| American Homes 4 Rent: Solid Results Are Likely To Continue |
American Homes 4 Rent delivered a solid 9% total return over the past year, supported by favorable macro fundamentals and strong Q1 financial performance. AMH's Q1 results showed a 6.6% increase in FFO, 8% rise in rental revenue, and 9% growth in EBITDA, with expanding margins. The single-family rental market remains robust due to high home prices and interest rates, with AMH achieving high occupancy and strong lease growth. |
seekingalpha.com |
2025-05-14 22:24:14 |
Czytaj oryginał (ang.) |
| Trade Talks, Fed Hawks, Market Balks |
US equity markets posted modest declines this past week after the Federal Reserve held rates steady and maintained its status quo "wait-and-see" approach, but acknowledged heightened inflation and labor market risks. Meanwhile, White House officials headed to Switzerland to begin high-level trade talks with China, which follows the announcement of the first major post-Liberation Day trade deal with the United Kingdom. Following its best two-week stretch since late 2022, the S&P 500 slipped 0.4% this week - extending its drawdown to around 8% from its mid-February record highs. |
seekingalpha.com |
2025-05-11 13:00:00 |
Czytaj oryginał (ang.) |
| AMH Announces Distributions |
LAS VEGAS , May 7, 2025 /PRNewswire/ -- AMH (NYSE: AMH) (the "Company"), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced that the Board of Trustees declared a dividend of $0.30 per share on the Company's common shares for the second quarter of 2025. The distribution will be payable in cash on June 30, 2025 to shareholders of record on June 13, 2025. |
prnewswire.com |
2025-05-07 20:10:00 |
Czytaj oryginał (ang.) |
| American Homes 4 Rent Announces Pricing of Public Offering of $650 Million of 4.950% Senior Notes due 2030 |
LAS VEGAS , May 6, 2025 /PRNewswire/ -- American Homes 4 Rent (NYSE: AMH) (the "Company") today announced that its operating partnership, American Homes 4 Rent, L.P. (the "Operating Partnership"), has priced an offering of $650 million aggregate principal amount of 4.950% Senior Notes due 2030 (the "Notes"). |
prnewswire.com |
2025-05-06 20:09:00 |
Czytaj oryginał (ang.) |
| 5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 9% (May 2025) |
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields about 3.74%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 9%. |
seekingalpha.com |
2025-05-03 12:30:00 |
Czytaj oryginał (ang.) |
| Goldman Sachs Says Bet on Sun Belt REITs: 3 Top Picks Pay Large, Dependable Dividends |
REITs, or real estate investment trusts, own, operate, or finance income-producing real estate. |
247wallst.com |
2025-05-03 12:19:30 |
Czytaj oryginał (ang.) |
| American Homes 4 Rent (AMH) Q1 2025 Earnings Conference Call Transcript |
American Homes 4 Rent (NYSE:AMH ) Q1 2025 Earnings Conference Call May 2, 2025 12:00 PM ET Company Participants Nicholas Fromm - Director of IR Bryan Smith - CEO Chris Lau - CFO Lincoln Palmer - COO Conference Call Participants Jamie Feldman - Wells Fargo Steve Sakwa - Evercore ISI Haendel St. Juste - Mizuho Securities Nick Joseph - Citi Adam Kramer - Morgan Stanley Jeff Spector - Bank of America Rich Hightower - Barclays David Segall - Green Street Brad Heffern - RBC Capital Markets Daniel Tricarico - Scotiabank Michael Goldsmith - UBS Jesse Lederman - Zelman & Associates Austin Wurschmidt - KeyBanc Capital Markets Linda Tsai - Jefferies Omotayo Okusanya - Deutsche Bank Operator Greetings, and welcome to the AMH First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. |
seekingalpha.com |
2025-05-02 20:42:07 |
Czytaj oryginał (ang.) |
| American Homes 4 Rent (AMH) Reports Q1 Earnings: What Key Metrics Have to Say |
The headline numbers for American Homes 4 Rent (AMH) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals. |
zacks.com |
2025-05-02 00:35:30 |
Czytaj oryginał (ang.) |
| American Homes 4 Rent (AMH) Surpasses Q1 FFO and Revenue Estimates |
American Homes 4 Rent (AMH) came out with quarterly funds from operations (FFO) of $0.46 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to FFO of $0.43 per share a year ago. |
