| 3 Great REITs For Buy-And-Hold Investors |
Some REITs are truly exceptional. They consistently outperform the market. I highlight three such exceptional REITs to buy and hold "forever". |
seekingalpha.com |
2025-05-15 12:15:00 |
Czytaj oryginał (ang.) |
| Built To Last: 2 Of My Favorite Dividend Stocks For The Next Decade |
The market has rebounded sharply from April's chaos, and my strategy of buying cyclical value stocks has paid off with a strong portfolio recovery. While recession risks have faded, I'm rebuilding my cash position and focusing on quality stocks with value, safety, and strong dividend growth potential. In this article, I highlight two standout stocks that fit my long-term strategy and could thrive even in a mixed economic environment. |
seekingalpha.com |
2025-05-15 11:30:00 |
Czytaj oryginał (ang.) |
| Retire Richer: 2 Dividend Stocks For A Fat FIRE Future |
I invest almost everything I earn into dividend growth stocks. They offer steady income, (potentially) market-beating returns, and help reduce volatility over time. While FIRE is about retiring early on a shoestring budget, I'm aiming higher. Fat FIRE means building enough passive income to retire in comfort, not just survival. To reach Fat FIRE, I focus on quality dividend stocks with solid yields and growth. I share two of my all-time favorites that help me stay on that path. |
seekingalpha.com |
2025-05-06 11:30:00 |
Czytaj oryginał (ang.) |
| Rexford Industrial: Focus On California Now Comes Back To Bite |
Rexford Industrial's focus on growth over shareholder returns made me cautious, despite its strong position in Southern California's industrial real estate market. After a strong 2024, cracks in the growth story are clearly present. This was prevalent in a flattish 2025 guidance, yet this was ahead of the upheaval caused by the trade war, which focuses on the US and China. |
seekingalpha.com |
2025-05-05 15:08:12 |
Czytaj oryginał (ang.) |
| Rexford Industrial: The Market Has Overreacted, It Is Time To Buy This Bargain |
Once the tariffs were announced, REXR experienced a notable drop in its share price, just as almost all industrial REITs did. Yet, as opposed to some of its closest peers, REXR has failed to bounce back. In this article, I discuss the key reasons why the market has remained skeptical of REXR. |
seekingalpha.com |
2025-05-05 13:15:00 |
Czytaj oryginał (ang.) |
| 2 Wonderful Dividends At Bargain Basement Prices |
Market pessimism creates opportunity. Pfizer and Rexford Industrial trade at historically low valuations, offering high dividend yields and strong long-term growth potential. Pfizer's diversified drug portfolio and promising oncology pipeline support its 7.1% yield and undervalued stock price. Rexford's focus on infill industrial properties in Southern California ensures steady growth. It's supported by a 5% yield and solid financials. |
seekingalpha.com |
2025-05-05 11:30:00 |
Czytaj oryginał (ang.) |
| Why Rexford Industrial Realty Stock Slumped 12.4% in April |
Shares of Rexford Industrial Realty (REXR 3.53%) tumbled 12.4% in April, according to data from S&P Global Market Intelligence . Weighing on the real estate investment trust (REIT) was tariff-driven volatility in the market and its first-quarter financial results. |
fool.com |
2025-05-05 11:23:00 |
Czytaj oryginał (ang.) |
| REITs Can Hold The Line In A Tariff War |
REITs offer defensive qualities and are undervalued relative to the broader market, making them attractive amid heightened market volatility and trade war uncertainty. Sector divergence within REITs provides opportunities for active management. Higher tariffs increase construction costs, enhancing the value of existing real estate and support future rental growth. |
seekingalpha.com |
2025-05-03 10:00:00 |
Czytaj oryginał (ang.) |
| 3 Once-In-A-Decade REIT Opportunities |
REITs are priced at the lowest valuations since 2009. After a long bear market, REITs are getting ready to recover. Some REITs will richly reward shareholders. Here are 3 once-in-a-decade opportunities that we are accumulating. |
seekingalpha.com |
2025-04-30 12:15:00 |
Czytaj oryginał (ang.) |
| 3 No-Brainer High-Yield REIT Stocks to Buy Right Now |
The average real estate investment trust (REIT) has a yield of around 4%. You can do much better than that with investments in Realty Income (O 0.79%), Vici Properties (VICI 0.23%), and Rexford Industrial (REXR 1.22%). |
