Dividend Harvesting Portfolio Week 223: $22,300 Allocated, $2,310.77 In Projected Dividends
The Dividend Harvesting Portfolio hit a new all-time high, delivering a 26.95% return and $2,310.77 in forward annual dividend income. I continue to diversify across ETFs, REITs, CEFs, BDCs, and equities, with a focus on mitigating downside risk and growing recurring income. Recent additions include ARE, PDI, and MSTY, all chosen for their income potential and upside as rate cuts approach.
Alexandria Real Estate Equities Is A Stellar Prospect (Upgrade)
Alexandria Real Estate Equities is now a 'strong buy' due to its attractive valuation after a significant stock price decline. Despite mixed recent financials and industry headwinds, the company's niche focus and high-quality assets in key life sciences markets remain compelling. Management's asset recycling strategy and ongoing development pipeline position ARE well for long-term growth, even as short-term profitability softens.
AI Is A Threat To Most Stocks - But A Potential Catalyst For The REIT Sector
I think that the AI revolution will cause most stocks to lose value. But a surprising winner from this is real estate. Scarce real assets become the anti-AI play to preserve wealth, and REITs could present significant upside potential.
Undercovered Dozen: Canadian Natural Resources, Armada Hoffler, Alexandria Real Estate And More
The 'Undercovered' Dozen series highlights 12 lesser-covered stocks weekly, providing investment ideas and sparking community discussion on their potential. Analysts recommend Canadian Natural Resources, Alexandria Real Estate, and A-Mark Precious Metals as strong buys. Analysts recommend Armada Hoffler, Athene Holding, B2Gold, Schlumberger, Capital Group Dividend Value, and QYLD as buys.
Dividend Harvesting Portfolio Week 222: $22,200 Allocated, $2,268.90 In Projected Dividends
The Dividend Harvesting Portfolio rebounded strongly, hitting a new record value and delivering a 25% return on invested capital with robust income growth. I continue to focus on diversification, risk mitigation, and recurring income, adding to NNN REIT, BP, and MSTY for their strong yields and income potential. Dividend income is up significantly year-over-year, and I expect to surpass $2,500 in forward annualized income by year-end, revising projections higher.
Alexandria Real Estate: It's The Best Time Ever To Buy This 7%+ Yield
Alexandria Real Estate Equities is a high-quality REIT facing short-term challenges, creating a rare buying opportunity due to its undervalued share price. Despite recent headwinds, ARE maintains one of the strongest balance sheets in the REIT sector, supporting growth and reducing shareholder risk. The company's track record of outperformance, especially in FFO growth, highlights its strong management and industry positioning.
Alexandria Real Estate: Undervalued, Yielding Over 7% With 14 Years Of Dividend Growth
ARE trades at decade-low valuations, offering a 7.5%+ yield and significant discounts to book value and equity versus peers. Operational strength is driven by high-quality tenants, resilient lease structures, and a robust development pipeline expected to boost NOI by $350M by 2028. Dividend is well-covered by FFO, with a 14-year growth streak and strong FFO coverage ratio, making the yield attractive and sustainable.
Alexandria Real Estate: An Interesting Mix Of Deep Value And Growth
ARE offers a contrarian Buy opportunity, trading at a deep discount with a well-covered 7.5% dividend yield and resilient FFO per share. While sector demand is soft, ARE's fundamentals are solid: diversified tenant base, limited 2025 lease expirations and strong pre-leasing on new developments. Elevated leverage and a large development pipeline add risk, but long-dated debt maturities and strong fixed charge coverage provide financial flexibility.
Public REITs Are Positioned For Trophy Office Upside
Office buildings are experiencing accelerating bifurcation; quality assets in strong markets are outperforming as obsolete buildings face decline or conversion. We capitalized on deeply discounted valuations in 2023-24, notably with HIW, which delivered a +43% total return in 2024. Current leasing momentum, generationally low supply, and return-to-office trends support positive earnings growth for high-quality office REITs.
More office space is being removed than added for the first time in at least 25 years
More office space is set to be removed than added this year, shrinking the overall office footprint. Office vacancies soared to a record high and still hover right around there at 19%.
Alexandria Real Estate's Freefall Is Too Attractive To Pass Up
Alexandria Real Estate Equities (ARE) is deeply undervalued, trading at just 9x AFFO and offering a nearly 8% dividend yield. Despite recent share price declines, ARE's fundamentals remain strong with high-quality assets, robust leasing, and a top-tier balance sheet. Management is proactively navigating headwinds with cost savings and capital recycling, while maintaining strong liquidity and long-term leases.
My 2 Favorite Big Beautiful Bargains Offering High Yields
The market is not always efficient. This creates opportunities to buy diamonds at regular stone prices. In this article, I elaborate on my two favorite dividend bargains.
