Core Viewpoint - The article discusses the performance of three high-yield healthcare stocks during the COVID-19 pandemic, highlighting the contrasting strategies and outcomes of Sabra Healthcare, Omega Healthcare, and Alexandria Real Estate [1][2]. Group 1: Sabra Healthcare (SBRA) - Sabra Healthcare made decisions during the pandemic that ensured its long-term survival, but it significantly cut its dividend from $0.45 to $0.30 per share, a 33% reduction, which has remained unchanged since then [4][5]. - The company generates approximately 70% of its rents from senior housing, a sector severely impacted by the pandemic, leading to challenges for income investors relying on dividends [5][6]. - Compared to other healthcare REITs that have started to raise their dividends again, Sabra is lagging behind, making it less attractive for dividend-focused investors [6]. Group 2: Omega Healthcare (OHI) - Omega Healthcare maintained its dividend at $0.67 per share since 2019, avoiding cuts during the pandemic, which is reassuring for passive income investors [8][10]. - The company reported an 8% year-over-year increase in adjusted funds from operations (FFO) in Q2 2025 and made over half a billion in investments, indicating a readiness for growth [9]. - With the recovery in the senior housing sector, Omega is positioned as a reliable high-yield option for investors, despite not expecting significant dividend increases [10]. Group 3: Alexandria Real Estate (ARE) - Alexandria Real Estate focuses on medical research office assets and has increased its dividend annually for 15 consecutive years, even during the pandemic [11]. - The REIT's occupancy rate fell from 94.6% to 90.8% in 2025, and its FFO has been weak, but the dividend remains well-covered with an FFO payout ratio of approximately 57% [12]. - Despite concerns about the office downturn and changes in the healthcare industry, Alexandria's business model is expected to endure, making it a potential high-yield investment for conservative income investors [13][14].

Primary Health Properties prevailed in a takeover battle for rival landlord Assura, a deal that saw shareholders reject a cash offer from private equity in favor of remaining invested in a UK public company https://t.co/4iCpZPXmzw ...

Financial Highlights - Fibra Next 完成 431 million 美元的融资，为墨西哥自 2018 年以来规模最大的 IPO [1]

H&R Real Estate Investment Trust, one of Canada’s largest publicly traded real estate companies, is in discussions with multiple parties about a potential transaction that may result in a sale https://t.co/QFxlacKkPp ...

Core Viewpoint - Brookfield Infrastructure Partners (BIP) is expected to report year-over-year growth in revenues and funds from operations (FFO) per share for the first quarter of 2025, with a projected FFO per share of 81 cents, reflecting a 3.9% increase from the previous year [1][8]. Financial Performance - In the last reported quarter, BIP posted an FFO per share of 82 cents, exceeding the Zacks Consensus Estimate of 79 cents, indicating a year-over-year rise in revenues [1][2]. - The Zacks Consensus Estimate for first-quarter total revenues is $5.25 billion, representing a 1.2% increase from the year-ago figure [6]. - The Utilities segment's adjusted EBITDA is estimated at $303.7 million, down from $316 million in the prior-year quarter, while the Transport segment's adjusted EBITDA is projected at $365.9 million, a decline from $401 million [6]. Segment Performance - The Midstream segment's adjusted EBITDA is expected to rise to $280.3 million from $256 million reported in the prior-year quarter, indicating strong performance due to robust customer activity and new contracts [7]. - The Data Operations segment's adjusted EBITDA is projected to increase to $185.3 million from $130 million in the year-ago quarter, benefiting from the growing demand for data center services [7][4]. Strategic Initiatives - Brookfield's strategic focus on data infrastructure, including data centers and telecom towers, positions the company to leverage the ongoing digitalization trend [4]. - The company is likely to continue securing proceeds from asset sales, contributing to its growth initiatives [4]. Market Sentiment - Analysts' confidence in BIP's performance has waned, as the Zacks Consensus Estimate for quarterly FFO per share was revised downward by 3 cents to 81 cents [8][10]. - The current Earnings ESP for BIP is 0.00%, and it holds a Zacks Rank of 4 (Sell), indicating uncertainty regarding a potential surprise in FFO this quarter [10].