Real estate professionals' negative outlook on transaction volumes has led to a bearish sentiment on REITs, despite stable property values and NOI growth. Tariff uncertainty and fluctuating mortgage rates have reduced transaction activity, but real estate owners care about NOI and property value, not transaction volume. REIT stocks are trading at significant discounts, with the median REIT at 7...
I rate Farmland Partners a Buy due to its unique agricultural portfolio, stable leasing model, and multiple growth catalysts, with a $14–$18 target. FPI's refinancing in late 2024 at 5.77% will eliminate floating exposure, saving $10.9 Mn annually and enhancing earnings predictability. FPI's diversified crop mix and strategic location in top production regions reduce risk and yield above-averag...
DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (the “Company”) today announced it will release its financial results for the quarter ended March 31, 2025, after 5 p.m. (Eastern Time) on Wednesday, May 7, 2025, and will host a conference call the following day, Thursday, May 8, 2025, at 11:00 a.m. (Eastern Time) to discuss the financial results and provide a company update. The call...
REITs have been in the doghouse for years. However, that could all be changing soon—don't miss the window. I also discuss one near-zero net debt REIT offers inflation protection, recession resistance, and deep value.
The Fed is trapped — here's how tariffs could unleash runaway inflation. Gold is expensive and yields nothing — these 6%+ dividend stocks offer better inflation protection. Both are on fire-sale.
We are not passive buy-and-hold investors. We will regularly sell positions to reinvest in better opportunities. I highlight one such opportunity in the REIT sector today.
In Part 2 of our Earnings Recap, we present a sector-by-sector breakdown of the Winners of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Healthcare REITs were the leaders this earnings season, with results showing robust momentum in senior housing fundamentals, while tenant operator issues improved across other healthcare sub-sectors. Resu...
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