Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.Cash flow can come from bond interest, interest from other types of investments, and of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yie ...

JERICHO, N.Y., June 16, 2025 (GLOBE NEWSWIRE) -- Kimco Realty Corporation (NYSE: KIM) (the “Company”) today announced that its subsidiary, Kimco Realty OP, LLC (“Kimco OP” and, together with the Company, “Kimco”), has priced a public offering of $500 million aggregate principal amount of 5.300% notes due 2036 (the “notes”) with an effective yield of 5.354%, maturing February 1, 2036. The notes will be fully and unconditionally guaranteed by the Company. The offering is expected to settle on June 26, 2025, s ...

In a recent article, Dane Bowler described the persistent incongruity of shopping center operating performance and market share pricing of retail REITs. In almost every company’s recent earnings conference call, management bemoaned that their shares were trading at undeservedly steep discounts to intrinsic values. Since we are long a number of the issues, we sympathize with that sentiment, but the flip side perspective indicates the presence of opportunity. In this article, we present a few metrics that mig ...

行业概述 - 零售REIT行业拥有、开发和管理各类零售地产，包括区域购物中心、奥特莱斯、以杂货店为核心的购物场所和大型零售商聚集的购物中心[2] - 净租赁REIT专注于独立物业，租户承担租金和大部分运营费用[2] - 行业表现受经济状况、就业水平和消费者支出趋势显著影响[2] - 需求关键驱动因素包括物业地理位置和周边贸易区人口结构[2] 行业现状与趋势 - 消费者支出强劲和新供应受限支持市场动态，顶级零售地点持续引领表现[1] - 实体店仍然重要，全渠道整合和体验式零售日益流行以推动参与度和客流量[1] - 行业正经历反弹，消费者对店内购物兴趣重燃[2] - 零售REITs受益于弹性消费者支出、有限的新建筑和稳定的租户组合[3] 未来驱动因素 - 体验式零售通过融入娱乐、餐饮和互动功能提升客流量和客户参与度[3] - 混合用途开发将零售与住宅和娱乐结合，振兴城市区域并创造多功能目的地[3] - 全渠道零售成为核心，数字原生品牌越来越多地建立实体店以加深客户参与[4] - 高建筑成本、劳动力限制和严格贷款条件限制了新开发活动[5] 挑战 - 电子商务增长对实体零售商及其房东构成压力[6] - 低成本进口关税挤压零售商利润，增加门店关闭和空置风险[6] - 通胀可能导致消费者支出减少，美联储维持高利率[6] - 零售REITs依赖债务，高借贷成本增加压力[6] 行业排名与前景 - 行业Zacks排名第81位，位于前33%[8] - 行业排名前50%的行业表现优于后50%超过2比1[8] - 2025年和2026年FFO每股预估分别上调1.2%和1.1%[9] 市场表现与估值 - 行业过去一年上涨6.5%，落后于标普500的11.4%和金融板块的19.4%[11] - 行业当前远期12个月P/FFO为15.25倍，低于标普500的21.83倍和金融板块的16.21倍[14] - 过去五年行业P/FFO区间为12.21倍至18.89倍，中位数为15.19倍[17] 重点公司 - Realty Income专注于独立商业物业的收购和管理，长期净租赁模式提供稳定现金流[18][19] - 2025年FFO每股预估上调至4.28美元，同比增长2.15%[20] - Kimco Realty拥有优质购物中心，主要位于大都市郊区，租户多样化[21][23] - 2025年FFO每股预估上调至1.73美元，同比增长4.85%[22] - Essential Properties专注于单租户物业，服务导向和体验式业务占比高[24][25] - 2025年FFO每股预估为1.91美元，同比增长9.8%[26]

JERICHO, N.Y., May 29, 2025 (GLOBE NEWSWIRE) -- Kimco Realty® (NYSE: KIM) announced today that members of its management team will present at the Nareit REITweek Investor Conference on Wednesday, June 4, 2025. The webcast information is as follows: When: Wednesday, June 4, 2025 from 9:30 AM – 10:00 AM, ET Live Webcast: Kimco Realty Presentation Link, or enter https://vimeo.com/event/5090222/ into your browser. Audio from the conference will be available on Kimco Realty’s investor relations website until Jul ...

Investors might want to bet on Kimco Realty (KIM) , as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The power of ...

Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yie ...

Kimco Realty ((KIM) ) is well-positioned to gain from its grocery-anchored portfolio of premium retail properties in high-growth areas, a diversified tenant base and balance sheet-strengthening efforts. However, higher e-commerce adoption is a key concern for Kimco. High-interest expenses add to its woes.Last month, Kimco reported first-quarter 2025 funds from operations (FFO) per share of 44 cents, which outpaced the Zacks Consensus Estimate of 42 cents. The metric grew 12.8% from the year-ago quarter. Res ...

With 2025 well underway and retail real estate showing surprising resilience, two of the sector’s biggest names — Realty Income (O) and Kimco Realty (KIM) — are once again vying for investors’ attention. Both REITs have built robust business models around consumer-facing real estate, but they differ significantly in structure, strategy and risk profile.As inflation moderates and interest rates hover at a plateau, real estate investors are searching for dependable income and upside potential. The question is ...

In a Monday interview with CNBC's Jim Cramer, Kimco Realty CEO Conor Flynn described the changing business environment at shopping centers, saying "it's all about services" rather than just traditional retail storefronts."Services is all about in person, all about the e-commerce resistant type use, and that's what's driving vacancy rates to all-time lows," he said, adding that service businesses are often related to health and wellness, like urgent care and veterinary facilities.There's more demand for shop ...