Chasing yields above 10% is risky. 8-10% yields offer a sweet spot when combined with stable cash flows and strong balance sheets. I share three of these stocks that I really like right now.
Armada Hoffler Properties, Inc. (NYSE:AHH ) Q3 2024 Earnings Conference Call November 4, 2024 8:30 AM ET Company Participants Chelsea Forrest - Vice President of Investor Relations Louis Haddad - CEO Matthew Barnes-Smith - CFO Shawn Tibbetts - President and COO Conference Call Participants Rob Stevenson - Strand Andrew Berger - Bank of America Peter Abramowitz - Jefferies Operator Good morning, ladies and gentlemen, and welcome to the Armada Hoffler Third Quarter 2024 Earnings Conference Call. At this time, all lines are in a listen-only mode.
Armada Hoffler Properties (AHH) came out with quarterly funds from operations (FFO) of $0.35 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to FFO of $0.31 per share a year ago.
Investors need to pay close attention to Armada Hoffler (AHH) stock based on the movements in the options market lately.
Armada Hoffler Properties is a high-risk, high-reward REIT with a 7.28% dividend yield, focusing on mixed-use ecosystems in Mid-Atlantic markets. Broadstone Net Lease offers stability with a diversified portfolio, strong balance sheet, and a 6.31% dividend yield, trading discounted to peers. CTO Realty Growth, a small-cap REIT, focuses on retail properties in high-growth sunbelt markets, offering a well-covered 7.81% dividend yield.
The Fed is about to cut interest rates once again. This is very bullish for REITs. I highlight two REITs that remain very opportunistic.
REITs just suffered a small dip. Some individual REITs dropped by over 10%. I highlight two of my favorite 'buy-the-dip' opportunities.
Michael Burry is one of the best investors of our time. Just recently, he heavily invested in an office REIT. We review this investment and share our thoughts on it.
High-yield stocks have soared recently. However, numerous attractive opportunities still exist. We share two promising high-quality 8%-yielding dividend growth stocks in different sectors that look undervalued.
Real estate is great, except for the heavy time commitment, which makes it a non-starter for me. “Brett, can you come over and change my lightbulb?
U.S. equity markets gained for a third-straight week while short-term interest rates declined to two-year lows as "Goldilocks" economic data provided a backdrop of support for dovish Fed policy. Following combined gains of 5% over the prior two weeks, the S&P 500 gained another 0.6% this week, notching another series of all-time highs. Real estate equities - the most "Fed sensitive" market segment - underperformed for a second week following a significant two-month rally heading into the Fed's rate cut announcement.
The most oversold stocks in the real estate sector presents an opportunity to buy into undervalued companies.