WTRE News and Press, Watford Holdings Ltd. From 07/09/22

OHI offers investors a mouthwatering yield of over 9%. While certain demographic trends seem to favor OHI, it also has its share of headwinds. In this article we take a look at whether or not OHI will be able to sustain its big dividend payout. Omega Healthcare Investors...

New orders placed for goods and services rose worldwide in June at the slowest rate for nearly two years, registering only a modest expansion of demand during the month. Future prospects look especially gloomy for financial services and notably for real estate. Banking firms saw n...

Simon Property Group and Macerich have both had a rough first half of 2022, as shares are down about 40% and 50% YTD respectively. Both REITs are cheap today, with Simon trading at 8.1x price/FFO and Macerich at 4.5x. I detail some of the red flags with Macerich and why I would ra...

It's time for an update on this A-/A3 rated mall REIT – a gem that's worth investing in and owning long term. We believe SPG could return double digits over the next 12 months while covering its near 7% yield. That not only beats inflation… the potential outperforman...

Due to the rising popularity of WFA culture, Franklin Street Properties is facing a situation of declining occupancy, as well as lease termination in the coming years. In order to create value for its investors, FSP intends to dispose of properties, and use those proceeds to reduce de...

The revised long-term outlook projects an annualized return of 4.9%. The current risk premium forecast for GMI suggests that multi-asset-class strategies overall will generate lower returns relative to results posted in recent years. Combining forecasts via several models may prov...

The most rewarding thing about being a net-lease landlord is collecting the rent checks. They’re as predictable as it gets in real estate investing and the reason many landlords sleep well at night. Charlie Munger once said, "It is remarkable how much long-term advantage pe...

AGNC Investment’s book value declined 16% in 1Q-22. Interest rates are now rising faster than expected, which creates higher interest costs for the trust. AGNC, given its history as a dividend cutter, should trade at a larger discount to book value. AGNC Investm...

Compound interest accelerates the growth of your savings and investments over time. When investors figure out how to wait it out, they can create a mountain of wealth for their efforts. I'm launching a new REIT portfolio for my grandson called "The Big Daddy REIT Portfolio." ...

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...