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If You Can Only Buy One REIT Stock in July, It Better Be One Of These 3 Names
Investor Place· 2024-07-16 18:22
文章核心观点 - 投资者可能对REITs感兴趣的主要原因是其较高的股息收益率 [1] - REITs相比其他股票更不容易受到重大市场调整的影响,因为它们持有实物资产(房地产物业),这使它们成为寻求低风险股票的投资者的更好选择 [2] - 虽然市场上有许多优秀的REITs,但有些REITs在各方面都超过了竞争对手,是任何对REITs感兴趣的投资者必须拥有的 [3] Agree Realty (ADC) - 该公司专注于零售物业的所有权、收购、开发和管理,其投资组合遍布全国各地 [5] - 该公司是行业内增长最快的REITs之一,租赁率高达99.6%,平均租赁期限为8.2年,并支付高股息,是投资者寻求最佳收益和增长股票的有吸引力的选择 [7] - 该公司在财务表现方面也是行业内最出色的房地产公司之一,最新季度报告显示净收入和核心营运资金均大幅增长 [8] Alexandria Real Estate (ARE) - 该公司投资、运营、开发和出租办公楼和实验室,主要租赁对象为生命科学公司、科技公司和其他从事研发的租户 [9] - 该公司拥有定价能力,因为它有特定的客户群体,过去10年其营运资金平均增长7%,收入也稳步增长,90%以上的租金收入来自投资级或上市公司租户 [10] - 该公司连续14年增加股息,派息率为55%,为未来进一步增加股息留有空间 [11] - 该公司今年在市值和总权益资本化等关键指标方面表现出色,位列全美上市REITs前10% [12] National Storage Affiliates Trust (NSA) - 该公司是一家自储存房地产公司,拥有12个自储品牌、1000多个储存设施和700多处物业 [14] - 该公司的所有物业都运营在其公司品牌之下,大部分客户都对其保持忠诚,一季度入住率达85.9% [15] - 该公司抓住了自储存行业的增长机遇,2019年至2023年的收入大幅增长 [16] - 该公司今年的盈利能力也很强,净收入增长135.4%,达到9510万美元,净利润率为30.4% [17]
The REIT Rally Has Started: 2 Picks That Still Offer Double-Digit Upside
Seeking Alpha· 2024-07-15 20:00
文章核心观点 - 尽管市场普遍预期利率将会下降,但实际情况仍存在不确定性 [3] - 过去两年可能是投资房地产投资信托(REIT)的最佳时机 [4][5] - 投资者需要控制情绪,避免被短期波动影响决策 [4][5] 行业和公司总结 Realty Income (O) - Realty Income是作者最喜欢的月度支付型REIT之一 [6] - 目前Realty Income的估值较低,未来12个月内有38.5%的上涨空间 [6] - 即使仅恢复至16倍估值,也有19.6%的上涨空间 [6] - 公司资产负债表稳健,信用评级为A-,有利于以较低成本融资 [6] - 利率下降可能会吸引更多投资者关注这家知名REIT [7] - 利率下降也可能推动公司提高业绩指引,进而带动股价上涨 [7] VICI Properties (VICI) - VICI进军保龄球等新领域有助于拓展业务覆盖范围 [8][9] - 保龄球行业未来10年预计增长13.9% [8] - VICI目前估值较低,如果恢复至正常估值区间,有20.4%的上涨空间 [9] - 即使仅恢复至15倍估值,也有12.6%的上涨空间 [9] - 公司资产负债表稳健,净负债/EBITDA在5.4倍左右 [10] - 利率下降可能会提振拉斯维加斯旅游,从而带动VICI物业入住率上升 [10]
3 High-Yield Dividend Stocks to Buy in the 2nd Half of 2024 and Hold at Least a Decade
The Motley Fool· 2024-07-15 17:44
These three stocks boast an average yield that is more than three times the average dividend payer in the benchmark S&P 500 index.The market's been on a bull run, but most of the gains have been confined to a handful of tech stocks at the top. There are still plenty of high-yield dividend stocks that haven't gained as much attention as they probably deserve.Investors looking for near-certain ways to grow the stream of passive income their retirement accounts produce have some terrific options. Medtronic (MD ...
High-Yield Agree Realty: Buy, Sell, or Hold?
The Motley Fool· 2024-07-15 17:00
Agree Realty is a large net lease REIT with a strong history of dividend growth. But it might not be the best option for all income investors.On an absolute basis, Agree Realty's (ADC 0.63%) 4.7% dividend yield is very attractive when you compare it to the broader market's miserly 1.3% or so. It's even a bit higher than the average real estate investment trust (REIT) yield of nearly 4.3%.But don't make a final call about this net lease REIT just yet (net leases require tenants to pay most property-level ope ...
