Let’s dive right into it. The first shares I want to talk about are preferred shares from Ellington Financial. We’re looking at EFC-B, EFC-C, and EFC-D. Then we will take a look at Main Street Capital. EFC-B vs. EFC-C Either EFC-B is too cheap or EFC-C is too expensive. You interpret it however you like. It’s even reasonable to suggest that both are happening. The pricing isn’t completely insane like some of the events we saw in prior years. EFC-B trades at $22.75 compared to $24.84 for EFC-C. That’s a diff ...

Southfield, MI, July 15, 2025 (GLOBE NEWSWIRE) -- Sun Communities, Inc. (NYSE: SUI) (the “Company”), a real estate investment trust ("REIT") that owns and operates, or has an interest in, manufactured housing (“MH”) and recreational vehicle (“RV”) communities (collectively, the "properties"), announces it will release second quarter 2025 operating results after the market closes on Wednesday, July 30, 2025. The Company will host a conference call to discuss these results on Thursday, July 31, 2025, at 2:00 ...

Key Takeaways ARE signs a 16-year lease for 466,598 RSF at Campus Point Megacampus, its 31-year largest life science lease. The build-to-suit San Diego research hub targets LEED Gold Core & Shell, Fitwel and 100% electrification. Campus Point Megacampus may grow to 2.6M RSF, a 420% scale jump since its first acquisition.Alexandria Real Estate Equities, Inc. (ARE) secured the largest life science lease in its 31 years of history by signing a 16-year lease agreement with a longtime multi-national pharmaceut ...

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Core Insights - Digital Realty (DLR) shares have increased by 15.4% over the past three months, outperforming the industry growth of 5.3% [1][8] - The company is experiencing robust demand for data centers, supported by strong leasing activity, a diverse tenant base, strategic acquisitions, and a solid balance sheet [1][3][4] Company Performance - The Zacks Consensus Estimate for Digital Realty's 2025 funds from operations (FFO) per share has been revised slightly upward to $7.04 [2] - The company's backlog of signed but not commenced leases reached a record high of over $1.3 billion as of March 31, 2025 [3][8] - Digital Realty has a diversified customer base, primarily consisting of investment-grade tenants from various industries, ensuring stable revenue generation [4] Growth Strategy - The company is making strategic investments in land and infrastructure, including the acquisition of approximately 100 acres in the Atlanta metro area for around $120 million, which is expected to support over 200 megawatts of IT capacity [5][8] - Digital Realty plans to incur capital expenditures for development activities in the range of $3.0 billion to $3.5 billion for 2025 [6] Financial Health - Digital Realty has a strong balance sheet with cash and cash equivalents of $2.32 billion as of the end of the first quarter of 2025 [9] - The company's net debt-to-adjusted EBITDA ratio stands at 5.1X, and its fixed charge coverage is 4.9X, indicating solid financial stability [9] - The company holds favorable credit ratings of BBB (Stable Outlook) from Fitch, S&P, and Baa2 (Stable Outlook) from Moody's, which enhance its access to debt markets [9]

Investors in Easterly Government Properties, Inc. (DEA) need to pay close attention to the stock based on moves in the options market lately. That is because the Sep 19, 2025 $22.50 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the ot ...

Core Viewpoint - The preferred stock of NexPoint Diversified REIT has seen a 14% decline this year, resulting in a high dividend yield of 9.8% [1] Group 1 - NexPoint Diversified REIT's preferred stock is currently offering an exceptionally high dividend yield of 9.8% due to a 14% decline in its value this year [1]

V i e w p o i n t | 10 Jul 2025 03:30:09 ET │ 38 pages Hong Kong Property CITI'S TAKE Buying flow amid national support & China yield compression — National support to HK could be a game-changer: it solidifies HK's positioning as a financial hub, brings people (talent) & money (A-share enterprises listing in HK; connect, etc.), and protects asset prices (sector is 5.8% of HSI weighting). As new investors tend to be price-setters, we expect high-yield & index stocks to benefit from buying flows in 2H after a ...

At Trade With Beta , we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other t ...

Company Overview - Redwood Trust, Inc. (NYSE: RWT) is a real estate investment trust (REIT) that specializes in owning mortgages, categorized as a mortgage REIT (mREIT) [1] - The company offers common shares, a high-yielding preferred share (RWT.PR.A), and three baby bonds, two of which have a 9.125% coupon [1] Investment Focus - The company is currently focused on income investing through common shares, preferred shares, or bonds [1] - The investment strategy includes occasional analysis of the broader economy or specific situations involving researched companies [1] Background Information - The company has a background in history/political science and holds a Masters in Business Administration with a specialization in Finance and Economics [1] - The CEO has been investing since 2000 and currently manages an independent living retirement community in Illinois [1]