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What The Telx Acquisition Means For Digital Realty Trust
Monday, October 19, 2015 - 9:58am | 315Read More...Digital Realty Trust, Inc. (NYSE: DLR) acquired Telx from two private equity firms for $1.886 billion back in July. The transaction closed on October 9, prompting Ross Smotrich of Barclays to reinstate coverage of the stock with an Overweight rating and $75 price target. The analyst noted...
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Airbnb Isn't Killing Hotels Yet
Wednesday, September 23, 2015 - 3:12pm | 501Read More...Airbnb and HomeAway, Inc. (NASDAQ: AWAY) are two names that are said to be "disrupting" the traditional hotel business. Thomas Allen of Morgan Stanley argued in a note on Tuesday that the impact these companies have on the hotel business "appears negligible." Allen recommended owning hotel and...
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Morgan Stanley: A 'McREIT' Could Be Worth $107 Per Share
Friday, September 18, 2015 - 10:28am | 622Read More...John Glass of Morgan Stanley argued in a note that shares of McDonald's Corporation (NYSE: MCD) could be worth $103 to $107 per share under a REIT structure. Glass noted that investor focus on retail/restaurant REIT conversions "seems to be increasing." Glass added that...
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4 REITs BMO Capital Is Excited About
Thursday, September 10, 2015 - 2:33pm | 849Read More...REITs can offer investors exposure to iconic assets, organic growth prospects and diversified assets. BMO Capital Markets initiated coverage of four unique REITs with Outperform ratings. All four stocks offer potential returns of 24 to 31 percent. In separate reports published Wednesday,...
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Complexity Risk: The Oompa-Loompa REITs
Wednesday, September 9, 2015 - 1:24pm | 1382Read More...This article was originally published on iREIT Investor. In my upcoming book, Trump: It’s All Business, I examine the amazing world of Donald Trump and the mysteries behind his global real estate empire. As I explain in the book’s introduction, my research related to Trump’s...
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Ramond James On Storage REITs: Public Storage Upgraded, Sovran Self Storage Downgraded, CubesSmart Top Pick
Friday, September 4, 2015 - 9:23am | 490Read More...In a report published Friday, Raymond James analyst Jonathan Hughes discussed the self-storage REIT sector, noting that operating results for the group set new records for occupancy and same-store NOI growth in the second quarter. Hughes said year-to-date total returns for the storage sector...
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Build A Basket Of 'Pure Play' Healthcare REITs...Or Just One Blue Chip?
Tuesday, August 25, 2015 - 5:36pm | 1798Read More...The following was originally published by Brad Thomas on iREIT Investor. Last week, Care Capital Properties Inc (NYSE: CCP) listed shares on the New York Stock Exchange. The “pure play” assisted living REIT commenced operations by spinning off from Ventas, Inc. (NYSE: VTR) and...
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STORE Knows How To Score (Dividends)
Thursday, August 20, 2015 - 2:46pm | 1852Read More...This article was originally published on iREIT Investor, a service from Brad Thomas. Store Capital Corp (NYSE: STOR) recently reported its second quarter results, exceeding market expectations. The Scottsdale-based Net Lease REIT, which priced its IPO last November 18th, has outperformed all of...
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Credit Suisse 'Very Positive' On U.S. REITs: Upgrades Seven Stocks, Downgrades Three
Thursday, August 20, 2015 - 9:22am | 520Read More...Ian Weissman of Credit Suisse commented in a note on Thursday that REITs stocks are "attractively valued" relative to the "strong underlying performance" and valuation of real estate across the United States. This, coupled with a "constructive" macroeconomic backdrop...
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Calls Of Note: The Research Moving The Market On Wednesday
Wednesday, August 12, 2015 - 10:56am | 1342Read More...The following represents a hand-picked selection of notable research curated by an analyst known in some circles as "The Sith Overlord Of The Street." Morgan Stanley: Upgrading Google To Overweight Brian Nowak of Morgan Stanley upgraded shares of Google Inc (NASDAQ: GOOG) (NASDAQ:...
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Strategic Hotels Worth $16.50 If It Gets Acquired By A Private Equity
Tuesday, July 28, 2015 - 11:15am | 309Read More...Shares of Strategic Hotels and Resorts Inc (NYSE: BEE) spiked higher last week after media reports suggested the company has hired bankers to consider strategic alternatives, including a potential sale of itself. In a report published Monday, Credit Suisse analyst Ian Weissman analyzed the...
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Gilford Says Don't Believe The Real Estate Hype: Slashes Macy's From Buy To Sell
Tuesday, July 28, 2015 - 10:26am | 358Read More...In a report published Tuesday, Gilford Securities analyst Bernard Sosnick downgraded shares of Macy's, Inc. (NYSE: M) to Sell from Buy following the surge in its stock after Starboard Value announced its belief that shares could be worth $125 if the retailer were to monetize its most...
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Retail Expert Doesn't See A REIT Fit For Macy's
Friday, July 17, 2015 - 2:18pm | 335Read More...Ryan Craver was recently a guest on #PreMarket Prep, a daily trading idea radio show hosted by Joel Elconin and Dennis Dick. Shares of Macys, Inc. (NYSE: M) traded higher this week after Jeff Smith of Starboard Value Management said the fashion and accessory retailing giant could unlock tremendous...
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Global X Debuts New YieldCo ETF
Friday, May 29, 2015 - 2:04pm | 467Read More...Global X Funds has never been one to shy away from unconventional income strategies and their existing forays into this space have been largely successful. For example, the Global X SuperDividend ETF (Global X Funds (NYSE: SDIV)) has accumulated over $1 billion in total assets by searching out...
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BMO Upgrades Public Storage, Notes Shares Fairly Valued
Wednesday, May 6, 2015 - 9:28am | 238Read More...In a report published Tuesday, BMO Capital Markets analyst Paul Adornato upgraded shares of Public Storage (NYSE: PSA) to Market Perform from Underperform with a price target raised to $192 from a previous $140. Adornato noted that Public Storage's recent first quarter results with same-store NOI...













