Core Insights - Albert Anthony is a Croatian-American business author and analyst contributing to Seeking Alpha and other financial platforms, with a focus on Real Estate Investment Trusts (REITs) [1] - He has a background in business information systems and experience at Charles Schwab, which supports his analytical capabilities in equities research [1] - Anthony operates his own boutique equities research firm, Albert Anthony & Company, remotely from Texas, and is actively involved in the REIT investment space [1] Professional Background - The author has over 1,000 followers on Seeking Alpha and has published a book on REITs titled "Real Estate Investment Trusts (REITs): A Fundamental Analysis (2026 Edition)" [1] - He holds a B.A. in Political Science from Drew University and has certifications in Microsoft Fundamentals and CompTIA Project+ [1] - Currently, he is pursuing further certifications in Capital Markets & Securities Analyst (CMSA) and business intelligence/data analysis through the Corporate Finance Institute [1] Media Presence - Anthony is expanding his presence on YouTube, where he discusses REITs and shares insights from his investment portfolio [1] - He has participated in numerous business and innovation conferences, trade shows, and panel discussions, enhancing his visibility in the industry [1] - The author does not engage with non-publicly traded companies, small-cap stocks, or startup CEOs, focusing solely on publicly available data for his analyses [1]

Company Overview - Strawberry Fields REIT is a self-administered real estate investment trust focused on the ownership, acquisition, development, and leasing of healthcare-related properties [3] - The company's portfolio consists of 143 healthcare facilities with over 15,500 beds, including 131 skilled nursing facilities, 10 assisted living facilities, and 2 long-term acute care hospitals, located across multiple states [3] Upcoming Presentation - Moishe Gubin, the Chairman & CEO of Strawberry Fields REIT, will present at NobleCon21 on December 3rd at 4:30 PM Eastern Standard Time [1] - The presentation will be available via a high-definition video webcast on Noble Capital Markets' Conference website and Channelchek, with the archive accessible for 90 days post-event [2] Noble Capital Markets - Noble Capital Markets is a full-service broker-dealer established in 1984, providing investment and advisory services, and has raised billions for companies over its 40-year history [4] - The firm hosts various conferences, including the annual NobleCon, and has published over 45,000 equity research reports [4]

Core Insights - REITs in Singapore are popular for their steady payouts and attractive yields, particularly in a low-interest-rate environment, but investors often make the mistake of chasing yields without understanding the associated risks [1][2] Group 1: Yield Analysis - The average dividend yield of Singapore REITs (S-REITs) was 6.2% as of September 30, 2025, which is higher than traditional bank deposits or government bonds, making them appealing to income-seeking investors [2] - EC World REIT reported an annualised distribution yield of approximately 13.1% for 2022 and 10.7% for 2023, despite facing refinancing issues [3] - Prime US REIT's annualised distribution yield was 10.5% in 1H2022, but it surged to 23.6% a year later, with management cutting cash payouts by over 90% in 2H2023 to retain cash within the REIT [4] Group 2: Risks of High Yields - High yields can indicate underlying issues, as seen in the second quarter of 2025 when 20 out of 38 S-REITs yielded above 7% while the average gearing ratio was 40% [5] - Lippo Malls Indonesia Retail Trust's annualised yield of 9.2% in FY2016 diminished over time, leading to minimal payouts by 2023 due to high interest rates and other pressures [6][8] - Manulife US REIT reported a DPU of US$0.027 in 1H2021, but by 1H2023, distributions were halted due to a deteriorating debt situation, illustrating the risks of high yields [9][10] Group 3: Investment Considerations - To avoid yield traps, investors should focus on balance-sheet strength, including metrics like gearing, interest coverage, and the nature of debt [11][12] - Portfolio quality is crucial; for instance, CapitaLand Integrated Commercial Trust maintained high occupancy rates of 98.7% for retail and 96.2% for office properties as of September 2025, indicating strong tenant demand [14][15] - A consistent distribution track record is essential; Mapletree Logistics Trust has shown steady growth in DPU over the years, which is more reassuring than sudden spikes in yield [18] Group 4: Conclusion for Investors - Sustainable payouts backed by stable cash flow and strong balance sheets are more important than just high yield percentages [19][20]

Core Insights - Welltower Inc. is a leading real estate investment trust (REIT) focused on healthcare infrastructure, investing in senior housing, post-acute communities, and outpatient medical properties [1] - Wells Fargo has set a new price target for Welltower at $218, indicating a potential increase of 6.82% from its current trading price of $204.64 [2][6] - The Investment Committee has identified Welltower as a top stock to watch, alongside companies like Alphabet and Starbucks, indicating broad investor interest across various sectors [3] Stock Performance - Welltower's stock has recently increased by 1.16%, translating to a rise of $2.34, with a trading range between $201.55 and $205.33 [4] - The stock's highest price over the past year was $205.33, while the lowest was $123.11, indicating significant volatility [4] Market Position - Welltower's market capitalization is approximately $140.45 billion, reflecting its substantial presence in the healthcare real estate sector [5][6] - The trading volume for Welltower is 1,843,538 shares, indicating active investor engagement [5][6]

