The Untold Truth About REITs

REITs belong to the real estate category. Yet, they are not a perfect substitute for real estate investments. I explain why and what this means for REIT investors.

Seeking Alpha • Jan 3, 2026

3 REITs To Ascend In 2026

Armada Hoffler, Easterly Government Properties, and Global Medical REIT trade at deep NAV discounts and low FFO multiples after dividend cuts. AHH, DEA, and GMRE offer 8.5%–9% yields and 60%–125% potential capital appreciation if multiples revert to REIT averages. Tax-loss selling and AI-driven market rotation have intensified REIT discounts, creating unusually attractive entry points for value-focused investors.

Seeking Alpha • Dec 29, 2025

2 REITs To Buy Before December 10th

The Fed is expected to cut interest rates in a few days. The rate cuts are a strong catalyst for the REIT sector. I highlight two REITs that have a lot to gain from this.

Seeking Alpha • Dec 8, 2025

Armada Hoffler Properties: Turning Bullish On The Preferred Stock Again

Armada Hoffler Properties offers an 8% yield on its Series A preferred shares, presenting an attractive risk/reward profile amid high debt levels. Normalized FFO per share declined nearly 20% year-over-year due to a higher share count, but dividend coverage remains solid with full-year FFO guidance of $1.03–1.07 per share. AHH's common shares trade at just 9x AFFO with a well-covered 8%-plus yield, though net debt remains elevated at nearly 8x EBITDA.

Seeking Alpha • Dec 6, 2025

REIT Bulls - Brace For More Frustration

REITs have massively underperformed the market, while their earnings have grown. Given the likely base rate cuts that are on the horizon, the setup for a REIT renaissance could not be better. I think that such logic has a fundamental risk or flaw that many REIT bulls are missing.

Seeking Alpha • Dec 5, 2025

3 Big Stock Discounts This Black Friday

Most stocks are expensive today. But some niche sectors and international stocks remain discounted. I highlight 3 heavily discounted stocks that I am buying this Black Friday.

Seeking Alpha • Nov 28, 2025

Armada Hoffler Announces Quarterly Dividend

VIRGINIA BEACH, Va., Nov. 21, 2025 (GLOBE NEWSWIRE) -- Armada Hoffler (NYSE: AHH) announced that its Board of Directors declared the company's regular quarterly cash dividend of $0.14 per common share. The fourth quarter dividend will be paid in cash on January 8, 2026, to stockholders of record on December 31, 2025.

GlobeNewsWire • Nov 21, 2025

Armada Hoffler Properties: Why I'm Doubling Down On This Undervalued REIT

Armada Hoffler Properties, Inc. remains a high-conviction, long-term buy due to its A-tier, well-located mixed-use real estate portfolio. AHH demonstrates strong fundamentals: rising occupancy, robust leasing spreads, and management's focus on deleveraging and quality improvements despite short-term refinancing headwinds. Industry-wide supply constraints and a flight to quality position AHH to benefit from rising rents and occupancy, especially in office and retail segments.

Seeking Alpha • Nov 20, 2025

Black Friday Sale In REITland: Real Estate At 50% Off

Most asset classes are not offering any discounts this Black Friday. REITs are the exceptions, with many offering up to 50% discounts. But possibly not for much longer. Here is why this could be your last chance to secure these bargains.

Seeking Alpha • Nov 14, 2025

Armada Hoffler Properties: Once Bitten, Twice Shy. Avoiding The High Yield

Armada Hoffler Properties trades at a cheap 6.17x the midpoint of its normalized funds from operations guidance range for 2025. Despite improved NFFO and strong portfolio occupancy, AHH has continued to dip as investors bitten by the cut and complexity to gauge dividend safety stay away. The 6.75% Series A Cumulative Preferreds offer a safer 8% current yield. They're currently trading at a discount of around 16%.

Seeking Alpha • Nov 6, 2025