Apple Hospitality REIT, Inc. ( APLE ) Q3 2025 Earnings Call November 4, 2025 11:00 AM EST Company Participants Kelly Clarke - Vice President of Investor Relations Justin Knight - CEO & Director Liz Perkins - Senior VP & CFO Conference Call Participants Cooper Clark - Wells Fargo Securities, LLC, Research Division Austin Wurschmidt - KeyBanc Capital Markets Inc., Research Division Aryeh Klein - BMO Capital Markets Equity Research Jay Kornreich - Cantor Fitzgerald & Co., Research Division Kenneth Billingsley - Compass Point Research & Trading, LLC, Research Division Michael Bellisario - Robert W. Baird & Co. Incorporated, Research Division Chris Darling - Green Street Advisors, LLC, Research Division Presentation Operator Greetings, and welcome to the Apple Hospitality REIT's Third Quarter 2025 Earnings Call.
The recent inflation reading of 3% represents moderate price growth, which is above the Federal Reserve's long-term target of 2% but well below the elevated rates seen in 2022 and early 2023.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
I highlight three high-yield REITs - APLE, EPR, and GLPI - that offer attractive yields and deserve "buy" ratings based on valuation, growth, and payout consistency. Apple Hospitality REIT stands out for its 8.26% yield, low leverage, and monthly distributions, making it a compelling value play despite recent occupancy softness. EPR Properties offers a 6.67% yield with a diversified experiential real estate portfolio, stable leverage, and improving fundamentals as the leisure sector recovers.
REITs are often bought for their high dividend yields. But look out for dividend traps. Not all of them are sustainable. I highlight several pending REIT dividend disasters.
Apple Hospitality REIT, Inc. (NYSE:APLE ) Q2 2025 Earnings Conference Call August 7, 2025 10:00 AM ET Company Participants Elizabeth S. Perkins - Senior VP & CFO Justin G.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Stocks that can reliably deliver a yield over 8% for a long period of years are highly coveted by income based investors.
Dividend stocks are a favorite among investors for good reason.
Investors love dividend stocks, especially those with dependable yields of 7% or higher, because they offer a significant income stream and have substantial total return potential.
REITs remain attractive for retirees, offering income, diversification, and resilience even in higher-rate, inflationary environments, as proven by historical performance. Healthpeak is a top pick due to its diverse healthcare portfolio, strong balance sheet, safe dividend, and potential for 20%+ total return in 12 months. Apple Hospitality stands out for its low leverage, robust margins, 8%+ dividend yield, and forecasted 15%+ total return despite near-term RevPAR softness.
When most investors think about building a dividend portfolio, key factors such as dividend yield, dividend growth track record, and other factors tied to the sustainability of a given dividend (such as payout ratio and other balance sheet metrics) are often the primary concern.