Here are the top gainers and losersAs of Friday (November 28, 2025), HMC Capital Limited led the gains on the S&P/ASX 200, with its share price rising to $3.870, an increase of $0.320 or 9.014%. Temple & Webster Group Ltd followed, lifting to $15.520 after a $1.070 gain, representing a 7.404% rise.Among the declines, Eagers Automotive Limited recorded the sharpest fall, slipping to $28.480 after a decrease of $1.100, or -3.719%. Suncorp Group Limited also moved lower, dropping $0.650 to end at $17.560, repr ...

Core Insights - The SCCM Small Cap Value Equity Strategy reported a strong performance in Q3 2025, with a return of 14.4% gross and 14.2% net, outperforming the Russell 2000 and Russell 2000 Value indices which returned 12.4% and 12.6% respectively [1] - The positive performance was attributed to Fed rate cuts, economic resilience, and increased investor risk appetite [1] Company Insights - Highwoods Properties, Inc. (NYSE:HIW) experienced a one-month return of -1.87% and a 52-week decline of 14.08%, closing at $27.88 with a market capitalization of $3.064 billion as of November 26, 2025 [2] - The SCCM Small Cap Value Equity Strategy noted that Highwoods Properties contributed positively to the portfolio, with a return of +4.1% due to stable occupancy and disciplined expense management [3] - Highwoods Properties is not among the 30 most popular stocks among hedge funds, with 20 hedge fund portfolios holding the stock at the end of Q2 2025, down from 22 in the previous quarter [4]

Core Viewpoint - The article emphasizes the importance of generating passive income through dividend-paying stocks, highlighting three key investments: Brookfield Infrastructure, Energy Transfer, and Realty Income, which contribute significantly to financial independence. Brookfield Infrastructure - Brookfield Infrastructure has consistently increased its dividend for 16 consecutive years, with a compound annual growth rate of 9% during this period [3] - The current annualized income yield on the cost basis of Brookfield Infrastructure shares is 9.4%, which is more than double the company's current dividend yield of 3.9% [4] - The company anticipates a dividend growth of 5% to 9% per year, supported by a projected growth in funds from operations (FFO) per share exceeding 10% annually, driven by organic growth and acquisitions [6] Energy Transfer - Energy Transfer has rebounded from a previous distribution cut and now offers a higher distribution level than before the pandemic, making it a top income-generating investment [7][8] - The current annualized yield on the cost basis for Energy Transfer is 10.2%, significantly above its current yield of 8.2% [8] - The company plans to increase its payout by 3% to 5% per year, backed by a multi-billion-dollar backlog of secured expansion projects and a strong financial position [10] Realty Income - Realty Income has a strong track record of delivering dependable monthly dividends, having raised its payment 132 times since its public listing in 1994, including 112 consecutive quarters [13] - The REIT has grown its payout at a compound annual rate of 4.2% and currently offers a dividend yield of 5.62% [13][14] - Realty Income plans to invest approximately $5.5 billion this year, capitalizing on a $14 trillion total investable market opportunity across the U.S. and Europe [14]

Core Viewpoint - A class action lawsuit has been announced by Rosen Law Firm on behalf of purchasers and acquirers of Alexandria Real Estate Equities, Inc. securities during the specified class period from January 27, 2025, to October 27, 2025 [1] Company Summary - Alexandria Real Estate Equities, Inc. is identified as a real estate investment trust (REIT) that specializes in life-science real estate [1]

Core Viewpoint - Dream Industrial Real Estate Investment Trust has received an upgrade in its issuer rating and senior unsecured debentures credit rating to BBB (high) with Stable trends from Morningstar DBRS, reflecting improved creditworthiness [1] Company Summary - The upgrade in credit rating from BBB to BBB (high) indicates a positive assessment of the company's financial stability and operational performance [1] - Alexander Sannikov, President & CEO of Dream Industrial, expressed pride in the credit rating upgrade, highlighting the company's commitment to maintaining strong financial health [1]

