A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results, with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions eve...
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...
Dividends are a powerful tool for building wealth and achieving financial independence, as highlighted by Rockefeller and Buffett. Most Americans, especially median and low-income earners, face a significant retirement savings gap and risk relying solely on Social Security. Chasing the highest-yielding dividend stocks can lead to poor investment outcomes, including dividend cuts and capital los...
CHICAGO , July 29, 2025 /PRNewswire/ -- On July 29, 2025, the Board of Directors (the "Board") of Equity LifeStyle Properties, Inc. (NYSE:ELS) (referred to herein as "we," "us," and "our") declared a third quarter 2025 dividend of $0.515 per common share, representing, on an annualized basis, a dividend of $2.06 per common share. The dividend will be paid on October 10, 2025 to stockholders of ...
U.S. equity markets rallied to fresh record-highs this week as investors cheered upbeat corporate earnings results and several major trade deals ahead of a frenetic week of potentially narrative-shifting catalysts. Months of tariff bemoaning and general pessimism have surrendered of late to some mid-summer optimism, but a barrage of obstacles loom, including a Fed that is ever-eager to play spo...
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 ...
ELS shares are undervalued, trading at the low end of their historical range despite resilient operational results and a strong business model. The company benefits from structural barriers to new supply, high tenant switching costs, and demographic tailwinds, supporting long-term pricing power. Current valuation offers 9-14% annualized return potential over five years, with a 3.3% yield and st...
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