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]

Realty Income Corporation (NYSE:O) is one of the stocks Jim Cramer recently shed light on. Cramer made some optimistic comments around the stock, as he remarked: “Finally, we’ve got a real estate investment trust, Realty Income… with its 5.7% yield… Of course, Realty Income is best known for paying its dividend monthly rather than quarterly. By the way, they’ve also raised that dividend four separate times this year alone. Now, the stock hasn’t exactly been on fire lately, it’s up just over 6% for the yea ...

Core Insights - REITs are ideal for investors focused on capital preservation and sustainable returns, particularly as wealth grows and compounding dividends become significant [1] - Realty Income Corp. and Alpine Income Property Trust are highlighted as attractive long-term investments for those with substantial cash [2] Realty Income - Realty Income is a REIT that provides access to real estate's wealth-generating power, requiring a high percentage of profits to be returned to shareholders, resulting in a growing dividend payout [3] - The current market cap of Realty Income is $52 billion, with a dividend yield of 5.68% and a gross margin of 48.14% [4] - The company focuses on stable sectors like grocery and convenience stores, reducing risk through triple-net leases, which transfer property-level operating expenses to tenants [5] - Realty Income's dividend yield of 5.74% is significantly higher than the S&P 500's average of 1.2%, benefiting from lower interest rates that make borrowing cheaper for expansion [6] Alpine Income - Alpine Income Property Trust, with a market cap of $250 million, is a smaller alternative to Realty Income, focusing on single-tenant commercial properties [7] - The company prioritizes publicly traded clients like Lowe's and Walmart, which have higher credit ratings and stable cash flows, and also utilizes triple-net leases to mitigate risks [8] - In Q3, Lowe's and Dick's Sporting Goods accounted for 22% of Alpine Income's annualized base rent, indicating some client concentration risk, but management is actively expanding through acquisitions [9] - Alpine Income offers a higher dividend yield of 6.67%, with potential for growth, making it an attractive long-term investment [11] Investment Comparison - Realty Income is suited for safety-focused investors due to its size and track record, while Alpine Income is riskier but offers greater growth potential for those willing to take on more risk [12]

VNQ, SCHH, and XLRE should attract more income investors next year.Real estate investment trusts (REITs) are often considered stable long-term income investments. These companies buy up a lot of properties, rent them out to businesses or individuals, and split that rental income with their investors. They also need to pay out at least 90% of their pre-tax income as dividends to maintain a lower tax rate.However, many REITs struggled in 2022 and 2023 as rising interest rates drove up the costs of buying new ...

Core Viewpoint - The real estate investment trust (REIT) sector is experiencing a recovery in 2025 as interest rates decline, with stronger fundamentals and cost management expected to lead the resurgence of certain REITs [1][2]. Group 1: Frasers Centrepoint Trust (FCT) - FCT focuses on suburban retail, deriving 54% of its gross rental income from essential product and service tenants, and reported a 0.6% year-on-year increase in distribution per unit (DPU) to S$0.12113 for FY2025 [3][6]. - The increase in DPU was driven by higher gross rental income from the acquisition of Northpoint City South Wing, with a committed occupancy rate of 98.1% and a rental reversion of 7.8% [4][5]. - FCT is enhancing its portfolio by acquiring high-performing assets and achieving over 80% leasing pre-commitment for its Asset Enhancement Initiative at Hougang Mall [5][6]. Group 2: AIMS APAC REIT (AA) - AA REIT's portfolio includes logistics and industrial properties, reporting a 1.1% year-on-year increase in DPU to S$0.0472 for 1HFY2026, with an occupancy rate of 93.3% and a rental reversion of 7.7% [7][10]. - Aggregate leverage rose to 35.0% as of 30 September 2025, while the blended debt funding cost decreased to 4.2% [8][10]. - The REIT's disciplined capital management and strategic acquisitions position it well for income growth as the economy recovers [10]. Group 3: Keppel DC REIT - Keppel DC REIT reported an 8.8% year-on-year increase in DPU to S$0.0767 for 9M2025, supported by contributions from recent acquisitions and a stable portfolio occupancy of 95.8% [11][12]. - The REIT's gross revenue and net property income surged by 37.7% and 42.2% year-on-year, respectively, with an aggregate leverage ratio of 29.8% [12][13]. - Growth catalysts include AI-driven demand and upcoming acquisitions, enhancing its position as a reliable dividend stock in the digital space [12][13]. Group 4: Mapletree Pan Asia Commercial Trust (MPACT) - MPACT reported a DPU of S$0.0201 for 2QFY2026, a 1.5% year-on-year increase, supported by strategic portfolio optimization and a 16.4% reduction in finance expenses [14][15]. - The aggregate leverage ratio improved to 37.6%, indicating sound debt management, while the focus on Singapore assets is expected to drive future growth [15]. - The post-merger strategy is yielding results, with sustained rate cuts anticipated to further support recovery [15]. Group 5: Market Outlook - As interest rates fall, REITs benefit from reduced financial pressures, with rising distributions indicating confidence in sustainable growth [18][20]. - Investors are encouraged to focus on quality REITs with visible income growth and manageable gearing, as selective ownership of resilient REITs could yield both dividend income and capital appreciation [19][20].

S&P cited the rationale behind the ratings upgrade in their report: "The upgrade follows Safehold's steady asset quality and business stability despite the stress in the CRE sector, which we believe demonstrates the structural integrity of the company's ground leases and differentiates it from other 'BBB+' rated companies." NEW YORK, Nov. 24, 2025 /PRNewswire/ -- Safehold Inc. (the "Company" or "Safehold") (NYSE: SAFE) announced today that S&P Global Ratings ("S&P") has upgraded its credit ratings on the Co ...

Group 1 - The article focuses on Alpine Income Property Trust, Inc. (PINE) and its recent activities in the fixed-income securities market [1] - Denislav Iliev, a seasoned trader with over 15 years of experience, leads a team of 40 analysts who specialize in identifying mispriced investments in fixed-income and closed-end funds [1] - The investment group Trade With Beta offers features such as frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [1] Group 2 - The article invites active investors to join a free trial and participate in discussions within a chat room populated by sophisticated traders and investors [1] - The focus on newly listed fixed-income securities indicates a strategic interest in emerging investment opportunities within this sector [1] - The emphasis on simple-to-understand financial logic suggests a commitment to transparency and accessibility in investment strategies [1]

we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.This is another article in our series dedicated to newly listed on the exchange fixed-income securities. This time, we'll focus our attention on Alpine Income Property Trust, Inc.'s ( PINE ) latestArbitrage Trader, aka Denislav Iliev has been day trading for 15+ years and leads a team of 40 analysts. They identify ...