WINTER PARK, Fla., Jan. 20, 2026 (GLOBE NEWSWIRE) -- Alpine Income Property Trust, Inc. (NYSE: PINE) (the “Company”) today announced the acquisition of a 6,529-square foot retail property in downtown Aspen, Colorado for $10.0 million at an initial cap rate of 8.5% with 1.25% annual escalators. The acquisition was structured as a 50-year absolute triple net master lease with an established commercial real estate firm that specializes in retail project leasing. Situated in a desirable retail corridor, the pro ...

Core Insights - The performance of the Southeastern Small-Cap Fund has been mixed, with the underlying developments of holdings being better than stock price returns, particularly in a challenging market environment [2][3] - The fund's portfolio has a lower percentage of big winners compared to the Russell 2000, with only 15% of its holdings up an average of 30% compared to over 35% of the index's holdings up 70%+ [3] - The fund has maintained a strong position in the mid-range performance category, outperforming the Russell 2000 in that segment [4] - The fund's exposure to decliners was limited, with only 10% of the portfolio in this category, resulting in lower average losses compared to the index [5] Performance Analysis - The fund's average performance in the -20% to +20% return bucket was better than the Russell 2000's 0% return, with key holdings like White Mountains, CNX, and Rayonier contributing positively [4] - The fund's cash position and stable investments like Kodak initially provided safety but later became performance headwinds [6] - The fund's leverage rules have been effective in avoiding pitfalls, and adjustments to the overweight rule have been made to enhance performance [7][8] Notable Contributors - Beclé, a tequila and whiskey manufacturer, was a significant contributor due to its undervaluation and strong market position [9] - GCI Liberty, a communications company in Alaska, benefited from its unique market position and insider support from John Malone [10] - Graham Holdings showed strong performance due to growth in its education and healthcare segments [11] - Mattel has positioned itself well with strong brand power and a robust balance sheet, leading to significant stock repurchases [12] - Oscar Health experienced above-market growth but was exited due to emerging industry risks [14] Notable Detractors - Boston Beer faced challenges due to declining volumes in its major brands, although management is actively addressing these issues [15] - Clearwater Paper struggled with a weak market for solid bleached sulfate paperboard, but management is focusing on share repurchases [16] - Park Hotels & Resorts was impacted by macroeconomic concerns affecting leisure travel, leading to a decision to exit the position [18] Portfolio Activity - The fund made seven new purchases during the year, including GCI Liberty and Beclé, while exiting eight positions, including Kodak and Oscar Health [20][19] Outlook - The fund anticipates continued engagement through research perspectives and podcasts, focusing on quality investments amid market volatility [21] - The fund's strategy emphasizes owning resilient, free cash flow-generating assets to navigate market fluctuations effectively [22]

Core Viewpoint - A class action lawsuit has been filed against Alexandria Real Estate Equities, Inc. for securities fraud following a significant stock drop attributed to potential violations of federal securities laws [1][3]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Central District of California, captioned Hern v. Alexandria Real Estate Equities, Inc., et al., No. 2:25-cv-11319 [3]. - Investors have until January 26, 2026, to request to be appointed to lead the case [3]. Group 2: Company Background - Alexandria Real Estate is a real estate investment trust focused on tenants in life science industries, including pharmaceutical and biotechnology companies [4]. Group 3: Financial Performance and Stock Impact - Alexandria Real Estate reported lower-than-expected results for Q3 2025, leading to a stock price drop of $14.93 per share, or over 19%, from $77.87 to $62.94 on October 27-28, 2025 [6]. - The company announced a real estate impairment charge of $323.9 million, with $206 million related to its Long Island City property, which was deemed not suitable for life science scaling [5][6].

Group 1 - Annaly Capital Management (NLY) is a significant player in the mortgage REIT sector and has been recommended as a "Buy" [1] - Dynex Capital is mentioned as a direct competitor for investor capital in the same sector [1] - The analysis aims to identify profitable and undervalued investment opportunities primarily in the U.S. market [1] Group 2 - The author combines roles as an Investment Consultant and Active Intraday Trader to maximize returns [1] - The approach includes a combination of macro-economic analysis and real-world trading experience [1] - The goal is to build a balanced portfolio of U.S. securities [1]

Core Viewpoint - A class action lawsuit has been filed against Alexandria Real Estate Equities, Inc. and certain senior executives for securities fraud following a significant stock drop due to potential violations of federal securities laws [1]. Group 1: Lawsuit Details - The lawsuit is based on claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934, representing investors in Alexandria Real Estate securities [3]. - Investors have until January 26, 2026, to request to be appointed to lead the case, which is pending in the U.S. District Court for the Central District of California [3]. Group 2: Company Background - Alexandria Real Estate is a real estate investment trust focused on tenants in life science industries, including pharmaceutical and biotechnology companies [4]. Group 3: Financial Performance and Stock Impact - Alexandria Real Estate reported lower-than-expected results for Q3 2025, leading to a stock price drop of $14.93 per share, or over 19%, from $77.87 to $62.94 on October 27-28, 2025 [6]. - The company announced a real estate impairment charge of $323.9 million, with $206 million attributed to a property in Long Island City, indicating lower occupancy rates and slower leasing activity [5][6].

