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Thu, Jan. 14, 4:34 PM
Fri, Jan. 8, 9:46 AM
- These income favorites are known for having had a tough time of it in 2015, in part thanks to worries about rising interest rates. MKM's Jonathan Krinsky, however, notes REITs have been relatively outperforming the S&P 500 for months and have just broken out to nine-month highs versus the broader market.
- Krinsky's a technician, so he's staying with the trend and recommending going long REITs (NYSEARCA:IYR) versus the S&P 500.
- Turning to individual REIT sectors and names, he's overweight apartments (AIV, AVB, ESS, EQR, MAA), UDR), storage (CUBE, EXR, PSA, SSS), and shopping malls (KIM, MAC, FRT, REG, IRM).
- He's equal weight data centers (buys: CONE, DCT, QTS, sells: EGP), diversified (buys: AMT, CCI, DLR, DRE, PSB, sells: EQIX, LPT, STAG, VNO, WY, WPC).
- He's underweight office property (buys: EQC, sells: HPP, FSP, GOV, KRC, OFC, PKY, SLG), hotels (sells: AHT, FCH, HPT, HST), mREITs (sells: ARR, STWD, RSO, buy: ABR), healthcare (sells: HCP, MPW, OHI, VTR, buys: DOC, HR, HTA)
Nov. 17, 2015, 5:38 PM
Nov. 6, 2015, 10:14 AM
- While banks, brokerages, and insurers cheer the now near-certainty of higher rates, a big fall bounce for the REITs (IYR -1.8%) takes at least a pause as these income favorites mull some yield competition.
- Previously: December rate hike back on after big jobs number (Nov. 6)
- The 10-year Treasury yield is up nine basis points to 2.32% and the two-year yield has pushed to more than a five-year high of 0.90%.
- Realty Income (O -3.5%), Omega Healthcare (OHI -3.3%), Ventas (VTR -4.2%), HCP (HCP -2.8%), Medical Properties Trust (MPW -2.8%), Vornado (VNO -2.9%), Equity Residential (EQR -1.7%), AvalonBay (AVB -1.9%), Simon Property (SPG -2%), General Growth (GGP -3.2%), Inland Real Estate (ORC -0.8%), Kimco (KIM -2.6%), Public Storage (PSA -1.3%) Sovran (SSS -2.2%), Government Properties (GOV -2.3%), Boston Properties (BXP -2.6%), Ashford (AHP -5.9%), Hospitality Properties (HPT -2.1%), STAG Industrial (STAG -2.1%), Liberty Property (LPT -2%), American Campus (ACC -2.3%)
- ETFs: IYR, VNQ, DRN, URE, RQI, SCHH, ICF, SRS, RWR, RNP, JRS, KBWY, RFI, NRO, DRV, RIT, REK, RIF, FRI, FTY, PSR, DRA, FREL, WREI, IARAX, LRET, XLRE
Nov. 3, 2015, 7:20 AM
- Q3 AFFO of $54.4M or $0.79 per share vs. $94M and $0.73 one year ago (float increased to 195M shares from 128M). FAD of $0.72 per share vs. $0.67 one year ago. The recently boosted dividend is $0.56 (from $0.55 in Q3).
- Q4 AFFO per share is expected to be $0.79-$0.80, and full-year $3.06-$3.07.
- Since inception of the ATM program in Sept., the company sold 7.4M shares for gross proceeds of $233.8M.
- Conference call at 10 ET
- Previously: Omega Healthcare Investors beats by $0.01, misses on revenue (Nov. 2)
- OHI flat premarket
Nov. 2, 2015, 5:14 PM
- Omega Healthcare Investors (NYSE:OHI): Q3 FFO of $0.79 beats by $0.01.
- Revenue of $166.62M (+70.8% Y/Y) misses by $0.93M.
Nov. 1, 2015, 5:35 PM
- ADUS, AEIS, AHL, AIG, ALDW, ALJ, ALL, AMC, AMCC, ANH, ARE, AVD, CAR, CBT, CDE, CGNX, CHGG, CUTR, CYH, DNB, DWRE, ELNK, ENH, ENS, ES, FN, GGP, GPRE, ININ, INN, KONA, LMNX, MCEP, MDAS, MDU, MIC, NLS, NPTN, NSTG, OHI, OLN, ONDK, OTTR, PLOW, PPS, PQ, PXD, QLYS, RAIL, RNG, RSPP, RTEC, RYN, SANM, SGY, SNHY, SSNC, SSW, TDOC, THC, TNET, TXRH, UIL, UNXL, VGR, VIAV, VNO, WSTC
Oct. 14, 2015, 4:46 PM
- Omega Healthcare Investors (NYSE:OHI) declares $0.56/share quarterly dividend, 1.8% increase from prior dividend of $0.55.
- Forward yield 6.32%
- Payable Nov. 16; for shareholders of record Nov. 2; ex-div Oct. 29.
