| Disinflation: A Gift That Keeps Giving |
U.S. equity markets extended their winning streak to an eighth week - the longest in five years - after inflation data both domestically and abroad showed a further cooling of price pressures. Extending its weekly winning streak to the longest since 2017, the S&P 500 posted gains of another 0.9% on the week, lifting the benchmark to within 1% of record highs. Pushing their eight-week rebound to over 25%, the Equity REIT Index gained 0.6% this week, with 9-of-18 property sectors in positive territory, while the Mortgage REIT Index gained 1.3%. |
seekingalpha.com |
2023-12-24 11:00:00 |
Czytaj oryginał (ang.) |
| Brookfield Property Preferreds: The Trend Is Not Your Friend |
Brookfield Property Partners LP preferred shares were downgraded to "Sell" due to high debt levels and a declining FFO. Q2-2023 saw FFO remain negative even though there was marginal improvement in office occupancy levels. Refinancing will be challenging, and mortgage defaults are expected to increase. |
seekingalpha.com |
2023-08-15 14:00:00 |
Czytaj oryginał (ang.) |
| Brookfield Property Preferreds: FFO Goes Negative |
We recently highlighted the potential issues for Brookfield Property preferred shares. They have come home to roost, and the shares are down 30%. |
seekingalpha.com |
2023-05-08 10:00:00 |
Czytaj oryginał (ang.) |
| Brookfield Property Preferreds: Time To Say Goodbye |
Brookfield Property Partners was taken private by the mothership. The preferreds have been left hanging. |
seekingalpha.com |
2023-03-08 17:08:07 |
Czytaj oryginał (ang.) |
| Preferreds Weekly Review: Year-End Tax Losers Rally Hard |
We take a look at the action in preferreds and baby bonds through the first week of January and highlight some of the key themes we are watching. Preferreds had a terrific start to the year, supported by lower Treasury yields and higher stocks. |
seekingalpha.com |
2023-01-15 10:17:58 |
Czytaj oryginał (ang.) |
| Two 10%+ Yields For 2023: Energy Transfer And Brookfield Property Preferred |
The market is currently offering up some deeply discounted high yielding opportunities. We discuss two of our favorites heading into 2023 in today's article. |
seekingalpha.com |
2022-12-30 18:50:46 |
Czytaj oryginał (ang.) |
| Brookfield Property Partners' Preferreds Yield ~10% And Promise Even Higher Returns |
BPY's preferred units yield close to 10% and with time, promise significant capital appreciation in addition to yield. Out of four issues, BPYPN seems the most promising but the difference is rather small. |
seekingalpha.com |
2022-10-19 11:01:58 |
Czytaj oryginał (ang.) |
| Why Warren Buffett Buys REITs Instead Of Rental Properties |
Warren Buffett has a history of favoring REITs over rental properties. In past shareholder meetings, he explains that he dislikes private real estate investments for a number of reasons. |
seekingalpha.com |
2021-07-03 13:00:00 |
Czytaj oryginał (ang.) |
| Mall REITs: Only The Strong Shall Survive |
Despite reporting record-low occupancy rates and rental rate spreads, mall REITs have been the best-performing property sector this year, riding the vaccine-driven reopening rotation to gains of more than 40%. |
seekingalpha.com |
2021-05-20 18:02:21 |
Czytaj oryginał (ang.) |
| Dividend Champions For March 2021 |
Monthly update of the Dividend Champions List. |
seekingalpha.com |
2021-03-01 16:08:11 |
Czytaj oryginał (ang.) |
| Many Malls Are A Pandemic Away From Extinction |
Many Malls Are A Pandemic Away From Extinction |
seekingalpha.com |
2021-02-07 09:00:00 |
Czytaj oryginał (ang.) |
| Brookfield Property: Get Extra Income While You Wait |
Brookfield Property Partners L.P. got an offer from its parent company. We run some calculations on NAV to show that this is very generous. We suggest some ways to harvest extra income while you wait. |
seekingalpha.com |
2021-01-28 14:07:26 |
Czytaj oryginał (ang.) |
| 'BAM-tastic' Brookfield Buy |
Brookfield Asset Management offered to pay $16.50 per share for the Brookfield Property Partners units it didn't already own. That represented a $5.9 billion deal, which caused BPY to jump roughly 15%. |
seekingalpha.com |
2021-01-14 09:00:00 |
Czytaj oryginał (ang.) |
| Brookfield's New Year Surprise |
Brookfield Asset Management recently made an offer to take its real estate partnership, Brookfield Property Partners L.P., private. This has ramifications far beyond investors in the partnership and U.S. REIT equivalent. Combined with the recently-renegotiated Taubman deal, we have concrete data on a distressed sector. |
seekingalpha.com |
2021-01-08 09:00:00 |
Czytaj oryginał (ang.) |
| What Goes Up Must Come Down |
The tech-wreck dragged on as U.S. equity markets declined for the second-straight week after Congress failed to reach a compromise on a renewed stimulus package and after a potential vaccine setback. |
seekingalpha.com |
2020-09-12 13:00:00 |
Czytaj oryginał (ang.) |
| The Mall Meltdown Is Underway |
There was a time when malls were thriving communities – agoras, if you will – where people went to sell, shop, eat, unwind, catch up, and hang out. |
seekingalpha.com |
2020-09-11 11:00:00 |
Czytaj oryginał (ang.) |
| The Retirees' Dividend Portfolio: John And Jane's August Taxable Account Update |
The Taxable account generated $1,674.90 of dividends in August of 2020 compared with $1,591.52 of dividends in August of 2019. |
seekingalpha.com |
2020-09-10 17:52:49 |
Czytaj oryginał (ang.) |
| August 2020 Dividend Portfolio Update |
Markets were racing to all-time highs in August fueled by technology stocks and the mega caps. I am continuing my monthly investment plans and suspiciously follow the massive rally in technology stocks. |
seekingalpha.com |
2020-09-05 13:37:14 |
Czytaj oryginał (ang.) |
| Brookfield Property's Huge 11% Yield Makes It A Great Income Pick |
Brookfield Property has great management. The company's shares trade inexpensively based on book value and IFRS real estate value. |
seekingalpha.com |
2020-09-04 14:00:00 |
Czytaj oryginał (ang.) |
| Not So Common Fixed Income Preview |
A review of all floating-rate preferred stocks, third-party trust preferred securities, trust preferred stocks, and preferred units. |
seekingalpha.com |
2020-08-26 17:48:50 |
Czytaj oryginał (ang.) |