| Farmland Partners: Outlook Increased As Company Diversifies Revenue Streams |
Farmland Partners Inc. is a farmland REIT focused on the Corn Belt and High Plains regions. Recent land sales impacted Q1 2025 AFFO, but the company nevertheless increased its full-year outlook. The improvement was driven by growth in the REIT's lending operations, higher solar, wind, recreation rent, as well as ongoing share buybacks. |
seekingalpha.com |
2025-05-14 13:41:55 |
Czytaj oryginał (ang.) |
| Farmland Partners Inc. (FPI) Q1 2025 Earnings Call Transcript |
Farmland Partners Inc. (NYSE:FPI ) Q1 2025 Earnings Conference Call May 8, 2025 11:00 AM ET Company Participants Luca Fabbri – President and Chief Executive Officer Christine Garrison – General Counsel and Corporate Secretary Paul Pittman – Executive Chairman Susan Landi – Chief Financial Officer Conference Call Participants Craig Kucera – Lucid Capital Markets John Massocca – B. Riley Securities Operator Thank you for standing by. |
seekingalpha.com |
2025-05-08 17:48:49 |
Czytaj oryginał (ang.) |
| Farmland Partners (FPI) Q1 FFO Miss Estimates |
Farmland Partners (FPI) came out with quarterly funds from operations (FFO) of $0.05 per share, missing the Zacks Consensus Estimate of $0.06 per share. This compares to FFO of $0.06 per share a year ago. |
zacks.com |
2025-05-07 23:31:03 |
Czytaj oryginał (ang.) |
| Large Price Disconnects In REITs From Misapplied Perspective |
Real estate professionals' negative outlook on transaction volumes has led to a bearish sentiment on REITs, despite stable property values and NOI growth. Tariff uncertainty and fluctuating mortgage rates have reduced transaction activity, but real estate owners care about NOI and property value, not transaction volume. REIT stocks are trading at significant discounts, with the median REIT at 77.9% of NAV, presenting a unique investment opportunity. |
seekingalpha.com |
2025-05-05 20:21:20 |
Czytaj oryginał (ang.) |
| Farmland Partners: Reduced Debt And High Resilience Amid Uncertainty |
I rate Farmland Partners a Buy due to its unique agricultural portfolio, stable leasing model, and multiple growth catalysts, with a $14–$18 target. FPI's refinancing in late 2024 at 5.77% will eliminate floating exposure, saving $10.9 Mn annually and enhancing earnings predictability. FPI's diversified crop mix and strategic location in top production regions reduce risk and yield above-average rents, strengthening its market position. |
seekingalpha.com |
2025-05-02 12:41:41 |
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| Farmland Partners Inc. Announces Date for First Quarter 2025 Earnings Release and Conference Call |
DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (the “Company”) today announced it will release its financial results for the quarter ended March 31, 2025, after 5 p.m. (Eastern Time) on Wednesday, May 7, 2025, and will host a conference call the following day, Thursday, May 8, 2025, at 11:00 a.m. (Eastern Time) to discuss the financial results and provide a company update. The call can be accessed live over the phone by dialing 1-800-715-9871 and using the conference ID 4868033. Th. |
businesswire.com |
2025-05-01 20:30:00 |
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| The Perfect Storm Is Forming For REIT Outperformance |
REITs have been in the doghouse for years. However, that could all be changing soon—don't miss the window. I also discuss one near-zero net debt REIT offers inflation protection, recession resistance, and deep value. |
seekingalpha.com |
2025-04-18 11:05:00 |
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| Buy The Dip: 6%-Yielding Inflation Hedges Getting Way Too Cheap |
The Fed is trapped — here's how tariffs could unleash runaway inflation. Gold is expensive and yields nothing — these 6%+ dividend stocks offer better inflation protection. Both are on fire-sale. |
seekingalpha.com |
2025-04-17 11:10:00 |
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| All You Need to Know About Farmland Partners (FPI) Rating Upgrade to Strong Buy |
Farmland Partners (FPI) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy). |
zacks.com |
2025-03-21 15:01:07 |
