REIT

Alexandria Real Estate: Deep Value Or A Value Trap After A 45% Dividend Cut? (Archive)

ARE faces a painful reset as industry oversupply, weak demand and funding risks collide.

Realty Income: My Top Pick For Income Investors (Archive)

Realty Income capitalizes on cheaper European debt to drive portfolio growth and yield.

Medical Properties Trust: The Case For A Turnaround (Archive)

Early-stage turnaround as improving fundamentals meet still deeply discounted valuations.

Realty Income: Don't Be Fooled By Discount Valuations (Archive)

Muted AFFO growth and rising provisions overshadow Realty Income’s tempting valuation discount.

Realty Income: 2 Reasons That Stop Me Short Of Buying This High Yield REIT (Archive)

High-yield REIT with improving fundamentals, but technicals and impairment risks temper conviction.

Medical Properties Trust: Issues In Operating Portfolio And Debt Position May Be Priced In (Archive)

Tenant risks and heavy fixed-rate debt look broadly recognized at today’s depressed valuation.

Medical Properties Trust: Weak Fundamentals And Bearish Technicals Vs. Low Valuations (Archive)

MPW’s weak balance sheet, cash bleed and bearish trend outweigh its optically cheap valuation.