Buy The Dip: 2 REITs Trading At Irresistible Bargains
REITs have suffered a dip in recent months. This is largely due to the growing macro uncertainty. We highlight two deeply undervalued REITs to buy-the-dip.
Armada Hoffler Secures Three New Office Leases at The Interlock
AHH's securing of three new office leases at The Interlock in Atlanta highlights healthy demand for its property.
Mistakes Young REITs Make
Newly public REITs often carry too much debt, influenced by private equity origins, leading to financial instability and the need for deleveraging. High dividend payouts can hinder growth; successful REITs maintain lower payout ratios to invest retained cash and ensure sustainable earnings growth. Quality of earnings is crucial; persistent property lease earnings are preferable over ephemeral earnings from construction, loans, or asset management.
2 REITs To Buy Before June 18th
Interest rate cuts are back on the table. The next one will likely be on June 18th. This is a strong catalyst for beaten-down small-cap REITs.
Buy The Dividend Cut: These 7-11% Yielding Stocks Are Now Strong Buys
Two high-yield stocks just slashed their dividends—but that might be the best thing that ever happened to them. Insiders are loading up, and the market is mispricing these recovery plays with massive upside potential. Lock in yields up to 11% on these overlooked income machines before Mr. Market wakes up!
Great News For REIT Investors
REITs positioned for strong gains as interest rate cuts and lower Treasury yields drive investor demand. Decade-low REIT valuations and reduced new real estate development create opportunities for high returns. High-dividend REITs offering 5-7% yields attract income investors seeking alternatives to bonds and Treasuries.
Armada Hoffler: When A Dividend Is Cut For The Right Reasons, The Sell-Off Provides A Buying Opportunity
Armada Hoffler's 32% dividend cut is a strategic move to ensure financial health amid high rates and market uncertainty, not a sign of distress. AFFO dropped due to increased tenant improvements, leasing commissions, and property-related capital expenditures, which are temporary and will boost future NOI growth. Management prioritizes long-term value creation over high immediate dividends, focusing on expanding and upgrading the portfolio for sustained growth.
Income Strategy: 2 Great 9%-Yielding Bargains
A focus on generating income is better than depleting assets, with high-yield stocks offering better returns than low-yield options like the S&P 500. In this article, I focus on two such stocks that offer 9% yields. Both are undervalued and can offer great diversification to an income portfolio.
Armada Hoffler Properties: A REIT, A Real Intelligent Investment Today
I rate Armada Hoffler Properties a buy because the stock is selling at a large discount to NAV. The equity dilution and high leverage even for a REIT does not justify the current market price. Investors can earn a nice return on the dividend while they wait for the market to realize the value of AHH's assets.
Two 9%+ Dividends Going From Bargains To Screaming Buys
The market has become more volatile. As it is usually the case, higher volatility tends to open interesting opportunity for long-term investors. In this article, I discuss two 9%+ yielding picks, which even before the uncertainty level spiked higher, were bargains, and now have become an even more attractive buys.
Armada Hoffler: High Yield Spells Big Opportunity
Armada Hoffler Properties is a diversified REIT with strong fundamentals, trading near its 52-week low and offering an attractive 8.9% dividend yield. AHH's robust leasing activity, high occupancy rates, and strategic portfolio recycling highlight its solid performance. Its P/FFO is significantly below its historical average, indicating that near-term headwinds are already priced in.
Why I Don't Invest In REIT ETFs
Passive beats active in most cases. REITs are an exception. I explain why I follow an active strategy when investing in REITs.
