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Diving Into Strip Centers
The shopping center REITs have seen prices plunge and now trade at substantial discounts to NAV.Several REITs in the sector reduced or eliminated dividends to conserve cash.We're bullish on FRT as a long-term choice, but haven't reopened our position yet due to guidance for a few weak quarters.FRT's AFFO looks low, and their payout ratio looks high because management is waiting to record revenue from several tenants until it is collected in cash.
Seekingalpha · 4d ago
Dividend Aristocrats In The Cyclical Sectors
The S&P 500 Dividend Aristocrats Index is a list of 65 S&P 500 companies with dividend increase streaks of 25 or more years.Recently, I used DVK Quality Snapshots and tie-breaking metrics to rank all 65 Dividend Aristocrats.I presented 21 Dividend Aristocrats from defensive sectors in one article and 20 Dividend Aristocrats from sensitive sectors in another article.This article presents the remaining 24 Dividend Aristocrats, all from the cyclical sectors: Consumer Discretionary, Financials, Materials, and Real Estate.
Seekingalpha · 4d ago
The Most Undervalued And Overvalued Dividend Champions - October 2020
A stock with a yield higher than usual may be undervalued.A stock with a yield lower than usual may be overvalued.Here is the latest month's list of the most undervalued and overvalued Dividend Champions based on a comparison to their historical yield.
Seekingalpha · 5d ago
Urstadt Biddle: A Generational Buying Opportunity
Retail REITs, including Urstadt Biddle, are unloved by Wall Street and Main Street.The pros far outweigh the cons for Urstadt Biddle.The sell-off is overdone and it makes the stock a generational buying opportunity.
Seekingalpha · 5d ago
REIT Earnings Preview: Who Paid The Rent?
Who paid the rent? Real estate earnings season kicks off this week with more than 200 REITs and housing industry companies reporting earnings over the next month.Rent collection - a metric that was rarely reported in the pre-COVID-19 era - has become the most critical statistic tracked by investors due to its impact on dividend-paying capacity.Dividend cuts have been a major theme throughout the pandemic. 65 of 170 equity REITs have reduced their dividend, but since the start of Q3, dividend increases have outnumbered cuts.REITs enter third-quarter earnings season as the third-worst performing out of 11 GICS equity sectors. Improving rent collection and dividend commentary could be a positive catalyst to drive a recovery.While many commercial property sectors have struggled, several "essential" property sectors have thrived throughout the pandemic. We discuss the trends that we're watching this earnings season in each of the real estate property sectors.
Seekingalpha · 6d ago
Mizuho cuts Federal Realty to Neutral; 'can't ignore dividend reduction risk'
Mizuho Securities USA analyst Haendel St. Juste downgrades Federal Realty ([[FRT]] +0.1%) to Neutral from Buy, saying that its current premium multiple is difficult to justify "given its lagging rent
Seekingalpha · 6d ago
The Federal Reserve And Federal Realty
The Federal Reserve's intervention in corporate credit markets has pushed spreads and financing yields towards historic lows despite the continued economic stress. Federal Realty Trust, a retail-focused REIT, tapped unsecured debt markets earlier this month for five year-funding with a paltry 1.25% coupon. The equity markets have responded negatively to the business prospects of FRT in 2020, sending the retail REIT's equity 40% lower. This article looks at the implications of very cheap debt financing for FRT and other companies uniquely pressured by the current economic environment. Fed-impacted front end credit markets may be masking credit stress for bond investors, but strategic management teams could potentially use easy credit to their ability to improve prospects.
Seekingalpha · 6d ago
REITs Hit As Earnings Loom
U.S. equity markets finished flat this week as better-than-expected economic data and earnings results were offset by a continued fiscal stalemate and pressure on technology stocks amid a censorship controversy.The S&P 500 managed to eke out a 0.1% gain this week. The Nasdaq 100 ended the week on a four-day skid as Twitter and Facebook face Congressional subpoenas.Coming off its best two-week gain since April, a sharp sell-off among COVID-sensitive property sectors sent Equity REITs lower by 2.7% with 17 of 18 property sectors in negative territory.Retail sales were far stronger than expected in September, gaining for the fifth month in a row and setting new record highs. Retail sales are now higher by 5.4% from last year, led by the e-commerce and home improvement categories.While retail sales and housing data have exhibited continued strength, the employment recovery has shown signs of losing steam in recent weeks with Initial Jobless Claims coming in above estimates.
Seekingalpha · 10/17 13:00
The 3 Best High-Yield Dividend Aristocrats
What's better than collecting dividends? Growing your dividends.COVID-19 has created turmoil throughout the market, creating great buying opportunities.We look at our top three "Dividend Aristocrat" opportunities in today's market.
Seekingalpha · 10/16 12:35
Never Let A Good Crisis Go To Waste
I don’t want to see any businesses – or investors – fail because of circumstances that are completely out of their control.This pandemic and subsequent shutdowns weren’t any REITs’ fault.Yet they’re suffering anyway.