zacks.com |
2025-05-01 22:55:35 |
Czytaj oryginał (ang.) |
| AMH Reports First Quarter 2025 Financial and Operating Results |
Delivered Strong First Quarter with Accelerating Monthly Occupancy and Rate Growth LAS VEGAS , May 1, 2025 /PRNewswire/ -- AMH (NYSE: AMH) (the "Company"), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced its financial and operating results for the quarter ended March 31, 2025. Highlights Rents and other single-family property revenues increased 8.4% year-over-year to $459.3 million for the first quarter of 2025. |
prnewswire.com |
2025-05-01 20:17:00 |
Czytaj oryginał (ang.) |
| Are You Looking for a High-Growth Dividend Stock? |
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does American Homes 4 Rent (AMH) have what it takes? |
zacks.com |
2025-04-23 16:50:52 |
Czytaj oryginał (ang.) |
| Powell On The Hot Seat |
US equity markets steadied this past week while bond markets rallied as investors parsed a surprisingly solid slate of economic data and a decent start to corporate earnings season. Early week gains were pared following comments from Fed Chair Powell regarding the inflationary impact of tariffs and the reluctance of the Fed to step in to support markets. The hawkish comments sparked a series of blistering critiques by President Trump, accusing the Fed Chair of "playing politics" and posting that his "termination cannot come fast enough." |
seekingalpha.com |
2025-04-20 13:00:00 |
Czytaj oryginał (ang.) |
| 7 Quality Dividend Stocks I'm Buying As Tariff Risks Remain |
The 90-day tariff pause offers short-term relief, but long-term trade uncertainty and recession risks persist, making it critical to stay vigilant and strategic. Despite market volatility, now is the time to deploy cash into high-quality, dividend-paying stocks rather than raising cash. Focus on buying opportunities in dividend growth stocks, while being cautious with REITs like ARE and REXR due to trade war impacts. |
seekingalpha.com |
2025-04-12 12:05:00 |
Czytaj oryginał (ang.) |
| Disparate Property Supply In Tampa Creates Selective Opportunity |
Tampa's strong job and population growth make it a prime real estate location, but supply and demand dynamics are crucial for investment decisions. The high housing supply in Tampa has led to a temporary downturn in home prices, while limited retail space has driven up retail rents. Other property sectors have limited supply and much stronger outlooks within Tampa. |
seekingalpha.com |
2025-04-11 19:45:28 |
Czytaj oryginał (ang.) |
| 5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (April 2025) |
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. The market is volatile with economic uncertainties, but investing consistently in solid dividend-paying stocks with reasonable valuations is a good idea. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. |
seekingalpha.com |
2025-04-05 12:00:00 |
Czytaj oryginał (ang.) |
| AMH Announces Dates of First Quarter 2025 Earnings Release and Conference Call |
LAS VEGAS , April 3, 2025 /PRNewswire/ -- AMH (NYSE: AMH), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced that the Company will release its first quarter 2025 financial and operating results on Thursday, May 1, 2025, after the market closes. The Company will host a conference call on Friday, May 2, 2025, at 12:00 p.m. |
prnewswire.com |
2025-04-03 20:15:00 |
Czytaj oryginał (ang.) |
| Countdown To Tariff Day |
Ahead of the April 2nd tariff unveiling, US equity markets were under renewed pressure this week on downbeat data showing a further dip in consumer confidence and hotter-than-expected PCE inflation. As a turbulent first quarter wraps up, the updated GDPNow - the Atlanta Fed's closely watched GDP tracking model - forecasts growth of -2.8% overall and -0.5% on a "gold-adjusted basis." Posting weekly declines for the seventh time in the past nine weeks, the S&P 500 finished lower by 1.5% - extending its drawdown to 9.3% from its record-highs. |
