Gladstone Land(LAND)

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Gladstone Land(LAND) - 2025 Q1 - Quarterly Results
2025-05-13 04:06
EXHIBIT 99.1 Gladstone Land Announces First Quarter 2025 Results Please note that the limited information that follows in this press release is a summary and is not adequate for making an informed investment decision. McLean, VA, May 12, 2025: Gladstone Land Corporation (Nasdaq: LAND) ("Gladstone Land" or the "Company") today reported financial results for the first quarter and year ended March 31, 2025. A description of funds from operations ("FFO"), core FFO ("CFFO"), and adjusted FFO ("AFFO"), all non-GA ...
Gladstone Land(LAND) - 2025 Q1 - Quarterly Report
2025-05-13 04:04
FORM 10-Q (Mark One) Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________ to _______________ Commission file number: 001-35795 GLADSTONE LAND CORPORATION (Exact name of registrant as specified in it ...
Gladstone Land: Preferred Shares Offer Good Value Before Fed Rate Cuts (Rating Upgrade)
Seeking Alpha· 2025-05-09 23:57
I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely from a fundamental long-term point of view. On Seeking Alpha I mostly cover REITs and financials, with occasional articles on ETFs and other stocks driven by a macro trade idea.Analyst’s D ...
Gladstone Land: Farm Land REIT Struggles After IPO
Seeking Alpha· 2025-05-08 07:57
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...
Gladstone Land: This Land REIT Suffers From Expensive Capital Structure
Seeking Alpha· 2025-05-06 16:04
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!Gladstone Land (NASDAQ: LAND ) is a specialized REIT which focuses on farmland. The business and its shares have seen a real boom-bust cycle during the pandemic, as a $10 stock in 2020 rose to hig ...
A Golden Buying Opportunity For Preferred Stock Investors
Seeking Alpha· 2025-05-02 19:05
Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering from Texas A&M with a focus on applied mathematics and machine learning.Samuel leads the High Yield Inve ...
Baby Bonds, Preferreds, And Helping Investors Afford Retirement
Seeking Alpha· 2025-03-26 03:45
文章核心观点 - 探讨优先股和微型债券对投资者的吸引力、风险及投资选择,分析不同资产的特点和潜在投资机会 [1][2] 优先股相关 优先股特点及吸引力 - 对发行公司而言,优先股可带来股权类风险,无债务的合同义务,信用机构看法更积极,且融资成本低于普通股,是受欢迎的融资方式 [4] - 对投资者来说,优先股收益率较高,在资本结构中优先于普通股,能提供更稳定的收入 [5][6] 优先股受关注少的原因 - 发行数量少,流动性低,报道少 [8] - 投资者倾向追求普通股的总回报和增长潜力 [9] - 优先股缺乏股息增长,难以应对通胀 [9][10] 优先股投资选择 - Gladstone Land Corporation优先股:有两个系列,票面利率6%,当前收益率近7.5%,为累积优先股,有税收优势,按月支付股息,管理层回购股份,有2.6倍的净资产覆盖率和超2倍的股息覆盖率,债务和租赁到期安排合理,土地资产抗风险能力强 [24][25][34] - ACRES Commercial Realty Corp优先股:包括D系列固定利率优先股和C系列浮动利率优先股,C系列有高保底利率,接近面值交易,D系列在C系列被赎回后有资本增值空间,公司目前不支付普通股股息但回购股份,预计今年晚些时候支付7%-8%的普通股股息 [68][70][75] 微型债券相关 微型债券特点 - 交易于证券交易所,票面价值25美元,与多数优先股相似,在资本结构中优先于优先股和普通股,违约风险与传统债券类似,通常规模较小、期限较短,流动性较低,适合长期持有 [12][13][16] 微型债券风险与收益 - 风险低于优先股,在市场风险或波动时,公司可能暂停优先股股息,但仍需支付微型债券利息,不过收益率通常也较低,一些小型公司发行的微型债券收益率可能较高 [19][20][21] 微型债券投资选择 - Oxford Lane Capital微型债券:公司通过发行低息债务购买高收益资产,有监管限制确保债务覆盖,利息覆盖率超10倍,可构建债券阶梯获取收益 [78][80][83] 其他投资选择 Brookfield Renewable Partners - 是合伙企业单位,适合追求高收益和分红增长的投资者,信用评级为BBB+,由Brookfield和Brookfield Asset Management支持,拥有多元化可再生能源基础设施组合,现金流稳定,约90%来自合同资产,平均期限13年,约70%的合同与通胀挂钩,与微软等大型企业有合作,有望受益于人工智能发展,目前收益率6%-7%,预计单位现金流和分红年增长率超10% [41][43][60] Scotiabank - 是加拿大第三大金融机构,191年来从未错过季度股息支付,股息持续增长,目前收益率5%-6%,股息为合格股息收入,但需缴纳15%加拿大预扣税,以加元支付,受益于加拿大经济增长预期 [88][89][90] 投资风险与建议 高收益投资风险 - 高收益不一定意味着高风险,也可能是市场误解或不确定性,但公司可能因其他债务需求转移优先级,高收益公司现金流波动可能导致股息不稳定 [93][94][96] 股息资产安全性评估 - 关注资产的资产负债表强度、商业模式稳定性和当前派息率,避免过度杠杆和周期性业务风险 [97][98][99] 风险管理与多元化 - 根据投资目标选择资产,购买多种符合目标且风险调整后回报有吸引力的资产,考虑资产间的相关性 [102][103] 政治动荡影响 - 政治问题通常是短期因素,投资优质公司和商业模式,构建多元化投资组合可降低政治动荡影响 [103][104] 股息投资组合回报目标 - 9%-10%的年化回报在股票投资组合中是可以实现的,可通过6%-7%的股息收益率、3%-5%的股息增长率和资本循环策略来实现 [109][110][111]
Gladstone Land: Unpacking A Farmland REIT Business Model
Seeking Alpha· 2025-02-27 03:50
文章核心观点 - 房地产形式多样本质上阳光下有形事物都可视为实物资产 通常指土地及其上改良物构成的财产 [1]
Gladstone Land: You Shouldn't Get 7.5% Yield On Preferreds, Yet Here We Are
Seeking Alpha· 2025-02-26 18:49
文章核心观点 公司提供多种投资组合服务,吸引投资者尝试,各组合有不同特点和目标 [1][2][3] 投资组合相关 保守收入组合 - 目标是寻找最具价值且安全边际最高的股票,还会用最优价格期权降低投资波动性 [1] 增强股票收益解决方案组合 - 旨在降低波动性,同时实现7 - 9%的收益率 [1] 备兑看涨期权组合 - 提供低波动性的收入投资,注重资本保全 [2] 固定收益组合 - 专注于购买有高收入潜力且相对同类证券被严重低估的证券 [2] 投资团队及组合 - Trapping Value团队与Preferred Stock Trader合作运营保守收入投资集团,该集团有两个创收投资组合和一个债券阶梯 [3] 优惠活动 - 首次会员可享受年度会员折扣,还有11个月退款保证 [1] 过往研究 - 曾研究过通过Gladstone Land(纳斯达克股票代码:LAND)投资农田的情况 [2]
Does Gladstone (LAND) Have the Potential to Rally 29.61% as Wall Street Analysts Expect?
ZACKS· 2025-02-24 23:55
文章核心观点 - Gladstone Land(LAND)股票过去四周上涨5.6%,华尔街分析师设定的短期目标价显示其仍有上涨空间,但仅依据目标价投资不明智,分析师上调每股收益预期及公司的Zacks排名显示其股价近期有上涨潜力 [1][3][9] 分析师目标价情况 - 公司上一交易日收盘价11.11美元,华尔街分析师设定的平均目标价14.40美元,意味着有29.6%的上涨潜力 [1] - 五个短期目标价从12.50美元到16美元不等,标准差为1.24美元,最低估计涨幅12.5%,最乐观估计涨幅44% [2] 目标价参考的局限性 - 仅依靠目标价做投资决策不明智,分析师设定目标价的能力和公正性存疑 [3] - 研究表明目标价常误导投资者,分析师设定的目标价很少能指示股票实际走向 [5] - 分析师常因公司业务激励设定过高目标价 [6] 目标价参考的价值 - 目标价标准差小表明分析师对股价走势和幅度有高度共识,可作为进一步研究的起点 [7] 公司股价上涨原因 - 分析师上调每股收益预期显示对公司盈利前景乐观,盈利预期修正趋势与近期股价走势强相关 [9] - 过去30天有一个当前年度的盈利预期上调,无下调,Zacks共识预期提高2.6% [10] - 公司Zacks排名为2(买入),处于基于盈利预期排名的4000多只股票的前20%,表明股价近期有上涨潜力 [11]