Armada Hoffler Properties, Inc. (AHH)
Armada Hoffler Secures Office Lease at Town Center of Virginia Beach
AHH's completion of a full-floor office lease with Trader Interactive at Town Center of Virginia Beach highlights healthy demand for its property.
If I Could Only Buy 3 REITs In December 2024
REITs have lagged the broader market in recent months. This has created some very attractive opportunities. I share three REITs that I particularly like right now.
Armada Hoffler: Resilient 7.4% Yield With Upside Potential
Armada Hoffler Properties offers a diversified, high-quality portfolio with strong occupancy rates and resilient performance, despite market bearishness and office sector headwinds. Recent developments, including the Southern Post property and T. Rowe Price headquarters, position AHH for future growth, supported by robust leasing spreads and FFO growth. With a 7.4% dividend yield, well-covered payout, and discounted valuation at 8.8x forward P/FFO, AHH presents significant income and upside potential.
A Barbell Approach To REITs
Retirees can protect themselves against secular market declines in stock market pricing by focusing on REITs that pay secure dividends and can grow them faster than inflation. A “Go-Fishing” REIT portfolio aims for secure, inflation-beating dividends, allowing investors to check their investments annually while maintaining financial stability. My barbell REIT portfolio combines secure Go-Fishing REITs with high-upside REITs, some of which carry higher risk.
Indebtedness Warrants A Hold For Armada Hoffler
Armada Hoffler offers a 7% dividend yield, but is troubled by near-term debt maturities and uncertain dividend growth prospects. Despite revenue and FFO growth, AHH's dividends haven't fully recovered post-pandemic, as management prioritized reinvestment over immediate dividend restoration. Overall, the commercial real estate portfolio is historically sound, and the company smartly leverages its expertise to earn additional revenues.
8-10% Dividend Yields: If I Could Only Buy 3 In November 2024
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. (AHH) Q3 2024 Earnings Call Transcript
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) Tops Q3 FFO and Revenue Estimates
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.
Is the Options Market Predicting a Spike in Armada Hoffler (AHH) Stock?
Investors need to pay close attention to Armada Hoffler (AHH) stock based on the movements in the options market lately.
Trick Or Treat: 3 High-Yielding REITs
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.
2 REITs To Buy Before The Next Rate Cut
The Fed is about to cut interest rates once again. This is very bullish for REITs. I highlight two REITs that remain very opportunistic.
Buy The Dip: 2 REITs Getting Way Too Cheap
REITs just suffered a small dip. Some individual REITs dropped by over 10%. I highlight two of my favorite 'buy-the-dip' opportunities.
