1. Mortgage REITs faced significant declines in book values during Q2 2025 due to market volatility and unresolved legal disputes; 2. BDCs demonstrated relatively stable book values compared to mortgage REITs, with minimal fluctuations; 3. Two Harbors (TWO) is at risk of further book value erosion from a potential legal loss tied to a management contract dispute.

1. The REIT market is vast and versatile, with over 200 companies in the US alone investing in 20 different property sectors. 2. Some REITs like Iron Mountain (IRM) are best suited for growth. 3. The article highlights two exceptional REITs for investment.

1. Medical Properties' Q4 earnings exceeded expectations, boosting shares; 2. The REIT's asset sales enhanced liquidity and supported the $0.08 per-share dividend; 3. Despite a 17% share price increase after earnings, Medical Properties has upside potential based off of its historical book valuation.

1. Emphasizes the importance of nonpartisan economic and investment analysis; 2. Discusses the impact of Medicaid cuts on skilled nursing facility REITs and the opportunity for CareTrust REIT; 3. Analyzes the challenges for single-family rental REITs and the defensive investment approach in the current economic climate.

1. Low valuation combined with strong catalysts can lead to big profits; 2. Some real estate companies have become very cheap recently; 3. The author presents three of his largest holdings for 2025.

1. The author recently expressed caution about AGNC's payout sustainability and high P/TBV ratio amidst bullish Wall Street sentiment. 2. New developments have reduced or removed these concerns, with valuation largely reverting to the mean in terms of P/TBV ratio. 3. The long-short yield spread has turned positive, indicating good odds for it to remain so in the near future.

1. Not all REITs are worth buying; 2. Some property sectors are risky and overpriced; 3. I present REITs to avoid in 2025.

1. The article compares RITM's recent dividend per share rates, yield percentages, and several dividend sustainability metrics to 19 mREIT peers. 2. It includes an analysis of RITM's quarterly core earnings/earnings available for distribution (EAD) which directly impacts the company's dividend sustainability. 3. The article also projects RITM's dividend sustainability for Q1 – Q2 2025.

1. Embracing negativity and learning from setbacks have fueled the author's journey to become a top analyst on Seeking Alpha, focusing on fundamental analysis. 2. Second-level thinking, as taught by mentors like Chuck Carnevale, is crucial for long-term investment success, emphasizing earnings over emotions. 3. REITs, particularly Realty Income, offer strong potential due to their scale, diversification, and disciplined risk management, making them attractive for 2025.

1. Following market trends can be profitable, but sector rotations in real estate show the importance of timing and adaptability. 2. Prologis, a major REIT in industrial real estate, faces challenges due to slowed demand and increased vacancies, yet still offers growth potential. 3. Post-pandemic, industrial real estate demand has normalized, leading to higher vacancies and slower rent growth, but future demand may stabilize as deliveries slow. 4. Despite current struggles, PLD's diversified business and growing dividend present a strong long-term buying opportunity as the market adjusts.

1. Realty Income, a major REIT, offers a strong, reliable dividend yield and diversified portfolio. 2. The company's extensive portfolio of over 15,000 properties ensures stable rent income. 3. Despite high valuations, Realty Income's low volatility, strong balance sheet, and strategic investments make it a solid long-term investment.

1. The author presents his top 5 undervalued REITs for Christmas; 2. VICI Properties, Realty Income, Alexandria Real Estate, American Tower, and Rexford Industrial are highlighted for their strong growth potential and attractive valuations; 3. Each REIT offers significant upside potential by the end of 2025, with well-covered dividends and solid balance sheets.

1. 2024 has been a strong year for REITs with a 44% total return due to the Fed's interest rate cuts; 2. 2025 is expected to be similar; 3. Two high-quality REITs are highlighted for purchase.

1. Chasing high yields can be dangerous; 2. Sachem Capital Corp. has a history of dividend cuts and poor financial performance; 3. Healthcare Realty Trust Incorporated faces management instability and unsustainable dividends; 4. Prioritize investments that protect your principal and provide stable returns.

1. Dynex Capital's forward dividend yield and shifting inflation outlook present a strong tactical opportunity. 2. Transitioning to specified pools may reduce risk. 3. A favorable short-term liquidity market supports a positive outlook. 4. Dynex's common stock is trading below book value, and preferred stock is not overly demanding, mitigating the risk of toxic waste shares.

1. Macroeconomics trumps politics; 2. REITs are cheap and set to benefit from rate cuts; 3. Here are 3 REITs that win no matter what.

1. Five US REITs have suspended dividends this year; 2. Six other REITs have lowered regular dividend payouts; 3. The activity contrasts with the majority of the US REIT industry that raised dividends in the first three quarters of 2024.

1. VICI reported very consistent Q3/24 earnings, exceeding top and bottom line expectations. 2. VICI's unique business model distinguishes it from other triple-net lease REITs, making it of higher quality. 3. Even with almost no growth, the company appears attractively valued. 4. Assuming aggressive but realistic growth rates, VICI could be undervalued by up to 54%.

1. Retirement planning is unpredictable; diversification across asset classes, including a minimum of 10% REIT exposure, is crucial for financial stability. 2. Rexford Industrial Realty, Mid-America Apartment, and Realty Income are recommended REITs with strong fundamentals, diversified portfolios, and solid growth prospects. 3. Rexford Industrial Realty has a high-quality, diversified portfolio in SoCal, excellent debt metrics, and a strong dividend growth track record. 4. Mid-America Apartment and Realty Income boast investment-grade balance sheets, consistent dividend growth, and diversified portfolios, making them reliable options for long-term investment.

1. REITs have surged by nearly 40% on average; 2. Some specific REITs missed out on this rally; 3. Highlighted two REITs with significant upside potential.