Czytaj oryginał (ang.) |
| 1 REIT To Sell And 1 Better Alternative To Buy |
We are not passive buy-and-hold investors. We will regularly sell positions to reinvest in better opportunities. I highlight one such opportunity in the REIT sector today. |
seekingalpha.com |
2025-03-19 10:15:00 |
Czytaj oryginał (ang.) |
| Farmland Partners: Interim Value Via Asset Sales, Long Term Via Strategic Pivot |
Farmland Partners Inc.'s Q4 earnings surpassed expectations in February, with FFO per share beating targets. The REIT is focusing on asset sales-based shareholder returns and strategic acquisitions, despite potential FFO reductions from asset sales, ensuring sustained dividends through fiscal 2025. Debt reduction and strategic acquisitions might drive future value, enhancing FPI's bottom-line performance and providing diversification benefits for risk reduction. |
seekingalpha.com |
2025-03-07 11:41:38 |
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| Winners Of REIT Earnings Season |
In Part 2 of our Earnings Recap, we present a sector-by-sector breakdown of the Winners of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Healthcare REITs were the leaders this earnings season, with results showing robust momentum in senior housing fundamentals, while tenant operator issues improved across other healthcare sub-sectors. Results from Net Lease, Casino, and Residential Mortgage REITs - several of the most rate-sensitive sectors - were also surprisingly steady despite the interest rate turbulence in late 2024. |
seekingalpha.com |
2025-03-06 11:00:00 |
Czytaj oryginał (ang.) |
| 5 REITs Ripe For Buyout |
M&A is beneficial for target shareholders, offering premiums of 10%-50%, and identifying potential buyout targets involves analyzing specific features like discount to NAV and valuation disparity. REITs trading below NAV, especially in hot asset classes, are prime M&A candidates. Willingness to sell, management incentives, and operational synergies are crucial factors in determining a company's likelihood of being acquired. |
seekingalpha.com |
2025-02-27 20:00:30 |
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| Why I Don't Invest In REIT ETFs |
Passive beats active in most cases. REITs are an exception. I explain why I follow an active strategy when investing in REITs. |
seekingalpha.com |
2025-02-25 10:25:00 |
Czytaj oryginał (ang.) |
| Farmland Partners Inc. (FPI) Q4 2024 Earnings Call Transcript |
Farmland Partners Inc. (NYSE:FPI ) Q4 2024 Results Conference Call February 20, 2025 11:00 AM ET Company Participants Luca Fabbri - President and CEO Christine Garrison - General Counsel Paul Pittman - Executive Chairman Susan Landi - Chief Financial Officer Conference Call Participants Rob Stevenson - Janney Montgomery Scott Buck Horne - Raymond James Darren Rabenou - DTR Partners Craig Kucera - Lucid Capital Markets Operator Thank you for standing by. My name is Gail and I will be your conference operator today. |
seekingalpha.com |
2025-02-20 17:20:16 |
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| Farmland Partners Inc. Reports Full Year 2024 Results |
DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (“FPI” or the “Company”) today reported financial results for the year ended December 31, 2024. Selected Highlights During the year ended December 31, 2024, the Company: recorded net income of $61.5 million, or $1.19 per share available to common stockholders, compared to $31.7 million, or $0.55 per share available to common stockholders for the same period in 2023; recorded AFFO of $14.1 million, or $0.29 per share, compared to $8.1 m. |
businesswire.com |
2025-02-19 18:05:00 |
Czytaj oryginał (ang.) |
| Farmland Partners Inc. Announces Date for Fourth Quarter and Fiscal Year 2024 Earnings Release and Conference Call |
DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (the “Company”) today announced it will release its financial results for the fourth quarter and year ended December 31, 2024, after 5 p.m. (Eastern Time) on Wednesday, February 19, 2025, and will host a conference call the following day, Thursday, February 20, 2025, at 11:00 a.m. (Eastern Time) to discuss the financial results and provide a company update. The call can be accessed live over the phone by dialing 1-800-715-9871 and usin. |
