艾格里不动产(ADC)
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Innovent Announces Oral Presentations at ESMO Plenary and ESMO GI Congress on Clinical Data of IBI363 (PD-1/IL-2) and IBI343 (CLDN18.2 ADC)
prnewswire.com· 2024-05-20 08:14
SAN FRANCISCO and SUZHOU, China, May 19, 2024 /PRNewswire/ -- Innovent Biologics, Inc. ("Innovent") (HKEX: 01801), a world-class biopharmaceutical company that develops, manufactures and commercializes high quality medicines for the treatment of oncology, cardiovascular and metabolic, autoimmune, ophthalmology and other major diseases, announces that the company will deliver oral presentations on clinical data of its first-in-class PD-1/IL-2 bispecific antibody fusion protein (R&D code: IBI363) and novel To ...
Surprise Spring Slowdown
seekingalpha.com· 2024-05-19 21:00
Matteo Colombo Real Estate Weekly Outlook U.S. equity markets climbed to fresh record highs while benchmark interest rates dipped to one-month lows after a critical slate of inflation and retail sales data showed an unexpected cooldown of inflationary pressure alongside slowing consumer activity, lifting bets that the Fed can cut rates multiple times this year. Reflecting the mounting quantity of downside economic surprises, the Citi Economic Surprise Index dipped to the lowest level since early 2023, i ...
Net Lease REIT Chart Comparison
seekingalpha.com· 2024-05-18 06:15
Apple Tree House/DigitalVision via Getty Images Just wanted to toss out a quick piece for the weekend. As interest rates soared, I became less interested in net lease REITs. Fundamentally, they are impacted more by a change in interest rates than other REITs. That's because a larger portion of their future revenues are locked in and because their growth rates depend on accretive acquisitions. However, the market surprised me. Investors remained interested in net lease REITs, and they generally performed bet ...
3 Magnificent Stocks to Buy That Are Near 52-Week Lows
The Motley Fool· 2024-05-15 18:11
REITs投资前景 - REITs是长期投资的绝佳选择,虽然近年来表现不佳,但近期可能会有催化剂[1] - Agree Realty、Prologis和EPR Properties等多家顶级REITs目前股价接近52周低点,具有吸引人的股息率和增长前景[2] - 许多高质量的REITs目前由于利率持续高企而交易接近52周低点,投资者可以以低价购入,锁定吸引人的股息率[15] Agree Realty投资计划 - Agree Realty预计今年将投资约6亿美元到新的物业中,支持其FFO增长4%至5%[5] Prologis业绩展望 - Prologis预计其核心FFO每股年增长率将在2026年达到9%至11%,今年约为8%[10] EPR Properties投资策略 - EPR Properties由于高利率对资本成本的影响,不得不放缓投资步伐,但仍有望通过高回报项目实现FFO增长[13]
Top Stocks To Buy Now? 2 Monthly Dividend Stocks To Watch
Stockmarketcom· 2024-05-13 22:14
The stock market is a platform where investors buy and sell shares of companies, aiming to gain profits through stock appreciation or dividends. Monthly dividend stocks are attractive because they offer investors a steady stream of income, disbursing dividends every month instead of quarterly or annually. This can be particularly appealing to retirees or others needing regular income.Investing in monthly dividend stocks offers the advantage of regular income which can help with cash flow management, especia ...
What I Wish I Knew Before Buying REITs
Seeking Alpha· 2024-05-11 19:30
D-Keine I have been investing in Real Estate Investment Trusts, also known as REITs (VNQ), for well over a decade, and I have made some great but also some bad investments along the way. Back when I started investing in REITs, there unfortunately wasn't nearly as much educational material on REITs online, and as a result, I had to learn some lessons the hard way. Had I known these things, I would have avoided some painful losses and earned even better returns over the years. Here are 5 important lessons ...
The 3 Best Dividend Growth Stocks to Buy in May 2024
InvestorPlace· 2024-05-10 08:00
Dividend investing has a long, successful track record that makes it one of the best strategies investors can use. The best dividend growth stocks to buy tend to be those that regularly raise their shareholder payout.The asset managers at Hartford Funds looked at the performance of the benchmark S&P 500 going all the way back to 1930, and found that dividends contributed 40% to the total return of the index over that 91-year period. Reinvesting dividends in the benchmark, coupled with the power of compoundi ...
1 Magnificent Dividend Stock Down 25% to Buy and Hold Forever
The Motley Fool· 2024-05-09 18:32
A falling stock price has made Agree Realty an even more attractive passive-income investment.Agree Realty (ADC -1.44%) has become a magnificent dividend stock over the past decade. The real estate investment trust (REIT) has grown its dividend at a 5.6% compound annual rate during that period. It also switched from making quarterly dividend payments to a monthly schedule, increasing its attractiveness to those seeking a recurring income stream. Despite Agree Realty's success, shares of the REIT have slumpe ...
