Market Reversal: REITs Beating Tech In 2025 |
Tech stocks have been very rewarding in the last few years. REITs, on the other hand, have been very poor investments. But things are changing, and REITs are now beating Tech. Here's why. |
seekingalpha.com |
2025-05-10 13:00:00 |
Czytaj oryginał (ang.) |
2 REITs To Buy In May 2025 |
We are in an extremely uncertain environment. REITs stand out as a safe haven in today's market. I present two of my favorite REITs to buy today. |
seekingalpha.com |
2025-05-05 12:15:00 |
Czytaj oryginał (ang.) |
3 Blue-Chip REIT Bargains On Sale |
I'm always on the lookout for high-quality REITs on sale, focusing on blue-chip companies with proven management, strong balance sheets, and conservative dividend policies. Realty Income, Public Storage, and EastGroup are top blue-chip REITs, trading below normal valuation levels, offering attractive dividend yields, and expected to deliver strong returns. Realty Income boasts a diversified portfolio, strong balance sheet, and consistent dividend growth, with potential 20% annualized returns. |
seekingalpha.com |
2025-05-04 11:00:00 |
Czytaj oryginał (ang.) |
5 Stocks I'm Buying As The Economy Dims And Dividends Shine |
The US economy shows mixed signals, with weakening labor markets and housing starts, but resilient retail sales and industrial production driven by tariff front-running. Dividends and dividend growth stocks are outperforming Big Tech in 2025, with ETFs like HDV and CDL showing strong returns due to defensive sector exposure. My buy list focuses on "steady compounders" like Bar Harbor Bank, Healthpeak Properties, and Alphabet, each showing strong fundamentals and growth potential despite market volatility. |
seekingalpha.com |
2025-05-03 12:05:00 |
Czytaj oryginał (ang.) |
Tensions Ease Ahead Of Critical Week |
US equity markets resumed their recovery this week from the "liberation day" plunge after the White House negotiated trade deals with several nations and indicated plans to ease China tariffs. Trimming its drawdown to around 10% from its mid-February highs, the S&P 500 rallied 4.6% this week - erasing an early-week dip with four-straight days of gains. After posting significant outperformance last week, real estate equities were among the laggards this week despite a solid start to REIT earnings season and a much-needed retreat in benchmark rates. |
seekingalpha.com |
2025-04-27 13:00:00 |
Czytaj oryginał (ang.) |
6 Dividend Growth Stocks I'm Buying As The Trade War Hits Stalemate |
Tariffs, especially on China, remain a significant risk, causing market uncertainty, potential shortages, inflation, and economic strain, despite the potential for reductions. Recession odds for 2025 have dipped but remain elevated due to lingering trade policy uncertainty and reduced business investment. I remain fully invested and am currently buying REITs, a blue-chip asset manager, market-leading utility, and high-quality tech stock, anticipating rate cuts and eventual market recovery. |
seekingalpha.com |
2025-04-26 12:05:00 |
Czytaj oryginał (ang.) |
EastGroup Properties, Inc. (EGP) Q1 2025 Earnings Call Transcript |
EastGroup Properties, Inc. (NYSE:EGP ) Q1 2025 Earnings Conference Call April 24, 2025 11:00 AM ET Company Participants Marshall Loeb - President and CEO Brent Wood - CFO Conference Call Participants Blaine Heck - Wells Fargo Samir Khanal - Bank of America Craig Mailman - Citi Alexander Goldfarb - Piper Sandler John Kim - BMO Capital Markets Vikram Malhotra - Mizuho Securities Ronald Kamdem - Morgan Stanley Todd Thomas - KeyBanc Capital Markets Omotayo Okusanya - Deutsche Bank Mick Mueller - JPMorgan Rich Anderson - Wedbush Michael Carroll - RBC Capital Markets Michael Griffin - Evercore ISI Vince Tibone - Green Street Nick Thillman - Baird Brendan Lynch - Barclays Operator Good morning, ladies and gentlemen, and welcome to the EastGroup Properties' First Quarter 2025 Earnings Conference Call and Webcast. At this time, all lines are in listen-only mode. |
