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PRO Top Ideas
Top Ideas are high-conviction long or short ideas focused on market mispricings with asymmetric risk/reward profiles.
An Office And Industrial REIT Positioned To Deliver Alpha - Chambers Street Properties
- Chambers Street Properties trades at a substantial discount to its intrinsic value.
- It provides exposure to the fundamentally desirable office and industrial REIT sectors at a cheaper price than is otherwise available.
- Strong properties and tenants along with an oversized dividend should result in extra returns for CSG investors as its multiple expands.
Lexington Realty Trust Is Deeply Undervalued With 30% Upside Potential Within A Year
- At 10X FFO, LXP is severely undervalued.
- A strong asset portfolio and investment pipeline could fuel FFO/share growth.
- Annual dividend raises will fuel investor interest and potentially capital appreciation.
Armada Hoffler: Developing A Path To Outperformance
- Armada Hoffler is presently undervalued consequent to a variety of temporary negative catalysts. As these catalysts expire, we expect the FFO multiple to improve.
- It is positioned to grow FFO/share through a large (relative to its market cap) pipeline of accretive development opportunities.
- The combination of FFO/share growth with FFO multiple expansion could generate material capital gains.
- Unanticipated Growth May Catalyze Independence Realty Trust's Outperformance
- Deep Value And Near-Term Catalysts Position Winthrop For Outperformance
- The Impending Dividend Cut Makes Gladstone Land A Prime Short Opportunity
- Ventas: Get Blue Chip Quality Without Paying For It
- Ashford Hospitality Presents A Potential 40% Upside Catalyzed By Impending Spin-Off
- CBL & Associates Is Poised To Profit On J.C. Penney's Potential Demise
- Weyerhaeuser Is Irrationally Cheap With Powerful Catalysts
- Medical Properties Trust Will Rise As It Proves Resilient In A Challenging Environment
- The Strongest REIT Opportunity Of This Earnings Season: Omega Healthcare
- Specialty Fiber Dominance Propels Rayonier's Outperformance
- A Harbinger Of Hersha Hospitality's Impending Success
- Campus Crest: The Best Investment Among Student Housing REITs
- Chesapeake Lodging Is Substantially Undervalued Despite A Superior Portfolio
- Strong Fundamentals And Deep Value Make Associated Estates A Buy
- Superb Fundamentals Portend 100% Upside For Sotherly Hotels
- American Realty Capital Properties May Have 40% Upside
- RAIT Financial: Misunderstood And Undervalued
- A Sustainable And Growing 8% Yield Is Driving NorthStar Realty Finance's Outperformance