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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 ...
There’s a lot of conspiracy mongering with regards to the housing component of the CPI which muddies popular discussion of the topic. The short version of the story is that it is largely based on rent measurement, and not house prices. Although there has been some softening in ...
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...
The recipe for stock market greatness is to select companies with above-average growth prospects. I have no interest in owning companies that don’t grow their dividends. Dividend payments are the ultimate sign of corporate strength because it reflects earnings stability. ...
A lack of new supply serves to increase demand for existing buildings, typically leading to higher rents. Investors might be tempted to favor shorter leases, just as they would favor shorter duration in bond coupons and equity earnings projections. Demand remains strong in certain...
There was a lot of volatility in stocks last week but in the end, the S&P 500 was down a mere 21 basis points. A rising currency is presumably negative for the export sector and positive for domestic purchasing power. On a sector basis, there were several winners last week wit...
Double-digit dividend yields are just not sustainable (period). I like high yield better than anyone else. But there comes a point when you must begin to focus on principal preservation. Always protect your principal at ALL costs. For further details see: Paranoia Will D...
An unwelcome surprise is awaiting millions of renters across the country at the end of their lease term, many of which will see a double-digit rent increase on their renewal-offers. Apartment REITs continue to report stellar earnings results with record-setting rent growth near 20% wh...
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Invesco S&P 500 Equal Weight Real Estate Company Name:
EWRE Stock Symbol:
NYSE Market:
ATLANTA , Dec. 2, 2019 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) a leading global provider of exchange-traded funds (ETFs), announced today that it expects to deliver capital gains distributions across 33 Invesco ETFs.* For the funds listed in Table 1, the ex-date for t...