WTRE News and Press, Watford Holdings Ltd. From 06/30/22

Simon Property Group declined steeply in the last few months while reporting solid quarterly results so far. The business will be hit by a recession - as it has been in the past recessions - but will manage, in my opinion. Due to several dividend increases and a declining stock pr...

IVR’s dividend yield has historically been exceptionally high, supported by its earnings, and seems sustainable. IVR’s total return was in the range of 15 to 20 percent, despite a huge price loss. Interest rate hikes may be beneficial for IVR due to an increase in sp...

Despite the pandemic easing out, unemployment, high inflation, and looming recession tend to continue having negative impacts on ESRT’s properties. Investors of ESRT have to rely upon the rental revenue of its office and retail spaces, including Empire State Building office and...

The cannabis sector is out of favor right now. But cannabis REITs are doing better than ever and steeply discounted. Newly IPO'd NewLake Capital is particularly compelling with a near 8% yield and 50%+ upside potential. Co-produced by Austin Rogers Since triple-n...

Healthcare REITs have outperformed the REIT average thus far this year. National Health Investors has outperformed the Healthcare REIT average. This company has maintained a solid balance sheet and above-average yield, in spite of the COVID pandemic. This article examines grow...

Total originations, non-agency originations are expected to grow manifold in 2022. Historically MITT generated a yield in the range of 11 to 16 percent, and I imagine it will be able to generate a double digit yield this year. Despite interest rate hikes and unfavorable economic s...

Growth is slowing, but it’s slowing to trend at this point. So not to zero, not to negative, but something like the trend that we’ve experienced over the last couple of decades. So, if you’re looking for a great way to play inflation, look to the small cap asset c...

Rising interest rates have already started impacting housing prices in some developed market economies. In a flip from the 2008 playbook, the U.S. housing market appears to be the most insulated, while other developed markets exhibit more risk. As interest rates in developed marke...

WSR generates strong FFO and recorded an average yield in excess of 8 percent during the last decade. WSR benefited from its focus on high-quality open-air commercial centers located in neighborhoods of high disposable income MSAs. Macroeconomic conditions and the looming recessio...

Essex Property Trust is an S&P REIT focused on the West Coast rental market with a long track record of delivering outstanding shareholder returns. The company pays an annual dividend of $8.80/share, and they have been growing the annual payout for 28 consecutive years. Shares...