Forecast FY 2025 direct result per share (DRPS) raised to € 1.75-1.85 from € 1.70-1.80€ 108m of non-core assets sold at book valueContinued operational improvements in core portfolio: +6% like-for-like net rental income growth and +2% retailer sales growthDebt profile further strengthened through € 125m refinancing, partially with inaugural European Private Placement (EUPP)Fitch credit rating BBB with stable outlook reaffirmedFirst Dutch joint venture with Sofidy on Stadshart Zoetermeer2025 Full Service Cen ...

Group 1 - SL Green (NYSE: SLG) has underperformed over the past year, losing approximately 1% of its value and missing out on a broader market rally [1] - The office sector is facing significant challenges, yet SL Green reported better performance compared to its peers [1]

EQUITY RESEARCH | July 21, 2025 | 5:55PM CST China: C-REITs (No. 3) From debut to acceleration Since 2H24, the C-REITs market has embarked on a fast growth trajectory, supported by policy tailwinds and a conducive low-rate macro environment. As of Jun-25, four years after the market first appeared, a total of 68 C-REITs had been listed with the aggregate market cap expanding five folds to over Rmb200bn, equivalent to 0.15%/0.24% of China GDP/total stock market and 6%/1% of developers' funding gap/debt balan ...

George Hongchoy plans to retire as head of Link Asset Management, the manager of Asia’s largest real estate investment trust https://t.co/LfX6hDHQDl ...

Market Overview - The S&P 500 has resumed its rally after a brief dip earlier this year due to tariff concerns, now trading at nearly 22 times its forward earnings, approaching its highest levels in the past 25 years [1] Company Highlights Alphabet - Alphabet is trading at around 19 times forward earnings, the lowest valuation among the "Magnificent Seven" tech stocks, which average over 27 times [4] - Concerns about AI's impact on its search business have held back Alphabet's valuation, but its search revenue increased by 10% in the first quarter to nearly $51 billion [4] - The company is benefiting from AI, with CEO Sundar Pichai noting strong growth in search driven by AI features, and the rollout of the Gemini 2.5 AI model [5] Realty Income - Realty Income, a leading REIT, has a diversified portfolio that generates stable rental income, with management projecting adjusted funds from operations (FFO) between $4.22 and $4.28 per share this year [6] - The stock is trading below $57, offering a valuation of less than 13.5 times forward earnings and a dividend yield exceeding 5.5% [7] - Despite rising interest rates, Realty Income continues to grow, making $1.4 billion in acquisitions in the first quarter and projecting $4 billion for portfolio expansion this year [8][9] Energy Transfer - Energy Transfer is one of the largest master limited partnerships (MLPs) in the U.S., with a diverse portfolio of energy infrastructure assets generating stable cash flow, 90% of which comes from fee-based structures [10] - The company currently trades at the second-lowest valuation in its peer group, offering a high distribution yield of 7.5% [11] - Energy Transfer is in a strong financial position with a low leverage ratio and distribution payout ratio, expecting growth from upcoming project completions in 2026 and 2027 [12] Investment Opportunities - Despite the overall market's rising valuations, Alphabet, Realty Income, and Energy Transfer are identified as compelling investment opportunities due to their low valuations and solid growth prospects [2][13]

For the quarter ended June 2025, Alexandria Real Estate Equities (ARE) reported revenue of $762.04 million, down 0.6% over the same period last year. EPS came in at $2.33, compared to $0.25 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $750.65 million, representing a surprise of +1.52%. The company delivered an EPS surprise of +1.75%, with the consensus EPS estimate being $2.29.While investors scrutinize revenue and earnings changes year-over-year and how they comp ...

Equity Lifestyle Properties (ELS) reported $376.87 million in revenue for the quarter ended June 2025, representing a year-over-year decline of 0.8%. EPS of $0.69 for the same period compares to $0.42 a year ago.The reported revenue represents a surprise of -2.89% over the Zacks Consensus Estimate of $388.1 million. With the consensus EPS estimate being $0.69, the company has not delivered EPS surprise.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ho ...

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure:I/we have a beneficial long position in the shares of SPG, AMZN, O ...

Prologis, Inc. (NYSE: PLD ) is one of my key REIT holdings, especially within the industrial segment of my portfolio. Being the largest industrial REIT, Prologis has $205 billion of assets under management and is responsible for $2.7 trillionWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s o ...

Continued Strong PerformanceCHICAGO, July 21, 2025  /PRNewswire/ -- Equity LifeStyle Properties, Inc. (NYSE: ELS) (referred to herein as "we," "us," and "our") today announced results for the quarter and six months ended June 30, 2025. All per share results are reported on a fully diluted basis unless otherwise noted. FINANCIAL RESULTS ($ in millions, except per share data) Quarters Ended June 30, 2025 2024 $ Change % Change (1) Net Income per Common Share $        0.42 ...