Sharemaestro Newsreel

Prologis (PLD) Raised Fresh Equity Capital, Is The Upside Already Priced In?

Prologis (PLD) recently completed a follow-on equity offering, raising approximately US$2.10 billion by issuing 15 million shares. While a popular narrative suggests the stock is 10.6% undervalued with a fair value of $156.07, its current P/E ratio of 31.5x, compared to an industry average …

Lineage (LINE) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Head of Investor Relations - Ki Bin KimPresident and Chief Executive Officer - Greg LehmkuhlChief Financial Officer - Robb LeMasters TAKEAWAYS Adjusted EBITDA -- $320 million, decreasing 1.8% …

Granite Point Mortgage Trust (NYSE:GPMT) Given New $1.25 Price Target at Keefe, Bruyette & Woods

Keefe, Bruyette & Woods has lowered its price target for Granite Point Mortgage Trust (NYSE:GPMT) to $1.25 from $1.50, while maintaining a "market perform" rating. This implies a potential upside of 1.62% from its previous close. Other analysts have also adjusted their ratings, contributing …

Two Harbors fires back at UWM, calling lawsuit frivolous

Two Harbors Investment has responded to a lawsuit filed by UWM Holdings Corp., labeling it "frivolous" and asserting that its concerns about UWM have been vindicated. UWM had sued Two Harbors for over $500 million, alleging breach of contract and fraud following their failed …

Digital Realty Trust, Inc. agreed to acquire a stake in Data Centers located in Los Angeles, Toronto and North Virginia from Digital Core REIT for approximately $320 million.

Digital Realty Trust, Inc. has agreed to acquire stakes in three data centers located in Los Angeles, Toronto, and Northern Virginia from Digital Core REIT for approximately $320 million. This acquisition, which occurred on August 11, 2026, involves Digital Realty Trust taking full ownership …

Digital Realty Trust Inc. stock outperforms competitors on strong trading day

Digital Realty Trust Inc. (DLR) saw its stock rally by 3.28% to $197.06 on Wednesday, outperforming the broader market. This rise broke a two-day losing streak for the company, even as the S&P 500 Index saw a slight gain and the Dow Jones Industrial …

Hudson Pacific (HPP) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 12:00 p.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer - Victor Coleman President - Mark Lammas Chief Financial Officer - Harout Diramerian Executive Vice President of Leasing - Art Suazo Executive Vice …

Piper Sandler Maintains Innovative Industrial Properties Inc(IIPR.US) With Sell Rating, Maintains Target Price $51

Piper Sandler has reiterated its Sell rating on Innovative Industrial Properties Inc (IIPR.US) and maintained a target price of $51. This action suggests the analyst firm's continued bearish outlook on the company's stock.

What Is Invitation Homes (INVH) Signaling With Its Executive Leadership Changes?

REAX: Acquisition of RE/MAX creates a global, tech-driven real estate leader with major synergy potential

The article highlights that REAX's agent count and revenue have grown due to its tech-enabled platform and strong agent economics. The acquisition of RE/MAX is expected to form a global real estate leader, diversifying revenue streams, creating significant cost synergies, and opening up major …

Gladstone Land signals potential additional farm sales as it evaluates refinancing $148m of loans scheduled to reset in 2027

Earnings Call Insights: Gladstone Land Corporation (LAND) Q2 2026 MANAGEMENT VIEW * "We currently own about 98,000 acres across 142 farms and about 56,000 acre feet of water" (Founder, Chairman, CEO & President David Gladstone), and "we didn't have any acquisitions or dispositions this …

Digital Realty Trust gains as strong data-center demand and upbeat follow-through support shares

Alico 3Q Revenue Jumps on Booming Land Management Strategy – Quarterly Update Report

Download the Complete Report Here Alico, Inc. (ALCO) New Lease Structure Broadens Land Monetization Strategy; Stronger Liquidity Extends Runway Through FY29 Key Takeaways: 3Q FY26 reinforced ALCO's post-citrus transition, with revenue rising 7.7% y/y to $9.0 million as land-management activities became the primary revenue …

Bank of America (PK) reports 4.9% beneficial stake in Park Hotels & Resorts

Bank of America Corporation has filed an amended Schedule 13G, disclosing a 4.9% beneficial ownership in Park Hotels & Resorts Inc. common stock, totaling 9,775,762 shares. This ownership includes shared voting power over 9,769,187 shares and shared dispositive power over all 9,775,762 shares, with …

FR Maintained by Scotiabank -- Price Target Raised to $66.00

Scotiabank has maintained its "Sector Perform" rating for First Industrial Realty Trust Inc (FR) and raised the price target from $63.00 to $66.00. The company, a prominent industrial REIT, has a GF Score of 80/100, indicating strong profitability and momentum, though its financial strength …

Jefferies Adjusts Price Target on Welltower to $261 From $270, Keeps Buy Rating

Jefferies has adjusted its price target for Welltower (NYSE: WELL) to $261, down from the previous $270, while maintaining a Buy rating on the stock. This revision reflects a change in the firm's valuation outlook for the real estate investment trust specializing in healthcare …

Is Regency Worth Buying as Leasing Strength Meets Development Risk?

