Real Estate Investment Trusts
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FCPT Announces Acquisition via Sale-Leaseback of a GreatWater 360 Auto Care Property for $2.3 Million
Businesswire· 2026-01-28 07:38
MILL VALLEY, Calif.--(BUSINESS WIRE)--Four Corners Property Trust (NYSE:FCPT), a real estate investment trust primarily engaged in the ownership and acquisition of high-quality, net-leased restaurant and retail properties ("FCPT†or the "Company†), is pleased to announce the acquisition of a GreatWater 360 Auto Care property for $2.3 million via sale-leaseback. The property is located in a highly trafficked corridor in Minnesota and is corporate-operated under a long term, triple net lease. The. ...
Cherry Hill Mortgage: Performance Concerns Lead To Downgrade Of Preferreds (CHMI)
Seeking Alpha· 2026-01-28 03:46
Cherry Hill Mortgage Investment Corporation ( CHMI ) is an mREIT, or a real estate investment trust that invests in mortgages. In addition to offering a high dividend yield on its common shares, the company also offers two preferred shares. The Series A preferredOther writing on Substack: https://yieldstrategies.substack.com/I am currently focused on income investing through either common shares, preferred shares, or bonds. I will occasionally break away and write about the economy at large or a special sit ...
Apollo Commerical Finance (ARI) Upgraded to Buy: Here's What You Should Know
ZACKS· 2026-01-28 02:01
Investors might want to bet on Apollo Commerical Finance (ARI) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.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 th ...
Realty Income to pay dividends on January 23; Here's how much 100 O shares will earn
Finbold· 2026-01-27 22:55
公司股息支付安排 - 公司宣布了2026年内的第二次月度股息 每股0.27美元 支付日期为2026年2月13日 股权登记日为2026年1月30日 [1] - 此次股息支付金额与上一次(2026年1月15日支付)持平 无变化 维持了月度支付的惯例 [1][2] - 若投资者持有100股公司股票 在下个月(指2026年2月)将获得27美元的股息收入 [2] 股息历史与预测 - 公司股息支付金额在过去存在波动 因此难以准确预测全年股息总收入 [3] - 若2026年全年支付计划保持不变 预计全年股息总收入将达到325美元(基于持有100股的计算) [3] - 在2025年 公司股息曾上调五次 其中一次上调幅度为1.52% 另外四次上调幅度均为0.19% [3] 股息收益率与行业对比 - 公司被称为“月度股息公司” 其基于远期估算的股息收益率在5.33%至5.36%之间 [4] - 该收益率显著高于房地产行业4.46%的平均收益率 [4] 股息支付可持续性分析 - 公司远期派息比率高达188.8% 表明当前股息支付可能超过了预期收益 [5] - 尽管这种高派息比率在专注于现金流的房地产投资信托基金同行中并不少见 但若收益增长未能加速 可能引发对长期可持续性的担忧 [5] - 公司远期年度股息支付总额为每股3.24美元 对于寻求稳定月度收入的投资者仍具吸引力 但高派息比率可能令更关注股息持久性的投资者却步 [6]
Tether minted about $15B in profit last year—its CEO makes the case for stablecoins
Fortune· 2026-01-27 20:43
Good morning. CFOs should be paying attention to stablecoins this year, even if they’re not quite ready to use them yet.Stablecoins are digital assets designed to maintain a stable value, typically pegged to and backed by the U.S. dollar or equivalent assets. Passage of the GENIUS Act has helped clarify how stablecoins are regulated, pushing them from a “crypto side-topic” into mainstream treasury and finance discussions.My colleague Jeff John Roberts takes a deep dive into stablecoins in his new Fortune fe ...
Whitestone REIT Announces Fourth Quarter 2025 Earnings Webcast and Conference Call
Globenewswire· 2026-01-27 20:00
HOUSTON, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Whitestone REIT (NYSE:WSR) (“Whitestone” or the “Company”) today announced that it will release its financial results for the fourth quarter and full year ended December 31, 2025 after the market close on Wednesday, February 25, 2026. The Company will host a webcast and conference call to discuss the results on Thursday, February 26, 2026, at 8:30 A.M. Eastern Time. The call will be led by Dave Holeman, Chief Executive Officer. The webcast and conference call acces ...
FCPT Announces Acquisition of a McAlister's Deli Property for $2.3 Million
Businesswire· 2026-01-27 07:15
MILL VALLEY, Calif.--(BUSINESS WIRE)--Four Corners Property Trust (NYSE:FCPT), a real estate investment trust primarily engaged in the ownership and acquisition of high-quality, net-leased restaurant and retail properties ("FCPT†or the "Company†), is pleased to announce the acquisition of a McAlister's Deli property for $2.3 million. The property is newly constructed, located in a strong retail corridor in Michigan, and is franchisee-operated under a long-term net lease. The transaction was pr. ...