fool.com |
2025-04-29 11:20:00 |
Czytaj oryginał (ang.) |
| Forget Gold, Buy Dividends - 3 Great Places To Buy Income |
Gold is experiencing a strong rally, with rising demand due to economic uncertainty and market volatility. However, despite its appeal as a safe haven, I prefer dividend stocks over gold. Gold has a long history of preserving wealth, but it lacks the consistent returns and cash flow that dividend stocks provide. I believe high-quality dividend stocks are better investments. Real estate, energy, and utilities offer the highest yields, and I particularly favor midstream energy companies and safe net lease REITs. These stocks offer steady income and growth potential. |
seekingalpha.com |
2025-04-27 11:30:00 |
Czytaj oryginał (ang.) |
| The Best REIT Stocks to Invest $1,000 in Right Now |
Real estate is the oldest asset class in the book -- it's timeless. |
fool.com |
2025-04-26 22:50:00 |
Czytaj oryginał (ang.) |
| 2 Rock-Solid Real Estate Stocks You Can Buy Right Now |
Industrial real estate investment trusts Prologis (PLD 1.73%) and Rexford Industrial Realty (REXR 2.61%) have been beaten down in the recent market turbulence. However, as longtime Fool.com contributors Matt Frankel and Tyler Crowe discuss in this video, these are solid businesses that are worth a closer look right now. |
fool.com |
2025-04-24 11:11:00 |
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.) |
| Why I'm Buying These Top High-Yield Dividend Stocks Like There's No Tomorrow |
I recently bought even more shares of Prologis (PLD -3.32%) and Rexford Industrial Realty (REXR -2.55%). I've purchased shares of the leading industrial real estate investment trusts (REITs) several times over the past year. |
fool.com |
2025-04-22 11:37:00 |
Czytaj oryginał (ang.) |
| Rexford Industrial: This Is How Bubbles Play Out |
Rexford Industrial was a typical bubble stock. Fundamentals were great and valuation was atrocious. Valuation compression has reached a point from where good returns are very likely. |
seekingalpha.com |
2025-04-21 13:56:53 |
Czytaj oryginał (ang.) |
| 2 Absurdly Cheap REITs With An Average 6.3% Yield To Grow Your Retirement Income |
Market volatility due to the U.S.-China trade war creates opportunities for long-term investors, especially retirees seeking income through high-yield REITs. American Assets Trust offers a 7.58% yield, strong fundamentals, and growth potential despite challenges in the office sector and economic headwinds. Rexford Industrial Realty, with a 5.39% yield, remains attractive due to solid fundamentals, significant upside, and a well-covered dividend despite tariff impacts. |
seekingalpha.com |
2025-04-19 10:45:00 |
Czytaj oryginał (ang.) |
| The 50/50 Dividend Strategy: One Of My Favorite Ways To Build Wealth |
The 50/50 strategy blends the simplicity of ETFs with the customization of individual dividend stocks, optimizing returns while managing risks. This approach suits a wide range of investors, from beginners to experienced, aiming to balance quality dividend growth with exposure to long-term trends. Investing should be creative, like playing with Lego bricks, allowing for personalized portfolios that align with specific financial goals. |
seekingalpha.com |
2025-04-18 11:30:00 |
Czytaj oryginał (ang.) |
| Rexford Industrial Realty, Inc. (REXR) Q1 2025 Earnings Call Transcript |
Rexford Industrial Realty, Inc. (NYSE:REXR ) Q1 2025 Results Conference Call April 17, 2025 1:00 PM ET Company Participants Mikayla Lynch - Director, IR & Capital Markets Howard Schwimmer - Co-Chief Executive Officer Michael Frankel - Co-Chief Executive Officer Laura Clark - Chief Operating Officer Mike Fitzmaurice - Chief Financial Officer Conference Call Participants Blaine Heck - Wells Fargo Samir Khanal - Bank of America John Kim - BMO Capital Markets Mike Mueller - JPMorgan Omotayo Okusanya - Deutsche Bank Craig Mailman - Citi Greg McGinniss - Scotiabank Anthony Hau - Truist Securities Brendan Lynch - Barclays Michael Griffin - Evercore ISI Vikram Malhotra - Mizuho Operator Good morning, and welcome to the Rexford Industrial's First Quarter 2025 Earnings Conference Call. All participants are in a listen-only mode. |
seekingalpha.com |
2025-04-17 19:38:06 |
Czytaj oryginał (ang.) |
