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Park Hotels Announces Non-Core Dispositions, Provides Operating Update
ZACKS· 2025-12-10 14:46
Core Insights - Park Hotels & Resorts Inc. (PK) has sold or entered into agreements to sell five non-core assets for approximately $198 million, achieving an average multiple of 43X [1] - The company plans to exit three additional non-core assets by the end of the year, which include the Embassy Suites Kansas City Plaza, DoubleTree Hotel Seattle Airport, and DoubleTree Hotel Sonoma Wine Country, all of which yielded minimal EBITDA in 2025 [2] - Park Hotels aims to dispose of remaining marketable non-core assets within 12 months as part of a strategic plan to sell off non-core assets worth $300-$400 million in 2025 for portfolio optimization [3] Operating Performance - Despite a temporary government shutdown affecting air traffic in November, Park Hotels reported that it did not materially impact its comparable revenue per available room (RevPAR) results [4] - Preliminary November comparable RevPAR improved nearly 2%, driven by strong performance in Hawaii, New York, Denver, and Orlando, with increases of approximately 19%, 10%, 8%, and 6% respectively [5] - The Hawaiian Village Waikiki Beach Resort hotel saw significant RevPAR growth of 20% and 26% in October and November, contributing 300 basis points to the portfolio's comparable RevPAR growth [6] Strategic Outlook - Park Hotels is streamlining its portfolio by divesting non-core, low-performing assets while core markets continue to show solid RevPAR gains [7] - The company is strengthening its balance sheet and positioning itself for focused, long-term growth through planned asset sales [7] - Shares of Park Hotels have gained 0.4% over the past month, contrasting with a 1.3% decline in the industry [8]
UPCOMING DEADLINE: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Alexandria
Globenewswire· 2025-12-10 14:40
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, Dec. 10, 2025 (GLOBE NEWSWIRE) -- ...
Brandywine Realty Trust: A Higher-Risk Investment Positioned For Major Long-Term Gains
Seeking Alpha· 2025-12-10 13:25
Core Viewpoint - Brandywine Realty Trust (BDN) has experienced a significant stock decline of approximately 41% since November of the previous year, prompting a gradual accumulation of shares by investors seeking long-term value opportunities [1]. Company Analysis - The investment strategy focuses on identifying Real Estate Investment Trusts (REITs) that are currently undervalued in the market, particularly those that are temporarily out-of-favor [1]. - The investment horizon is long-term, emphasizing a contrarian approach and deep-value opportunities in the real estate sector [1]. Market Context - The decline in BDN's stock price reflects broader market trends affecting REITs, which may present potential investment opportunities for those with a long-term perspective [1].
中国内地_香港房地产_近期路演的投资者反馈
2025-12-10 12:16
J P M O R G A N Asia Pacific Equity Research 07 December 2025 Mainland China/Hong Kong Property Investor feedback from recent marketing Over the past month, we have spoken with >80 investors across different regions, and we summarize the key investor feedback below. Relatively, stock-picking interest in Hong Kong Property is much higher. Within Mainland China Property, the most enquired stocks remain CR Land and CR Mixc. Among HK property companies, we received more enquiries on SHKP, Link REIT, Henderson, ...