seekingalpha.com |
2025-03-30 13:00:00 |
Czytaj oryginał (ang.) |
| State Of REITs: The 'Dark Age' Is Over |
While the S&P 500 and other major benchmarks entered "correction territory" this month for the first time since 2023, U.S. REITs have meaningfully outperformed the broader equity market since mid-January. The rebound follows a truly forgettable three-year period for REITs dating back to the start of the Fed's rate hiking cycle in which REITs have accumulated 40 percentage-points of underperformance. REITs remain as unloved as ever: The number of publicly listed REITs declined for a fourth-straight year in 2024. As an asset class, REITs are the single-largest "underweight" among institutional investors. |
seekingalpha.com |
2025-03-27 18:47:09 |
Czytaj oryginał (ang.) |
| Fed Looms As Sentiment Dims |
US equity markets remained under pressure this week as encouraging inflation data and a deal to avoid a government shutdown were offset by further tariff escalations and weak sentiment data. Markets struggled to agree on how the FOMC will interpret the latest economic data, with recent "hard data" showing encouraging trends while "softer" survey data has painted a far-bleaker outlook. Following its worst week in six months, the S&P 500 finished lower by another 2.3% this week - its fourth-straight week of declines - which dragged the index into "correction territory." |
seekingalpha.com |
2025-03-16 11:00:00 |
Czytaj oryginał (ang.) |
| Losers Of REIT Earnings Season |
In Part 3 of our Earnings Recap, we present a sector-by-sector breakdown of the Losers of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Commercial Mortgage REITs were the "biggest loser" of REIT earnings season after results showed ongoing problems in the office space and a significant deterioration in multifamily bridge loan performance. Results from Hotel REITs were also disappointing given the record-levels of travel demand, as margin pressures from higher labor costs have taken a sizable bite out of bottom-line profitability. |
seekingalpha.com |
2025-03-11 11:00:00 |
Czytaj oryginał (ang.) |
| Bad Vibes, Positive Results |
US equity markets slumped this week - while benchmark interest rates tumbled to two-month lows - after downbeat economic data and cautious corporate commentary sparked concern over slowing economic growth. Compounded by some unsettling COVID-related headlines late in the week, investors adopted a more "risk off" position after consumer and business survey data picked up a sudden negative sentiment shift. After notching a pair of record-highs early in the week, a two-day tumble sent the S&P 500 lower by 1.6% on the week. Small-Caps and Mid-Caps both dipped over 3%. |
seekingalpha.com |
2025-02-23 11:00:00 |
Czytaj oryginał (ang.) |
| 8 Stocks I'm Buying Amid A Market Rotation Toward Dividend Stocks |
The market is rotating towards non-tech dividend stocks, with dividend ETFs outperforming the Magnificent 7 so far this year. Elon Musk's DOGE initiative is more political theater than a serious effort, in my opinion, to reduce government waste, with exaggerated savings claims. Key economic metrics to monitor include housing starts, the Dallas Fed Weekly Economic Index, the Conference Board Coincident Index, total employment, and industrial production. |
seekingalpha.com |
2025-02-22 10:05:00 |
Czytaj oryginał (ang.) |
| American Homes 4 Rent (AMH) Q4 2024 Earnings Call Transcript |
American Homes 4 Rent (NYSE:AMH ) Q4 2024 Earnings Conference Call February 21, 2025 12:00 PM ET Company Participants Nicholas Fromm - Director, IR Bryan Smith - CEO Chris Lau - CFO Lincoln Palmer - Chief Operating Officer Conference Call Participants Juan Sanabria - BMO Eric Wolfe - Citi Jamie Feldman - Wells Fargo Steve Sakwa - Evercore ISI Jeffrey Spector - Bank of America Haendel St. Juste - Mizuho Securities Rich Hightower - Barclays John Pawlowski - Green Street Adam Kramer - Morgan Stanley Julien Blouin - Goldman Sachs Daniel Tricarico - Scotiabank Linda Tsai - Jefferies Austin Wurschmidt - KeyBanc Capital Markets Michael Goldsmith - UBS Brad Heffern - RBC Capital Markets Omotayo Okusanya - Deutsche Bank Jesse Lederman - Zelman & Associates Operator Greetings, and welcome to the AMH Fourth Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode. |