businesswire.com |
2025-02-13 18:30:00 |
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| Buy The Dip: High-Conviction High-Yields Getting Way Too Cheap |
Warren Buffett once offered sage advice on how to pick winning stocks. We have identified some of these types of stocks trading at compelling bargains. We share several high-conviction picks in this article. |
seekingalpha.com |
2025-02-10 18:59:02 |
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| Buy Land, They Don't Make It Anymore: 3 'Dirt' Cheap Big Dividends And Buybacks |
Land has proven to be an excellent long-term risk-adjusted investment. Fortunately, there are numerous opportunities to buy it at a steep discount right now. I share three compelling opportunities, yielding up to 7.3% with big buybacks involved as well. |
seekingalpha.com |
2025-02-01 09:05:00 |
Czytaj oryginał (ang.) |
| Farmland Partners Announces Tax Treatment of 2024 Distributions |
DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (the “Company” or “FPI”) today announced the tax treatment of our 2024 common stock distributions, as summarized in the following table. Farmland Partners Inc. CUSIP: 31154R109 EIN: 46-3769850 Farmland Partners Inc. 2024 Dividend Treatment Common Stock Dividends Capital Gains DeclarationDate Payment Date Record Date DistributionPer Share DistributionPer Share Allocable to2024 TaxableOrdinary(Box 1a) Qualified (Box 1b)(1) Total(Box. |
businesswire.com |
2025-01-31 18:30:00 |
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| The State Of REITs: January 2025 Edition |
The REIT sector took a beating in December with an average total return of -6.85% but still finished in the black for full year 2024 (+3.70%). Small cap (-5.98%) and mid cap REITs (-6.62%) outperformed large caps (-7.43%) and micro caps (-8.63%) in December. Only 9.68% of REIT securities had a positive total return in December. 55.63% had a positive total return for all of 2024. |
seekingalpha.com |
2025-01-23 01:19:28 |
Czytaj oryginał (ang.) |
| Farmland Partners: Diversification Benefits And An Improving Dividend Profile |
Data suggests that Farmland Partners Inc. offers diversification benefits with a weak correlation to major equity and real estate ETFs. The REIT's business model includes leasing agricultural land, selling crops, and providing ancillary services, ensuring revenue diversification. Strong fundamentals, including high collection rates, long-term leases, and involvement in renewable energy, support a positive outlook for 2025. |
seekingalpha.com |
2024-12-28 06:01:42 |
Czytaj oryginał (ang.) |
| Farmland Partners: AFFO Set To Benefit From Deleveraging In 2025 |
Farmland Partners executed two significant transactions in Q4 2024 producing proceeds of $308 million and exiting the Florida, South and North Carolina farmland markets. The transaction increases the significance of California permanent crop farms which are more difficult to value. I estimate FPI's AFFO should increase to $0.35-$0.40/share in 2025 driven by deleveraging and cost savings. Even so, the AFFO multiple remains too high. |
seekingalpha.com |
2024-12-27 11:16:17 |
Czytaj oryginał (ang.) |
| 3 Big Dividends Backed By High-Quality Assets |
Avoid private equity and REITs offering unsustainable high yields; they often rely on risky investments or leverage, leading to potential capital destruction. We prefer to look at the cashflows first to ensure companies have enough to sustain the dividend while retaining some for growth. This article explores the various pitfalls of traditional high-yield investing and proposes 3 high-yield stocks that offer a better total return potential. |
seekingalpha.com |
2024-12-16 17:06:21 |
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| Fed Ahead |
Ahead of the Federal Reserve's critical interest rate decision next week, U.S. equity markets snapped a three-week winning streak as benchmark interest rates jumped to the cusp of five-month highs. Lukewarm CPI and PPI inflation reports were "good enough" to solidify another Fed rate cut next week, but "sticky" trends called into question the outlook for continued easing in 2025. After setting a series of fresh record-highs in the prior week, the S&P 500 slipped 0.6% this week, but still remains on pace for its best year since 2019. |
