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Rayonier: There's Significant Value In This Timberland REIT (NYSE:RYN)
Seeking Alpha· 2025-09-25 13:51
Last time I covered Rayonier (NYSE: RYN ), I pointed out how the REIT was trading at relatively undervalued levels, with a very solid dividend, and preparing itself for a very solid future.As of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide ...
CareTrust REIT: Making Hay While The Sun Shines
Seeking Alpha· 2025-09-25 12:30
I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely from a fundamental long-term point of view. On Seeking Alpha I mostly cover REITs and financials, with occasional articles on ETFs and other stocks driven by a macro trade idea.Analyst’s D ...
Cyclical Value Is, By Far, My Favorite Investment Thesis Going Forward
Seeking Alpha· 2025-09-25 11:30
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .I have to admit that I have used some pretty big words in the titles of my articles this year. This includes coverage of paradigm shifts, opportunities of the decade, the Fed’s most dangerous gamble, dividend gemsAnalyst’s Disclosure:I/we have a beneficial long position in the s ...
SPEU: Outperformance Versus SPY May Continue In 2026
Seeking Alpha· 2025-09-23 20:33
I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely from a fundamental long-term point of view. On Seeking Alpha I mostly cover REITs and financials, with occasional articles on ETFs and other stocks driven by a macro trade idea.Analyst’s D ...
Persistent REIT Mispricing Presents Opportunity: Gaining An Edge Assessing This Sector
Seeking Alpha· 2025-09-22 13:30
The market is not fully efficient, with mispricing prevalent across equities. REITs have a particularly high degree of mispricing, with individual REITs both over- and undervalued. More mispricing means more opportunity for enhanced returns through careful stock selection, but also a higher difficulty. Let me begin by discussing the factors that have led to persistent mispricing in REITs and then move on to discuss the analytical concepts that can give one an edge in REIT investment. Why REITs have more mis ...
The Single-Biggest Risk For BDCs Nobody Is Talking About
Seeking Alpha· 2025-09-22 13:00
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .I’m not breaking any major news when I say that we have spent a considerable amount of time and energy discussing artificial intelligence this year. As I have often said, it is now impossible to assessAnalyst’s Disclosure:I/we have no stock, option or similar derivative position ...
CareTrust REIT: A Healthcare REIT To Benefit From The Next Decade's Trends
Seeking Alpha· 2025-09-22 12:48
As of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies ...
Beyond the Blue Chips: SGX’s Next 50 Indices Open Doors for Mid-Cap Opportunities
The Smart Investor· 2025-09-22 08:19
While Singapore’s blue-chip giants grab the headlines, a quiet revolution is happening one tier below.The newly launched iEdge Singapore Next 50 indices have returned a little more than 20% as of the end of August, outpacing the Straits Times Index‘s (SGX: ^STI) 17.4% gain.And investors are starting to take notice.Government’s Vision for Market DevelopmentJust ten days before SGX launched these indices, Mr Chee Hong Tat, Minister for National Development and Deputy Chairman of the Monetary Authority of Sing ...
公募基础设施REITs周报-20250922
国金证券· 2025-09-22 05:41
公募基础设施REITs周报 主要结论 口 二级市场表现 结合国金金融产品REITs加权价格指数及其他大类资产 的周度涨跌来看, 本周(2025/09/15~2025/09/19) REITs加权指数下跌0.14%,收于 100.42点:中证全指下跌0.18%,中证转债下跌1.55%,中债净价指数上涨0.05%,伦敦金现上涨0.03%,原油品种加权上涨2.09%;本周各大类资产 收益表现由高到低排序依次为:原油>纯债>黄金>REITs>股票>转债。 从REITs特有的底层资产项目性质来看,本周产权类上涨0.13%至113.97、特许经营权类下跌0.46%至84.48。从持有项目的行业类型来看,本周 产业园区类上涨0.04%至90.55、仓储物流类上涨0.23%至103.47、生态环保类下跌2.00%至101.12、高速公路类下跌0.47%至11.63、能源类下跌 0.02%至110.03、保租房类下跌0.03%至117.23、消费类上涨0.01%至154.05、数据中心上涨1.32%至10.89: 周度收益表现由高到低排序依次为:数 据中心>仓储物流类>产业园区类>消费类>能源类>保租房类>高速公路类>生态环保 ...
Grab: The Everything App That's Dominating Southeast Asia
Seeking Alpha· 2025-09-22 01:11
As of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies ...