WTRE News and Press, Watford Holdings Ltd. From 05/17/22

Apollo Commercial Real Estate Finance is an American mortgage REIT company that has a portfolio that consists primarily of free float mortgages and is geographically diversified to a significant degree. Present inflation levels and the potential economic slowdown threaten to impact th...

Most investors focus too much on short-term prospects. The impact of a 1-2 year recession is not significant on the fundamental value of solid long-term compounders. We highlight 3 "top picks" for the coming 10 years. For further details see: 3 Great Stocks For The Next ...

We remain bullish about dividend-paying stocks and believe investors should continue to pick strong, stable cash flowing REITs. There are several high-quality ones being priced at pandemic levels all over again. And iREIT on Alpha is taking advantage of that current volatility. Le...

Fears of a recession are soaring, pushing stock prices rapidly lower. While we do not know whether or not we are headed for a recession, we do have conviction that the market appears to be overly pessimistic on certain stocks. STOR is one stock that offers bond-like income through...

The pandemic was especially brutal for shopping center REITs, and Regency Centers (REG) was no exception. However, in the 18 months since November 2020, shares have risen about 100%, from $34.05 to its recent level of $66.21. The company reported a sturdy quarter for occupancy and...

Medical Properties Trust has recently sold off. We believe that the company is misunderstood and undervalued. Here is why we bought the dip. For further details see: I Bought The Dip In Medical Properties Trust, Here's Why

The FAST Graph for Innovative Industrial Properties shows an archetypal REIT masterpiece with impressive earnings and dividend growth. In periods of market decline, earnings stability and financial strength can serve as a “margin of safety.”. It’s rare that I ...

Along with the rest of the mREIT sector, NYMT has underperformed the market by a wide margin YTD. The macroeconomic conditions are completely unfavorable to invest in an mREIT right now. The economic uncertainty poses high risks which may lead to a dividend cut, trumping the upsid...

Today, Mark Roussin and I will explore three healthcare REITs that are trading with a wide margin of safety. As Ben Graham points out, “All experienced investors recognize that the margin-of-safety concept is essential to the choice of sound bonds.”. Since investors ...

NNN is a dividend aristocrat, with a 32-year streak of dividend hikes. The valuation is near fair value, with a price/FFO of 14.8x. I break down NNN, and why I prefer a couple of competitors in the net lease REIT space. For further details see: National Retail Properties...