Alexander & Baldwin: Little Upside After Take-Private Deal (NYSE:ALEX)
Seeking Alpha· 2025-12-10 11:19
Core Viewpoint - Alexander & Baldwin (ALEX), a REIT focused exclusively on Hawaii, is set to be taken private at a valuation of $21.20 per share, with the all-cash deal expected to close in Q1 2026 [1] Group 1 - The transaction represents a significant move for the company, indicating a shift in its operational strategy [1] - The valuation of $21.20 per share suggests a premium over current market prices, which may attract investor interest [1]
Alexander & Baldwin: Little Upside After Take-Private Deal
Seeking Alpha· 2025-12-10 11:19
Core Viewpoint - Alexander & Baldwin (ALEX), a REIT focused exclusively on Hawaii, is set to be taken private at a valuation of $21.20 per share, with the all-cash deal expected to close in Q1 2026 [1] Company Summary - Alexander & Baldwin is one of the few REITs that concentrates solely on the Hawaiian market [1] - The acquisition will be executed as an all-cash transaction, indicating a strong commitment from the acquiring party [1] Financial Summary - The valuation for the acquisition is set at $21.20 per share, which reflects the company's market value at the time of the announcement [1]
3 High-Yield Dividend Stocks Set to Shine After the Fed’s Next Rate Cut
Investing· 2025-12-10 06:44
Economic Outlook - The Federal Open Market Committee (FOMC) is expected to cut the Fed funds rate by 25 basis points with a nearly 90% probability [1] - Lower short-term interest rates may ease refinancing conditions for businesses, but could signal economic weakness if not managed properly [2] Investment Opportunities - In a soft landing scenario, investors are encouraged to consider dividend stocks for steady income and potential capital appreciation as bond yields decline [3] NNN REIT - NNN REIT offers a 6.01% dividend yield with a quarterly payout of $0.6 per share, benefiting from a stable demand for single-tenant retail properties [4][6] - The REIT has increased its annualized base rent (ABR) by 7.2% year-over-year and has $1.4 billion in available liquidity with no floating rate debt [8] - NNN REIT's stock has a price target of $44.41, above its current price of $40.01 per share [8] Verizon Communications - Verizon has announced layoffs of 13,000 employees, about 13% of its workforce, as part of an AI integration strategy, incurring a severance charge of $1.6-$1.8 billion in Q4 [9][10] - The company reported $33.8 billion in total operating revenue for Q3, a 1.5% year-over-year growth, while reducing unsecured debt by $6.7 billion [10] - Verizon's stock has a price target of $46.55, compared to its current price of $40.89 per share, making it an attractive entry point [11] Amcor - Amcor, a leader in flexible and rigid packaging, is poised for growth due to increasing consumer demand for convenience and e-commerce, with the online food delivery packaging market expected to grow from $4.9 billion in 2024 to $10.2 billion by 2033 [12][13] - For fiscal Q1 2026, Amcor reported a 25% year-over-year increase in net sales of flexible packaging solutions to $3.3 billion, with a 205% increase in rigid packaging sales to $2.48 billion [14] - Amcor's stock has a price target of $10.63, above its current price of $8.22 per share, with analysts maintaining bullish ratings [15]
Mizuho Updates REIT Coverage, Lowers NSA Price Target to $30
Yahoo Finance· 2025-12-10 02:10
National Storage Affiliates Trust (NYSE:NSA) is included among the 15 Dividend Stocks Paying 4%+ Yield in 2025. Mizuho Updates REIT Coverage, Lowers NSA Price Target to $30 On December 5, Mizuho lowered the firm’s price target on National Storage Affiliates Trust (NYSE:NSA) to $30 from $34 and kept a Neutral rating on the shares. The update came as part of the firm’s broader coverage of the REIT sector. National Storage Affiliates Trust (NYSE:NSA) distinguishes itself because of its business model that ...
Ellington Financial: This mREIT Offers Above 9% Through Its Preferred Stocks (NYSE:EFC)
Seeking Alpha· 2025-12-10 01:58
Financial Overview - Ellington Financial (EFC) is analyzed for its key financial indicators, capital structure, credit ratings, and characteristics of its preferred stocks, providing a solid basis for investment decisions [1]. Investment Strategy - The investment group Trade With Beta, led by Denislav Iliev, focuses on identifying mispriced investments in fixed-income and closed-end funds using straightforward financial logic [1]. - The service includes frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, hedging strategies, and an actively managed portfolio [1].
Ellington Financial: This mREIT Offers Above 9% Through Its Preferred Stocks
Seeking Alpha· 2025-12-10 01:58
Core Insights - The article discusses the financial indicators, capital structure, credit ratings, and characteristics of Ellington Financial (EFC) and its preferred stocks, providing a foundation for investment analysis [1]. Financial Indicators - Key financial indicators for Ellington Financial are summarized, although specific numerical data is not provided in the text [1]. Capital Structure - The capital structure of Ellington Financial is outlined, indicating the composition of its financing sources, but detailed figures are not included [1]. Credit Ratings - The credit ratings of Ellington Financial are mentioned, which are essential for assessing the company's creditworthiness, yet specific ratings are not detailed in the text [1]. Characteristics of Preferred Stocks - The characteristics of Ellington Financial's preferred stocks are discussed, highlighting their investment features and potential benefits, but no specific attributes are listed [1].