seekingalpha.com |
2025-02-21 20:00:31 |
Czytaj oryginał (ang.) |
| American Homes 4 Rent: Preferred Shares Offer Better Value As NOI Growth Moderates |
American Homes 4 Rent is a residential REIT focused on single-family rental homes, with the largest exposure to Atlanta, Charlotte, and Dallas-Fort Worth markets. The company delivered very strong Core FFO growth in 2024, driven by robust NOI dynamics. Looking ahead to 2025, NOI growth is set to moderate to about 3% but remains very healthy for a residential REIT. |
seekingalpha.com |
2025-02-21 19:23:34 |
Czytaj oryginał (ang.) |
| Here's What Key Metrics Tell Us About American Homes 4 Rent (AMH) Q4 Earnings |
Although the revenue and EPS for American Homes 4 Rent (AMH) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. |
zacks.com |
2025-02-20 21:01:33 |
Czytaj oryginał (ang.) |
| American Homes 4 Rent (AMH) Meets Q4 FFO Estimates |
American Homes 4 Rent (AMH) came out with quarterly funds from operations (FFO) of $0.45 per share, in line with the Zacks Consensus Estimate. This compares to FFO of $0.43 per share a year ago. |
zacks.com |
2025-02-20 20:30:35 |
Czytaj oryginał (ang.) |
| AMH Reports Fourth Quarter and Full Year 2024 Financial and Operating Results |
15% Increase in Quarterly Distribution LAS VEGAS , Feb. 20, 2025 /PRNewswire/ -- AMH (NYSE: AMH) (the "Company"), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced its financial and operating results for the quarter and full year ended December 31, 2024. Highlights Rents and other single-family property revenues increased 6.8% year-over-year to $436.6 million for the fourth quarter of 2024. |
prnewswire.com |
2025-02-20 18:08:00 |
Czytaj oryginał (ang.) |
| Stay Ahead of the Game With American Homes 4 Rent (AMH) Q4 Earnings: Wall Street's Insights on Key Metrics |
Beyond analysts' top -and-bottom-line estimates for American Homes 4 Rent (AMH), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2024. |
zacks.com |
2025-02-17 12:21:09 |
Czytaj oryginał (ang.) |
| Inflation Isn't Dead Yet |
US equity markets flirted with fresh record-highs this week while benchmark interest rates hovered around two-month lows as investors weighed positive earnings news against uncomfortable hot inflation data. Complicating the policy outlook for the Federal Reserve, CPI data showed the fastest monthly rise in consumer prices since August, prompting a pledge from Powell for "more work to do." Snapping a two-week losing streak, the S&P 500 rebounded by 1.5%, closing fractionally below its prior record-high set in late January. The tech-heavy Nasdaq 100 rallied nearly 3%. |
seekingalpha.com |
2025-02-16 11:00:00 |
Czytaj oryginał (ang.) |
| AMH Announces 15% Increase in Quarterly Distribution |
LAS VEGAS , Feb. 12, 2025 /PRNewswire/ -- AMH (NYSE: AMH) (the "Company"), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced that the Board of Trustees declared a dividend of $0.30 per share on the Company's common shares for the first quarter of 2025. This represents an increase of 15 percent versus the prior quarterly dividend rate of $0.26 per share. |
prnewswire.com |
2025-02-12 20:33:00 |
Czytaj oryginał (ang.) |
| 3 REITs Likely to Turn Out Winners This Earnings Season |
With the REIT industry offering a real estate structure for several economic activities, real or virtual, there are pockets of strength. This is likely to be reflected in the earnings releases of KIM, AMH and VNO. |
zacks.com |
2025-02-05 14:15:39 |
Czytaj oryginał (ang.) |
| Volatility Is Back |
US equity markets posted modest declines this week amid a "DeepSeek" tumble, while interest rates declined to six-week lows as markets responded to the pause in the Fed's rate-cutting cycle. The Nasdaq 100 was the center of the action this week, dipping 1.4% on concern over potential competition from Chinese startup DeepSeek, which sparked a sharp sell-off in AI-darlings. Real estate equities were among the stronger performers for a third-straight week, buoyed by easing interest rates and by a relatively solid start to REIT earnings season. |