seekingalpha.com |
2024-12-15 11:00:00 |
Czytaj oryginał (ang.) |
| Farmland Partners Declares $1.15 per Share Special Dividend After Strong Year |
DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (the “Company” or “FPI”) today announced that its Board of Directors has declared a one-time dividend of $1.15 per share of common stock and Class A Common OP Unit, payable in cash on January 8, 2025 to shareholders of record on December 23, 2024. The announcement comes at the end of a year that saw the Company sell farmland and related assets for consideration totaling approximately $308 million, generating a total gain for FPI of app. |
businesswire.com |
2024-12-13 09:10:00 |
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 |
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| Aethlon Medical Reaches Key Milestone with Enrollment of the First Patient in (FPI) Its Hemopurifier® Cancer Trial in Australia |
Patient Enrolled at the Cancer Clinical Trial Unit, CALHN, Royal Adelaide Hospital Aethlon's Trial is a Safety, Feasibility, and Dose Finding Study of the Hemopurifier® in Patients with Solid Tumors Not Responding to Anti-PD-1 Antibodies SAN DIEGO , Nov. 11, 2024 /PRNewswire/ -- Aethlon Medical, Inc. (Nasdaq: AEMD), a medical therapeutic company focused on developing products to treat cancer and life-threatening infectious diseases, today announced enrollment of the first patient in its Australian safety, feasibility and dose-finding clinical trial of the Hemopurifier® in patients with solid tumors who have stable or progressive disease during anti-PD-1 monotherapy treatment, such as Keytruda® (pembrolizumab) or Opdivo® (nivolumab) (AEMD-2022-06 Hemopurifier Study). The patient was enrolled on October 29, 2024, by Prof. |
prnewswire.com |
2024-11-11 10:01:00 |
Czytaj oryginał (ang.) |
| Farmland Partners, Inc. (FPI) Q3 2024 Earnings Call Transcript |
Farmland Partners, Inc. (NYSE:FPI ) Q3 2024 Earnings Conference Call October 31, 2024 11:00 AM ET Company Participants Christine Garrison - General Counsel Luca Fabbri - President and CEO Paul Pittman - Executive Chairman Susan Landi - Chief Financial Officer Conference Call Participants Robert Stevenson - Janney Scott Fortune - ROTH Capital Partners Buck Horne - Raymond James John Massocca - B. Riley Craig Kucera - Lucid Capital Markets Operator Thank you for standing by. |
seekingalpha.com |
2024-10-31 17:18:13 |
Czytaj oryginał (ang.) |
| Farmland Partners (FPI) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates |
While the top- and bottom-line numbers for Farmland Partners (FPI) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. |
zacks.com |
2024-10-30 23:06:14 |
Czytaj oryginał (ang.) |
| Farmland Partners (FPI) Tops Q3 FFO and Revenue Estimates |
Farmland Partners (FPI) came out with quarterly funds from operations (FFO) of $0.03 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to loss of $0.01 per share a year ago. |
zacks.com |
2024-10-30 21:01:19 |
Czytaj oryginał (ang.) |
| 2 REITs That Remain Undervalued |
REITs have surged by nearly 40% on average. But some specific REITs missed out on this rally. I highlight 2 REITs that still present significant upside potential. |
seekingalpha.com |
2024-10-26 12:25:00 |
Czytaj oryginał (ang.) |
| Farmland Partners Inc. Announces Date for Third Quarter 2024 Earnings Release and Conference Call |
DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (the “Company”) today announced it will release its financial results for the quarter ended September 30, 2024, after 5 p.m. (Eastern Time) on Wednesday, October 30, 2024, and will host a conference call the following day, Thursday, October 31, 2024, at 11:00 a.m. (Eastern Time) to discuss the financial results and provide a company update. The call can be accessed live over the phone by dialing 1-800-715-9871 and using the conference. |
businesswire.com |
2024-10-24 21:00:00 |
Czytaj oryginał (ang.) |
