VER News and Press, VEREIT Inc. From 08/18/21

In our "State of the REIT Sector" report, we analyze recently-released NAREIT T-Tracker data to review high-level REIT fundamentals over the past quarter through a series of charts. REIT company-level metrics have exhibited a substantial rebound over the last year as FFO and dividends...

Net leases generate bond-like cash flow with inflation protection and steady growth. W. P. Carey is one of the highest-quality net lease REITs and it's still priced at a discount, despite being arguably more valuable than ever. We estimate that it has 25% upside potential, and whi...

Phillips Edison may be a new REIT to many. But I previously worked for the Cincinnati-based firm when they were private. It focuses on open-air, grocery-anchored neighborhood shopping centers. Shares are trading at 17.3x, which suggests a total-return forecast of around 15% annual...

Ventas recently reported strong reports, but the stock has languished due to fears of the resurgence of the pandemic. The acquisition of New Senior Investment Group in an all-stock transaction should be immediately accretive to earnings in 2022. I am bullish on Ventas because the ...

U.S. equity markets edged to fresh record-highs this week, shrugging-off the "fourth wave" of the COVID pandemic and another round of red-hot inflation data that has weighed on consumer sentiment. Real estate equities delivered a mixed week - but remain the top-performing asset class ...

Realty Income and VEREIT® Stockholders Approve Merger PR Newswire SAN DIEGO and PHOENIX , Aug. 12, 2021 /PRNewswire/ -- Realty Income Corporation (NYSE: O) ("Realty Income"), The Monthly Dividend Company ® , and VEREIT, Inc. (NYSE: VER) ("VEREIT...

Triple-net leases are an amazing way to obtain a low-maintenance, high-margin income stream. Since the announcement of effective vaccines, net lease REITs in aggregate have outperformed the stock market. REITs' share of all marketed single-tenant net lease sales YTD has diminished...

Over the last decade, the net-lease REIT subsector has snowballed into a sizable category. Its combined market cap is more than $135.7 billion, while the mall REIT subsector today stands at just $51.1 billion. As I’ve advocated for quite some time, a company’s cost o...

U.S. equity markets climbed to fresh record highs this past week as better-than-expected employment data eased some concern over threats of another potential wave of COVID-related economic restrictions. The U.S. economy added 942k jobs in July, while continuing jobless claims fel...

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