Core Insights - The article emphasizes the importance of not relying solely on Social Security for retirement income and highlights the need for supplemental income through investments [1] - Real Estate Investment Trusts (REITs) are presented as a favorable investment option for retirement due to their income-generating potential and diversification benefits [2][4] Investment Characteristics of REITs - REITs are companies that generate revenue by managing portfolios of real estate, with various types including residential, healthcare, and industrial REITs [3] - A significant advantage of REITs is their requirement to distribute at least 90% of their taxable income to shareholders, leading to higher dividend yields compared to many traditional stocks [4] Benefits of REITs in Retirement - The additional income from REITs can supplement Social Security benefits and provide a buffer against market volatility, which is crucial for retirees who may need to access their investments regularly [5][6] - Holding income-producing assets like REITs allows retirees to withdraw funds without having to sell other investments at a loss, thus preserving their overall portfolio value [6] Considerations and Outlook - While REITs offer significant upside potential, it is advised not to invest all funds in REITs due to market fluctuations and associated risks [7] - The article suggests maintaining a long-term investment strategy with REITs while potentially reducing exposure to other stocks during retirement [8]

Core Viewpoint - 2025 is projected to be a significant year for tech stocks, but real estate investment trusts (REITs) are highlighted as a promising investment option for stabilizing portfolios and generating dividend income [1] REITs Background and Performance - REITs provide essential benefits such as steady income through dividends, competitive performance, and diversification from stocks and bonds, making them critical for investors [2] - The Nareit 2026 REIT Outlook indicates that REITs showed strong operational performance in 2025, supported by high interest rates, solid fundamentals, and substantial dividends [2] Dividend Structure - By law, REITs are required to distribute at least 90% of their taxable income to shareholders, with many distributing 100%, resulting in higher and more consistent dividends compared to traditional stocks [3] Market Presence - Over 70% of U.S. pension funds incorporate REITs into their investment strategies, with more than 75% of pension plans with assets exceeding $25 billion holding REITs [4] Retirement Accounts - Investors with defined contribution plans, such as 401(k)s, are encouraged to seek REIT funds to enhance their retirement savings, as these accounts provide a tax-efficient way to gain exposure to REITs [5] International REITs - In 2025, North and South American REITs returned 5.5%, while Asian REITs achieved 28% and European REITs 19.9%, indicating a shift in performance dynamics [6] - While U.S. REITs are recognized for their familiarity and competitive performance, incorporating international REITs can enhance portfolio resilience [7]

About UDR, Inc. DENVER--(BUSINESS WIRE)--UDR, Inc. (the "Company†) (NYSE: UDR), a leading multifamily real estate investment trust, announced today that it will release its fourth quarter and full-year 2025 financial results on Monday, February 9, 2026, after the market closes. A webcast and conference call that will be open to the public will be held on Tuesday, February 10, 2026, at 12:00 p.m. Eastern Time. Domestic: 1-877-423-9813 International: 1-201-689-8573 To access a playback of the conference cal ...

UNIONDALE, N.Y., Jan. 30, 2026 (GLOBE NEWSWIRE) -- Arbor Realty Trust, Inc. (NYSE: ABR), today announced the tax treatment of its 2025 dividend distributions for common and preferred shares of beneficial interest. For tax reporting purposes, 100% of the distributions paid on our common stock during 2025 will be classified as dividend income. The 2025 taxable distributions with respect to our common stock traded under ticker symbol ABR are summarized as follows: Common Shares (CUSIP #038923108)Rec ...

NexPoint Diversified Real Estate Trust Announces 2025 Dividend Income Tax Treatment [Accessibility Statement] Skip NavigationDALLAS, Jan. 30, 2026 /PRNewswire/ -- NexPoint Diversified Real Estate Trust ("NXDT") (NYSE: NXDT) announced today the final income allocations of the Company's 2025 dividend distributions on its common shares and preferred shares. The final income allocations as they will be reported on Form 1099-DIV are set forth in the following table:Common Shares (CUSIP # 65340G205)Ex Dividend Da ...

NEW YORK, Jan. 30, 2026 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company” or “ARI”) (NYSE:ARI), today announced the Company will hold a conference call to review its fourth quarter and full year 2025 financial results on Wednesday, February 11, 2026 at 10:00 a.m. Eastern Time. The Company’s fourth quarter and full year 2025 financial results will be released after the market closes on Tuesday, February 10, 2026. During the conference call, Company officers will review fourth qua ...

Core Viewpoint - Strawberry Fields REIT, Inc. will report its year-end 2025 financial results on February 19, 2026, after market close, followed by a conference call on February 20, 2026, at 11:00 a.m. Eastern Time to discuss these results [1][2]. Company Overview - Strawberry Fields REIT, Inc. is a self-administered real estate investment trust focused on the ownership, acquisition, development, and leasing of skilled nursing and other healthcare-related properties [3]. - The company's portfolio consists of 143 healthcare facilities with over 15,600 beds, located across several states including Arkansas, Illinois, Indiana, Kansas, Kentucky, Missouri, Ohio, Oklahoma, Tennessee, and Texas [3]. - The 143 facilities include 131 skilled nursing facilities, 10 assisted living facilities, and two long-term acute care hospitals [3].

On expenses, Seavey said full-year core property operating expenses increased 1% compared to 2024. He attributed the below-CPI expense growth to payroll management at RV properties, the 2025 insurance renewal, and reduced membership sales and marketing expenses. Property management and corporate expenses increased 1% for the full year.Seavey said full-year core community-based rental income increased 5.5% versus 2024, attributing the increase primarily to rate increases on renewals and market rents on new r ...

分组1 - LCNB reported quarterly earnings of $0.4 per share, missing the Zacks Consensus Estimate of $0.44 per share, and down from $0.44 per share a year ago, representing an earnings surprise of -9.09% [1] - The company posted revenues of $23.86 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 5.10%, compared to year-ago revenues of $22.7 million [2] - LCNB has surpassed consensus EPS estimates two times over the last four quarters and has topped consensus revenue estimates two times as well [2] 分组2 - The stock's immediate price movement will depend on management's commentary during the earnings call and the sustainability of earnings expectations [3] - LCNB shares have increased by about 2.8% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] - The current consensus EPS estimate for the coming quarter is $0.42 on $22.6 million in revenues, and $1.70 on $92.7 million in revenues for the current fiscal year [7] 分组3 - The Zacks Industry Rank for Banks - Northeast is currently in the top 23% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact LCNB's performance [5] - The estimate revisions trend for LCNB was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it will perform in line with the market [6]

VERO BEACH, Fla., Jan. 29, 2026 (GLOBE NEWSWIRE) -- Orchid Island Capital, Inc. (NYSE:ORC) ("Orchid” or the "Company"), a real estate investment trust ("REIT"), today announced results of operations for the three and twelve month periods ended December 31, 2025. Fourth Quarter 2025 Results Net income of $103.4 million, or $0.62 per common share, which consists of: Net interest income of $38.5 million, or $0.23 per common shareTotal expenses of $5.8 million, or $0.04 per common shareNet realized and unrealiz ...