PotlatchDeltic Corporation's Financial Overview and Market Position
Financial Modeling Prep· 2026-01-27 01:00
公司概况与行业地位 - PotlatchDeltic Corporation是一家在林地及房地产领域根基稳固的房地产投资信托基金,以其可持续森林管理及对环境和社会责任的承诺而闻名 [1] - 公司在纳斯达克上市,与同样在纳斯达克上市的Nature Wood Group等业内公司竞争 [1] 财务表现与分析 - 公司2025财年第三季度实现净收入2590万美元,摊薄后每股收益为0.33美元,营收为3.142亿美元 [3] - 当季每股收益0.33美元,显著超过了Zacks一致预期的0.15美元,显示出强劲的财务增长 [3] 分析师观点与价格目标 - 市场对PotlatchDeltic的一致目标价已从去年(2024年)的51.75美元降至上月(2025年4月)的45美元,这反映了分析师情绪的变化 [2] - 然而,RBC Capital设定了更为乐观的60美元目标价,表明其对公司股票未来潜力的信心 [2][4] - 尽管近期一致目标价有所下调,但公司出色的财报和RBC Capital的乐观目标价共同反映了积极的前景 [4][5]
LTC Kicks Off 2026 with $108 Million SHOP Acquisition
Businesswire· 2026-01-26 22:15
公司战略与投资 - LTC Properties公司宣布以1.08亿美元收购一个高级住房运营资产包 [1] - 收购资产包位于佐治亚州亚特兰大,包含三处物业 [1] - 资产包包含近400个独立生活、辅助生活和记忆护理单元 [1] - 资产入住率已稳定在92% [1] - 物业建造于2014年至2016年之间 [1] 行业与资产类别 - 公司是一家房地产投资信托基金,专注于投资高级住房和医疗保健类物业 [1] - 此次收购的资产类型为高级住房运营资产 [1]
3 Safe Dividend Stocks Yielding At Least 3% to Buy Without Hesitation Right Now
The Motley Fool· 2026-01-26 05:10
文章核心观点 - 当前标普500指数股息率约为1.2% 处于历史低位附近 但市场仍存在有吸引力的收益机会 文中重点介绍了三家股息率至少为3%且安全的高质量公司 这些公司业务和财务状况稳健 股息增长记录良好 预计将继续增加派息 [1][14] Brookfield Infrastructure (BIPC / BIP) - 公司为全球基础设施运营商 股息率约为3.8% [2] - 业务组合多元化 涵盖公用事业、交通、能源中游和数据领域 大部分业务产生持久现金流 其中85%的运营资金(FFO)来自与通胀挂钩或受监管费率结构的长期合同 [2] - 股息支付目标为稳定现金流的60%至70% 剩余部分用于再投资以扩张业务 [3] - 目前资本项目储备约78亿美元 预计在未来两到三年内完成 其中大部分(近60亿美元)在数据板块 包括对美国半导体晶圆厂和多个全球数据中心项目的投资 [3] - 过去一年已完成15亿美元的交易收购 包括对美国精炼产品管道系统、散装光纤网络以及为数据中心供电的先进燃料电池系统的投资 [5] - 预计每年运营资金(FFO)增长将超过10% 这将推动股息每年增长5%至9% 自2009年以来 公司股息复合年增长率(CAGR)为9% [5] - 关键财务数据:市值60亿美元 毛利率62.66% 股息率3.78% [5] ExxonMobil (XOM) - 公司为全球石油和天然气巨头 股息率略高于3% [6] - 大规模、全球一体化的业务有助于减弱油价波动对盈利的影响 并且资产负债表稳健 [6] - 公司已是行业内盈利能力最强的公司 并预计未来将赚取更多利润 在假设价格和利润率不变的基础上 预计到2030年 相比2024年水平 将实现250亿美元的盈利增长和350亿美元的现金流增长 [8] - 计划通过结构性成本节约和高回报增长资本项目的组合来实现增量盈利 [8] - 在平均油价约为每桶65美元的情况下 公司计划在未来五年内累计产生约1450亿美元的过剩现金 这将为其持续增加股息提供充足动力 公司已连续42年增加股息 为该行业领先 [9] - 关键财务数据:市值5690亿美元 毛利率22.11% 股息率2.96% [8] Prologis (PLD) - 公司为房地产投资信托基金(REIT) 股息率为3.2% [10] - 股息由物业长期租约产生的稳定现金流支持 大多数租约包含年租金上调条款 使其能够获得稳定增长的租金收入 [10] - 股息支付率保守 资产负债表是该领域最强的之一 这为其提供了扩张投资组合的财务灵活性 投资于开发项目并进行收购 [12] - 主要投资于物流地产 但也看到利用其庞大的土地储备、在场地安装太阳能电池板和电池存储的经验以及建造建筑外壳的专业知识来开发数据中心的重大机会 [13] - 这些增长动力应能使其继续增加股息 过去五年股息复合年增长率(CAGR)为13% 远超标普500指数5%的平均水平 [13] - 关键财务数据:市值1180亿美元 毛利率44.70% 股息率3.18% [12]