seekingalpha.com |
2025-02-02 11:00:00 |
Czytaj oryginał (ang.) |
| 5 Relatively Secure And Cheap Dividend Stocks, Yields Upto 8% (February 2025) |
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields about 3.67%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%. |
seekingalpha.com |
2025-02-01 11:00:00 |
Czytaj oryginał (ang.) |
| AMH Announces Tax Treatment of 2024 Distributions |
LAS VEGAS , Jan. 30, 2025 /PRNewswire/ -- AMH (NYSE: AMH) (the "Company"), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced the tax treatment of the Company's 2024 cash distributions. For the tax year ended December 31, 2024, quarterly cash distributions for its: Common shares 5.875% Series G redeemable perpetual preferred shares 6.25% Series H redeemable perpetual preferred shares were classified as follows: Classification 3/28/2024 6/28/2024 9/30/2024 12/31/2024 Ordinary Dividend Income (1) 56.415249 % 56.415249 % 56.415249 % 56.415249 % Capital Gain Distributions (2)(3)(4) 43.584751 % 43.584751 % 43.584751 % 43.584751 % Total 100.000000 % 100.000000 % 100.000000 % 100.000000 % (1) 100% of the Ordinary Dividend Income is treated as Internal Revenue Code (IRC) Section 199A Qualified REIT Dividend Income. |
prnewswire.com |
2025-01-30 18:15:00 |
Czytaj oryginał (ang.) |
| Morning In America |
Following the best week since November, U.S. markets posted their best first-week of a Presidential term since 1985 as investors saw business-friendly undertones in the early days of the new administration. Striking an agreeable tone for markets that were wary of the inflationary impacts of trade and fiscal policy, President Trump focused on supply side policies and didn't immediately implement sweeping tariffs. Posting record-highs for the first time since early December, the S&P 500 gained another 1.7% on the week, notching back-to-back weekly gains following a stretch of 4-of-5 weekly losses. |
seekingalpha.com |
2025-01-26 11:00:00 |
Czytaj oryginał (ang.) |
| 10 Stocks I'm Buying As A New Government Takes Power |
Global warming isn't just a "woke" issue; it has real financial implications for energy investments. DOGE has lofty and worthy goals, but the reality is that Congress controls the purse strings. Delayed Onset Tariff Syndrome (DOTS) will impact global trade and investment strategies. Exactly how remains in question. |
seekingalpha.com |
2025-01-25 10:05:00 |
Czytaj oryginał (ang.) |
| 7 Stocks I'm Buying Amid This Goldilocks (For Now) Economy |
There is an often overlooked difference between income investing and dividend growth investing. The two are not the same. Timely charts showing that inflation is even more subdued than the official CPI metrics show, but also what threatens to disrupt the disinflationary trend. A discussion of three books dividend growth investors would benefit from reading. Only one is specifically about dividend growth investing. |
seekingalpha.com |
2025-01-18 10:05:00 |
Czytaj oryginał (ang.) |
| AMH Announces Dates of Fourth Quarter and Full Year 2024 Earnings Release and Conference Call |
LAS VEGAS , Jan. 17, 2025 /PRNewswire/ -- AMH (NYSE: AMH), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced that the Company will release its fourth quarter and full year 2024 financial and operating results on Thursday, February 20, 2025, after the market closes. The Company will host a conference call on Friday, February 21, 2025, at 12:00 p.m. |
prnewswire.com |
2025-01-17 18:15:00 |
Czytaj oryginał (ang.) |
| A Dozen Stocks I'm Buying As Rising Interest Rates Break The Market |
Interest rate peaks often cause short-term S&P 500 selloffs, especially for REITs. I retain hope that REITs may decouple from 10-year Treasury yields once rates stabilize. Baby Boomers' economic impact is profound, influencing inflation, wages, and consumption patterns, with Millennials having a smaller effect at later ages in life. Debating whether dividend growth investors should buy Magnificent 7 stocks, I find GOOGL compelling for its reasonable valuation and growth potential. |