seekingalpha.com |
2025-04-25 00:06:04 |
Czytaj oryginał (ang.) |
Compared to Estimates, EastGroup Properties (EGP) Q1 Earnings: A Look at Key Metrics |
While the top- and bottom-line numbers for EastGroup Properties (EGP) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. |
zacks.com |
2025-04-24 00:05:39 |
Czytaj oryginał (ang.) |
EastGroup Properties (EGP) Q1 FFO and Revenues Beat Estimates |
EastGroup Properties (EGP) came out with quarterly funds from operations (FFO) of $2.12 per share, beating the Zacks Consensus Estimate of $2.11 per share. This compares to FFO of $1.98 per share a year ago. |
zacks.com |
2025-04-23 22:30:43 |
Czytaj oryginał (ang.) |
EastGroup Properties Announces First Quarter 2025 Results |
Quarter Highlights Net Income Attributable to Common Stockholders of $1.14 Per Diluted Share for First Quarter 2025 Compared to $1.22 Per Diluted Share for First Quarter 2024 (Gains on Sales of Real Estate Investments Were $9 Million, or $0.18 Per Diluted Share, in First Quarter 2024; There Were No Sales in First Quarter 2025) Funds from Operations ("FFO") Excluding Gain on Involuntary Conversion and Business Interruption Claims of $2.12 Per Diluted Share for First Quarter 2025 Compared to $1.98 Per Diluted Share for First Quarter 2024, an Increase of 7.1% Same Property Net Operating Income for the Same Property Pool Excluding Income From Lease Terminations Increased 5.3% on a Straight-Line Basis and 5.2% on a Cash Basis for First Quarter 2025 Compared to the Same Period in 2024 Operating Portfolio was 97.3% Leased and 96.5% Occupied as of March 31, 2025; Average Occupancy of Operating Portfolio was 95.8% for First Quarter 2025 as Compared to 97.5% for First Quarter 2024 Rental Rates on New and Renewal Leases Increased an Average of 46.9% on a Straight-Line Basis Signed 30% More Square Feet of Operating Portfolio Leases in First Quarter 2025 as Compared to the Same Period in 2024 Transferred Two Development Projects Containing 375,000 Square Feet to the Operating Portfolio Signed 10 Leases on Development Projects From January 1, 2025 through April 22, 2025, Totaling Approximately 414,000 Square Feet JACKSON, Miss. , April 23, 2025 /PRNewswire/ -- EastGroup Properties, Inc. (NYSE: EGP) (the "Company", "we", "us" or "EastGroup") announced today the results of its operations for the three months ended March 31, 2025. |
prnewswire.com |
2025-04-23 20:05:00 |
Czytaj oryginał (ang.) |
2 Oversold Industrial Powerhouses Long-Term Dividend Investors Should Consider |
Prologis and EastGroup Properties are trading below historical averages, presenting a buying opportunity for long-term dividend investors amid market volatility. Both REITs have robust balance sheets, solid growth prospects, and well-covered dividends, making them resilient against economic downturns and tariff impacts. Prologis and EastGroup offer attractive dividend yields, with consistent growth and conservative payout ratios, ensuring steady income for investors. |
seekingalpha.com |
2025-04-23 11:03:00 |
Czytaj oryginał (ang.) |
5 Dividend Growth Stocks I'm Buying As Defensive Sectors Become Sexy Again |
The market has shifted from tech to defensive stocks, with real estate and consumer staples outperforming due to tariffs and trade wars. US companies with high foreign sales exposure are struggling, while non-US stocks benefit from an international backlash against US tariffs. My buy list is narrowing, focusing on undervalued, high-conviction dividend growth stocks like Blackstone and Alphabet, despite market volatility. |
seekingalpha.com |
2025-04-19 12:05:00 |
Czytaj oryginał (ang.) |
CIO vs. EGP: Which Stock Should Value Investors Buy Now? |
Investors interested in REIT and Equity Trust - Other stocks are likely familiar with City Office REIT (CIO) and EastGroup Properties (EGP). But which of these two companies is the best option for those looking for undervalued stocks? |
zacks.com |
2025-04-16 16:46:18 |
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.) |
EastGroup Properties (EGP) Surges 7.6%: Is This an Indication of Further Gains? |
EastGroup Properties (EGP) was a big mover last session on higher-than-average trading volume. The latest trend in FFO estimate revisions might not help the stock continue moving higher in the near term. |
zacks.com |
2025-04-10 15:00:44 |
Czytaj oryginał (ang.) |
EastGroup Properties downgraded to Neutral from Overweight at Piper Sandler |
Piper Sandler last night downgraded EastGroup Properties to Neutral from Overweight with a price target of $175, down from $218. The firm believes industrial real estate investment trusts "will be the most in flux" from last week's tariff announcement. Trump's tariff actions completely upend global and domestic trade, given how intertwined imported goods are in U.S. consumption, the analyst tells investors in a research note. Piper thinks the impact is most pronounced in industrials, "as it's easy to see tenants delay decisions given sourcing and pricing uncertainty." 24 Apr |
https://thefly.com |
2025-04-07 09:24:06 |
Czytaj oryginał (ang.) |
EastGroup Properties Announces Standardization of Key Property Metrics among Industrial REITs |
JACKSON, Miss. , April 1, 2025 /PRNewswire/ -- EastGroup Properties, Inc. (NYSE: EGP) (the "Company", "we", "our", "us" or "EastGroup") announced today a coalition of industrial real estate investment trusts – EastGroup, First Industrial Realty Trust, Inc., Prologis, Inc., and STAG Industrial, Inc. (collectively, the "Industrial REIT Group") – has updated its standardized methodology for calculating key non-GAAP property metrics to improve comparability across the sector. |
prnewswire.com |
2025-04-01 20:30:00 |
Czytaj oryginał (ang.) |
CIO or EGP: Which Is the Better Value Stock Right Now? |
Investors with an interest in REIT and Equity Trust - Other stocks have likely encountered both City Office REIT (CIO) and EastGroup Properties (EGP). But which of these two companies is the best option for those looking for undervalued stocks? |
zacks.com |
2025-03-31 16:46:06 |
Czytaj oryginał (ang.) |
A Big Market Reversal Is Likely Coming In 2025 |
REITs have significantly underperformed in recent years. But a big market reversal is underway. REITs are now massively outperforming, and I expect this to continue. |
seekingalpha.com |
2025-03-29 10:15:00 |
Czytaj oryginał (ang.) |
EastGroup Properties Announces First Quarter 2025 Earnings Conference Call and Webcast |
JACKSON, Miss. , March 25, 2025 /PRNewswire/ -- EastGroup Properties, Inc. (NYSE: EGP) (the "Company" or "EastGroup") announced today that it will hold its First Quarter 2025 Earnings Conference Call and Webcast on Thursday, April 24, 2025, at 11:00 a.m. |
prnewswire.com |
2025-03-25 19:41:00 |
Czytaj oryginał (ang.) |
CIO or EGP: Which Is the Better Value Stock Right Now? |
Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either City Office REIT (CIO) or EastGroup Properties (EGP). But which of these two companies is the best option for those looking for undervalued stocks? |
zacks.com |
2025-02-25 14:45:35 |
Czytaj oryginał (ang.) |
My Top 10 REITs For 2025 (Revisited) |
I screened for high-quality, competitively advantaged REITs to deliver 29% annualized returns in 2025; the portfolio is on target with a 5.4% YTD return. Top performers include Terreno (+13.5%), EastGroup (+12.7%), and Realty Income (+7.9%), while Ryman Hospitality (-4.6%) and Alexandria (-0.7%) lag. Strong balance sheets and strategic market positioning are key factors for REITs like EastGroup, Terreno, and Rexford, supporting my buy and strong buy ratings. |
seekingalpha.com |
2025-02-23 09:00:00 |
Czytaj oryginał (ang.) |
EastGroup Properties, Inc. (EGP) Q4 2024 Earnings Call Transcript |
EastGroup Properties, Inc. (NYSE:EGP ) Q4 2024 Earnings Conference Call February 7, 2025 11:00 AM ET Company Participants Marshall Loeb - President and Chief Executive Officer Keena Frazier - Director of Leasing Statistics Brent Wood - Chief Financial Officer Conference Call Participants Andrew Berger - Bank of America Merrill Lynch Alexander Goldfarb - Piper Sandler & Co. Craig Mailman - Citigroup Inc. AJ Peak - KeyBanc Capital Markets, Inc. Richard Anderson - Wedbush Securities Nicholas Thillman - Robert W. Baird & Co., Inc. Eric Borden - BMO Capital Markets Blaine Heck - Wells Fargo Securities Steve Sakwa - Evercore ISI Michael Carroll - RBC Capital Markets Ronald Kamdem - Morgan Stanley Omotayo Okusanya - Deutsche Bank AG Vince Tibone - Green Street Advisors Operator Good morning, ladies and gentlemen, and welcome to the EastGroup Properties, Inc. Fourth Quarter 2024 Earnings Conference Call and Webcast. |
seekingalpha.com |
2025-02-07 17:01:09 |
Czytaj oryginał (ang.) |
EastGroup Properties: Solid Q4 Results |
EastGroup Properties (EGP 0.45%), a real estate investment trust (REIT) focused on industrial properties primarily in the Sunbelt, reported its fourth-quarter results on Feb. 6. Earnings per share (EPS) of $1.16 slightly beat expectations of $1.15, while revenue of $164 million came in slightly below the expected $166 million. |
fool.com |
2025-02-07 13:13:25 |
Czytaj oryginał (ang.) |
EastGroup Properties (EGP) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates |
Although the revenue and EPS for EastGroup Properties (EGP) 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 |
2025-02-06 21:01:29 |
Czytaj oryginał (ang.) |
EastGroup Properties (EGP) Lags Q4 FFO and Revenue Estimates |
EastGroup Properties (EGP) came out with quarterly funds from operations (FFO) of $2.15 per share, missing the Zacks Consensus Estimate of $2.16 per share. This compares to FFO of $2.03 per share a year ago. |
zacks.com |
2025-02-06 20:47:12 |
Czytaj oryginał (ang.) |
EastGroup Properties Announces Fourth Quarter and Full Year 2024 Results |
Fourth Quarter 2024 Highlights Net Income Attributable to Common Stockholders of $1.16 Per Diluted Share for Fourth Quarter 2024 Compared to $1.35 Per Diluted Share for Fourth Quarter 2023 (Gains on Sales of Real Estate Investments Were $13 Million, or $0.28 Per Diluted Share, in Fourth Quarter 2023; There Were No Sales in Fourth Quarter 2024) Funds from Operations ("FFO") Excluding Gain on Involuntary Conversion and Business Interruption Claims of $2.15 Per Diluted Share for Fourth Quarter 2024 Compared to $2.03 Per Diluted Share for Fourth Quarter 2023, an Increase of 5.9% Same Property Net Operating Income for the Same Property Pool Excluding Income From Lease Terminations Increased 3.6% on a Straight-Line Basis and 3.4% on a Cash Basis for Fourth Quarter 2024 Compared to the Same Period in 2023 Operating Portfolio was 97.1% Leased and 96.1% Occupied as of December 31, 2024; Average Occupancy of Operating Portfolio was 95.8% for Fourth Quarter 2024 as Compared to 98.1% for Fourth Quarter 2023 Rental Rates on New and Renewal Leases Increased an Average of 46.6% on a Straight-Line Basis Acquired Three Operating Properties Containing 1,790,000 Square Feet and 26.8 Acres of Development Land for Approximately $257 Million Started Construction of Five Development Projects Totaling 802,000 Square Feet with Projected Total Costs of Approximately $125 Million Transferred One Development Project Containing 357,000 Square Feet to the Operating Portfolio Full Year 2024 Highlights Net Income Attributable to Common Stockholders of $4.66 Per Diluted Share for 2024 Compared to $4.42 Per Diluted Share for 2023 (Gains on Sales of Real Estate Investments Were $9 Million, or $0.18 Per Diluted Share, in 2024 Compared to $18 Million, or $0.40 Per Diluted Share, in 2023) FFO Excluding Gain on Involuntary Conversion and Business Interruption Claims of $8.31 Per Diluted Share for 2024 Compared to $7.70 Per Diluted Share for 2023, an Increase of 7.9% Same Property Net Operating Income for the Same Property Pool Excluding Income From Lease Terminations Increased 4.8% on a Straight-Line Basis and 5.6% on a Cash Basis for 2024 Compared to 2023 Average Occupancy of Operating Portfolio was 96.8% for 2024 as Compared to 98.0% for 2023 Rental Rates on New and Renewal Leases Increased an Average of 53.0% on a Straight-Line Basis Acquired Six Operating Properties Containing 2,474,000 Square Feet and 61.1 Acres of Development Land for Approximately $404 Million Started Construction of 10 Development Projects Totaling 1,585,000 Square Feet with Projected Total Costs of Approximately $230 Million Transferred Seven Development Projects Containing 1,519,000 Square Feet to the Operating Portfolio JACKSON, Miss. , Feb. 6, 2025 /PRNewswire/ -- EastGroup Properties, Inc. (NYSE: EGP) (the "Company", "we", "us" or "EastGroup") announced today the results of its operations for the three and twelve months ended December 31, 2024. |
prnewswire.com |
2025-02-06 18:05:00 |
Czytaj oryginał (ang.) |
CHCT or EGP: Which Is the Better Value Stock Right Now? |
Investors interested in REIT and Equity Trust - Other stocks are likely familiar with Community Healthcare Trust (CHCT) and EastGroup Properties (EGP). But which of these two companies is the best option for those looking for undervalued stocks? |
zacks.com |
2025-02-06 14:40:24 |
Czytaj oryginał (ang.) |
The Ten Commandments Of REIT Investing |
The Chilton REIT Strategy, founded by Bruce Garrison, has achieved an annualized total return of +9.3% gross of fees over 20 years. Successful REITs are characterized by strong management, a focused strategy, high insider ownership, and financial strength, as outlined in 'The Ten Commandments of REIT Investing.' Public REITs, with superior balance sheets and access to capital, are well-positioned to outperform private equity alternatives in a higher interest rate environment. |
seekingalpha.com |
2025-02-03 21:28:09 |
Czytaj oryginał (ang.) |
EastGroup Properties Announces the Income Tax Treatment of its 2024 Distributions |
JACKSON, Miss. , Jan. 27, 2025 /PRNewswire/ -- EastGroup Properties, Inc. (NYSE: EGP) (the "Company" or "EastGroup") announced today the income tax treatment of its 2024 distributions as described below. |
prnewswire.com |
2025-01-27 19:55:00 |
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.) |
California REITs see rating upgrades in the wake of fires |
CNBC's Diana Olick reports on REIT performance post-California wildfires. |
youtube.com |
2025-01-15 14:25:19 |
Czytaj oryginał (ang.) |
EastGroup Properties: Buy The Drop On This Wonderful Bargain |
EastGroup Properties is trading at a 52-week low, presenting a buying opportunity for long-term income and growth investors. EGP focuses on high-demand, supply-constrained Sunbelt markets with multi-tenant Shallow Bay properties, supporting resilience and growth potential. It's demonstrated consistent FFO growth, high occupancy rates, and a strong balance sheet with low debt-to-EBITDA, supporting its 3.6% dividend yield. |
seekingalpha.com |
2025-01-14 10:05:00 |
Czytaj oryginał (ang.) |
EGP: Rising Dividends With Industrial Real Estate |
EastGroup Properties Inc. (EGP) is an industrial real estate investment trust with a long history of paying and growing dividends. Recent acquisitions and high occupancy rates demonstrate EGP's effective management and growth strategy, combining development and acquisition to maximize shareholder value. Despite recent price declines, EGP's historical performance and potential rebound in a rate-cutting environment make it an attractive buy-and-hold investment. |
seekingalpha.com |
2025-01-12 10:30:46 |
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.) |
CIO or EGP: Which Is the Better Value Stock Right Now? |
Investors interested in stocks from the REIT and Equity Trust - Other sector have probably already heard of City Office REIT (CIO) and EastGroup Properties (EGP). But which of these two stocks offers value investors a better bang for their buck right now? |
zacks.com |
2025-01-08 14:55:41 |
Czytaj oryginał (ang.) |
EastGroup Properties Announces Fourth Quarter 2024 Earnings Conference Call and Webcast |
JACKSON, Miss. , Jan. 7, 2025 /PRNewswire/ -- EastGroup Properties, Inc. (NYSE: EGP) (the "Company" or "EastGroup") announced today that it will hold its Fourth Quarter Earnings Conference Call and Webcast on Friday, February 7, 2025, at 11:00 a.m. |
prnewswire.com |
2025-01-07 19:07:00 |
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.) |
Ready, Set, REIT: Why 2025 Could Be A Breakout Year |
The commercial real estate sector, valued at $26 trillion, offers diverse opportunities despite low growth and commoditized assets, with REITs providing accessible and liquid investment options. Rising interest rates have pressured REIT performance, yet current valuations present attractive opportunities, especially in sectors like data centers, telecommunications, and warehousing. Despite a challenging 2024, REITs remain financially robust with low leverage and strong access to capital, positioning them well for a potential rebound. |
seekingalpha.com |
2025-01-05 13:00:00 |
Czytaj oryginał (ang.) |
EastGroup Boosts Portfolio With Acquisitions in Existing Submarkets |
EPG continues its recent spate of acquisitions, further strengthening its foothold in existing submarkets. |
zacks.com |
2025-01-02 14:20:37 |
Czytaj oryginał (ang.) |
REIT Renaissance: The Golden Era? |
I'm optimistic about 2025, expecting a REIT renaissance driven by corporate tax cuts, tariffs, and reduced regulation under President Trump's new administration. Corporate tax cuts will incentivize business creation, benefiting REIT tenants and boosting rent quality, despite REITs being pass-through entities. Trump's tariffs could lead to increased U.S. investments, benefiting REITs leasing space to companies building new factories and warehouses. |
seekingalpha.com |
2025-01-01 09:00:00 |
Czytaj oryginał (ang.) |
My Top 10 REITs For 2025 |
Over 15 years, I've seen the REIT sector evolve, allowing small investors to own diverse properties like cell towers, data centers, and casinos. Inspired by Warren Buffett, I analyze REITs by their competitive advantages and financials, focusing on those with wide moats and trading at a margin of safety. My Top 10 REITs for 2025 include EastGroup, Terreno Realty, Rexford Industrial, VICI Properties, American Tower, Realty Income, Ryman Hospitality, Alexandria Real Estate, Americold, and NNN REIT. |
seekingalpha.com |
2024-12-31 09:00:00 |
Czytaj oryginał (ang.) |
EastGroup Properties Announces Recent Business Activity |
JACKSON, Miss. , Dec. 30, 2024 /PRNewswire/ -- EastGroup Properties, Inc. (NYSE: EGP) (the "Company", "we", "us" or "EastGroup") announced today its recent business activity. |
prnewswire.com |
2024-12-30 18:05:00 |
Czytaj oryginał (ang.) |
Why I Just Bought More of These 2 High-Yield Dividend Stocks in My Retirement Account and Expect to Continue Loading Up on Their Shares in 2025 |
I'm packing my retirement account with dividend-paying stocks. The thesis is simple: Dividend stocks have historically outperformed non-payers by a wide margin. |
fool.com |
2024-12-30 07:38:00 |
Czytaj oryginał (ang.) |
8 Stocks I'm Buying As I Hone My Buying Strategy For 2025 |
I visualize my portfolio as a galley ship with rowers (steady compounders) and sails (high-yielding securities) for balanced growth and income. In 2025, my goal is to refocus on rowers to enhance dividend growth, using Schwab US Dividend Equity ETF (SCHD) as a primary vehicle. I've sold high-risk stocks and reinvested in higher-yielding, safer options, but my portfolio is now too weighted towards immediate income. |
seekingalpha.com |
2024-12-28 10:05:00 |
Czytaj oryginał (ang.) |
CIO vs. EGP: Which Stock Is the Better Value Option? |
Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either City Office REIT (CIO) or EastGroup Properties (EGP). But which of these two stocks is more attractive to value investors? |
zacks.com |
2024-12-23 14:46:14 |
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.) |
Buy The Dip: 2 REITs Getting Way Too Cheap |
Some REITs suffered a dip in recent weeks. As a result, they have become cheap again. We highlight 2 of our favorite buy-the-dip opportunities. |
seekingalpha.com |
2024-12-19 11:00:00 |
Czytaj oryginał (ang.) |
Sector Spotlight: Industrial REITs - Still A Real Estate Darling? |
The industrial REIT sector has seen significant price corrections due to changing macroeconomic factors, making current pricing more investible. Investor enthusiasm has waned, reflected in falling AFFO multiples from 35.5x in 2021 to 20.5x recently. Despite strong demand, new supply has suppressed rent growth and occupancy, leading to tepid SSNOI growth. |
seekingalpha.com |
2024-12-07 10:44:44 |
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.) |
PINE vs. EGP: Which Stock Is the Better Value Option? |
Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Alpine Income (PINE) or EastGroup Properties (EGP). But which of these two stocks is more attractive to value investors? |
zacks.com |
2024-12-05 14:41:20 |
Czytaj oryginał (ang.) |
EastGroup Properties Announces 180th Consecutive Quarterly Cash Dividend |
JACKSON, Miss. , Dec. 2, 2024 /PRNewswire/ -- EastGroup Properties (NYSE: EGP) (the "Company", "EastGroup") announced today that its Board of Directors declared a quarterly cash dividend of $1.40 per share payable on January 15, 2025, to shareholders of record of Common Stock on December 31, 2024. |
prnewswire.com |
2024-12-02 15:25:00 |
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.) |
The 8 Stocks And 1 ETF On My Buy List Going Into December |
The market outlook for 2025 is uncertain, with a wide range of possibilities in GDP growth, inflation, and job growth. Government spending cuts led by Elon Musk and Vivek Ramaswamy's DOGE initiative are unlikely to meet their ambitious $2 trillion goal due to mandatory spending constraints. Significant cash reserves, like Berkshire Hathaway's $325 billion, suggest potential market caution, but a drop in the Fed Funds Rate below 4% could boost REITs and bonds. |
seekingalpha.com |
2024-11-29 10:10:00 |
Czytaj oryginał (ang.) |
3 Great Dividend Stocks to Buy for Those With $175 or Less to Invest |
One of the many great things about investing in dividend stocks is that they don't typically cost a lot of money, making it easy for beginners to get started. Meanwhile, you can routinely buy more shares as you have additional cash to invest, enabling you to steadily grow your dividend income. |
fool.com |
2024-11-25 08:08:00 |
Czytaj oryginał (ang.) |
7 Stocks I'm Buying In Defiance Of Post-Election Euphoria |
Some stock sectors exhibit dangerous euphoria, reminiscent of Icarus flying too close to the sun, risking a significant correction. Post-election optimism has inflated valuations in midstream energy, regional banks, investment banks, and insurance companies, raising concerns about sustainability. The threat of mass deportations could impact agricultural REITs like Gladstone Land, affecting labor supply and lease structures. |
seekingalpha.com |
2024-11-23 10:15:00 |
Czytaj oryginał (ang.) |
3 REITs With High Dividend Growth Prospects In 2025 |
Not all REITs are created equal. Some are growing far faster than others. We highlight 3 REITs with rapid growth prospects in 2025. |
seekingalpha.com |
2024-11-21 10:15:00 |
Czytaj oryginał (ang.) |
PINE or EGP: Which Is the Better Value Stock Right Now? |
Investors interested in REIT and Equity Trust - Other stocks are likely familiar with Alpine Income (PINE) and EastGroup Properties (EGP). But which of these two companies is the best option for those looking for undervalued stocks? |
zacks.com |
2024-11-19 14:40:27 |
Czytaj oryginał (ang.) |
PINE or EGP: Which Is the Better Value Stock Right Now? |
Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Alpine Income (PINE) or EastGroup Properties (EGP). But which of these two companies is the best option for those looking for undervalued stocks? |
zacks.com |
2024-11-18 14:45:57 |
Czytaj oryginał (ang.) |