| Rexford Industrial (REXR) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates |
Although the revenue and EPS for Rexford Industrial (REXR) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. |
zacks.com |
2025-04-17 14:35:55 |
Czytaj oryginał (ang.) |
| 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.) |
| Why Rexford Industrial Is Down 50% - And How To Trade It |
Rexford Industrial Realty, Inc. has seen a significant stock price drop, driven by market misjudgment rather than company failure, now trading closer to fair value. REXR owns premium warehouses in the Inland Empire, with high rent rates, but faces cyclical market challenges and slowing growth. Market fundamentals are shifting towards inland industrial markets, benefiting companies like STAG and EGP, while coastal markets experience negative absorption. |
seekingalpha.com |
2025-02-24 18:00:03 |
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.) |
| Rexford Industrial: High Value At Low Price |
Rexford Industrial Realty focuses on Southern California's high-value industrial market, offering a 4.2% dividend yield and trading at a P/FFO of 17x. REXR's market benefits from a favorable supply-demand balance, with reduced new supply due to higher interest rates, supporting strong leasing spreads and NOI growth. The REIT's growth strategy emphasizes organic CapEx, with a 72% FFO payout ratio, low leverage, and a BBB+ rated balance sheet. |
seekingalpha.com |
2025-02-21 11:15:00 |
Czytaj oryginał (ang.) |
| Rexford Industrial to Present at the Citi 2025 Global Property CEO Conference |
LOS ANGELES , Feb. 20, 2025 /PRNewswire/ -- Rexford Industrial Realty, Inc. (the "Company" or "Rexford Industrial") (NYSE: REXR), a real estate investment trust focused on creating value by investing in and operating industrial properties located throughout infill Southern California, today announced the Company will present at the Citi 2025 Global Property CEO Conference on March 3, 2025. A live webcast of the presentation can be accessed using the registration link below and a replay of the webcast will be available on the Company's investor relations website. |
prnewswire.com |
2025-02-20 18:05:00 |
Czytaj oryginał (ang.) |
| The Dividend Strategy That Could Make Me A Millionaire - And How You Can Copy It |
Self-made millionaires build wealth through disciplined, consistent investing. I focus on dividend growth stocks, avoid single-stock risks, and live below my means to reinvest. I invest in wide-moat companies with strong fundamentals. Prioritizing dividend growth, I aim for income and long-term gains without timing the market. My picks reflect my conviction in dividend growth as a wealth-building tool. These stocks align with my long-term vision for financial security and success. |
seekingalpha.com |
2025-02-20 09:30:00 |
Czytaj oryginał (ang.) |
| 3 High-Quality REITs That Have Become Absurdly Cheap |
REITs are priced at decade-low valuations. Even the highest quality REITs are discounted. We highlight three blue-chip REITs that are absurdly cheap. |
seekingalpha.com |
2025-02-18 10:25:00 |
Czytaj oryginał (ang.) |
| An Important Warning For Dividend Investors |
Dividend stocks may look cheap, but are they actually value traps? We uncover the truth. The REIT, energy, and BDC sectors face major headwinds—find out which stocks to avoid. Our high-yield strategy targets hidden gems while sidestepping the biggest pitfalls. |
seekingalpha.com |
2025-02-17 11:27:26 |
Czytaj oryginał (ang.) |
| Better Dividend Stock: Rexford Industrial vs. W.P. Carey |
Rexford Industrial (REXR -0.57%) and W.P. Carey (WPC -0.31%) are slotted into different niches in the real estate investment trust (REIT) sector. |
fool.com |
2025-02-16 12:30:00 |
Czytaj oryginał (ang.) |
| The Silent Wealth Killer: My Go-To Dividend Stocks To Beat Inflation |
Inflation erodes purchasing power, making it crucial to invest in equities, which historically outperform cash over the long term despite volatility. My thesis is that inflation will stay "higher for longer" due to factors like energy costs, labor market tightness, and deglobalization. To combat inflation, I recommend investing in sectors with strong pricing power like energy and real estate, which have historically outperformed during inflationary periods. |
seekingalpha.com |
2025-02-15 09:30:00 |
Czytaj oryginał (ang.) |