seekingalpha.com |
2025-01-11 10:05:00 |
Czytaj oryginał (ang.) |
| World Beaters' 2024 Performance Review |
One year ago, I selected a portfolio of 10 REITs for their double-digit dividend growth, believing they would outperform on share price and deliver superior total return. In this article, I hold myself accountable. The World Beaters portfolio underperformed in share price, contrary to expectations, achieving a total return of (-3.48)%. The portfolio ended the year out yielding the VNQ by 12 bps, but did not achieve the anticipated share price outperformance, despite sterling operating results. |
seekingalpha.com |
2025-01-07 12:30:00 |
Czytaj oryginał (ang.) |
| 5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (January 2025) |
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (January 2025) |
seekingalpha.com |
2025-01-04 10:00:00 |
Czytaj oryginał (ang.) |
| 10 Stocks I'm Buying As REITs Have Never Looked So Good |
The recent market selloff, driven by the Fed's revised rate-cut forecast, has made high-quality REITs attractively priced for long-term dividend growth investors. Despite poor stock price performance, REITs have strong fundamentals, with favorable earnings yield spreads and dividend yields compared to the broader market. REITs are undervalued due to being treated as bond proxies, but their strong commercial real estate fundamentals and historical outperformance post-Fed rate cuts suggest a buying opportunity. |
seekingalpha.com |
2024-12-21 10:05:00 |
Czytaj oryginał (ang.) |
| State Of REITs: Recession To Recovery In 2025 |
The real estate cycle will finally transition from the "Recession" phase to the "Recovery" phase in 2025. Muted supply growth will be the silver-lining to the brutal three-year bear market. False Start: REITs surged 20% leading up to the Fed's initial "jumbo" interest rate cut in September, but have hit the skids once again since the rate cuts actually began. Historically Cheap: REITs have underperformed the S&P 500 by a whopping 45 percentage points since the start of the Fed hiking cycle in 2022 - a historically remarkable underperformance gap. |
seekingalpha.com |
2024-12-19 13:00:00 |
Czytaj oryginał (ang.) |
| Goldilocks Data Upholds Fed Cut |
U.S. equity markets climbed to fresh record-highs this week, while benchmark interest rates ticked lower, after a critical slate of employment data showed lukewarm labor market trends in November. Viewed as a "Goldilocks" report that effectively locked in a December rate cut, payrolls data showed solid "headline" job growth of 227k in November, but notably weaker trends under the surface. Posting gains for a third straight week to extend its post-election rally to around 7%, the S&P 500 advanced another 0.9% this week - pacing for its best year since 2019. |
seekingalpha.com |
2024-12-08 11:00:00 |
Czytaj oryginał (ang.) |
| 9 Stocks I'm Buying As The Market Reaches A Rare Level Of Speculative Fervor |
The U.S. stock market is highly valued, driven by Big Tech and AI investments, with speculative fervor reminiscent of the late 1990s. Some REITs, like W.P. Carey, face challenges due to poor capital allocation and strategic missteps, leading to underperformance compared to tech stocks. Many other REITs, however, have been beaten down due to short-term supply headwinds and their treatment as bond proxies. |
seekingalpha.com |
2024-12-07 10:05:00 |
Czytaj oryginał (ang.) |
| Property Type Round-Up From REITworld 2024 |
REITs are poised for growth with stabilizing interest rates, low new supply, and robust balance sheets supporting higher rents and long-term asset growth. Healthcare REITs benefit from strong senior housing demand and limited new supply, despite valuation debates and management changes at Healthcare Realty. Multifamily and single-family rental sectors show regional variability, but long-term growth driven by demographic trends. |
