Armada Hoffler: I'm Expanding My Position Before The Market Catches On

Luuk Wierenga
679 Followers
(19min)

Summary

  • Armada Hoffler focuses on A-class multifamily, office, and retail assets, primarily in the Greater Baltimore/Washington D.C. area, enhancing returns through development and construction.
  • Deleveraging efforts combined with a strong portfolio should make AHH even more resilient going into the future.
  • With new assets coming online as we speak and shares trading at depressed levels, you get paid a well-covered 8.5% dividend yield while you wait for a mean reversion.

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Introduction of the company

Armada Hoffler (NYSE:AHH) is a diversified REIT that specializes in A-class multifamily, office and retail assets with a concentration in the Greater Baltimore/Washington, D.C. area. Besides the usual REIT-business of lucrative acquiring and selling of

This article was written by

679 Followers
I'm Luuk Wierenga, an economics teacher from the Netherlands with a strong focus on income investing. My investment journey began during COVID-19, and since then, I've specialized in identifying high-yield Real Estate Investment Trusts (REITS) that provide stable passive income and/or a possible mean reversion. As an educator, I apply fundamental economic insights to assess market trends, and I prioritize REITS that align with value and income-focused strategies.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of AHH either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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