| All-In: The 23-Stock Six-Figure Dividend Portfolio I'm Betting My Future On |
Thank you to the Seeking Alpha community for your support! Reaching 40,000 followers is a dream come true. Your feedback fuels my work. I've invested 91% of my net worth in 23 high-conviction dividend stocks. Focused on wide-moat businesses, I prioritize quality and long-term growth over yield. My portfolio has outperformed the S&P 500, and I'm confident in its future. I expect a rotation to value stocks, and I'll keep sharing insights to grow together. |
seekingalpha.com |
2025-02-14 09:30:00 |
Czytaj oryginał (ang.) |
| If I Could Only Buy 2: My Favorite High-Yield Dividend Stocks Today |
The stock market is highly competitive, similar to other aspects of life, making it hard for smaller companies to stand out. The S&P 500's largest holdings dominate the market, with the top ten accounting for 38% of its weighting but only 13% of its sales. Big companies like FANG+ have strong growth, profitability, and healthy balance sheets, making them more attractive investments compared to many unprofitable small and mid-cap companies. |
seekingalpha.com |
2025-02-13 09:30:00 |
Czytaj oryginał (ang.) |
| Sleep Like A King, Earn Like A Pro: 2 Big Dividend Ideas For Income And Wealth |
I once thought holding cash for a market crash was smart, but waiting for crashes is a risky game. Inflation devalues cash much faster than investing. Market timing is tough. Predicting corrections consistently is nearly impossible, and staying invested can prevent the damage inflation causes to your purchasing power. Instead of waiting for the "perfect" moment, I focus on consistent investing in resilient infrastructure and public real estate that outperforms the market. |
seekingalpha.com |
2025-02-12 09:30:00 |
Czytaj oryginał (ang.) |
| Recurring Income: 2 Golden Opportunities At Multi-Year Lows |
It's a market for stocks rather than the stock market, and patient value investors are rewarded. In this article, I highlight 2 stocks that are trading way below their historical valuations, while providing well above-average yields. Both stocks carry moat-worthy business models and provide great entry points at present. |
seekingalpha.com |
2025-02-11 10:00:00 |
Czytaj oryginał (ang.) |
| These 3 High-Yield Dividend Stocks Just Gave Their Investors Another Raise |
Some companies really treat their investors well. They pay lucrative dividends that they routinely raise. |
fool.com |
2025-02-09 09:20:00 |
Czytaj oryginał (ang.) |
| Ultra-High Conviction: 3 Of My Biggest Dividend Holdings Are On Sale |
Warren Buffett's rule of "never lose money" emphasizes how a loss, even small, compounds negatively. Every dollar wasted is a missed opportunity for compounded growth. Howard Marks stresses risk management and diversification in investments, highlighting the importance of being aware, analyzing, diversifying, and being well-paid for risk. I focus on high-conviction stocks for my portfolio, buying on weakness. When prices drop, it presents an opportunity to buy more resilient, quality companies at a discount. |
seekingalpha.com |
2025-02-08 09:30:00 |
Czytaj oryginał (ang.) |
| Billionaire Investor Says 'Sell MLPs': Our Approach |
My largest investment since the COVID-19 crash has been midstream. However, a legendary billionaire investor just switched from being bullish to announcing he has started selling MLPs. We share our view on the sector right now. |
seekingalpha.com |
2025-02-08 09:05:00 |
Czytaj oryginał (ang.) |
| Rexford Industrial Realty, Inc. (REXR) Q4 2024 Earnings Call Transcript |
Rexford Industrial Realty, Inc. (NYSE:REXR ) Q4 2024 Earnings Conference Call February 6, 2025 1:00 PM ET Company Participants Mikayla Lynch - Director, IR & Capital Markets Howard Schwimmer - Co-CEO Michael Frankel - Co-CEO Laura Clark - COO Mike Fitzmaurice - CFO Conference Call Participants Mike Mueller - J.P. Morgan Blaine Heck - Wells Fargo Andrew Berger - Bank of America Steve Sakwa - Evercore ISI John Kim - BMO Capital Markets Greg McGinniss - Scotiabank Nick Thillman - Baird Vikram Malhotra - Mizuho Craig Mailman - Citi Operator Hello and thank you for standing by. |
seekingalpha.com |
2025-02-06 17:04:36 |
Czytaj oryginał (ang.) |
| Tariff Turmoil: A Tale Of 2 Industrial REITs |
