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First Industrial Realty Trust (FR) Upgraded to Buy: Here's Why
ZACKS· 2025-12-26 18:01
First Industrial Realty Trust (FR) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Individ ...
3 Reasons I'm Never Selling This Dividend Stock
The Motley Fool· 2025-12-26 10:45
This steady income producer is a story of winning streaks.It's been four years since I invested in Realty Income (O +1.32%). One of the market's largest real estate investment trusts (REITs) -- and the top dog in triple-net leases for commercial real estate -- is a staple in many fixed income portfolios.The reasons why a growth investor like me decided to buy into Realty Income are probably the same reasons why I'm never planning to cash out of my position. Let's walk through some of the reasons for never s ...
NYC's Empire State Building Is Feeling The Squeeze From Remote Work, Tourism Weakness: Growth Score Drops - Empire State Realty Trust (NYSE:ESRT)
Benzinga· 2025-12-26 09:43
A New York City-focused REIT, with an expansive portfolio that includes the Empire State Building, has hit a prolonged rough patch amid structural shifts in the post-COVID retail and office space dynamics across the country.The Empire State Realty Trust Inc. (NYSE:ESRT) has witnessed a steep decline in its Growth score in Benzinga’s Edge Stock Rankings, which coincides with the drop in the company’s stock price over the past year.Remote Work, Weak Tourism Hurt Prominent REITThe Growth score in Benzinga’s Ed ...
BXP, Inc.'s Quarterly Earnings Preview: What You Need to Know
Yahoo Finance· 2025-12-26 08:35
Boston, Massachusetts-based BXP, Inc. (BXP) is the largest publicly traded developer, owner, and manager of premier workplaces. Valued at $11 billion by market cap, the company operates as a real estate investment trust (REIT), including properties owned by joint ventures totaling 53.5 million square feet and 186 properties. The REIT is expected to announce its fiscal fourth-quarter earnings for 2025 in the near future. Ahead of the event, analysts expect BXP to report an FFO of $1.80 per share on a dilu ...
VICI Properties Stock: Will The REIT Die A Slow Death With Las Vegas? (NYSE:VICI)
Seeking Alpha· 2025-12-26 08:06
行业估值与投资机会 - 房地产投资信托基金市场整体因其高收益机会而备受关注 [1] - 房地产投资信托基金相对于美国股票的估值处于数十年来最低水平之一 [1] 投资策略与理念 - 价值股息投资被证明是最有效的投资形式之一 [1] - 该策略允许以优惠价格买入优质公司并获得现金流 同时无需出售股票头寸 [1] 作者背景与持仓 - 作者拥有金融教育背景并长期从事金融行业 [1] - 作者目前正在构建股息增长型股票投资组合 以期未来依靠股息收入生活 [1] - 作者通过股票、期权或其他衍生品持有VICI公司的多头头寸 [1]
SL Green Realty: The Market Is Still Too Pessimistic While Fundamentals Improve
Seeking Alpha· 2025-12-25 12:42
文章核心观点 - SL Green Realty作为曼哈顿最大的办公楼业主 其股价目前交易于金融危机以来的最低水平附近 尽管自2023年以来股价已翻倍 但该股票似乎仍提供一个坚实的投资机会 [1] 分析师背景与研究范围 - 分析师拥有超过10年的公司研究经验 在其投资生涯中深入研究了超过1000家公司 [1] - 研究范围广泛 涵盖大宗商品(如石油、天然气、黄金、铜)、科技公司(如谷歌、诺基亚)以及许多新兴市场股票 [1] - 分析师在撰写博客约3年后 转向专注于价值投资的YouTube频道 迄今已研究了数百家不同的公司 [1] - 分析师最喜欢覆盖的公司类型是金属和矿业股 但对其他多个行业也较为熟悉 例如非必需/必需消费品、房地产投资信托基金和公用事业 [1]
专题回顾 | 2025公募REITs发展现状与趋势
克而瑞地产研究· 2025-12-25 08:50
0 1 2025年政府继续支持公募REITs发展,市场反应较为热烈 导语 中国公募REITs进入新时代,或将助力房企完成战略转型 ◎ 文 / 房玲 易天宇 洪宇桁 1、782号文进行四个方面革新,推进公募REITs常态化发展 自2024年中国公募REITs迈入常态化发展新阶段以来, 2025年的政策主要针对扩大公募REITs适用范围以及加快 REITs审批发行等方面。 9月12日,国家发改委发布《关于进一步做好基础设施领域不动产投资信托基金(REITs)常 态化申报推荐工作的通知》(发改办投资〔2025〕782号,下称782号文), 这是继2024年1014号文之后的又一个 重量级政策,在资产范围、扩募支持、项目把关和组织保障四个方面有了新的规定。 在资产范围方面,782号文在1014号文已明确的收费公路、清洁能源、仓储物流、保障性租赁住房等成熟资产类型 基础上, 进一步扩大了资产范围,新增铁路、港口、特高压输电、通信铁塔、市场化租赁住房、文化旅游、专业 市场、养老设施等新资产类型。 特别是将文化旅游、养老设施等民生相关领域首次纳入REITs发行范围,标志着 基础设施REITs从传统基建向新基建、民生领域延伸 ...
Realty Income: Why I Am Hedging The Bursting AI Bubble With This REIT (NYSE:O)
Seeking Alpha· 2025-12-24 17:26
The time to buy Realty Income Corporation ( O ) is often dictated not by anything in the company’s control but instead by external factors. With the broader markets roaring higher due to AI enthusiasm even amidst potential economic volatility ahead, I believeJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the lea ...
Realty Income: Why I Am Hedging The Bursting AI Bubble With This REIT
Seeking Alpha· 2025-12-24 17:26
The time to buy Realty Income Corporation ( O ) is often dictated not by anything in the company’s control but instead by external factors. With the broader markets roaring higher due to AI enthusiasm even amidst potential economic volatility ahead, I believeJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the lea ...
3 Once-In-A-Decade REIT Buying Opportunities For 2026
Seeking Alpha· 2025-12-24 13:50
公司营销活动 - 公司为迎接2026年开始推出限时优惠 新会员可享受100美元折扣并提供30天退款保证 [1] - 公司已发布其2026年首选投资标的 并鼓励潜在客户借此优惠机会加入 [1] - 该限时优惠即将结束 [2] 公司研究能力与声誉 - 公司每年投入超过10万美元用于寻找最具盈利潜力的投资机会 [1] - 公司的研究成果已获得超过500个五星评价 [1]