Agree Realty Announces Pricing of $450 Million of 5.625% Senior Unsecured Notes Due 2034
Prnewswire· 2024-05-07 04:05
文章核心观点 公司宣布运营合伙企业定价发售4.5亿美元2034年到期的5.625%优先无担保票据,预计5月13日完成发行,所得款项用于一般公司用途,此次发行有助于公司持续增长和增强流动性 [1] 分组1:票据发行情况 - 公司运营合伙企业定价发售4.5亿美元2034年到期的5.625%优先无担保票据,公开发行价格为本金的98.827%,有效到期收益率为5.779%,预计5月13日完成发行 [1] - 票据为运营合伙企业的优先无担保债务,由公司及其某些子公司担保 [1] 分组2:资金用途 - 公司预计将此次发行所得净收益用于一般公司用途,包括减少高级无担保循环信贷安排下的未偿金额,以及为房地产收购和开发活动提供资金 [1] 分组3:发行意义 - 此次发行使公司能够持续增长,将流动性状况提升至超13亿美元,加权平均债务期限延长至约7年(不包括无担保循环信贷安排),2028年前无重大债务到期 [2] - 公司签订的远期起息互换降低了票据的有效利率,体现了审慎的资产负债表管理 [2] 分组4:发行相关方 - PNC Capital Markets LLC、花旗集团、摩根大通、富国证券、美银证券和瑞穗证券担任此次发行的联席账簿管理人 [2] - 摩根士丹利、Raymond James、Regions Securities LLC、Stifel和美国合众银行担任此次发行的副经理 [2] 分组5:公司概况 - 公司是一家公开交易的房地产投资信托公司,截至2024年3月31日,拥有并运营2161处物业,分布在49个州,总可租赁面积约4490万平方英尺,普通股在纽约证券交易所上市,代码为“ADC” [5]
Stagflation Is Back
Seeking Alpha· 2024-04-28 21:00
文章核心观点 本周美国股市反弹,尽管基准利率持续上升,但企业财报季开局良好抵消了令人失望的经济数据;房地产市场本周企稳,不同板块表现各异,同时市场关注美联储政策会议及经济数据对利率走向的影响 [4][6] 市场整体表现 股市 - 标普500指数本周上涨2.8%,抹去上周跌幅;大型科技股带动纳斯达克100指数上涨超4%;小盘股和国内聚焦板块涨幅较缓,小型股600指数和中型股400指数各上涨约2% [6] 房地产市场 - 房地产股票本周企稳,权益型房地产投资信托基金(REIT)指数本周上涨1.5%,18个房地产板块中有14个呈正向走势;抵押型REIT指数上涨2.3%;房屋建筑商和住房100指数也上涨超2% [6] 债券市场 - 10年期国债收益率本周再上升4个基点至4.67%,为去年11月以来最高水平;政策敏感的2年期国债收益率本周收于5%以上 [8] 商品市场 - WTI原油今年上涨20.6%,推动大宗商品综合指数上涨7.0%;天然气下跌30.6%;黄金上涨13.3%;汽油上涨0.6% [36][37] 企业财报情况 整体情况 - 据FactSet数据,77%的标普500成分股公司公布的每股收益高于市场普遍预期,高于10年平均水平;第一季度综合盈利增长率目前为3.5%,较上周的0.6%大幅上升 [8] 房地产企业财报 - 本周约24家REIT和6家房屋建筑商公布财报,显示住宅租金意外企稳、零售基本面保持积极势头、办公租赁活动显著反弹、商品导向型房地产板块租赁趋势疲软以及建筑活动整体放缓 [15] - 已公布财报的30家权益型REIT中,28家提供了最新指引,11家(39%)上调全年运营资金(FFO)展望,13家(46%)维持,4家(14%)下调 [15] 经济数据 本周数据 - GDP数据显示美国第一季度经济增长远低于预期,通胀加速,实际国内生产总值年化增长率为1.6%,为2022年第二季度以来最慢;核心个人消费支出(PCE)物价指数第一季度上涨3.7%,为一年来最高季度通胀数据 [12] - 3月PCE报告显示通胀上升较为温和,整体PCE环比上涨0.3%,同比上涨2.7%;核心PCE环比上涨0.4%,同比上涨2.8% [12] 下周经济数据展望 - 市场关注美联储政策会议,预计联邦公开市场委员会(FOMC)将维持基准利率在当前5.5%的上限不变,投资者关注更新的“点阵图”和美联储主席鲍威尔的评论 [38] - 就业数据是下周经济数据的重点,包括JOLTS报告、ADP就业人数、失业救济申请数据和美国劳工统计局(BLS)非农就业报告;经济学家预计4月新增就业约21万个 [38] 各板块表现 公寓板块 - 公寓REIT本周表现领先,Equity Residential和AvalonBay分别上涨6%和4%,AvalonBay上调全年展望,Equity Residential维持全年指标但租赁利差加速扩大 [16] 净租赁板块 - 三家净租赁REIT本周公布财报,Agree Realty上涨2%,Essential Properties上涨1%并上调全年FFO展望,Getty Realty持平 [17] 办公板块 - 办公REIT财报季开局强劲,本周四家办公REIT显示2024年初租赁活动加速,Highwoods、Cousins Properties、COPT Defense和Empire State Realty均有不同程度上涨 [19] 医疗保健板块 - 医疗办公建筑REIT Healthpeak上涨近5%,上调全年FFO展望;实验室空间所有者Alexandria上涨0.5%,维持全年FFO增长5.6%的展望 [21] 购物中心板块 - 零售REIT的初步报告显示基本面相对健康,West Coast-focused Retail Opportunity、Phillips Edison表现平稳,Hawaii-focused Alexander & Baldwin上涨0.5%并上调全年FFO指引 [24] 工业板块 - 工业REIT本周表现不佳,EastGroup下跌2%,报告显示物流基本面有所缓和,运营指标低于市场预期 [24] 制造住房板块 - Equity LifeStyle下跌3%,尽管业绩相对强劲并上调全年同店净营业收入(NOI)和FFO增长展望,但RV部门仍面临挑战 [26] 仓储板块 - CubeSmart下跌3%,仓储REIT财报季开局喜忧参半,因住房市场活动低迷和新供应增长创纪录,仓储基本面持续疲软 [27] 商场板块 - 服装零售商Express申请第11章破产保护,计划关闭至少100家门店;Simon Property等组成的投资集团有意收购Express品牌 [29][30] 抵押型REIT板块 - 抵押型REIT连续第二周表现优于权益型REIT,住宅抵押型REIT表现突出,商业抵押型REIT业绩参差不齐 [33][34]