WTRE News and Press, Watford Holdings Ltd. From 09/14/22

Summary Cloud computing has received enormous attention as a megatrend in its own right. In 2022, global sales are forecast to surpass $495 billion, and it could get to more than $1 trillion by 2030. Roughly 30% of enterprise workloads have been shifted to the cloud. We spend ...

A few days ago I wrote an article on Safehold. However, there's some recent news worth sharing. We're maintaining a Strong Buy with SAFE. A few days ago, I wrote an article titled, I'm Doubling Down On This 'Safe' Bet , in which I explained “Ju...

Management raises outlook and expects 2022 AFFO to increase 14% YoY. The portfolio is becoming more diversified in other industries. Tenant credit metrics show a rosy picture over the course of this year. The stock valuation is favorable, and the stock is a strong buy. ...

Realty Income’s long lease durations provide stability during uncertain times, but the downside is that rent raises are slow. Simon Property Group, in contrast, is more cyclical given the discretionary nature of its mall properties. Both feature strong balance sheets and he...

Rithm Capital still trades at a wide book value discount. The company recently completed internalization. The dividend is well-covered by Rithm's distributable earnings. Rithm Capital Corp. ( RITM ), formerly known as New Residential Investment Corporation, repor...

It's not every day that I get to crack open a REIT based in North Carolina. In Q2-22, Highwoods reported a strong beat and doubled down on the sunbelt. I'm rooting for two things in the state of North Carolina: basketball (go Tar Heels!) and Highwoods Properties. This ...

Earlier this year, I identified EastGroup Properties as one of 12 REITs likely to outperform in 2022. That prediction hasn't panned out so far. I also predicted Industrial REITs would outperform the REIT average this year. That prediction isn't doing well either, but the year is only ...

Why inflation may not be all bad for real estate? Is Canadian real estate facing a crash? Not likely. How a slower Canadian housing market may affect economic growth? Aggressive interest rate hikes by central banks have sent a significant chill across the real es...

Excessive pandemic stimulus has resulted in historically expensive global property prices. Despite differences between countries, the issue is widespread with the vast majority of nations now having expensive property markets. Prices are the most expensive in decades, including mo...

Early-stage inflation has passed, and the nature of today's push-side inflation isn't a real estate tailwind; instead, it's a headwind. The Vanguard Real Estate ETF is well diversified. However, real estate operators and REITs remain positively correlated. A regression analysis il...