EastGroup Properties, Inc. Stock News

REITs have outperformed the S&P 500 over the long run. I expect REITs to return to their lead over the coming years. I highlight specific REITs that are especially well-positioned.

I remain committed to dividend growth investing, adapting my strategy to balance growth, yield, and defensiveness amid demographic and economic shifts. My 'galley ship' portfolio model uses ballast (cash), rowers (compounders), and sails (high-yielders) to optimize for both income growth and stability. Recent portfolio adjustments focus on defensive, recession-resistant stocks and ETFs, emphasi...

I focus on 'wide moat' REITs with durable competitive advantages and strong valuation discounts for superior risk-adjusted returns. Equity LifeStyle boasts resilient demand drivers, high switching costs, robust brand engagement, and a stellar financial track record, now trading at multi-year lows. EastGroup leverages network-effect clusters, diversified tenants, and disciplined development, off...

Are we in an AI bubble? And will it be AI or tariffs that determine the trajectory of the market going forward? I'm focusing on dividend growth stocks and ETFs with attractive yields and solid projected dividend growth rates. I estimate most of the stocks on my buy list will deliver mid- to high-single-digit dividend growth going forward.

EGP owns top-tier, small-bay warehouses in strong Sunbelt markets, boasting high occupancy and resilient demand versus larger industrial peers. The stock is now undervalued, trading at 21.8x AFFO and below NAV, despite a stellar track record and 10% annual AFFO/share growth potential. EGP's conservative balance sheet (14% debt/capital) offers low-risk and dry powder for accretive development, s...

Retail-driven meme stock mania is back, echoing 2021's irrational exuberance, with surges in fundamentally weak, heavily shorted stocks. Market leadership is shifting from the "Magnificent 7" to the "Fabulous 5" AI giants, driven by proprietary technology and AI infrastructure advantages. Despite market optimism, I remain concerned about persistent tariffs, which threaten corporate margins and ...

EastGroup Properties, Inc. (NYSE:EGP ) Q2 2025 Earnings Conference Call July 24, 2025 11:00 AM ET Company Participants Brent W. Wood - Executive VP, CFO & Treasurer Casey Edgecombe - Corporate Participant Marshall A.

EastGroup Posts 11% Revenue Gain in Q2