What is the Dividend Payout for Agree Realty Stock?
The Motley Fool· 2024-07-10 23:33
Income seekers should agree that Agree Realty is the right REIT in which to entrust one's investable capital.Some real estate investment trusts (REITs) are generous dividend payers, and Agree Realty (ADC 0.70%) certainly fits this description. However, with a little digging, you may discover an off-putting irregularity in Agree Realty's prior payout pattern.This need not be a deal breaker, though. Considering the context of Agree Realty's past payment pullback should help restore confidence in this recent d ...
REITs: Return On Equity And Cost Of Capital
Seeking Alpha· 2024-07-10 18:30
Wolterk Every real estate investor, including REITs, must assess and choose among potential investments. These choices ideally should consider not only price but also desired property type, cash earnings, earnings growth, and risks. The choice of investments also should reflect the source and cost of the funds used. It is one thing to buy a property with cash on hand. It is something else to take on debt to raise some or all of the cash. More complexity is added if you sell part of your real-estate comp ...
3 High-Yield REITs to Buy for Steady Income in a Volatile Market
Investor Place· 2024-07-09 02:38
Betting on high-yield REIT investments can prove remarkably lucrative over time. These businesses stand out in the investment world because they are obligated to return 90% of their taxable income to shareholders in the form of dividends. Additionally, REITs benefit from the exemption of corporate taxes.Of late, REITS have performed remarkably well, despite fluctuating interest rates. These REITs have proven remarkably resilient, consistently distributing sizeable dividends despite the headwinds. Hence, the ...
3 REIT Stocks That Are Screaming Buys in July
The Motley Fool· 2024-07-08 17:30
Higher interest rates have some blue chip REITs sitting on the bargain shelf.Real estate investment trusts, or REITs, are a great way for investors to add real estate exposure to their portfolios without actually buying property. These companies specialize in real estate and pay big dividends, but can be easily bought and sold like any other stock.Many REIT stocks have struggled due to higher interest rates. These companies borrow to fund growth, and higher rates make that harder (more expensive). This has ...
Myricx Bio Announces £90m ($114m) Series A Financing to Advance its Novel NMTi-ADC Therapeutics into Clinical Development
GlobeNewswire News Room· 2024-07-08 14:00
文章核心观点 - Myricx Bio是一家专注于开发新型抗体-药物偶联物(ADC)载体的英国生物技术公司 [1][10][11] - 公司的核心技术是基于N-肌氨酰转移酶(NMT)抑制剂的ADC载体平台 [4][11] - 该平台在多种实体瘤模型中展现出良好的临床前疗效和安全性 [5] - 公司获得了9000万英镑(1.14亿美元)的A轮融资,由Novo Holdings和Abingworth牵头 [1][6] - 融资将用于建立实验室运营、扩大管理和研发团队,推进NMTi-ADC管线临床验证 [3][7][8] 公司概况 - Myricx Bio成立于英国,是由Imperial College London和Francis Crick Institute孵化的公司 [12] - 公司创始团队包括Prof. Ed Tate、Dr Roberto Solari和Dr Andrew Bell,2019年引进了Dr Robin Carr作为CEO [7] - 公司已经吸引了业内资深人才加盟,包括Chris Martin、Francesca Zammarchi和Robert McCleod [9] - 公司目前位于伦敦Kings Cross生物技术中心,未来将进一步扩大在伦敦的业务和管理团队 [7] 投资者概况 - 本轮融资由Novo Holdings和Abingworth牵头,British Patient Capital、Cancer Research Horizons和礼来公司等新投资者参与 [1][6] - 公司的创始投资者包括Brandon Capital和Sofinnova Partners [6][7] - Novo Holdings是一家管理诺华基金会资产的控股和投资公司,是全球领先的生命科学投资者 [13][14] - Abingworth是一家跨大西洋的生命科学投资公司,在生命科学领域有超过50年的投资经验 [15] - Cancer Research Horizons是英国癌症研究慈善机构的创新部门,专注于早期高风险公司投资 [16][17] - Brandon Capital和Sofinnova Partners也是公司的长期支持者,在生命科学领域有丰富的投资经验 [18][19][20][21]
Agree Realty Announces Second Quarter 2024 Earnings Release Date and Conference Call Information
Prnewswire· 2024-07-03 04:05
ROYAL OAK, Mich., July 2, 2024 /PRNewswire/ -- Agree Realty Corporation (NYSE: ADC) (the "Company") today announced that it will release its second quarter 2024 operating results after the market closes on Tuesday, July 23, 2024. A conference call to discuss the Company's operating results is scheduled for Wednesday, July 24, 2024 at 9:00 AM ET. Interested parties and shareholders may access the call via teleconference or webcast:Teleconference: USA Toll Free (800) 836-8184 International (646) 357-8785 Webc ...