seekingalpha.com |
2024-12-03 15:41:01 |
Czytaj oryginał (ang.) |
| American Homes 4 Rent Announces Pricing of Public Offering of $500 Million of 5.250% Senior Notes due 2035 |
LAS VEGAS , Dec. 2, 2024 /PRNewswire/ -- American Homes 4 Rent (NYSE: AMH) (the "Company") today announced that its operating partnership, American Homes 4 Rent, L.P. (the "Operating Partnership"), has priced an offering of $500 million aggregate principal amount of 5.250% Senior Notes due 2035 (the "Notes"). |
prnewswire.com |
2024-12-02 18:08:00 |
Czytaj oryginał (ang.) |
| 12 REITs Poised For Potential Outperformance |
As REIT prices rise, high-yield opportunities dwindle, making this a good time to focus on dividend growth for better long-term returns. Dividend growth stocks, despite lower initial yields, can surpass higher-yielding stocks over time, offering better yield on cost. Dividend growers often outperform the REIT average in total returns, driven by strong AFFO growth and superior gains in stock price. |
seekingalpha.com |
2024-12-02 11:00:00 |
Czytaj oryginał (ang.) |
| 'Tis The Season For REIT Dividends |
U.S. equity markets climbed to fresh record-highs while benchmark interest rates dipped sharply, as investors parsed inflation data and deliberated the potential implementation and impacts of Trump Administration policies. Markets cheered the nomination of Scott Bessent for US Treasury Secretary, reflecting expectations that the implementation of hawkish trade and immigration policies would consider the impacts on U.S. financial markets. Extending its post-election gains to around 6%, the S&P 500 advanced another 1.2% this week. The Small-Cap 600 gained 1.1% this week - lifting its post-election gains to over 10%. |
seekingalpha.com |
2024-12-01 11:00:00 |
Czytaj oryginał (ang.) |
| 2 REIT Winners And 2 REIT Losers From Trump's Reelection |
Trump's reelection has mixed impacts on REITs. Some benefit. Others suffer. We review 2 REITs to buy and 2 REITs to sell. |
seekingalpha.com |
2024-11-18 10:15:00 |
Czytaj oryginał (ang.) |
| A Decisive Realignment |
U.S. equity markets soared to record highs this week after President-elect Trump scored a surprisingly decisive election victory, including a likely "trifecta" of Republican legislative control in Congress. The outcome sparked powerful moves across global financial markets as investors priced in a combination of domestic-focused and "pro-growth" economic policies but also reflected concern over deficits and immigration policy. Characteristic of the "Trump trade" dynamic, smaller-cap companies led the surge, outperforming mega-cap technology and international-heavy peers. The S&P Small-Cap 600 soared 9%, outpacing 5% gains from the S&P 500. |
seekingalpha.com |
2024-11-10 11:00:00 |
Czytaj oryginał (ang.) |
| My Portfolio's Biggest Winners And Losers From A Republican Sweep |
The election's swift resolution led to a sharp market reaction; S&P 500 rose ~4.5%, but REITs were weighed down by rising Treasury rates. Trump's victory is seen as inflationary, benefiting REIT fundamentals by suppressing new construction starts due to higher interest rates. My portfolio saw significant movements post-election, with regional banks and energy stocks gaining, while renewables and healthcare REITs faced short-term declines. |
seekingalpha.com |
2024-11-09 10:45:00 |
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| AMH Announces Distributions |
LAS VEGAS , Nov. 6, 2024 /PRNewswire/ -- AMH (NYSE: AMH) (the "Company"), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced that the Board of Trustees declared a dividend of $0.26 per share on the Company's common shares for the fourth quarter of 2024. The distribution will be payable in cash on December 31, 2024 to shareholders of record on December 13, 2024. |
prnewswire.com |
2024-11-06 21:05:00 |
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| 5 U.S. REITs Suspend Dividends Amid 2024 Cuts |
