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

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...

EQC is still looking for that big deal, but with real estate market giving up gains, possibilities look better for Sam Zell to place capital. Currently the company trades at book value and is mostly cash, charging you nothing for Sam Zell's expertise. While scope to develop assets...

IRM yields 5.25%. Management is getting closer to raising dividends, as IRM's dividend coverage keeps improving. The company guided to strong, double-digit growth in 2022. Is this a good time to be looking for Tech-related dividends? With the -28% slide in the NASDAQ so ...

Many of the companies we follow meet the highest-quality standards in terms of reliable sales growth and cash flows. The same goes for high margins, clean balance sheets, and generous shareholder returns. Of course, for all of these reasons, you may "agree" that Agree Realty is a ...

CCI is a leading provider of critical nationwide infrastructure consisting of thousands of towers and route miles of fiber. Elevated CAPEX requirements of their tenants to support growth in their networks is conducive of continued earnings growth for CCI. For income investors, CCI...

Federal Realty Trust is one of a few companies that have earned the title of Dividend King, with 54 years of annual dividend raises. Shares now trade at a better valuation after a 30% selloff YTD with a price/FFO of 16.7x. The yield is now at 4.4%, but dividend growth has slowed i...

We’ve analyzed Medical Properties Trust once again and determined this REIT remains a bargain. While rate and inflation risks are elevated, MPW has the ability to generate modest growth without raising equity. This pullback offers what we see as an excellent opportunity to ...

Omega Healthcare has seen the dividend yield surge during the past twelve months as the share price slides lower. Whilst this is easily noticed, I suspect quite a few investors have noticed the accompanying selloff in their debt, which sees their bond yields surging. Since they ar...

SVC’s hotel portfolio may generate high revenue and EBITDA growth as the industry enters into seasonally stronger periods and demand for lodging accelerates. Service Properties Trust’s extended stay hotels have relatively higher occupancy and the company is trying to tur...

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...