Core Insights - The article emphasizes the importance of a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1]. Investment Strategy - The company advocates for a balanced approach to investing, suggesting that a solid base of dividend growth stocks can be effectively supplemented with other asset types to maximize income potential [1]. - The strategy aims to achieve a total return that aligns with the performance of the S&P index, indicating a focus on both growth and income [1].

Core Viewpoint - American Healthcare REIT (AHR) has received a Zacks Rank 2 (Buy) upgrade, indicating a positive outlook based on an upward trend in earnings estimates [1][3]. Earnings Estimates and Stock Price Impact - Changes in a company's earnings potential, reflected in earnings estimate revisions, are strongly correlated with near-term stock price movements [4]. - Institutional investors utilize earnings estimates to calculate the fair value of stocks, leading to significant price movements based on their buying or selling actions [4]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong track record of performance, particularly for Zacks Rank 1 stocks, which have generated an average annual return of +25% since 1988 [7]. - The Zacks rating system maintains a balanced distribution of "buy" and "sell" ratings, ensuring that only the top 20% of stocks receive a "Strong Buy" or "Buy" rating [9][10]. American Healthcare REIT Specifics - American Healthcare REIT is projected to earn $1.63 per share for the fiscal year ending December 2025, with no year-over-year change expected [8]. - Over the past three months, the Zacks Consensus Estimate for American Healthcare REIT has increased by 2.9%, indicating a positive trend in earnings estimates [8].

Core Insights - SL Green Realty reported a GAAP net loss per share of $0.16 for Q2 2025, which was better than analysts' expectations of a loss of $0.17, while revenue exceeded consensus estimates [1][5] - Funds from operations (FFO) per share decreased by 20.5% year-over-year to $1.63, reflecting operational challenges despite increased revenue [2][5] - The company raised its full-year FFO guidance to a range of $5.65 to $5.95, driven by anticipated income from debt and preferred equity investments [16] Financial Performance - Revenue for Q2 2025 was $241.9 million, an increase of 8.6% from $222.8 million in Q2 2024, and above the estimate of $160.41 million [2][5] - Same-store cash net operating income (NOI) decreased by 1.0% year-over-year to $153.3 million [2][6] - Manhattan same-store office occupancy was reported at 91.4%, showing slight decline but remaining stable [2][6] Leasing Activity - The company signed 46 new office leases totaling over 541,000 square feet during the quarter, with an average lease length of 7.8 years and an average annual rental rate of $90.03 per square foot [6][12] - Mark-to-market rents increased by 2.4% for the quarter, although there was a slight decline of 0.4% over the first half of the year [6][12] - Management aims to achieve 93.2% occupancy in Manhattan properties by year-end, supported by leases already signed [13][16] Investment Strategy - SL Green acquired a 49.9% interest in 100 Park Avenue for $14.9 million and sold its 85 Fifth Avenue property for $3.2 million in net proceeds [7] - The debt and preferred equity portfolio increased to $525.4 million, with a weighted average yield of 7.0% [9] - The company is focusing on alternative revenue sources, including the SUMMIT One Vanderbilt observation deck and special servicing/debt businesses, which have seen increased activity [14] Financial Management - Net debt rose to $3.64 billion, reflecting ongoing capital recycling and refinancing activities [10] - The company maintained its regular dividend payout to shareholders without any increase or cut during the quarter [11] - Cash and available investments exceeded $180 million, providing additional liquidity [10] Future Outlook - Management expects continued leasing success and stability in income from both property and investment portfolios to meet its financial targets [16] - Key metrics to monitor include new lease activity, rent growth on renewals, and the performance of debt and preferred equity investments [17]

Core Viewpoint - Northview Residential REIT announced a cash distribution of C$0.091146 per Unit for July 2025, which annualizes to C$1.09 per Unit, payable on August 15, 2025, to holders of record as of July 31, 2025 [1]. Company Overview - Northview Residential REIT is a publicly traded real estate investment trust established under the laws of Ontario, focused on acquiring, owning, and operating income-producing rental properties in secondary markets across Canada [2].

Annaly Capital Management (NLY) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following yea ...

Core Points - Alexander's, Inc. will file its quarterly report on Form 10-Q for the quarter ended June 30, 2025, and will issue its second quarter earnings release on August 4, 2025, before the market opens [1] - Vornado Realty Trust, which manages Alexander's operations, will host a quarterly earnings conference call on August 5, 2025, at 10:00 a.m. ET, where information regarding Alexander's may be discussed [2] - The conference call will be accessible via phone and a live webcast will be available on Vornado's website, with playback options following the call [3] Company Overview - Alexander's, Inc. is a real estate investment trust (REIT) that owns five properties in New York City [3]

