Core Insights - PotlatchDeltic Corp. is a real estate investment trust focused on timberlands, wood product manufacturing, and real estate development [1] Financial Performance - The company is set to report Q3 2025 earnings on November 3, with analysts expecting EPS of $0.23, an increase from $0.04 in the prior-year period [2] - Quarterly revenue is anticipated to reach $296.42 million, up from $255.13 million a year earlier [2] - For Q2 2025, PotlatchDeltic reported adjusted EPS of $0.09, below the consensus estimate of $0.15, while revenues of $274.99 million exceeded the consensus of $265.35 million [7] Historical Investment Performance - If an investor had purchased PotlatchDeltic stock 10 years ago at approximately $29.60 per share, a $10,000 investment would have grown to $14,368 based on stock price appreciation alone [3] - The company has paid about $26.22 in dividends per share over the last 10 years, resulting in $8,858 from dividends alone [4] - The total value of the investment after 10 years would be $23,226, representing a total return of 132.26%, which is significantly lower than the S&P 500 total return of 288.90% for the same period [5] Dividend Information - PotlatchDeltic's current dividend yield is 4.28% [4] Future Outlook - The company has a consensus rating of "Buy" with a price target of $49.25, indicating a potential upside of nearly 16% from the current stock price [7] - CEO Eric Cremers expressed confidence in the long-term fundamentals supporting demand for their products, despite challenges in the wood products segment due to soft demand [8]

Scentre Group (Rea Group Ltd (SCG share price in focusThe ASX:SCG ) share price has risen 19.2% since the start of 2025. The ASX:REA ) share price is about 10.7% above its 52-week low.Scentre Group is a real estate company focused on shopping centres. The group operates under the Westfield brand in Australia and New Zealand.Today, Scentre has a portfolio of 42 centres valued at more than $34 billion. Their occupancy rate sits above 99% and the centres receive more than half a billion visitors each year. The ...

Core Viewpoint - Four Corners Property Trust (FCPT) has successfully acquired an Outback Steakhouse property for $2.4 million, indicating a strategic move to enhance its portfolio of high-quality, net-leased restaurant and retail properties [1] Acquisition Details - The acquired property is located in a highly trafficked corridor in Missouri, which is expected to provide strong foot traffic and visibility [1] - The property is corporate-operated under a triple net lease, ensuring stable income for the company [1] - The lease has approximately eight years remaining, providing a long-term revenue stream for FCPT [1]

Ewing Morris Announces Successful Completion of its Offer for Units of BTB Real Estate Investment TrustOctober 20, 2025 5:05 PM EDT | Source: Ewing Morris Fleetwood LPToronto, Ontario--(Newsfile Corp. - October 20, 2025) - Ewing Morris, on behalf of investment vehicles and accounts managed by it ("Ewing Morris"), today announced the completion of its all-cash offer (the "Offer") to acquire Units (the "Units") in the capital of BTB Real Estate Investment Trust (TSX: BTB.UN) ("BTB" or the "Trust ...

Core Viewpoint - Dynex Capital, Inc. is a real estate investment trust (REIT) focused on mortgage-backed securities, aiming to provide returns through dividends and capital appreciation, while facing competition in the REIT sector [1] Financial Performance - On October 20, 2025, Dynex Capital reported earnings per share (EPS) of $0.25, below the Zacks Consensus Estimate of $0.44, but an improvement from a loss of $0.10 per share in the previous year, indicating a positive trend in earnings performance [2][6] - The company's revenue for the quarter was $30.61 million, missing the estimated $33.46 million, yet it achieved a total economic return of $1.23 per common share, representing 10.3% of the beginning book value, suggesting solid investment returns [3][6] Financial Metrics - The price-to-earnings (P/E) ratio is approximately 22.85, and the price-to-sales ratio is about 7.77, indicating how the market values its earnings and revenue respectively [4] - The enterprise value to sales ratio is significantly higher at 43.65, suggesting a premium valuation relative to its sales [4] - The debt-to-equity ratio stands at 5.36, indicating a substantial level of debt compared to equity, while the current ratio of 0.045 suggests potential liquidity challenges [5][6] - Despite these challenges, the earnings yield is approximately 4.38%, indicating a decent return on investment for shareholders [5][6]

