VICI Properties: 6.8% Yield, Casino Buyouts, And A 30-40% Valuation Discount (Archive) Caesars buyout may force property sales, letting VICI diversify tenants via new sale-leasebacks.
How To Get The Best Slice Of Annaly Capital (Archive, Full Access) I favor Annaly’s fixed‑rate Series J preferreds over common stock in the current rates backdrop.
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.