Workflow
Real Estate Investment Trusts (REITs)
icon
Search documents
AGNC Investment Corp. Elects Dr. Morris Davis to its Board of Directors
Prnewswire· 2026-01-14 21:01
BETHESDA, Md., Jan. 14, 2026 /PRNewswire/ -- AGNC Investment Corp. (Nasdaq: AGNC) announced today that its Board of Directors elected Dr. Morris Davis to the Board effective January 12, 2026. Dr. Davis previously served on AGNC's Board from May 2008 to March 2025, when he resigned from his position to join the Council of Economic Advisors to the President as Chief Housing Economist. AGNC's Board of Directors now consists of ten members, including eight independent directors. Dr. Morris will serve as an ind ...
Broadstone Net Lease: Buy This High Yield Overlooked By The Market
Seeking Alpha· 2026-01-14 20:29
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.Now remains a good time to be an income investor, and this includes a number of REITs with yields over 6%. At this yield threshold, investors are getting 6x ...
I Loved Prologis, But It's Time To Say Goodbye (Downgrade) (NYSE:PLD)
Seeking Alpha· 2026-01-14 19:30
Prologis, Inc. ( PLD ) has outperformed many REITs in large part due to the resilience of the logistics growth story. Now, management appears to be targeting a new frontier in data centers. I still have great confidence in the company’s growth trajectory, as warehousesJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian ...
I Loved Prologis, But It's Time To Say Goodbye (Downgrade)
Seeking Alpha· 2026-01-14 19:30
Prologis ( PLD ) has outperformed many REITs in large part due to the resilience of the logistics growth story. Now, management appears to be targeting a new frontier in data centers. I still have great confidence in the company’s growth trajectory, as warehouses mayJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is ...
4 Top Dividend Stocks Yielding More Than 4% to Buy Hand Over Fist This Year
Yahoo Finance· 2026-01-14 19:22
Key Points Chevron and Sonoco Products both have multi-decade track records of consistent dividend growth. Getty Realty is a specialty REIT with a high yield, a dividend growth track record, and a low valuation. Even after the latest surge, Target remains a great turnaround play for dividend-focused investors. 10 stocks we like better than Chevron › When considering the best dividend stocks, it's best to have multiple criteria in mind. For instance, in addition to considering dividend growth, yo ...
Realty Income: A Top Income Pick In 2026 Yielding 5.5%
Seeking Alpha· 2026-01-14 19:10
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 O either thr ...
Is Lamar Advertising a Strong REIT Play for 2026 Investors?
ZACKS· 2026-01-14 17:20
Key Takeaways LAMR's local advertisers drove 78% of revenues, growing for 18 straight quarters.Digital billboards now make up 31% of revenues, boosting flexibility and advertiser appeal.Lamar maintains low debt, $834M liquidity and planned $300M in acquisitions for 2025.Lamar Advertising Company (LAMR) has quietly built a reputation as one of the most consistent players in the out-of-home advertising space. While digital ads grab headlines, Lamar’s billboards, transit displays and airport advertising contin ...
O vs. PLD: Which REIT Deserves a Spot in Your Portfolio?
ZACKS· 2026-01-14 17:06
Core Insights - The comparison between Realty Income (O) and Prologis (PLD) is not merely about income versus growth, as both are high-quality REITs tailored for different investor needs [1][2][3] Realty Income Overview - Realty Income's strength lies in its durable business model, owning over 15,500 properties leased to more than 1,600 tenants across 92 industries, with a portfolio occupancy rate close to 99% [4] - The company has invested approximately $1.4 billion in Q3 2025, raising its full-year investment guidance to around $6 billion, with a significant focus on Europe and strategic partnerships [5] - Realty Income declared its 133rd monthly dividend increase in 2025, showcasing its reliability as an income generator supported by long lease terms and high-quality tenants [6] - However, growth is measured, with same-store revenue gains being steady but limited, and the net lease structure capping upside potential in stronger economies [7] Prologis Overview - Prologis is positioned at the center of global logistics, with nearly 62 million square feet of leases signed in Q3 2025, leading to a portfolio occupancy of about 95.3% and strong rent growth [8] - The company increased its full-year development starts outlook to as much as $3.25 billion, with over half of development tied to build-to-suit projects for large global customers [9][10] - Prologis is expanding beyond traditional warehouses, securing 5.2 gigawatts of power for data centers, which aligns with growth in cloud computing and digital infrastructure [11] - The company maintains a strong balance sheet with an in-place cost of debt around 3.2% and an average debt maturity of over eight years, allowing for investment through cycles [12] Financial Estimates Comparison - The Zacks Consensus Estimate for Realty Income's 2025 and 2026 sales implies year-over-year growth of 8.49% and 7.48%, respectively, with FFO per share growth of only 1.67% and 3.69% [14] - For Prologis, the 2025 and 2026 sales estimates suggest year-over-year growth of 8.72% and 6.30%, with FFO per share growth of 4.32% and 4.72% [17] Stock Performance and Valuation - Over the past six months, Realty Income shares have risen 4.5%, while Prologis stock has increased by 19.9%, outperforming the S&P 500's 14.8% gain [20] - Realty Income is trading at a forward price-to-FFO of 13.38X, above its three-year median, while Prologis is at 21.37X, also above its three-year median of 20.86X [20] Conclusion - Realty Income is ideal for investors seeking steady income and low volatility, while Prologis offers financial strength and exposure to long-term growth drivers in logistics and digital infrastructure [22] - Prologis is viewed as the stronger investment option currently, with a Zacks Rank of 2 (Buy) compared to Realty Income's 3 (Hold) [23]
Is OUTFRONT Media Stock Still a Buy After Its 36% Rally?
ZACKS· 2026-01-14 16:35
Core Insights - OUTFRONT Media (OUT) is regaining investor interest due to improved operating performance and a shift in advertiser demand towards high-impact visibility, with the stock rising 35.8% over the past three months, indicating potential for further growth [1][2][10] Financial Performance - The Zacks Consensus Estimate for funds from operations per share for 2025 and 2026 has increased to $1.94 and $2.15, reflecting year-over-year growth of 7.78% and 10.70% respectively [2] - Adjusted funds from operations climbed 24% year over year to $100 million in Q3, with management raising full-year 2025 AFFO growth guidance to the high single digits [6] Revenue Growth - OUTFRONT's transit advertising segment saw a 24% year-over-year revenue increase, driven by strong demand in major markets like New York, with digital transit revenues surging over 50% [5][7] - Digital revenues now account for more than 35% of total revenues, with programmatic sales increasing nearly 30% [7][8] Margin Improvement - Billboard adjusted OIBDA margins improved to 39.5%, aided by lease cost reductions and the exit from low-return contracts, while transit margins also increased significantly [8] Liquidity and Dividend - The company refinanced its credit facilities, ending Q3 with over $700 million in liquidity and maintaining a net leverage of 4.7X, which is within the target range [9] - The board upheld the 30-cent quarterly dividend, supported by improving cash flow and a stable balance sheet [9]
INVESTOR NOTICE: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Alexandria
Globenewswire· 2026-01-14 15:18
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Alexandria To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Alexandria between January 27, 2025 and October 27, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK, Jan. 14, 2026 (GLOBE NEWSWIRE) -- ...