Core Viewpoint - BRT Apartments Corp. has acquired a 214-unit Class A apartment complex named 1322 North in Auburn, Alabama for $36.5 million, enhancing its portfolio in a growing market with high demand for quality housing [1][3][4]. Group 1: Acquisition Details - The acquisition of 1322 North complements BRT's existing property, The Village at Lakeside, located one mile away, near major employers Auburn University and East Alabama Medical Center [2]. - The property consists of 214 apartment units across 14 residential buildings, constructed in 2002 [2]. - BRT's acquisition involved a joint venture where it holds an 80% equity interest, with a total equity contribution of $13.4 million, of which BRT contributed $10.7 million [3]. Group 2: Financial Structure - The acquisition was financed through a $24.4 million mortgage, maturing in 2032, with a fixed interest rate of 5.38% and interest-only payments until maturity [3]. - BRT borrowed $7.0 million from its $40 million credit facility, which has a current interest rate of 6.87%, intending to pay off this balance through future mortgage financings and refinancings by March 31, 2026 [3]. Group 3: Strategic Intent - The CEO of BRT stated that the acquisition aligns with the company's strategy of investing in Southeast markets characterized by low supply and high demand, aiming to drive growth in AFFO and NAV per share over time [4]. - As of July 21, 2025, BRT owns or has interests in 30 multi-family properties totaling 8,161 units across 11 states [4].

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, particularly in the financial sector, to achieve exceptional returns, although identifying such stocks can be challenging due to their inherent risks and volatility [1]. Company Summary: CareTrust REIT (CTRE) - CareTrust REIT is currently highlighted as a promising growth stock, supported by a favorable Growth Score and a top Zacks Rank [2]. - The stock has shown a historical EPS growth rate of 1.1%, but projected EPS growth for the current year is expected to be 21.2%, significantly outperforming the industry average of 1% [4]. - The company has a year-over-year cash flow growth rate of 67.6%, which is substantially higher than the industry average of 2.7% [5]. - Over the past 3-5 years, CareTrust REIT has maintained an annualized cash flow growth rate of 12.5%, compared to the industry average of 3.1% [6]. - The current-year earnings estimates for CareTrust REIT have been revised upward, with the Zacks Consensus Estimate increasing by 0.6% over the past month [8]. - CareTrust REIT has achieved a Growth Score of B and holds a Zacks Rank 2, indicating positive earnings estimate revisions and positioning it well for potential outperformance [9].

Core Viewpoint - Annaly Capital Management Inc. (NLY) is expected to report year-over-year growth in earnings and net interest income (NII) for the second quarter of 2025, with results anticipated on July 23, after market close [1][10]. Financial Performance - In the last reported quarter, Annaly posted earnings available for distribution per share of 72 cents, exceeding the Zacks Consensus Estimate, supported by improvements in the average yield on interest-earning assets [2]. - The consensus estimate for second-quarter NII is projected at $410.5 million, indicating a significant increase from the year-ago quarter's reported NII of $53.6 million [5]. - The Zacks Consensus Estimate for earnings remains unchanged at 71 cents, reflecting a year-over-year rise of 4.4% [11]. Market Conditions - Despite interest rate cuts by the Federal Reserve in 2024, mortgage rates remained stable in the mid-to-upper 6% range, leading to growth in refinancing activities and origination volumes [4]. - The primary-secondary spread averaged 1.06% in the second quarter of 2025, slightly lower than the first quarter's average of 1.12% [6]. Asset Management - A significant portion of NLY's mortgage-backed securities (MBS) holdings is expected to have experienced elevated levels of constant prepayment rates, positively impacting net premium amortization and supporting growth in interest income and average asset yield [5][10]. - The net servicing income consensus estimate of $121 million suggests a year-over-year increase of 13% [8]. Earnings Surprise History - Annaly has a strong earnings surprise history, beating the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 2.60% [3]. Earnings Prediction Model - The current model indicates that an earnings beat is unlikely for NLY this time, as it lacks the necessary combination of a positive Earnings ESP and a Zacks Rank higher than 3 [9].

Core Viewpoint - The current economic uncertainty is prompting investors to consider a more defensive approach, focusing on cash accumulation and high-yield dividend stocks as potential investment opportunities [1][2]. Group 1: High-Yield Dividend Stocks - **Verizon Communications**: Offers a dividend yield of 6.2%, with over 100 million customers generating nearly $135 billion in revenue last year, resulting in $18 billion net income and $11.25 billion in dividends paid to shareholders [4][6]. However, growth potential is limited due to market saturation [5]. - **Realty Income**: A REIT with a dividend yield of 5.6%, known for its monthly dividend payments. It maintains a high occupancy rate of 98.5% and has raised its payout for 30 consecutive years, focusing on strong retail tenants [8][10][11]. - **SPDR Portfolio S&P 500 High Dividend ETF**: This ETF has a dividend yield of 4.6% and includes stocks from the S&P 500 High Dividend Index. It offers diversification and potential for capital appreciation, although individual yields may be lower than some other options [12][14]. - **Pfizer**: Currently has a dividend yield of 6.9%. Despite recent sales declines from $100 billion in 2022 to $64 billion, the company has a promising pipeline with several oncology drugs in development, which could lead to significant revenue growth in the future [15][18]. - **Global X Nasdaq 100 Covered Call ETF**: This ETF offers a high dividend yield of 14% by generating income through selling covered calls. While it provides substantial yields, it may underperform the Nasdaq-100 index due to the nature of the covered call strategy [19][22].