Sep. 1, 2015, 2:54 PM
- The financial sector is leading the market lower today, but these sessions often see money flow into REITs. There's no green to be found, but mortgage REITs like Annaly Capital (NLY -0.3%), American Capital Agency (AGNC -0.2%), Anworth Mortgage (ANH -0.2%), Chimera (CIM -0.1%), CYS Investments (CYS -0.1%), Invesco (IVR -0.3%), and Dynex (DX -0.7%) are outperforming by a wide margin.
- Equity REITs are doing better than the XLF and S&P 500, but still sharply lower: Realty Income (O -1.5%), Omega Healthcare (OHI -2.2%), HCP (HCP -1.2%), Gramercy Property (GPT -1.9%), Equity Residential (EQR -2.4%), Kimco (KIM -2.1%), Simon Property (SPG -2.2%), Public Storage (PSA -1.1%), Hospitality Properties (HPT -2.1%), Stag Industrial (STAG -1.2%)
- ETFs: IYR, VNQ, MORL, REM, MORT, DRN, URE, RQI, SCHH, ICF, SRS, RWR, RNP, JRS, KBWY, RFI, NRO, DRV, RIT, REK, RIF, FRI, FTY, PSR, DRA, FREL, WREI, LMBS, IARAX
Aug. 20, 2015, 1:41 PM
- Searching for green as the averages get routed, one finds a few pockets of only modest strength in some of the beaten-down REIT names as the 10-year Treasury yield slips to 2.08% and rate hike expectations move from September to December, or even 2016.
- Sticking with a September rate hike is the team at Citigroup, which continues to believe only a "bunker buster" will prevent the Fed from hiking next month. The group notes an overlooked line in yesterday's FOMC minutes in which the committee talked about managing the risks resulting from prolonged low rates. It's a "smoking gun," says Citi, meaning a rate hike is coming sooner rather than later.
- Annaly Capital (NLY +0.2%), American Capital Agency (AGNC +0.6%), Realty Income (O +0.8%), Omega Healthcare (OHI +0.9%), Public Storage (PSA -0.1%).
Aug. 6, 2015, 12:27 PM
- The 10-year Treasury yield is down five basis points to 2.22% today, but investors continue to bail out of their income favorites.
- The IYR is lower by 1.2%, slightly worse than the market averages.
- National Retail Properties (NNN -1.5%), Omega Healthcare (OHI -2.2%), Starwood Property (STWD -1.4%), Equity Residential (EQR -1.1%), Government Properties (GOV -2%), Hospitality Properties (HPT -3%), Ashford Hospitality (AHT -4.7%), Liberty Property (LPT -2.2%).
- ETFs: IYR, VNQ, DRN, URE, RQI, SCHH, ICF, SRS, RWR, RNP, JRS, KBWY, RFI, NRO, DRV, RIT, REK, RIF, FRI, FTY, PSR, DRA, FREL, WREI, IARAX
Aug. 4, 2015, 7:46 AM
- Q2 adjusted FFO of $149.7M or $0.77 per share vs. $87.4M and $0.69 one year ago.
- Aviv REIT acquisition closed during Q2, as did $178M of new U.K. investments. In Q3, company has closed the purchase of $112M of Manhattan real estate for the development of a senior housing community, along with $72.3M of other new investments.
- Full-year adjusted FFO guidance of $3.04-$3.06 vs. $2.85 actual in 2014. Consensus is $2.99. FAD guidance of $2.77-$2.81 vs. $2.61 actual last year.
- Conference call at 10 ET
- Previously: Omega Healthcare Investors beats by $0.03, beats on revenue (Aug. 3)
- OHI flat premarket
Aug. 3, 2015, 5:28 PM
- Omega Healthcare Investors (NYSE:OHI): Q2 FFO of $0.77 beats by $0.03.
- Revenue of $163.1M (+69.5% Y/Y) beats by $3.25M.
Aug. 2, 2015, 5:35 PM
- ADUS, AEIS, AIG, ALDW, ALJ, ALL, ANH, APU, BKD, BMRN, BNFT, CAR, CGNX, CHGG, CKP, CTRP, CYH, DAC, DENN, DK, DKL, ELGX, ELNK, ENH, EPIQ, EXP, FIVN, GGP, HIL, IDTI, ININ, INN, KAR, KBR, KONA, LLNW, LMNX, MCEP, MCHP, MDU, MDWD, MIC, MRC, NLS, NVGS, OHI, ONDK, ORA, OTTR, PLOW, PPS, QEP, QLYS, QNST, RBC, RSPP, RTEC, SGMS, SNHY, THC, TNET, TSRA, TXRH, UGI, VECO, VNO, VNR, WSTC, XL
Jul. 15, 2015, 5:22 PM
- Omega Healthcare Investors (NYSE:OHI) declares $0.55/share quarterly dividend, 1.9% increase from prior dividend of $0.54.
- Forward yield 6.23%
- Payable Aug. 17; for shareholders of record July 31; ex-div July 29.
Jul. 15, 2015, 8:23 AM
Omega Healthcare Investors Inc is a self-administered real estate investment trust. The Company is engaged in investing in income-producing healthcare facilities, including long-term care facilities located in the United States.
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