Core Viewpoint - A class action lawsuit has been filed against Alexandria Real Estate Equities, Inc. (ARE) due to alleged misrepresentations regarding its LIC property, which has led to significant stock losses for investors [1][2]. Summary by Sections Lawsuit Announcement - The lawsuit, Warren Hern v. Alexandria Real Estate Equities, Inc., was initiated in the United States District Court for the Central District of California for investors who acquired ARE securities between January 27, 2025, and October 27, 2025 [1]. Allegations of Misrepresentation - The complaint claims that ARE did not possess reliable information about its leasing spreads, development tenant pipeline, and expected occupancy growth for its life-science properties, particularly the LIC property [2]. - It is asserted that the value and growth potential of the LIC property had been declining for years, rendering the company's optimistic reports about its development pipeline and occupancy rates misleading [2]. Investor Support and Compensation - The firm Levi & Korsinsky encourages affected ARE shareholders to come forward before the January 26, 2026 deadline to seek justice and potential compensation for their losses [3]. - Investors do not need to serve as lead plaintiffs to share in any recovery from the lawsuit [3]. Firm's Track Record - Levi & Korsinsky has a history of securing substantial compensation for shareholders and is recognized as one of the top securities litigation firms in the United States, with over 70 employees dedicated to serving clients [4].

Core Viewpoint - Safehold Inc. has successfully closed a $400 million unsecured term loan, enhancing its liquidity and addressing upcoming debt maturities [1][2][3] Group 1: Financial Details - The new term loan has a maturity date of November 15, 2030, with two twelve-month extension options [1] - Safehold's borrowing rate is set at SOFR plus 90 basis points, supported by its current A3/A-/A- credit ratings [1] - The company has a SOFR swap at a 3.0% strike rate through April 2028 to hedge this transaction [1] Group 2: Use of Proceeds - Proceeds from the loan will be utilized for debt repayment and general corporate purposes [2] - The company has recently repaid $227 million of secured debt due in 2027, freeing up twelve ground lease assets that were previously collateral [2] - The new unsecured term loan replaces the repaid capital and increases the company's liquidity position to $1.3 billion [2] Group 3: Management Commentary - The CFO of Safehold stated that this financing is a strong outcome, increasing liquidity and addressing near-term maturity with flexible unsecured capital [3] - The company appreciates the support from its banking partners and believes its long-term balance sheet positions it well for delivering attractive capital solutions [3] Group 4: Company Overview - Safehold Inc. is focused on revolutionizing real estate ownership by providing innovative ground lease solutions [4] - The company aims to help owners of various property types generate higher returns with reduced risk, while being taxed as a real estate investment trust (REIT) [4]

Core Insights - Park Hotels & Resorts Inc. (PK) has completed the sale of Hilton San Francisco Hotels, which includes Hilton San Francisco Union Square with 1,921 rooms and Parc 55 San Francisco with 1,024 rooms [1][7] - This sale aligns with the company's strategic plan to divest $300-$400 million in non-core assets by 2025, allowing it to concentrate on core operations and enhance balance sheet strength for future growth [2][7] - The hotels were previously under court-ordered receivership, which secured a $725 million non-recourse CMBS Loan, resulting in Park Hotels having no economic interest in the properties [3][7] Strategic Portfolio-Rebalancing Efforts - Park Hotels has been actively reshaping its portfolio to maximize shareholder returns, having sold 46 assets for over $3 billion since 2017 [4] - The company also sold the 316-room Hyatt Centric Fisherman's Wharf in May 2025 for $80 million, further supporting its strategic rebalancing efforts [4] - PK's shares have increased by 2.1% month-to-date, outperforming the industry average of 1.3% [4]

Since early 2025, Slate Grocery REIT ( OTC:SRRTF ) has been one of my few high-conviction picks that I have in the equity REIT space. Back in February 2025, I issued an article on this grocery-anchored REIT, articulating a strong bullRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity ...

Group 1 - The company has received over 500 five-star reviews from satisfied members, indicating strong customer satisfaction and perceived value [1] - The company invests significant resources, over $100,000 annually, into researching profitable investment opportunities, particularly in real estate strategies [1] - New members can gain immediate access to the latest top investment picks and receive a discount of $100 upon joining [2] Group 2 - Jussi Askola, the President of Leonberg Capital, is a recognized expert in REIT investing, having authored award-winning academic papers and passed all three CFA exams [3] - Askola leads the investing group High Yield Landlord, which provides real-time updates on a REIT portfolio, including buy/sell alerts and direct access to analysts [3]

Group 1 - The company has received over 500 five-star reviews from satisfied members, indicating strong customer satisfaction and perceived value [1] - The company invests significant resources, over $100,000 annually, into researching profitable investment opportunities, particularly in real estate strategies [1] - New members can gain immediate access to the latest top investment picks and receive a discount of $100 upon joining [2] Group 2 - Jussi Askola, the President of Leonberg Capital, is a recognized expert in REIT investing, having authored award-winning academic papers and passed all three CFA exams [3] - The investing group led by Jussi Askola, High Yield Landlord, offers features such as multiple portfolios, buy/sell alerts, and direct access to analysts for real-time investment insights [3]