tadamichi By Andrew Prochnow The beginning of the 2024 trading year resembles the end of the previous one, with numerous stocks recording gains in the initial 30 days of trading. Thus far in 2024, the S&P 500 has seen an increase of around 2%, with the Nasdaq Composite showing a more substantial rise closer to 3%. Similar to last year, technology stocks have notably surged at the start of the new year. Listed below are some of the top-performing stocks from the first month of the 2024 trading year (fil ...

Led by the return to favor of front-running growth stocks, the S&P 500 has once again hit record levels. That's good news, but it can also make it more challenging to identify good positions to take at this point.From a retirement point of view, there are still plenty of good options for those seeking growth and income, including some real estate dividend stocks that have yet to fully take part in the newly emerged bull market.Three favorites of mine are Agree Realty (ADC -0.30%), Alexandria Real Estate Equ ...

REIT市场概况 - REIT市场广阔多样，适合各类投资者[1] - 有约10家REIT公司值得投资者考虑[3] Big Yellow Group和Essential Properties Realty Trust - Big Yellow Group和Essential Properties Realty Trust是两个值得关注的REIT公司[6] - Big Yellow Group在英国是自存储行业的领导者，有望获得类似美国市场的高回报[20] - Essential Properties Realty Trust是最具回报的净租赁REIT公司之一[27] - EPRT采取独特的净租赁投资方式，获得更高回报[32] - EPRT的风险与同行相似，但回报更高，适合长期投资[39] - BYG和EPRT拥有优越的商业模式，过去表现出色，未来有望继续表现优异[45]

vitpho/iStock via Getty Images This article was coproduced with Wolf Report. I don't mind sounding like a broken record. In fact, I rather like it. It implies that I'm of a high conviction in the companies where my stakes are the highest. So, when I am updating here on Agree Realty Corporation (NYSE:ADC), a company I wrote about not that long ago, I do so because the short term has changed in terms of valuation, but the long-term outlook certainly has not. Agree is an overweight position (for Wolf and Brad) ...

TalajI feel it’s been a while since I wrote a “monthly mailbox” article. Though perhaps it was more recent than I remember. When life gets as busy as it has – both on a personal, professional and macroeconomic stage – it’s easy to think more time has passed. Regardless, my approval of the monthly paying dividend model hasn’t changed. This is still something I wish a long list of REITs would do. It wouldn’t be that costly to switch over, believe it or not. And it would benefit retail investors so very mu ...

SolStock/E+ via Getty Images A year ago I published The Buy-Hold-And-Go-Fishing REIT Portfolio. It was a response to the expressed desires of many of our members and my readers. A lot of them have aged and are ready to wind down their individually managed real estate holdings. They want to replace the income and are attracted to REITs because they seem comprehensible. These investors are not looking for positions they need to closely manage. They want holdings they can check in on once a year. Their goa ...

REIT行业资本成本影响 - 投资者常常认为高收益意味着低预期增长，但实际上高收益通常对应着更高的风险[4] - REIT行业中，资本成本是至关重要的因素，影响着REIT的表现和投资回报[12][16] - 高质量的REIT通常能以较低的资本成本购买高质量和低收益的房产，从而保持资本成本和投资回报之间的正向差距[26] - 低质量的REIT则可能面临资本成本上升、投资质量下降的困境，导致表现不佳[27] - 高收益的REIT往往被市场定价较低，这会导致资本成本上升，从而影响其质量和增长[42] REIT行业杠杆和表现关系 - 在几个REIT行业研究中发现，低杠杆的REIT通常表现更好，无论是在高利率还是低利率环境下[48] - 高质量、低收益、低杠杆的REIT通常能够实现正向循环并在长期内表现优异[51] REIT行业案例分析 - 以净租金为主的REIT是一个很好的例子，其稳定的现金回报和资本成本匹配是成功的关键[54] - 以前的Vereit和Spirit Realty Capital的案例展示了当REIT失去市场信心和良好资本成本时，可能会陷入恶性循环，导致表现不佳[61][72] - Spirit Realty Capital Inc (SRC) 通过资本回收实现增长，但市场认为其为低质量的REIT[79] - SRC 无法摆脱恶性循环，最终被 Realty Income 收购[82][84] - Agree Realty Corporation (ADC) 成为净租赁空间中成本领导者，其质量和资本成本优势得到市场认可[88][90]

公司股利政策 - 公司宣布每股普通股月度现金股利为$0.247，年化股利金额为$2.964，比2023年第一季度的年化股利金额$2.880增长了2.9%[1] - 公司宣布每股4.25% Series A Cumulative Redeemable Preferred Stock的月度现金股利为$0.08854，相当于每年$1.0625[1] 公司物业经营 - 公司拥有和经营着2,135个物业，位于49个州，总面积约为44.2百万平方英尺，致力于通过收购和开发物业来重新思考零售业[2]

商业地产受到疫情和升息影响 - 商业地产REITs投资者遭受重创[1] - 高通胀和升息对房地产行业造成严重影响[2] REITs市场表现 - 随着衰退担忧减弱和美联储暗示今年可能降息，REITs市场表现超过整体市场[3] 具体公司分析 - AGNC Investment是一家抵押贷款REIT，提供高收益，每年支付10%至15%的股息[6] - Agree Realty是一家零售REIT，拥有多个物业，租户多样化，每年以6%的速度增加股息[10] - Alexandria Real Estate Equities是一家实验室和研究相关办公空间的REIT，股价仍低于三年高点，有望获利[16] 未来展望 - 过去15年，这三只股票的总回报表现良好，有望继续保持势头[20]

ROYAL OAK, Mich., Jan. 8, 2024 /PRNewswire/ -- Agree Realty Corporation (NYSE: ADC) (the "Company") today announced that it will release its fourth quarter and full year 2023 operating results after the market closes on Tuesday, February 13, 2024. A conference call to discuss the Company's operating results is scheduled for Wednesday, February 14, 2024 at 9:00 AM ET. Interested parties and shareholders may access the call via teleconference or webcast: Teleconference:                USA Toll Free        ...