Group 1: Realty Income - Realty Income, a real estate investment trust (REIT), has not recovered from the pandemic sell-off and is currently trading at a near 25% discount from its all-time high [2][4] - The company has approximately 15,500 single-tenant commercial properties with an occupancy rate of nearly 99%, and it continues to expand through acquisitions and development [4] - Realty Income's monthly dividend has increased annually since 1994, currently at $3.24 per share, resulting in a dividend yield of 5.3% [5] - The stock trades at 14 times its funds from operations (FFO) income of $4.20 per share, indicating potential value [5] - Falling interest rates may reduce interest expenses, allowing for more capital to be invested in expansion, which could attract more investors [6] Group 2: MercadoLibre - MercadoLibre has historically provided significant returns through its e-commerce, fintech, and logistics services in Latin America, even during economic turmoil [7] - Recently, the stock has faced challenges due to increased e-commerce competition and a 58% rise in provisions for doubtful accounts, leading to a 20% discount from its 52-week high [8][9] - Despite these challenges, revenue grew by 37% in the first three quarters of 2025, with potential economic improvements in Argentina and Venezuela further supporting growth [10] - The company's P/E ratio stands at 52, significantly higher than the S&P 500 average of 31, suggesting that a recovery in stock price is plausible as revenue growth may accelerate [11]

Core Viewpoint - Investing in ultra-high-yield dividend stocks can generate significant passive income, with a potential of over $3,700 from a $50,000 investment by 2026. Group 1: Ares Capital - Ares Capital offers a dividend yield of approximately 9.4%, with an expected dividend income of around $940 from a $10,000 investment this year [2][4]. - The company has maintained or grown its dividend for 65 consecutive quarters, indicating a stable dividend trend [4]. Group 2: Energy Transfer LP - Energy Transfer LP has a forward distribution yield of 7.6%, which would yield at least $760 in passive income from a $10,000 investment by 2026 [5][6]. - The company is well-positioned to meet the growing demand for electricity in the U.S. due to its extensive natural gas pipeline network and storage capacity [6]. Group 3: Pfizer - Pfizer's forward dividend yield is nearly 6.9%, translating to approximately $690 in passive income from a $10,000 investment by 2026 [7][10]. - Despite a high dividend payout ratio of 99.4%, Pfizer continues to generate sufficient free cash flow to maintain its dividend, with plans for future growth [8][10]. Group 4: Verizon Communications - Verizon Communications has a forward dividend yield just below 7%, expected to add around $700 to passive income from a $10,000 investment this year [11]. - The company has announced its 19th consecutive annual dividend increase, supported by robust free cash flow growth [12]. Group 5: Vici Properties - Vici Properties has a forward dividend yield of nearly 6.5%, contributing to a total passive income of over $3,700 when combined with the previous stocks [13][15]. - As a real estate investment trust (REIT), Vici is required to return at least 90% of its profits as dividends, and it owns a significant portfolio of high-profile gaming and entertainment properties [15].

Federal Realty Investment Trust (NYSE:FRT – Get Free Report) and Phillips Edison & Company, Inc. (NASDAQ:PECO – Get Free Report) are both mid-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their risk, valuation, profitability, earnings, dividends, analyst recommendations and institutional ownership. Get Federal Realty Investment Trust alerts: Valuation & EarningsThis table compares Federal Realty Investment Trust and Phillips Edison & Compa ...

Core Viewpoint - A class action lawsuit has been filed against Alexandria Real Estate Equities, Inc. for securities fraud following a significant stock drop attributed to potential violations of federal securities laws [1]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Central District of California, captioned Hern v. Alexandria Real Estate Equities, Inc., et al., No. 2:25-cv-11319 [3]. - Investors have until January 26, 2026, to request to be appointed to lead the case [3]. Group 2: Company Background - Alexandria Real Estate is a real estate investment trust focused on tenants in life science industries, including pharmaceutical and biotechnology companies [4]. Group 3: Financial Performance - Alexandria Real Estate reported lower-than-expected results for Q3 2025, leading to a stock price drop of $14.93 per share, or over 19%, from $77.87 to $62.94 on October 28, 2025 [6]. - The company announced a real estate impairment charge of $323.9 million, with $206 million attributed to its Long Island City property, which was deemed not suitable for life science scaling [5][6].

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