The Bank of England cut its key interest rate to 4.5% due to economic concerns and U.S. tariff threats, impacting global trade patterns. Rexford Industrial is rated as a speculative buy due to its concentrated geographic exposure and weaker than expected 2025 guidance, despite solid financial discipline. Prologis maintains a buy rating with a diversified portfolio and strong credit metrics, though near-term choppiness is expected due to tariff uncertainties. |
seekingalpha.com |
2025-02-06 14:49:29 |
Czytaj oryginał (ang.) |
| 3 Top Value Stocks to Buy in February |
Value is in the eye of the beholder. How about the saying that some people's trash is other people's treasure? |
fool.com |
2025-02-06 07:30:00 |
Czytaj oryginał (ang.) |
| Beat Inflation Like A Pro: Unstoppable Dividend Picks You Can't Miss |
The dollar surged 8% in 2024, fueled by the Fed's policy shifts and potential tariffs under President Trump. As inflation persists, the Fed's uncertain path adds volatility. Professional investors, including hedge fund managers, emphasize inflation protection. Infrastructure assets, particularly in renewable power and data centers, offer strong growth and income potential. Amid rising bond yields, I favor high-yielding stocks, especially in infrastructure and real estate, as these sectors benefit from inflation and offer stability and growth. |
seekingalpha.com |
2025-01-03 09:30:00 |
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.) |
| What Are The Top REITs For 2025? |
REITs are offering a once-in-a-decade opportunity. They are heavily discounted and some enjoy strong catalysts in 2025. This could lead to significant upside. Here are some of my top picks. |
seekingalpha.com |
2024-12-30 10:25:00 |
Czytaj oryginał (ang.) |
| 2 Of My Biggest Losers In 2024 (Both Are Strong Buys) |
Falling interest rates and Trump's policies could boost demand, making REITs with strong balance sheets and attractive valuations poised for significant returns. Alexandria Real Estate, a life science REIT, offers stable cash flows, high occupancy, and a strong balance sheet, despite recent underperformance. Rexford Industrial, focused on Southern California, boasts diversified tenants and impressive growth, though faces risks from geographic concentration and potential tariff impacts. |
seekingalpha.com |
2024-12-30 09:00:00 |
Czytaj oryginał (ang.) |
| Hold Tight: What Every Dividend Investor Needs To Know Now |
In 2025, economic uncertainty is likely to remain high, with macro forces, inflation, and geopolitical risks shaping the market. The Fed's policies and rate hikes create challenges. Rising interest rates and high inflation, alongside the growing national debt, pose risks for both investors and the U.S. government. Volatile bond markets may worsen this situation. Despite short-term concerns, dividend growth stocks, particularly those with inflation protection, offer long-term opportunities. Quality cyclical stocks remain an attractive focus. |
seekingalpha.com |
2024-12-29 09:30:00 |
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.) |
| Here Are My Top 3 High-Yield Dividend Stocks to Buy Now |
I'm a huge fan of dividend-paying stocks. I love to see the passive income flow into my portfolio because it gives me more cash to invest. |
fool.com |
2024-12-24 06:11:00 |
Czytaj oryginał (ang.) |
| Rexford: Debt Metrics, Pricing Power, Pessimistic Valuation Make The Stock Undeniable |
Rexford Industrial is a focused Southern California REIT, leveraging management expertise to upscale properties and drive rent growth. Management's deep industry experience and founder involvement ensure this focus on quality and valued added. Rexford's valuation is attractive, trading at a significant discount compared to most peers, while its debt runway and potential for substantial future growth are unmatched. |
seekingalpha.com |
2024-12-24 03:32:59 |
Czytaj oryginał (ang.) |
| Santa's Surprise - 4 Dividends I'm Buying Hand Over Fist |
Market weakness, due to persistent inflation & rising rates, has created compelling buying opportunities for dividend investors. This correction offers a chance to acquire quality stocks at attractive prices. I'm focusing on companies with strong financials, secular growth, and reasonable valuations, poised to outperform in a potentially weaker market. I plan to deploy capital in January. I've highlighted compelling dividend stocks across different categories: low-yield/high-growth, and high-yield/deep-value. These are my priority buys, offering income and growth potential. |
