VER News and Press, VEREIT Inc. From 09/13/21

Blue-chips are popular because they have historically been very rewarding and provide a Safe-haven in a world of chaos. Unfortunately, most of them are pricey in today's market, limiting their future upside potential and increasing the risks. A few opportunities remain in overlook...

Inflationary expectations are cooling off as we predicted a few months ago. The current environment is favorable: reopening + low rates + fairly steady inflation expectations. Delta remains a risk. Rent collection levels were extremely strong, as Hoya Capital recently noted. Several R...

Big Box Is Back: The COVID pandemic has radically transformed consumer spending habits - perhaps permanently - shifting spending towards goods over services and towards larger-format retailers over smaller shops. While enclosed regional malls face a long and uncertain road to recovery...

As promised previously, I'm going to provide you with the details of my largest REIT holdings. Collectively, these three REITs have generated steady results over the years. Now you can see the secret to the success behind more than 29% annual returns since August 2013. For f...

I like using real-life stories for my Seeking Alpha articles. Let me know if you agree. Admittedly, this also is a "lessons learned" article, where readers can learn from my three-plus decades of brick-and-mortar experience. Bottom line: Never forget "the golden rule." For f...

Initial public offerings and merger & acquisition announcements involving special-purpose acquisition companies (SPACs) slowed significantly during Q2, according to an S&P Global Market Intelligence report. SPAC IPOs as a percentage of traditional IPOS fell to 26.7% in Q2 2021, the lo...

Today I want to provide readers some interesting thoughts on castles, kings, and crocodiles. And to be clear, all of these things are relevant to investing and my wheelhouse - real estate investment trusts. And of course, I will save the best for last, and provide you with three b...

Soros' 13F portfolio value increased from $5.33B to $5.93B this quarter. The number of positions increased from 229 to 257. Soros increased Amazon.com while reducing QuantumScape and dropping Baidu, Tencent Music Group, ViacomCBS, and Vipshop Holdings. Liberty Broadband at ~12% of...

U.S. equity markets retreated on a choppy week after a downbeat slate of economic data heightened concern that the recent COVID resurgence could stall or reverse the global economic reopenings. Exhibiting a reversion back to the "stay at home" trading patterns, the large-cap S&am...

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...