Group 1 - Chicago Atlantic Real Estate Finance, Inc. declared a regular quarterly cash dividend of $0.47 per share for Q3 2025, equating to an annualized rate of $1.88 per common share [1] - The dividend is payable on October 15, 2025, to shareholders of record as of September 30, 2025 [1] Group 2 - Chicago Atlantic Real Estate Finance, Inc. is a leading commercial mortgage REIT that focuses on originating senior secured loans primarily to state-licensed cannabis operators in limited-license states in the U.S. [2] - The company has closed over $2.8 billion in credit and equity investments to date and operates offices in Chicago, Miami, New York, and London [2]

Core Viewpoint - Adamas Trust, Inc. has declared a regular quarterly cash dividend of $0.23 per share for the quarter ending September 30, 2025, payable on October 30, 2025, to stockholders of record as of September 25, 2025 [1] Group 1: Dividend Announcements - The Board declared cash dividends on various series of preferred stock, including Series D, E, F, and G, with specific amounts and payment dates [2] - The cash dividends for the preferred stock are as follows: Series D at $0.50, Series E at $0.7032991, Series F at $0.4296875, and Series G at $0.4375, all payable on October 15, 2025, with a record date of October 1, 2025 [3] Group 2: Company Overview - Adamas Trust, Inc. is a Maryland corporation that has elected to be taxed as a real estate investment trust (REIT) for federal income tax purposes, focusing on deploying capital across complementary businesses to generate durable earnings and long-term value for stockholders [4]

Group 1 - The REIT sector (XLRE) has performed better in 2025 compared to 2022, yet some REITs still offer solid buying opportunities as they trade below historical averages [1]

Core Insights - A cryptocurrency downturn raises concerns about safety and long-term growth, emphasizing the importance of asset selection during this period [1] - Investors tend to shift funds into safer assets like bitcoin and ethereum, as well as stablecoins, to mitigate losses [1][3] Stable Assets During Crypto Downturn - Bitcoin and ethereum are highlighted as the most resilient and liquid assets, benefiting from institutional participation [3] - Regulated stablecoins such as USDC and tokenized treasuries are gaining traction as low-volatility, yield-generating options [3] Non-Crypto Investments - Diversification beyond crypto is crucial during downturns, with corporate bonds and certain real estate investment trusts (REITs) recommended for income and capital preservation [4] - Dividend-paying stocks are also suggested as a stable investment option [4] Gold as a Hedge - Gold is recognized for its role as a hedge against inflation and currency risk, maintaining a low correlation with digital assets [5] Emerging Blockchain Sectors - The focus has shifted from speculative altcoins to cash flow and real users, with emerging blockchain sectors like DePIN projects showing promise [6] - These projects are supported by real-world revenue, even during downturns [6] Diversification Strategy - A "core-satellite model" is proposed for effective diversification, allocating 60% to core blue-chip assets like bitcoin and ethereum, 30% to satellite diversifiers, and 10% to stablecoins and tokenized yield products [7]

Group 1 - The REIT sector presents attractive buying opportunities, although less than three years ago when it was in a bear market [1]

Core Viewpoint - Sun Communities Inc. is a real estate investment trust focused on manufactured housing and recreational vehicle communities, with upcoming Q3 2025 earnings expected to show a decline in EPS and revenue compared to the previous year [2][7]. Financial Performance - The company is set to report Q3 2025 earnings on November 5, with analysts predicting an EPS of $1.56, down from $2.34 in the same quarter last year [2]. - Quarterly revenue is anticipated to be $717.58 million, a decrease from $939.90 million year-over-year [2]. - In Q2 2025, the company reported FFO of $1.76, exceeding the consensus estimate of $1.68, and revenues of $623.50 million, surpassing the consensus of $602.15 million [7]. Historical Investment Performance - If an investor had purchased $10,000 worth of Sun Communities stock 10 years ago at approximately $63.48 per share, the investment would have grown to $20,501 based solely on stock price appreciation, with current shares trading at $130.14 [3]. - Over the past decade, the company has paid about $38.22 in dividends per share, resulting in an additional $6,021 from dividends alone [4]. - The total return on a $10,000 investment over 10 years would be $26,522, equating to a total return of 165.22%, which is significantly lower than the S&P 500's total return of 296% during the same period [5]. Future Outlook - Analysts have a consensus rating of "Neutral" for Sun Communities, with a price target of $139.41, indicating a potential downside of over 7% from the current stock price [7]. - The CEO highlighted the company's strong second-quarter results and the strategic repositioning of Sun as a pure-play owner and operator of manufactured housing and RV communities, enhancing financial flexibility and shareholder value [8].

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Dividend Declarations - Colgate-Palmolive declared a quarterly cash dividend of $0.52 per common share, payable on November 14, 2025, to shareholders of record on October 17, 2025, marking uninterrupted dividends since 1895 [1] - Meta Platforms announced a quarterly cash dividend of $0.525 per share for its Class A and Class B common stock, payable on September 29, 2025, to stockholders of record as of September 22, 2025 [2] - Applied Materials approved a quarterly cash dividend of $0.46 per share, payable on December 11, 2025, to shareholders of record as of November 20, 2025; this follows a 15-percent increase from $0.40, marking eight consecutive years of dividend increases [3] - Fifth Third Bancorp declared a cash dividend of $0.40 per share for the third quarter of 2025, payable on October 15, 2025, to shareholders of record as of September 30, 2025 [4] - Equity Residential announced a quarterly dividend of $0.6925 per share for the third quarter, payable on October 10, 2025, to shareholders of record on September 25, 2025 [4]

Company Overview - AGNC Investment Corp. (NASDAQ:AGNC) is a real estate investment trust that focuses on investing in residential mortgage-backed securities and collateralized mortgage obligations backed by U.S. government agencies [1] Recent Developments - On September 4, AGNC launched a $300 million offering of 12 million depositary shares tied to its 8.75% Series H preferred stock, with underwriters having the option to purchase up to 1.8 million additional shares within 30 days [1] - The new shares are expected to trade on Nasdaq under the symbol "AGNCZ," and the proceeds will be used for acquiring mortgage and real estate-related assets, hedging tools, and other general purposes [1] Market Sentiment - Jim Cramer expressed a negative outlook on AGNC, stating it is not a growth vehicle and that investors may only receive dividends without clarity on the company's actual holdings [1]

Group 1: Dividend Announcement - BRT Apartments Corp. declared a quarterly dividend of $0.25 per share, payable on October 6, 2025, to stockholders of record as of September 24, 2025 [1] Group 2: Management Changes - Matthew Gibbons has been appointed as chief accounting officer effective immediately, while Isaac Kalish will become chief financial officer upon the retirement of the current CFO, George Zweier, expected in the first quarter of 2026 [2] - Both Gibbons and Kalish are certified public accountants, with Gibbons joining BRT in 2025 and Kalish in 2004 [2] Group 3: Company Overview - BRT is a real estate investment trust (REIT) that owns, operates, and holds interests in joint ventures for multi-family properties [3] - As of September 11, 2025, BRT owns or has interests in 30 multi-family properties comprising 8,161 units across 11 states, along with preferred equity investments in two multi-family properties [3]