3 REITs That Big Money Might Snap Up Soon

REITs trade at large discounts to their net asset values. They are increasingly becoming targets for activists and private equity. I discuss 3 REITs that are likely buyout targets.

Seeking Alpha • Dec 4, 2025

Farmland Partners: Asset Value +30% Above Market Price

Farmland Partners (FPI) is deeply undervalued, trading at a significant discount to its estimated asset value of $13–$20 per share. FPI's fundamentals remain strong: farmland values and AFFO per share are rising, while the stock price has dropped due to short-term market fears. Recent asset sales funded accretive share buybacks, debt reduction, and special dividends, further enhancing FPI's value for shareholders.

Seeking Alpha • Nov 25, 2025

Trump's 50-Year Mortgage Idea Could Be A Big Gift To REITs

A proposed 50-year mortgage and other government subsidies could improve housing affordability. This could have a major impact on various REIT property sectors. I discuss which REITs would benefit the most.

Seeking Alpha • Nov 20, 2025

Farmland Partners: This Transformation Is Not Compelling

Farmland Partners is undergoing a major transformation, shifting from owning farmland to focusing on management and reducing leverage. FPI has aggressively sold acreage to pay down debt, but revenue and profitability remain volatile, largely driven by asset sales rather than core operations. Despite management's progress, FPI trades at high valuation multiples, making the stock appear expensive relative to its underlying assets and earnings.

Seeking Alpha • Nov 8, 2025

Farmland Partners: A Unique And Critical REIT Awaiting A Better Growth Opportunity

Farmland Partners gets a hold/neutral rating for my initial coverage, agreeing with today's consensus from analysts and the quant rating. This farmland REIT's upside potential is in its diversified national portfolio and potential future land values, but also low vacancy rates and scarcity of arable farmland for producing food. Other positives were FFO and operating cash flow growth, and a low debt-to-equity, but EBITDA margin and dividend growth could improve.

Seeking Alpha • Nov 6, 2025

Farmland Partners: Low Regular Yield, But Don't Discount The Land Sales

Farmland Partners offers modest regular dividends but consistently supplements returns with special dividends from profitable land sales, differentiating it from peers. FPI's Q3 2025 results showed stable AFFO growth, significant debt reduction, and ongoing share buybacks, with management raising full-year AFFO guidance. Unlike Gladstone Land, FPI's strategy relies on asset sales and value unlocks, making its total yield higher than the headline dividend suggests.

Seeking Alpha • Nov 3, 2025

Farmland Partners Inc. (FPI) Q3 2025 Earnings Call Transcript

Farmland Partners Inc. ( FPI ) Q3 2025 Earnings Call October 30, 2025 11:00 AM EDT Company Participants Luca Fabbri - CEO, President & Non-Independent Director Christine Garrison - General Counsel & Secretary Paul Pittman - Executive Chairman Susan Landi - CFO & Treasurer Conference Call Participants Robert Stevenson - Janney Montgomery Scott LLC, Research Division Craig Kucera - Lucid Capital Markets, LLC, Research Division John Massocca - B. Riley Securities, Inc., Research Division Tousley Hyde - Raymond James & Associates, Inc., Research Division Presentation Operator Good day, everyone, and thank you for joining this Farmland Partners Inc. Q3 2025 Earnings Call.

Seeking Alpha • Oct 31, 2025

Farmland Partners Inc. Reports Third Quarter 2025 Results

DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (“FPI” or the “Company”) today reported financial results for the quarter ended September 30, 2025. Selected Highlights During the quarter ended September 30, 2025, the Company: recorded net income of $0.5 million, or $0.00 per share available to common stockholders, compared to $1.8 million, or $0.02 per share available to common stockholders for the same period in 2024; recorded AFFO of $2.9 million, or $0.07 per share, compared to $.

Business Wire • Oct 29, 2025

Farmland Partners (FPI) Surpasses Q3 FFO and Revenue Estimates

Farmland Partners (FPI) came out with quarterly funds from operations (FFO) of $0.07 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to FFO of $0.03 per share a year ago.

Zacks Investment Research • Oct 29, 2025

Farmland Partners Inc. Announces Date for Third Quarter 2025 Earnings Release and Conference Call

DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (the “Company”) today announced it will release its financial results for the quarter ended September 30, 2025, after 5 p.m. (Eastern Time) on Wednesday, October 29, 2025, and will host a conference call the following day, Thursday, October 30, 2025, at 11:00 a.m. (Eastern Time) to discuss the financial results and provide a company update. The call can be accessed live over the phone by dialing 1-800-715-9871 and using the conference.

Business Wire • Oct 23, 2025