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Canadian Net REIT: A High-Yield, High-Conviction Bet On NNN Stability
Seeking Alpha· 2025-07-14 16:11
Eric works in an investment role at a Canadian bank, specializing in real assets. He holds a Master's degree in Financial Economics from the University of Western Ontario and is a CFA charterholder. With a strong interest in real assets, financials, and insurance, Eric brings a deep understanding of the Canadian investment universe.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 h ...
CareTrust REIT Is Just Getting Started
Seeking Alpha· 2025-07-14 15:15
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 have a basket of well-run REITs that have solid track records of value creation and robust growth trajectory. It's these attributes that make it w ...
3 mREIT Stocks to Keep on Your Radar Amid Volatile Industry Trends
ZACKS· 2025-07-14 14:51
The Zacks REIT and Equity Trust industry is facing volatility in mortgage rates due to macroeconomic uncertainty. With rates likely to remain relatively higher, the industry players will continue to face earnings pressure in the near term. However, despite ongoing affordability challenges in the housing market, purchase originations and refinancing activities are witnessing an improving trend. With this, companies like Annaly Capital Management (NLY) , Dynex Capital, Inc. (DX) and Ellington Financial LLC (E ...
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of CTO Realty Growth, Inc. - CTO
GlobeNewswire News Room· 2025-07-14 14:00
NEW YORK, July 14, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of CTO Realty Growth, Inc. (“CTO” or the “Company”) (NYSE: CTO). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether CTO and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On June 25, 2025, ...
Whitestone REIT: The Small-Cap Retail Landlord Outperforming The Giants
Seeking Alpha· 2025-07-14 13:35
Whitestone REIT (NYSE: WSR ) may not be familiar to you, and in many respects it is undercovered. While most small-cap REITs struggle to gain relevance or scale, Whitestone has deliberately developed and executed a data-driven strategyWith a master’s in economics and 15 years of experience spanning both public and private sectors, I bring a global perspective to my investing insights. Having lived and worked in Colombia, Costa Rica, Chile, and Myanmar, I have a firsthand understanding of diverse economic sy ...
A Historic Opportunity For REIT Investors
Seeking Alpha· 2025-07-14 12:15
Our approach has earned us 500+ five-star reviews from satisfied members who are already seeing the benefits. Don’t miss out—join now and start maximizing your returns!We invest thousands of hours and over $100,000 annually into researching the most profitable investment opportunities—all to bring you real estate strategies at just a fraction of the cost.You may have heard that argument before, and you may be jaded by REITs' middling performance over theHe is the leader of the investing group High Yield Lan ...
C-REITs周报:华润商业REIT启动二次扩募,关注龙头效益-20250714
GOLDEN SUN SECURITIES· 2025-07-14 04:28
REITs 二级市场表现 本周 C-REITs 二级市场呈现回调行情;其中生态环保、仓储物流板块 REITs 回调幅度较小,保障房、产业园区板块 REITs 跌幅较大。截至 7.11, 已上市 REITs 总市值约 2051.6 亿元,平均单只 REIT 市值约 30 亿元。本 周已上市 REITs 中 8 支上涨、60 支下跌,周均涨幅为-1.54%;其中嘉实 京东仓储基础设施 REIT、中金中国绿发商业资产 REIT 涨幅靠前。数据上 本周仓储物流/产业园区/保障房/交通基础设施/能源基础设施/生态环保/ 消费基础设施/水利设施 REITs 板块二级市场涨幅分别为-0.48%/- 2.09%/-2.86%/-1.09%/-0.55%/-0.41%/-2.05%/-1.28%。 证券研究报告 | 行业周报 gszqdatemark 2025 07 14 年 月 日 房地产 C-REITs 周报——华润商业 REIT 启动二次扩募,关注龙头效益 REITs 指数表现 本周中证 REITs 全收益指数下跌 1.12%。截至 7.11,本周(7.5-7.11, 下同)中证 REITs(收盘)指数下跌 1.12%, ...
光大证券晨会速递-20250714
EBSCN· 2025-07-14 02:15
2025 年 7 月 14 日 晨会速递 分析师点评 市场数据 总量研究 无人物流车当前以中短途运输为主,或有望重构城市配送产业生态。商业化落地要素 齐全,无人物流车有望率先放量。预计 2030E 无人物流车市场规模可超百亿元。看 好具备平台化供应能力、且与头部无人物流车企深度绑定的零部件企业。建议关注 1) 域控供应商:小马智行、经纬恒润、天准科技、德赛西威;2)底盘供应商:亚太股 份、万朗磁塑、伯特利。 【策略】哪些行业中报业绩可能更占优势?——策略周专题(2025 年 7 月第 1 期) 在此前的报告中,我们构建了行业的业绩预测框架。相比财报数据,该预测框架更加 高频,一定程度上能提前对行业业绩进行预测。从预测结果来看,制造板块业绩增速 可能最高,而 TMT 改善幅度可能最大。行业方面,轻工、有色、非银等行业中报业 绩增速可能较高,而建材、电子、通信等行业中报业绩改善幅度则可能较大。 【债券】二级市场价格明显回调,市场交投热情环比减少——REITs 周度观察 (20250707-20250711) 2025 年 7 月 7 日-2025 年 7 月 11 日(以下简称"本周"),我国已上市公募 REIT ...
摩根大通:东盟股票策略_审视交易、谈判及新关税情况
摩根· 2025-07-14 00:36
J P M O R G A N Global Markets Strategy 09 July 2025 ASEAN Equity Strategy Taking stock of Deals, Negotiations and New Tariffs Being the first country in ASEAN to strike a tariff deal with the US at a 20% rate (40% for transshipment), Vietnam saw its stock market rally by more than 3% MTD. The US-Vietnam trade framework could be a template for ASEAN countries. Thailand, Malaysia, Indonesia, and the Philippines are still in discussions with the US (see Table 1 for a summary). We believe countries actively wo ...
Credit Rating For The Unrated REITs (Part 7): Chatham Lodging Trust
Seeking Alpha· 2025-07-13 12:00
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 influenced by compensation from any company [2] Group 3 - Seeking Alpha clarifies that past performance does not guarantee future results and that no specific 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 [3]