Real Estate Investment Trusts (REITs)

Search documents
Why I Stopped Buying Rental Properties To Buy REITs Instead
Seeking Alpha· 2025-08-23 12:15
Group 1 - The investment group High Yield Landlord, led by Jussi Askola, provides real-time insights into a REIT portfolio, including buy/sell alerts and direct access to analysts [2] - Jussi Askola is the President of Leonberg Capital, which specializes in consulting hedge funds and private equity firms on REIT investing, and has a strong academic background in the field [2] - The company invests significant resources, over $100,000 annually, into researching profitable investment opportunities, particularly in real estate strategies [1]
1 Reason to Buy the Vanguard Real Estate ETF (VNQ)
The Motley Fool· 2025-08-23 12:11
Real estate has underperformed the market for years, but the environment is about to get more favorable.The real estate sector has underperformed the S&P 500 (^GSPC 1.52%) significantly over the past decade. The Vanguard Real Estate ETF (VNQ 1.93%) delivered a 77% total return for investors over the past decade, compared with a stellar 290% return from the Vanguard S&P 500 ETF (VOO 1.46%).It isn't necessarily that real estate investment trusts, or REITs, are doing poorly as businesses. They aren't. Rather, ...
If You'd Invested $1,000 in CPT 5 Years Ago, Here's How Much You'd Have Today
The Motley Fool· 2025-08-23 09:40
Core Viewpoint - Camden Property Trust (CPT) has not demonstrated impressive growth in its fundamentals or dividends, leading to questions about its investment potential compared to the S&P 500 [1] Performance Comparison - An investment of $1,000 in Camden in 2020 would have grown to $1,405, representing a 40% gain, which is significantly lower than the S&P 500's return of $1,907 over the same period [2] Portfolio and Growth Challenges - Camden manages a portfolio of 173 properties with over 59,000 apartment homes, making meaningful growth challenging due to high property prices and expensive rents [4] - The occupancy rate is just under 96%, leaving limited room for growth within the existing portfolio [6] Financial Metrics - In the latest quarter, Camden reported property revenue of $396.5 million, reflecting a year-over-year increase of just over 2% [5] - The funds from operations (FFO) decreased, with "core adjusted" FFO at $187.6 million, slightly down from the previous year [5] Dividend Insights - Camden's quarterly dividend is currently $1.55 per share, with a yield of 3.9%, which is considered low for the REIT sector [6] Investment Outlook - There are perceived to be better and higher-yielding investment opportunities than Camden, leading to a recommendation to pass on its stock [7]
Want an Extra $1,000 in Annual Dividend Payments? Invest $9,700 in These 2 Ultra-High-Yield Stocks.
The Motley Fool· 2025-08-23 09:21
With an average yield above 10%, these stocks could help you produce a much larger stream of passive income.Folks looking for recurring income that doesn't require any effort on their part have lots of options, but dividend-paying stocks are hard to beat if you want a truly passive income stream. Top dividend payers tend to keep delivering cash payments to your brokerage account for decades without interruption. Best of all, you can collect the payments without lifting a finger.Some dividend payers will del ...
Diversified Tenant Base: Is Realty Income Truly Recession-Proof?
ZACKS· 2025-08-22 19:05
Core Insights - Realty Income's tenant strategy is fundamental to its stability and income consistency, with 98% of assets structured as single-tenant, triple-net-lease properties, resulting in near-100% gross margin [1][9] - The company leases to over 1,600 clients across 91 industries, with the top 20 tenants contributing only about 35% of rent, reducing reliance on any single operator [2][9] - Approximately 73% of annualized base rent comes from tenants offering non-discretionary goods, with around 90% of rent resilient against recession and e-commerce pressures [3][9] - Retail accounts for nearly 80% of Realty Income's portfolio, which poses concentration risks due to potential store rationalization and margin compression [4] - The combination of essential retail exposure, diversified industries, and long-term triple-net structures supports stable adjusted funds from operations and consistent dividend growth [5] Company Performance - Realty Income's shares have increased by more than 11% year to date, contrasting with the industry's decline of 6.7% [8] - The company trades at a forward 12-month price-to-FFO of 13.68, which is below the industry average, and carries a Value Score of D [11] - The Zacks Consensus Estimate for Realty Income's earnings has been revised marginally downward over the past 30 days, with current estimates for the current year at 4.26 and next year at 4.41 [13][14]
3 Triple Net REITs Positioned For Average 10% Returns
Seeking Alpha· 2025-08-22 18:15
For a sector known to just sit and collect rent, triple net REITs sure have a lot going on right now. Three factors have changed, making the sector particularly opportunistic. This article will discuss these fundamental factors and then detail 3 triple net REITs we find to be particularly well positioned for double digit returns. 3 Factors Reviving Triple Net Sector Cap rates have risen considerably Escalators are back Valuation is cheaper Higher cap rates When interest rates went down to 0 following COVI ...
Highwoods Concludes Acquisition of Legacy Union Parking Garage
ZACKS· 2025-08-22 17:51
Key Takeaways Highwoods acquired the Legacy Union Parking Garage in Uptown Charlotte for $111.5M.The 3,057-space facility supports 1.2M sq ft of Highwoods office properties at Legacy Union.The garage is projected to deliver $8M in cash and GAAP net operating income in its first four quarters. Highwoods Properties, Inc. (HIW) recently announced that it has completed the acquisition of Legacy Union Parking Garage for $111.5 million, including planned near-term building improvements.Located at 720 South Church ...
Deadline Alert: CTO Realty Growth, Inc. (CTO) Investors Who Lost Money Urged To Contact Glancy Prongay & Murray LLP About Securities Fraud Lawsuit
GlobeNewswire News Room· 2025-08-22 16:00
LOS ANGELES, Aug. 22, 2025 (GLOBE NEWSWIRE) -- Glancy Prongay & Murray LLP reminds investors of the upcoming October 7, 2025 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired CTO Realty Growth, Inc. (“CTO” or the “Company”) (NYSE: CTO) securities between February 18, 2021 and June 24, 2025, inclusive (the “Class Period”). IF YOU SUFFERED A LOSS ON YOUR CTO INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOV ...
X @Bloomberg
Bloomberg· 2025-08-22 15:46
Market Expansion - Ventas, a major US senior housing owner based in Chicago, is expanding its portfolio [1] - Ventas is acquiring six senior housing communities on Long Island [1]
Should Value Investors Buy Apple Hospitality REIT (APLE) Stock?
ZACKS· 2025-08-22 14:40
The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe are being under ...