seekingalpha.com |
2024-12-22 09:30:00 |
Czytaj oryginał (ang.) |
| Why I Just Bought More of These 3 Top Dividend Stocks in My Retirement Account and Plan to Keep Adding in 2025 |
I'm a huge fan of investing in dividend-paying stocks. They supply me with passive income that I can reinvest as I see fit. |
fool.com |
2024-12-22 09:08:00 |
Czytaj oryginał (ang.) |
| Very Bad News For REITs |
Trump's election victory is bad news for many REITs. His policies are perceived to be inflationary. As a result, interest rates may remain higher for longer. |
seekingalpha.com |
2024-12-21 11:00:00 |
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.) |
| 1 Magnificent High-Yield Dividend Stock Down 50% to Buy and Hold Forever |
Shares of Rexford Industrial Realty (REXR 0.13%) got a huge boost from investors coming out of the pandemic. It was, at that point, a story stock thanks to increased demand for warehouses at the time. |
fool.com |
2024-12-21 09:45:00 |
Czytaj oryginał (ang.) |
| Buy The Dip: High-Yield High-Growth Stocks Getting Way Too Cheap |
The Federal Reserve's announcement of fewer rate cuts has caused market panic, accelerating pullbacks in high-yield, high-growth stocks. However, I have found that high-yield, high-growth stocks are among the most rewarding investments. I share two high-yield, high-growth stocks that Mr. Market appears to be overlooking right now. |
seekingalpha.com |
2024-12-20 19:14:40 |
Czytaj oryginał (ang.) |
| Buckle Up Buttercup: My Warning To Dividend Investors |
The Fed's recent rate cut and upward revision of future rate expectations confirm my concerns about persistent above-average inflation and geopolitical risks. Market volatility has increased, signaling a growing acceptance of "higher for longer" rates, impacting long-term borrowing costs and economic stability. Despite economic uncertainty, I see opportunities for prudent investors and will provide more investment ideas in the coming days and months. Stay tuned! |
seekingalpha.com |
2024-12-20 09:30:00 |
Czytaj oryginał (ang.) |
| Ignore The Market, Rexford Industrial Is A Diamond In The Rough |
REXR faces a challenging year with a 28.6% YTD decline, driven by deteriorating Southern California industrial market fundamentals. Despite common shares plummeting, REXR's preferred shares and bonds remain stable with strong cash flow and a conservative balance sheet. The Southern California market shows high vacancy rates and declining rents, but geographic constraints and infrastructure activity offer long-term recovery potential. |
seekingalpha.com |
2024-12-18 09:45:57 |
Czytaj oryginał (ang.) |
| Rexford Keeps Dropping, But Is It A Buy Yet? |
Rexford Industrial (REXR) has seen a significant decline in share price, down 41% over the last three years, despite strong historical performance. Analysts are generally positive on REXR, but recent headwinds in California and management's withdrawn guidance suggest caution. The bull case highlights REXR's strong balance sheet, strategic assets, and secure dividend, while the bear case points to SoCal concentration risks and slowing FFO trends. |
seekingalpha.com |
2024-12-16 22:47:33 |
Czytaj oryginał (ang.) |
| All I Want For Christmas Are A Few Great REITs |
I'm excited to present my top 5 undervalued REITs for Christmas. VICI Properties, Realty Income, Alexandria Real Estate, American Tower, and Rexford Industrial are highlighted for their strong growth potential and attractive valuations. Each REIT offers significant upside potential by the end of 2025, with well-covered dividends and solid balance sheets. |
seekingalpha.com |
2024-12-16 09:00:00 |
Czytaj oryginał (ang.) |
| Tax Loss Selling Season: Four Oversold Stocks |
Tax loss selling has created opportunities in overly discounted stocks like Dave & Buster's, Rexford Industrial Real Estate, Portillo's, and Caesar's Entertainment. Dave & Buster's shares have plummeted due to weak comps and increased leverage, but insider buying and potential EBITDA growth present a compelling valuation. Rexford Industrial Real Estate offers attractive returns due to high-quality assets and strong negotiating positions, despite recent rent declines. |
seekingalpha.com |
2024-12-15 17:20:16 |
Czytaj oryginał (ang.) |