| Farmland Partners Completes $289 Million Farmland Sale |
DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (the “Company” or “FPI”) today confirmed that the recently announced sale of a portfolio of farmland to Farmland Reserve, Inc. (“Farmland Reserve”) closed as scheduled on October 16, 2024 (the “Transaction”). The portfolio sold to Farmland Reserve consisted of 46 farms, comprising 41,554 acres of farmland in Arkansas, Florida, Louisiana, Mississippi, Nebraska, Oklahoma, and the Carolinas. The $289 million all-cash Transaction generated. |
businesswire.com |
2024-10-21 11:10:00 |
Czytaj oryginał (ang.) |
| These REITs Trade At Premiums, But Should They? |
REIT sectors are often mispriced due to broad-brush analysis; individual property types react differently to economic news, creating investment opportunities. Industrial REITs face weakened fundamentals but still have growth potential; STAG Industrial and Plymouth are undervalued within the sector. Manufactured housing REITs deserve their premium due to affordability and constrained supply; UMH Properties and Flagship offer cheaper entry points. |
seekingalpha.com |
2024-10-17 23:28:17 |
Czytaj oryginał (ang.) |
| Farmland Partners Massive Land Sale Demonstrates Asset Value |
Farmland Partners' recent sale of 41,554 acres at a 61% premium to USDA values highlights its NAV at $17-$21 per share, well above market price. This sale disproves bear claims, showing FPI's land quality and potential for higher value, especially with remaining high-value assets in Illinois and California. FPI's net asset value is roughly 70% higher than its market price, offering potential returns from portfolio sales, asset sales with buybacks, or continued operations. |
seekingalpha.com |
2024-10-17 20:27:46 |
Czytaj oryginał (ang.) |
| The More They Drop, The More I Buy |
A very defensive sector that has bright long-term prospects has seen stock prices languish recently. We look at two opportunities that offer attractive dividends and trade at compelling valuations. We discuss why we want to buy the dip. |
seekingalpha.com |
2024-10-08 15:30:00 |
Czytaj oryginał (ang.) |
| Farmland Partners: Selling A Quarter Of Their Book Confirms 50% Upside To NAV |
Farmland Partners offers a compelling investment due to its 30%+ discount to NAV and potential for high long-term returns as a portfolio diversifier. Recent sale of 46 farms for $289 million, with a $50 million profit, confirms the asset play thesis and provides cash for debt repayment and share buybacks. Increased concentration in California and Illinois poses risks, but the transaction aligns with FPI's strategy to crystallize asset value and reduce debt. |
seekingalpha.com |
2024-10-07 18:49:44 |
Czytaj oryginał (ang.) |
| Farmland Partners to Sell $289 Million of Farmland to Farmland Reserve, Inc. |
DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (the “Company” or “FPI”) today announced that it is selling a portfolio of 46 farms, comprising 41,554 acres of farmland (the “Portfolio”), for $289 million in a single transaction (“the “Transaction”) with Farmland Reserve, Inc. The all-cash deal has been finalized by both parties and is scheduled to close on October 16, 2024, once all conditions to closing are satisfied. The Portfolio includes farms across several regions and states,. |
businesswire.com |
2024-10-02 23:07:00 |
Czytaj oryginał (ang.) |
| My 3 Worst REIT Investments Ever |
My portfolio has done very well lately. But I have had quite a few setbacks in recent years. I review some of my worst REIT investments ever. |
seekingalpha.com |
2024-09-30 12:15:00 |
Czytaj oryginał (ang.) |
| Farmland Partners: A Better Alternative To Gold Or Treasuries |
Farmland Partners is a farmland REIT with 70% of its land value concentrated in row crop farms, leaving 30% for permanent crop farms. So far in 2024, the REIT has underperformed both real estate ETFs such as the VNQ as well as safe haven ETFs such as UTEN and GLD. I think the company is still expensive relative to REIT peers but should outperform UTEN and GLD thanks to its mid-single-digit return potential. |
seekingalpha.com |
2024-09-24 15:49:10 |
Czytaj oryginał (ang.) |