Core Viewpoint - Rithm (RITM) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system reflects changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - Rising earnings estimates for Rithm suggest an improvement in the company's underlying business, likely leading to increased stock prices [5]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 (Strong Buy) to Zacks Rank 5 (Strong Sell), and has shown a strong track record of performance [7][9]. - Only the top 20% of Zacks-covered stocks receive a "Strong Buy" or "Buy" rating, indicating superior earnings estimate revisions [10]. Recent Earnings Estimate Revisions for Rithm - For the fiscal year ending December 2025, Rithm is expected to earn $2.15 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 1.6% over the past three months [8].

Core Viewpoint - W.P. Carey (WPC) has received a Zacks Rank 2 (Buy) upgrade due to an upward trend in earnings estimates, indicating a positive outlook for the company's stock price [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system emphasizes the importance of changing earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - Rising earnings estimates for W.P. Carey suggest an improvement in the company's underlying business, likely leading to increased stock prices as investors respond positively [5][10]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7]. - W.P. Carey’s upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [9][10]. Earnings Estimate Revisions for W.P. Carey - For the fiscal year ending December 2025, W.P. Carey is expected to earn $4.92 per share, with no year-over-year change, while the Zacks Consensus Estimate has increased by 0.9% over the past three months [8].

Company Overview - Rithm Capital Corp. (RITM) is a mortgage-focused real estate investment trust (REIT) with significant investments in the mortgage servicing rights (MSR) market, along with complementary investments in mortgage origination and servicing [1] Investment Focus - The REIT provides full dividend coverage, indicating a strong commitment to returning value to shareholders [1] Market Insights - The article highlights the growing interest in artificial intelligence (AI) and its transformative impact on various industries, suggesting that the coming decade will present remarkable investment opportunities [1]

Core Viewpoint - Agree Realty Corporation (ADC) is a strong real estate investment trust (REIT) with a solid financial foundation and consistent dividend payments, making it an attractive investment option for income-seeking investors [1][2][5]. Financial Performance - ADC's asset base exceeds $9 billion, showcasing its financial strength and stability [2][6]. - The company has a market capitalization of approximately $8.11 billion and a trading volume of 532,452 shares, indicating its significant presence in the REIT sector [5]. Stock Performance - As of November 25, 2025, ADC was priced at $75.19, with Wells Fargo maintaining an "Overweight" rating and increasing its price target from $81 to $83 [1][6]. - Currently, ADC is priced at $75.18, reflecting a 1.14% increase with a price change of $0.85, and has shown volatility over the past year with a high of $79.65 and a low of $67.58 [4]. Dividend and Preferred Stock - ADC has a 30-year history of consistent dividend payments, appealing to investors seeking reliable income [2][6]. - The preferred stock, ADC.PR.A, offers a yield of 5.88% and is rated BBB-/BBB/Baa2, making it an attractive option for conservative investors [3][6].

Core Points - A class action has been filed against Alexandria Real Estate Equities, Inc. (ARE) on behalf of investors who acquired its securities between January 27, 2025, and October 27, 2025 [1] - The allegations include misleading statements regarding Alexandria's financial prospects, particularly concerning revenue and funds from operations (FFO) growth for fiscal year 2025 [2] - On October 27, 2025, Alexandria reported disappointing third-quarter financial results and reduced its FFO guidance for the full year, citing lower occupancy rates and a significant real estate impairment charge of $323.9 million [3] Company Overview - Alexandria Real Estate Equities, Inc. is a real estate investment trust (REIT) focused on life science real estate, including lab space and research facilities for tenants in the pharmaceutical, biotech, and agricultural technology sectors [1] - The company has been promoting its Long Island City (LIC) property as a key part of its Megacampus™ strategy, which has come under scrutiny due to recent allegations [2] Financial Performance - The company experienced a significant decline in stock price, dropping approximately 19% from $77.87 per share on October 27, 2025, to $62.94 per share on October 28, 2025, following the announcement of its financial results [3]