Core Insights - Dynex Capital, Inc. is a mortgage real estate investment trust (REIT) that focuses on mortgage-backed securities (MBS) in the U.S. and has been operating since 1987 [1] - The company has a diverse portfolio that includes both agency and non-agency MBS, covering residential and commercial sectors [1] Price Target Trends - The consensus price target for Dynex Capital has increased from $12.92 a year ago to $13.25 in the past month, indicating growing analyst confidence [2] Financial Performance - In Q2 2025, Dynex Capital reported a slight outperformance in book value, aligning closely with projections despite sector volatility [3] - The company experienced a total economic loss of $0.10 per common share, reflecting a 0.8% decline in beginning book value [4] - Dynex Capital's portfolio is valued at $14 billion, with a debt-to-equity ratio of 8.3 and quarter-end liquidity of $891 million, which is 55% of its total equity [4] Strategic Decisions - The management expanded their MBS portfolio and employed prudent hedging strategies, which helped avoid margin calls that affected some peers [3] - Analysts suggest monitoring interest rate changes, economic indicators, and company announcements as these factors could influence Dynex Capital's stock price [5]

Core Insights - VICI Properties Inc. is a real estate investment trust focusing on single-tenant, triple-net leased properties in gaming, hospitality, and entertainment sectors [1] Financial Performance - The company is set to report Q3 2025 earnings on October 30, with analysts expecting EPS of $0.65, an increase from $0.57 in the same period last year [2] - Quarterly revenue is projected to reach $1 billion, up from $964.67 million year-over-year [2] - In Q2 2025, VICI Properties reported FFO of $0.60, exceeding the consensus estimate of $0.59, with revenues also at $1 billion, surpassing the consensus of $990.54 million [3] Growth Metrics - The company experienced a 4.6% increase in quarterly revenue and nearly a 5% rise in quarterly AFFO per share year-over-year, attributed to effective business model flow-through and internal growth from contractual rent escalations [4] - For the full year 2025, VICI expects AFFO per diluted share to be between $2.35 and $2.37 [4] Dividend Information - VICI Properties has a dividend yield of 5.75%, having paid $1.80 per share in dividends over the last 12 months [2] - To generate an income of $100 per month from dividends, an investment of approximately $20,870 is required, based on the current dividend yield [6]

Core Viewpoint - Inflation erodes purchasing power, making it essential to invest money to achieve returns that outpace inflation [1][2][14] Inflation Overview - Singapore's headline inflation rates for 2024, 2023, and 2022 were 2.4%, 4.8%, and 6.1% respectively, with significant contributors being the increase in GST and post-pandemic economic recovery [5] - Between 2014 and 2022, the headline inflation rate was mostly below 1% [5] Investment Strategies - Investing in blue-chip companies like DBS Group can help withstand inflation due to their ability to absorb rising costs and maintain customer loyalty [7] - Consumer goods companies such as Proctor & Gamble are reliable investments during inflationary periods due to the inelastic demand for staple goods [8] - Dividend stocks, particularly real estate investment trusts (REITs) like Capitaland Integrated Commercial Trust, provide predictable income streams and have historically increased rentals during high inflation [9][10] - Commodity-linked stocks, such as Sembcorp Industries, benefit from inflation as they are tied to the real economy and experience increased asset values [10] Diversification and Investment Discipline - Diversification across different sectors is crucial for a balanced investment portfolio [11] - Strategies like dollar cost averaging can mitigate risks associated with market timing [11] - Holding excessive cash is a mistake as it is vulnerable to inflation, while speculative stocks without strong fundamentals pose additional risks [12] - Maintaining a focus on companies with strong fundamentals can help protect and grow wealth against inflation [14]

Core Viewpoint - Four Corners Property Trust (FCPT) has successfully acquired a Heartland Dental property for $3.3 million, indicating the company's ongoing strategy to expand its portfolio of high-quality, net-leased properties [1] Acquisition Details - The acquired property is situated in a highly trafficked corridor in Oklahoma, which is expected to enhance its value and rental income potential [1] - The property operates under a triple net lease, providing a stable income stream for the company [1] - There are approximately four years remaining on the lease term, which adds to the predictability of cash flows from this investment [1]

CHICAGO, Oct. 17, 2025 (GLOBE NEWSWIRE) -- Chicago Atlantic Real Estate Finance, Inc. (NASDAQ: REFI) (“Chicago Atlantic” or the “Company”), a commercial mortgage real estate investment trust, today announced that its Officers and Directors have purchased approximately 54,000 shares at an approximate value of $673,000 in the last three weeks. Chicago Atlantic Officers and Directors now beneficially own approximately 1,770,000 shares representing approximately 8.2% of fully diluted common shares outstanding. ...