SAN DIEGO, Jan. 16, 2025 (GLOBE NEWSWIRE) -- Retail Opportunity Investments Corp. (NASDAQ: ROIC), announced today the federal tax treatment of the 2024 distributions on its shares of common stock. The federal tax treatment of the 2024 distributions as it is expected to be reported on Form 1099-DIV is as follows: Record DatePayable DateTotal Distribution per ShareOrdinary Income per ShareSection 199A Dividends1Total Capital Gain per ShareSection 1250 Recapture per Share2 <td cols ...

Carlisle Companies Incorporated (NYSE: CSL ) is an Industrial company with a market cap of $17 billion, specializing in building envelope materials. Over the last ten years, the company has performed exceptionally well, outperforming the S&P 500 very notably. The company isI am an investment professional with a background in both equity and real estate markets. I specialize in identifying long-only opportunities that offer safe and growing dividends, aiming to outperform the broader market on a risk-adjuste ...

When investors look to find the next big opportunity to invest their capital, they often focus on what’s popular at the time or having the best price action in the so-called “popularity contest” that both Warren Buffett and Keynes referred to in their work. They also mentioned that the market eventually becomes a weighing machine, turning into facts and away from these popularity measures. Speaking of Warren Buffett, there is one significant weight he takes into account when choosing his next investment. Ap ...

核心观点 - 公司专注于识别具有卓越品质和资本再投资能力的公司,目标市场资本化低于100亿美元,以实现长期资本复利增长和潜在的十倍或更高回报 [1] 投资策略 - 公司采用保守的投资策略,但偶尔会追求风险回报比有利的机会,潜在上行空间大而下行空间有限 [1] - 公司保持对这些公司的长期视角,认为这将在快速变化的投资环境中比市场指数产生更高的回报 [1] 公司选择标准 - 公司主要关注市场资本化低于100亿美元的公司,这些公司有足够的增长机会 [1] - 理想的公司应展示长期资本复利能力,复合年增长率足够高,可能带来十倍或更高的回报 [1] 教育背景 - 公司拥有金融和会计学士学位 [1]

NEW YORK, Nov. 13, 2024 /PRNewswire/ -- Rowley Law PLLC is investigating potential securities law violations by Retail Opportunity Investments Corp. (NASDAQ: ROIC) and its board of directors concerning the proposed acquisition of the company by Blackstone (NYSE: BX). Stockholders will receive $17.50 for each share of Retail Opportunity Investments stock that they hold. The transaction is valued at approximately $4 billion and is expected to close in the first quarter of 2025.If you are a stockholder of Reta ...

NEW YORK, Nov. 08, 2024 (GLOBE NEWSWIRE) -- Monteverde & Associates PC (the “M&A Class Action Firm”), has recovered money for shareholders and is recognized as a Top 50 Firm in the 2018-2022 ISS Securities Class Action Services Report. We are headquartered at the Empire State Building in New York City and are investigating Retail Opportunity Investments Corp. (Nasdaq: ROIC), relating to its proposed merger with Blackstone. Under the terms of the agreement, Blackstone Real Estate Partners X will acquire all ...

文章核心观点 - 法律公司Wohl & Fruchter LLP正在调查Retail Opportunity Investments Corp. (ROIC)被Blackstone以每股17.50美元现金收购的公平性 [1][2] 收购交易 - ROIC于2024年11月6日宣布同意被Blackstone以每股17.50美元现金收购 [2] 调查原因 - 调查内容包括ROIC董事会是否在批准交易时为股东的最佳利益行事以及商定的价格是否公平 [2] - 调查还包括是否所有与交易相关的重大信息都已充分披露 [2] 法律公司背景 - Wohl & Fruchter LLP在过去十年中代表投资者处理因欺诈和其他公司不当行为引发的诉讼并追回了数亿美元的损失 [3]

财务数据和关键指标变化 - 2024年第三季度，GAAP净收入为3210万美元，每股摊薄收益为0.25美元，其中包括2670万美元的物业销售收益 [6][7] - 同中心现金基础的净运营收入（NOI）较去年同期下降约2%，但2024年前九个月的同中心NOI增长了1.5% [7][8] - 2024年预计每股基金运营收益（FFO）在1.03至1.05美元之间 [8] 各条业务线数据和关键指标变化 - 第三季度共租出超过45万平方英尺的空间，年初至今已租出超过120万平方英尺，其中超过75%为续租活动 [10][11] - 新租赁活动的现金租金增长率为14%，续租活动的增长率为7% [11] 各个市场数据和关键指标变化 - 公司的投资组合租赁率保持在97.1%，过去十年始终高于96% [3][4] - 在西海岸，高质量的杂货锚定资产的资本化率在高5%至低6%之间 [21] 公司战略和发展方向和行业竞争 - 公司计划通过出售某些完全估值的物业并收购优质的杂货锚定购物中心来增强长期价值 [4][5] - 目前正在探索在第四季度出售额外物业，并已识别出几个潜在的非市场收购机会 [6] 管理层对经营环境和未来前景的评论 - 管理层对未来的展望乐观，预计2025年的同中心NOI增长将高于2024年 [8][9] - 租户需求强劲，许多租户愿意在空间可用之前签署租约 [10] 其他重要信息 - 公司在第三季度出售了两处物业，总金额为6900万美元，资本化率在低6%范围内 [5] - 预计2024年将继续进行积极的资本回收和投资活动 [15] 问答环节所有提问和回答 问题: 关于债券再融资的计划 - 公司预计将包括定期贷款在内进行债券再融资，预计价格在中5.5%范围内 [17] 问题: 关于同中心NOI的预期 - 预计2025年的同中心NOI增长将显著高于2024年 [18] 问题: 关于管理费用的增加原因 - 管理费用的增加主要与基于业绩的股份相关 [20] 问题: 关于交易市场的资产价值 - 近期高质量杂货锚定资产的资本化率在高5%至低6%之间 [21] 问题: 关于Fallbrook租约的进展 - 预计在年底前完成与潜在租户的租约签署 [24] 问题: 关于坏账的预期 - 租户基础健康，但对坏账的指导保持谨慎 [30] 问题: 关于Rite Aid的替代租户 - 新租户包括Dollar Tree、游泳学校、美容院和杂货店等 [38]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 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 001-33749 RETAIL OPPORTUNITY INVESTMENTS CORP. RETAIL OPPORTUNITY INVESTMENTS PARTNERSHIP, LP (Exact name of registrant as specifie ...

Retail Opportunity Investments (ROIC) came out with quarterly funds from operations (FFO) of $0.25 per share, missing the Zacks Consensus Estimate of $0.26 per share. This compares to FFO of $0.27 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of -3.85%. A quarter ago, it was expected that this real estate investment trust would post FFO of $0.26 per share when it actually produced FFO of $0.25, delivering a surprise of -3.85%.Over t ...