I have expanded my position in Alexandria Real Estate Equities, Inc. (NYSE: ARE ) by 7000% since I started covering back in February 2025. No, I am not kidding. After picking up myI'm Luuk Wierenga, an economics teacher from the Netherlands with a strong passion for income investing. My investment journey began during the COVID-19 pandemic, and since then, I've specialized in identifying Real Estate Investment Trusts (REITs) that are temporarily out-of-favor with Mr. Market. As an educator, I use fundamenta ...

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]

Key Takeaways American Tower is expected to post year-over-year declines in Q2 revenues and AFFO per share. AMT's services and data center segments are projected to show strong revenue growth from last year. Elevated churn in U.S. & Canada and high interest costs may drag down total property segment revenues.American Tower Corporation (AMT) is scheduled to release second-quarter 2025 results on July 29, before the opening bell. The company’s quarterly results are expected to reflect a year-over-year decli ...

I rate Ares Commercial Real Estate Corporation (NYSE: ACRE ) a Hold for income investors interested in commercial mortgage real estate investment trusts (REITs). With a market capitalization of $244 million, the fund is considered small vs. other peer REITs. In the lastDavid A. Johnson is founder and principal of Endurance Capital Management, a New Jersey Limited Liability Company. As an investor entrepreneur, David invests in stocks, bonds, options, ETFs, REITs, real estate, closed end funds and alternativ ...

Financial Performance - The company's market capitalization is $96 billion[5] - Total dividends paid since IPO reached $147 billion[5] - The dividend yield is 157%[5] - Tangible net book value per share was $781[9] - Comprehensive loss per share was $(013)[9] - Net spread and dollar roll income per share was $038[9] Portfolio Composition - As of June 30, 2025, the investment portfolio totaled $82242 billion[30] - 30-Year MBS accounted for 86% of the investment securities, with a fair market value of $70544 billion[30] - Fixed Rate Agency MBS and TBA securities had a weighted average coupon of 513%[32] Funding and Hedging - Average repo cost for Q2 2025 was 444%[33] - The hedge portfolio totaled $65694 billion, covering 89% of funding liabilities[37,39]

Forecast FY 2025 direct result per share (DRPS) raised to € 1.75-1.85 from € 1.70-1.80€ 108m of non-core assets sold at book valueContinued operational improvements in core portfolio: +6% like-for-like net rental income growth and +2% retailer sales growthDebt profile further strengthened through € 125m refinancing, partially with inaugural European Private Placement (EUPP)Fitch credit rating BBB with stable outlook reaffirmedFirst Dutch joint venture with Sofidy on Stadshart Zoetermeer2025 Full Service Cen ...

Group 1 - SL Green (NYSE: SLG) has underperformed over the past year, losing approximately 1% of its value and missing out on a broader market rally [1] - The office sector is facing significant challenges, yet SL Green reported better performance compared to its peers [1]

EQUITY RESEARCH | July 21, 2025 | 5:55PM CST China: C-REITs (No. 3) From debut to acceleration Since 2H24, the C-REITs market has embarked on a fast growth trajectory, supported by policy tailwinds and a conducive low-rate macro environment. As of Jun-25, four years after the market first appeared, a total of 68 C-REITs had been listed with the aggregate market cap expanding five folds to over Rmb200bn, equivalent to 0.15%/0.24% of China GDP/total stock market and 6%/1% of developers' funding gap/debt balan ...

George Hongchoy plans to retire as head of Link Asset Management, the manager of Asia’s largest real estate investment trust https://t.co/LfX6hDHQDl ...

Market Overview - The S&P 500 has resumed its rally after a brief dip earlier this year due to tariff concerns, now trading at nearly 22 times its forward earnings, approaching its highest levels in the past 25 years [1] Company Highlights Alphabet - Alphabet is trading at around 19 times forward earnings, the lowest valuation among the "Magnificent Seven" tech stocks, which average over 27 times [4] - Concerns about AI's impact on its search business have held back Alphabet's valuation, but its search revenue increased by 10% in the first quarter to nearly $51 billion [4] - The company is benefiting from AI, with CEO Sundar Pichai noting strong growth in search driven by AI features, and the rollout of the Gemini 2.5 AI model [5] Realty Income - Realty Income, a leading REIT, has a diversified portfolio that generates stable rental income, with management projecting adjusted funds from operations (FFO) between $4.22 and $4.28 per share this year [6] - The stock is trading below $57, offering a valuation of less than 13.5 times forward earnings and a dividend yield exceeding 5.5% [7] - Despite rising interest rates, Realty Income continues to grow, making $1.4 billion in acquisitions in the first quarter and projecting $4 billion for portfolio expansion this year [8][9] Energy Transfer - Energy Transfer is one of the largest master limited partnerships (MLPs) in the U.S., with a diverse portfolio of energy infrastructure assets generating stable cash flow, 90% of which comes from fee-based structures [10] - The company currently trades at the second-lowest valuation in its peer group, offering a high distribution yield of 7.5% [11] - Energy Transfer is in a strong financial position with a low leverage ratio and distribution payout ratio, expecting growth from upcoming project completions in 2026 and 2027 [12] Investment Opportunities - Despite the overall market's rising valuations, Alphabet, Realty Income, and Energy Transfer are identified as compelling investment opportunities due to their low valuations and solid growth prospects [2][13]