Regency Centers Corporation (REG) is balancing strong leasing performance and development opportunities with potential risks from higher financing costs and geographic concentration. While the company's high occupancy rates and healthy rent growth support its earnings, a significant development pipeline and debt load introduce execution …

Regency Raises 2026 Outlook as Leasing Momentum Builds Into Year-End

Regency Centers Corporation (REG) has increased its 2026 outlook following strong second-quarter performance in leasing, occupancy, and same-property net operating income. The company's raised guidance reflects better operating trends, a substantial signed-not-occupied pipeline providing future rent visibility, and healthy rent spreads indicating continued pricing …

Fermi Names Lee McIntire as Chief Executive Officer

Fermi Inc. has appointed Lee McIntire as its new Chief Executive Officer, effective August 11, 2026. McIntire, who has been an independent director on Fermi's Board since September 2025, brings over 40 years of experience in engineering, construction, and global infrastructure from companies like …

Mid-America Apartment Communities (NYSE:MAA) Given New $147.00 Price Target at Morgan Stanley

Morgan Stanley has lowered its price target for Mid-America Apartment Communities (NYSE:MAA) from $155.00 to $147.00, while maintaining an "overweight" rating, suggesting an 11.46% upside. Other brokerages have also adjusted their price targets, resulting in an overall "Hold" consensus rating and an average target …

Morgan Stanley Has Lowered Expectations for American Homes 4 Rent (NYSE:AMH) Stock Price

Scotiabank Boosts Terreno Realty (NYSE:TRNO) Price Target to $72.00

Scotiabank has increased its price target for Terreno Realty (NYSE:TRNO) to $72.00 from $68.00, maintaining a "sector outperform" rating and suggesting a 5.33% upside. Other analysts have also adjusted their price targets, contributing to a consensus "Moderate Buy" rating and an average target of …

CUZ or EGP: Which Is the Better Value Stock Right Now?

Investors interested in stocks from the REIT and Equity Trust - Other sector have probably already heard of Cousins Properties (CUZ) and EastGroup Properties (EGP). But which of these two companies is the best option for those looking for undervalued stocks? Let's take a …

APLD Surges 101% in a Year: Should You Buy, Sell or Hold the Stock?

Applied Digital's APLD shares have soared 100.6% over the past year, significantly outperforming the broader Zacks Finance sector's 13.7% return and the Financial - Miscellaneous Services industry's 26.5% decline. APLD's strong upward momentum might look enticing, yet rapid momentum often masks underlying risks. Let …

First Industrial Realty Trust (NYSE:FR) Stock Price Expected to Rise, Scotiabank Analyst Says

Digital Realty Trust, Inc. (NYSE:DLR) Plans $1.22 Quarterly Dividend

Digital Realty Trust (NYSE:DLR) announced a quarterly dividend of $1.22 per share, equating to an annual dividend of $4.88 and a 2.5% yield. While the current payout ratio is high at 305% of earnings, analysts project it to decrease to 54.2% next year due …

Traders Purchase Large Volume of Put Options on Weyerhaeuser (NYSE:WY)

Investors recently purchased a significantly higher volume of put options on Weyerhaeuser (NYSE:WY), with 2,319 contracts traded, marking a 126% increase over typical daily volume. Despite this unusual activity, analysts maintain a "Moderate Buy" rating with a consensus price target of $29. The company's …

Chimera Investment (CIM) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Head of Investor Relations - Tyra Walton President and Chief Executive Officer - Phillip Kardis Chief Financial Officer - Subramaniam Viswanathan Chief Investment Officer - Jack Macdowell President …

Agree Realty Corporation to Issue Monthly Dividend of $0.27 (NYSE:ADC)

Agree Realty Corporation (NYSE:ADC) has declared a monthly dividend of $0.267 per share, payable on September 15th to shareholders of record by August 31st. Despite missing EPS consensus in its latest quarterly earnings, the company saw revenue rise by 16.8% year-over-year. Analysts currently hold …

Marcus & Millichap Negotiates Sale of Baybury Square Shopping Center Portfolio in Metro Dallas

Marcus & Millichap has successfully negotiated the sale of the Baybury Square Shopping Center portfolio in Richardson, Texas. The 51,542-square-foot retail property, consisting of two multi-tenant centers and two freestanding buildings, was approximately 64 percent leased at the time of sale. A local real …

Schroder Investment Group (MMI) discloses 6.0% Marcus & Millichap ownership stake

Schroder Investment Management Group has reported a beneficial ownership stake of 6.0% in Marcus & Millichap Inc. (MMI), totaling 2,285,406 shares. This includes sole voting and dispositive power over 362,413 shares. The ownership is distributed among affiliated entities, with Schroder Investment Management Limited holding …

Marcus & Millichap Arranges $2.4M Multifamily Sale in Quincy Massachusetts

Marcus & Millichap has successfully arranged the sale of The Residences at Des Moines Road, a seven-unit multifamily property in Quincy, Massachusetts, for $2.4 million. The property, built in 2005, attracted significant interest due to its modern features and was ultimately sold to an …

Essex Announces Release and Conference Call Dates for Its First Quarter 2026 Earnings

Essex Property Trust, Inc. (NYSE:ESS) has announced that its first-quarter 2026 earnings will be released after the market closes on Tuesday, April 28, 2026. A conference call with senior management is scheduled for Wednesday, April 29, 2026, at 10:00 a.m. Pacific Time. The call …

Gladstone Land Q2 Earnings Call Highlights

Here’s Why Baron Opportunity Fund Sold CoStar Group (CSGP)

Baron Opportunity Fund sold its position in CoStar Group (CSGP) during Q2 2026 after a multi-decade investment. The decision was driven by the slow revenue growth of CoStar's Homes.com platform and concerns over AI disruption in the software and information services ecosystem. While acknowledging …

Exp World Holdings, Inc. (NASDAQ:AGNT) Declares $0.05 Quarterly Dividend

eXp World Holdings (NASDAQ: AGNT) has declared a quarterly dividend of $0.05 per share, payable on August 28th to shareholders of record on August 14th. This translates to an annualized dividend of $0.20 and a 4.7% yield, with a current payout ratio of 90.9%. …