5 Dividend Compounders I'm Buying For Passive Income
Dividend growth investing offers attractive opportunities amid speculative market fervor, with a focus on steady income over chasing AI-driven gains. US macroeconomic headwinds—demographics, tariffs, and low housing affordability—are likely to constrain GDP and earnings growth outside of AI-related sectors. My current buy list features five dividend compounders, each offering solid yields and projected dividend growth.
3 Residential REITs to Consider Despite Current Market Challenges
Despite headwinds from oversupply and economic uncertainty, EQR, UDR and AMH show resilience, with strong rental demand and tenant retention.
American Homes 4 Rent (AMH) Presents At BofA Securities 2025 Global Real Estate Conference Transcript
American Homes 4 Rent (NYSE:AMH ) BofA Securities 2025 Global Real Estate Conference September 10, 2025 9:35 AM EDT Company Participants Bryan Smith - CEO & Trustee Christopher Lau - CFO & Senior EVP Lincoln Palmer - Executive VP & Chief Operating Officer Conference Call Participants Jana Galan - BofA Securities, Research Division Presentation Jana Galan Research Analyst Good morning. Welcome to Bank of America's 2025 Global Real Estate Conference.
American Homes 4 Rent (AMH) Q2 2025 Earnings Call Transcript
American Homes 4 Rent (NYSE:AMH ) Q2 2025 Earnings Conference Call August 1, 2025 12:00 PM ET Company Participants Bryan Smith - CEO & Trustee Christopher C. Lau - CFO & Senior EVP Nicholas Fromm - Director of Investor Relations Conference Call Participants Adam Kramer - Morgan Stanley, Research Division Austin Todd Wurschmidt - KeyBanc Capital Markets Inc., Research Division Bradley Barrett Heffern - RBC Capital Markets, Research Division David Segall - Green Street Advisors, LLC, Research Division Eric Jon Wolfe - Citigroup Inc., Research Division Haendel Emmanuel St. Juste - Mizuho Securities USA LLC, Research Division James Colin Feldman - Wells Fargo Securities, LLC, Research Division Jason Sabshon - Keefe, Bruyette, & Woods, Inc., Research Division Jeffrey Alan Spector - BofA Securities, Research Division Jesse T.
American Homes 4 Rent (AMH) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for American Homes 4 Rent (AMH) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
American Homes 4 Rent (AMH) Beats Q2 FFO and Revenue Estimates
American Homes 4 Rent (AMH) came out with quarterly funds from operations (FFO) of $0.47 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to FFO of $0.45 per share a year ago.
Double-Checking The Credit Rating (Part 2): American Homes 4 Rent
AMH boasts a strong balance sheet, low secured debt, and a solid asset coverage ratio, supporting its Baa2 investment-grade credit rating from Moody's. The company's focus on single-family rental properties in the southern US provides a low-risk profile and stable cash flows, enhancing its creditworthiness. AMH's liquidity is excellent, with EBITDA covering interest and preferred dividends about five times, and operating expenses well-managed at 49% of revenue.
6 Dividend Stocks I'm Buying As The AI Bubble Inflates
Tariffs are directly fueling inflation, impacting both imported and domestic goods, and CFOs are increasingly concerned about the economic burden. Big Tech's momentum is driven by robust earnings growth, not just AI hype, so I don't see an AI bubble yet—valuations are rich but potentially justified. REITs are deeply out of favor despite improving fundamentals and attractive valuations; I see this as a long-term buying opportunity for quality names.
5 Stocks I'm Buying As The Economy Slumps Toward Stagflation
The Fed held rates steady and now projects only two cuts this year, with slower GDP growth and higher inflation expected in 2025-2026. Tariffs remain a net economic negative, with most of their inflationary and growth-dampening effects still ahead of us. AI and Big Tech capital expenditures are driving resilient U.S. GDP growth, offsetting broader economic fragility and tariff headwinds.
A Slow Slowdown
US equity markets rallied to their highest levels since February after a critical slate of employment data showed lukewarm labor market conditions in May, with only minimal tariff-related impacts. Benchmark interest rates jumped to near-four-month highs as hotter-than-expected wage growth metrics fueled doubts on the prospects for meaningful Federal Reserve easing this year. Meanwhile, investors weighed questions about the fate of the "Big Beautiful Bill" amid fierce challenges from Elon Musk, alongside signs of thawing in the tariff stalemate with China.
Our Top 10 High-Growth Dividend Stocks -- May 2025
The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate quantitatively and qualitatively, and select the top ten names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum, suitable for investors in the accumulation phase.
American Homes 4 Rent: Solid Results Are Likely To Continue
American Homes 4 Rent delivered a solid 9% total return over the past year, supported by favorable macro fundamentals and strong Q1 financial performance. AMH's Q1 results showed a 6.6% increase in FFO, 8% rise in rental revenue, and 9% growth in EBITDA, with expanding margins. The single-family rental market remains robust due to high home prices and interest rates, with AMH achieving high occupancy and strong lease growth.