Five US real estate investment trusts have suspended dividends so far this year, while six other REITs have lowered regular dividend payouts. The activity contrasts with the more than one-third of the US REIT industry that have raised dividends during the first three quarters of 2024. Shopping center landlord SITE Centers Corp. was the most recent addition to the list of REITs that suspended dividends this year. |
seekingalpha.com |
2024-11-06 04:30:00 |
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| Pivotal Decisions |
Ahead of a pivotal week of consequential decisions, U.S. equity markets posted a second-straight week of declines as investors parsed a relatively disappointing slate of employment and inflation data. The pivotal Nonfarm Payrolls report showed that the U.S. economy added just 12k jobs in October - the weakest month since 2020 - with notably weaker trends under the surface. Private employment declined by 28k during the month, fueled by the largest plunge in manufacturing employment since the pandemic shutdown, alongside job declines in retail, transportation, and hospitality. |
seekingalpha.com |
2024-11-03 11:00:00 |
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| 8 Stocks I'm Buying No Matter How The U.S. Election Goes |
The federal government absorbed most of the economic pain of the pandemic, and that shows up in federal debt to GDP. Big Tech companies paradoxically benefit from a higher Fed Funds Rate, because their cash holdings are immense, and they can earn relatively high yields on that cash. Real estate stopped its short-lived outperformance once interest rates began to rise again in mid-September. |
seekingalpha.com |
2024-11-02 10:05:00 |
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| American Homes 4 Rent (AMH) Q3 2024 Earnings Call Transcript |
American Homes 4 Rent (NYSE:AMH ) Q3 2024 Earnings Conference Call October 30, 2024 12:00 PM ET Company Participants Nicholas Fromm - Director, Investor Relations David Singelyn - Chief Executive Officer Bryan Smith - Chief Operating Officer Chris Lau - Chief Financial Officer Conference Call Participants Juan Sanabria - BMO Jamie Feldman - Wells Fargo Nick Joseph - Citi Eric Wolfe - Citi Haendel St. Juste - Mizuho Securities Steve Sakwa - Evercore ISI Josh Dennerlein - Bank of America Julien Blouin - Goldman Sachs John Pawlowski - Green Street Adam Kramer - Morgan Stanley Daniel Tricarico - Scotiabank Linda Tsai - Jefferies Brad Heffern - RBC Capital Markets Austin Wurschmidt - KeyBanc Capital Markets Michael Goldsmith - UBS Omotayo Okusanya - Deutsche Bank Jason Sabshon - KBW Operator Greetings, and welcome to the AMH Third Quarter 2024 Earnings Conference Call. At this time all participants are in a listen-only mode. |
seekingalpha.com |
2024-10-30 22:02:09 |
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| American Homes 4 Rent (AMH) Reports Q3 Earnings: What Key Metrics Have to Say |
Although the revenue and EPS for American Homes 4 Rent (AMH) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. |
zacks.com |
2024-10-29 22:01:09 |
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| American Homes 4 Rent (AMH) Surpasses Q3 FFO and Revenue Estimates |
American Homes 4 Rent (AMH) came out with quarterly funds from operations (FFO) of $0.44 per share, beating the Zacks Consensus Estimate of $0.43 per share. This compares to FFO of $0.41 per share a year ago. |
zacks.com |
2024-10-29 20:35:23 |
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| AMH Reports Third Quarter 2024 Financial and Operating Results |
Acquires High-Quality Portfolio of Nearly 1,700 Single-Family Rental Homes Raises Full Year 2024 Guidance LAS VEGAS , Oct. 29, 2024 /PRNewswire/ -- AMH (NYSE: AMH) (the "Company"), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced its financial and operating results for the quarter ended September 30, 2024. Additionally, AMH today announced that in October 2024, the Company acquired a portfolio of nearly 1,700 single-family rental homes for approximately $480 million. |
prnewswire.com |
2024-10-29 18:07:00 |
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