Real Estate Investment Trusts (REITs)

搜索文档
Medical Properties Trust: Why More Than $1 Billion In Cash Rent Is Within Reach (NYSE:MPW)
Seeking Alpha· 2025-09-11 21:00
On August 28, Medical Properties Trust, Inc. (NYSE: MPW ) announced the new lease agreement that was signed for six of the California Facilities previously leased to the bankrupt Prospect Medical Holdings. In the pressI'm Luuk Wierenga, an economics teacher from the Netherlands with a strong passion for income investing. My investment journey began during the COVID-19 pandemic, and since then, I've specialized in identifying Real Estate Investment Trusts (REITs) that are temporarily out-of-favor with Mr. Ma ...
Medical Properties Trust: Why More Than $1 Billion In Cash Rent Is Within Reach
Seeking Alpha· 2025-09-11 21:00
公司动态 - 医疗物业信托公司于8月28日宣布与破产的Prospect Medical Holdings就加州六处医疗设施签署新租约[1] 作者背景 - 文章作者为来自荷兰的经济学教师 专注于通过基本面经济分析评估股票内在价值[1] - 作者投资策略侧重于逆向投资和深度价值机会 重点关注暂时被市场低估的房地产投资信托基金[1] - 作者自新冠疫情时期开始投资生涯 长期持有投资标的[1] 持仓披露 - 作者通过股票、期权或其他衍生工具持有医疗物业信托公司多头头寸[2] - 作者声明未因本文获得除Seeking Alpha外任何形式的报酬[2] - 作者与所述股票公司无业务关联关系[2]
IBN Initiates Coverage of Strawberry Fields REIT Inc.
Globenewswire· 2025-09-11 20:30
AUSTIN, Texas, Sept. 11, 2025 (GLOBE NEWSWIRE) -- via IBN -- Strawberry Fields REIT Inc. (NYSE American: STRW), a self-administered real estate investment trust engaged in the ownership, acquisition, development, and leasing of skilled nursing and other healthcare-related properties, has selected IBN, a multifaceted financial news and publishing company serving private and public entities, to spearhead its corporate communications efforts. Initially spun out in 2015 with a 33-property portfolio in Indiana a ...
3 REITs To Buy The Dip In
Seeking Alpha· 2025-09-11 20:15
公司服务与成果 - 公司获得500多条五星级会员评价 显示会员已从中受益 [1] - 公司每年投入超过1000小时和10万美元研究高盈利投资机会 以低成本提供房地产策略 [1] - 公司提供三个投资组合(核心 退休 国际) 实时买卖提醒及分析师直接问答服务 [2] 行业机会与动态 - REIT财报季刚结束 行业出现极具吸引力的逢低买入机会 [1] 专业背景与资质 - 公司总裁领导投资团队 其价值导向的投资机构为对冲基金 家族办公室及私募股权公司提供REIT投资咨询 [2] - 公司总裁通过CFA全部三级考试 撰写过获奖REIT学术论文 并与多家顶级REIT高管建立合作关系 [2]
Vornado Realty Trust (VNO) BofA Securities 2025 Global Real Estate Conference Transcript
Seeking Alpha· 2025-09-11 15:00
公司战略定位 - 公司是一家以纽约市为核心业务的房地产投资信托基金[2][3] 行业趋势判断 - 纽约市房地产动量持续加速 公司对市场前景持乐观态度[2] - 相比一年前预测 当前市场复苏势头明显加强[2] 业务执行情况 - 过去两年间公司成功执行多项业务举措[3] - 管理层对已完成的业务项目表示满意[3] 管理层参与 - 公司出席高管包括总裁兼首席财务官Michael Franco 执行副总裁兼写字楼租赁业务联席主管Glenn Weiss 执行副总裁兼首席会计官Thomas Sanelli 以及高级副总裁Gary Hansen[1]
Phillips Edison & Company, Inc. (PECO) Presents At BofA Securities 2025 Global Real Estate Conference Transcript
Seeking Alpha· 2025-09-11 06:50
公司业绩表现 - 预计今年将实现3%至4%的净营业收入增长[2] - 预计今年FFO增长率为6%至7%[3] - 股息最近上调近6%[3] 未来增长预期 - 平台和投资组合预计每年可带来3%至4%的净营业收入增长[2] - 净营业收入增长将转化为中高单位数的每股FFO增长[2] - 预计明年将保持相同的增长态势[3]
Ventas, Inc. (VTR) Presents at BofA Securities 2025 Global Real Estate Conference
Seeking Alpha· 2025-09-11 06:13
PresentationAll right. We can kick it off. Thank you, everyone, for joining. Welcome to the Ventas meeting. My name is Farrell Granath, and I'm the co-lead for Healthcare REITs with Jeff Spector and the BofA REIT team. I'm joined today with the Ventas team, and I'll kick it off and send it over to Debbie to introduce the team. And then we can enter into some Q&A. Please, everyone, raise your hand or just jump in if you have any questions. So Debbie?Debra CafaroChairman & CEO Thank you, Farrell. So nice to s ...
Mid-America Apartment Communities, Inc. (MAA) Presents at BofA Securities
Seeking Alpha· 2025-09-11 05:10
PresentationJeffrey SpectorManaging Director and Head of United States REITs Thanks for joining our next roundtable session with Mid-America Apartments. Looking forward to hearing more about MAA's strategic plans and positioning and Sunbelt markets. It's been a hot topic. I think you guys had a very strong demand. So if there's any insights from some of the meetings you've had, we could talk about that as well. So I just want to introduce the company. Straight to my left, Clay Holder, EVP and CFO; to his le ...
Mid-America Apartment Communities, Inc. (MAA) Presents At BofA Securities 2025 Global Real Estate Conference Transcript
Seeking Alpha· 2025-09-11 05:10
PresentationJeffrey SpectorManaging Director and Head of United States REITs Thanks for joining our next roundtable session with Mid-America Apartments. Looking forward to hearing more about MAA's strategic plans and positioning and Sunbelt markets. It's been a hot topic. I think you guys had a very strong demand. So if there's any insights from some of the meetings you've had, we could talk about that as well. So I just want to introduce the company. Straight to my left, Clay Holder, EVP and CFO; to his le ...
SL Green Realty Corp. (SLG) Presents At BofA Securities 2025 Global Real Estate Conference Transcript
Seeking Alpha· 2025-09-11 04:43
PresentationGood afternoon. Welcome to Bank of America's 2025 Global Real Estate Conference. I'm Jana Galan, and I cover the office REITs at Bank of America. We're very pleased to have with us SL Green's CFO, Matt DiLiberto; EVP, Director of Leasing, Steve Durels; Chief Investment Officer, Harrison Sitomer; and the VP of Corporate Finance, [ Andrew Mayer ]. First, I will turn it over to Matt for a few opening remarks, and then we can jump into Q&A.Matthew DilibertoChief Financial Officer Great. Good afterno ...