Seekingalpha · 10/16 11:00
Establishing A Synthetic Real Estate Portfolio
Publicly-held real estate securities can be used to establish the equivalent of a long term real estate portfolio.This approach is intended to take on the characteristics of real estate investing as opposed to focusing on market timing and an agility to take quick profit.At present there is a large disparity between the prices of publicly held real estate securities and what their fair private value is and this discrepancy can be exploited.
Seekingalpha · 10/14 15:50
Hedge Funds Don’t Like Federal Realty Investment Trust (FRT) At All
At the end of February we announced the arrival of the first US recession since 2009 and we predicted that the market will decline by at least 20% in (see why hell is coming). We reversed our stance on March 25th after seeing unprecedented fiscal and monetary stimulus unleashed by the Fed and the Congress. […]
Insider Monkey · 10/12 16:59
Federal Realty: Dividend Aristocrat That Could Double
Market turbulence creates opportunity.We have identified a couple of Dividend Aristocrats that are on sale.This is the best deal yet.It yields 5.3%. We explain why it could double in price.
Seekingalpha · 10/11 13:35
65 Dividend Aristocrats Optimal October Outcomes
"S&P 500 Dividend Aristocrats measure performance of S&P 500 companies that have increased dividends every year for 25 consecutive years." - us.spindices.com.The 65 Aristocrats of October 2020 represent ten of eleven Morningstar Sectors (no Technology). Broker targeted top-ten net gainers ranged 15.11%-52.37% topped by XOM and CVX 10/7/20.By yield, XOM again tops all Aristocrats. Top-ten yields were from CAH, O, BEN, WBA, ABBV, FRT, PBCT, CVX, T, and XOM, averaging 6.07%.Aristocrats top ten by broker target price upsides, GD, FRT, ESS, BDX, CB, CAH, ABBV, RTX, CVX, and XOM averaged 24.63% analyst estimated upside.$5k invested October 7 in the five top-yield lowest priced Aristocrats showed 10.55% LESS net gain than from $5k invested all top ten. Bigger, higher-priced equities lead October's current list of 65 S&P 500 Dividend Aristocrats.
Seekingalpha · 10/10 17:43
8 Reasons Why Owning REITs Is Superior To Owning Rentals
I invest in both, REITs and rentals, to generate high income and superior total returns.Yet, in most cases, I favor REITs because they offer superior risk-adjusted returns.Especially today, it makes no sense to invest in rentals because REITs are offered at historically low valuations.
Seekingalpha · 10/10 13:00
Go Big Or Go Home
U.S. equity markets delivered their strongest week in three months, driven by solid economic data and renewed hope for a compromise on the ever-elusive fiscal stimulus deal.Following gains of 1.6% last week, the S&P 500 surged 3.9% this week, climbing back within 3% of all-time highs. The gains were again led by Small-Cap and Mid-Cap stocks.Coming-off its best week since July, equity REITs finished higher by another 1.3% this week with 9 of 18 property sectors in positive territory. "Essential" property sectors again led the way.Rent Paid: The National Multifamily Housing Council’s Rent Payment Tracker found that rent collection is back in line with pre-pandemic levels despite the dire forecasts to the contrary.Return to Work: Continuing Jobless Claims decreased to 10.98 million, down exactly one million from last week. Since the peak in early May at around 25 million, Continuing Claims have retreated by 13.9 million.
Seekingalpha · 10/10 13:00
5 REITs I've Been Buying: Federal Realty Investment Trust (Part 2)
In this article, I highlight my bullish thesis for Federal Realty Investment Trust.This Dividend King rarely sells off, yet today, it is trading at a steep discount to its historical average.The company recently increased its dividend, providing me with extra confidence in my bullish thesis.
Seekingalpha · 10/09 12:00
Federal Realty Investment Trust Announces Pricing of Inaugural Issuance of Green Bonds
Federal Realty Investment Trust (NYSE: FRT) today announced the pricing of its public offering of $400 million aggregate principal amount of 1.250% notes due 2026 (the "green bonds") at an effective yield of 1.379%, maturing February 15, 2026. The offering is expected to close on October 13
PR Newswire · 10/08 22:04
5 REITs I've Been Buying: Part 1
In this article, I discuss why I like the REIT sector in general right now.I also highlight why I don't like other beaten-down sectors, energy, financials, and utilities.I name the 5 REITs that I've been buying throughout the COVID-19 pandemic.
Seekingalpha · 10/08 18:34
Q3 2020 Portfolio Review
30 dividend stocks, down from 40 at the end of Q2.New scoring system includes Piotroski F-Score and Altman Z-Score.Moving toward a less hands-on approach.30 stocks ranked for relative dividend strength.
Seekingalpha · 10/08 15:43
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About FRT
Federal Realty Investment Trust is an equity real estate investment trust (REIT). The Company specializes in the ownership, management and redevelopment of retail and mixed-use properties located primarily in affluent communities in selected metropolitan markets in the Northeast and Mid-Atlantic regions of the United States, as well as in California and South Florida. The Company owns and has interest in community and neighborhood shopping centers and mixed-use properties. The Company’s tenants range from sole proprietorships to national retailers, or corporate group of tenants.
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