natural hedges against market fluctuations, particularly in rising interest rate environments [25][26]. - The company has recently expanded its asset management services and diversified its investment portfolio through acquisitions, including Sculptor Capital Management [27][31].

"今年以来C-REITs上涨幅度较大，主要因底层资产基本面没有明显变化且整体利率与年初相比调整较多 所致。"兴业证券固定收益组首席分析师左大勇表示，"尽管目前行情演绎已较为火热，但是在低利率环 境下，机构欠配情况仍较为明显，考虑到公募REITs兼具股性债性、分红率较高且稳定，因此其对于长 期资本来说是，依旧是性价比较高的配置对象。" 记者也注意到，今年3月中旬以来，或是由于欠配压力导致存量公募REITs投资人惜售，同时债券收益 率陷入震荡行情，使得固收"长债"策略失效，"固收+"投资的诉求激增，进一步催化了REITs的配置需 求。 绿发商业REIT披露的《发售公告》来看，参与网下询价的共有123家网下投资者管理的580个配售对 象，参与报价的份额为初始网下发售份额数量的249.72倍；由于最终定价3.160元／份低于最低报价 3.200元／份，所以123家网下投资者管理的580个配售对象所申报的2622030万份报价均为"有效报价"。 据记者了解，从上述两单产品的报价和定价的维度来看，有86.34%的配售对象就亦庄产园REIT采用了 顶格报价的策略；有90.00%的配售对象就绿发商业REIT采用了顶格报价的策 ...

Core Insights - EPR Properties has been one of the best-performing REITs in 2025, with a year-to-date increase of 28% and a one-year rally of approximately 41% [1] - The recent rally has enabled EPR Properties to reach a new five-year high [1] - Pacifica Yield focuses on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1] Company Performance - EPR Properties' stock performance reflects significant growth, achieving a 28% increase year-to-date [1] - The stock has experienced a one-year rally of around 41%, indicating strong investor interest and market confidence [1] - The REIT has reached a new five-year high, showcasing its resilience and potential for continued growth [1] Investment Strategy - Pacifica Yield aims to create long-term wealth by investing in undervalued yet high-growth companies [1] - The strategy includes a focus on high-dividend stocks, REITs, and firms in the green energy sector, indicating a diversified investment approach [1]

David 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 alternative investment funds such as hedge funds and private credit. With over 30 years’ experience in investing, David holds a Master of Science (MS) Degree in Finance, with a concentration in Investment Analysis, from Boston University, a Certificate in Financial Planning, and ...

Key Takeaways SHO sold the 252-room Hilton New Orleans St. Charles for $47M, or about $187K per key. Disposition proceeds were fully reinvested into accretive share repurchases amid favorable market conditions. SHO will provide more details on the sale's impact on its 2025 outlook in the Q2 earnings release.Sunstone Hotel Investors, Inc. (SHO) recently sold Hilton New Orleans St. Charles, encompassing 252 rooms for a gross sale price of $47 million, or approximately $187,000 per key.The sale price of the ...