It's Always Sunny When Your Income Is Higher

Elevated interest rates and stricter bank lending standards have halted speculative ground-up construction, setting up the commercial real estate sector for a multi-year supply deficit. High financing costs paired with persistent labor and materials inflation mean new construction requires significantly higher market rents to achieve an acceptable development yield, protecting the pricing power of landlords. For the first time since 2019, net office absorption has turned positive; with virtually no new Class A space breaking ground, demand for large contiguous spaces is tilting negotiating leverage.

Seeking Alpha • Oct 3, 2026

The Dividend Trap: 3 High-Yield REITs That Look Cheap (But Aren't)

High dividend yields can still be value traps. GOOD and GNL face leverage and office exposure risks. BDN's 10% yield may not be sustainable.

Seeking Alpha • Sep 18, 2026

Deeply Discounted Property Picks To Buy In Today's Market

A multi-year pause in speculative office construction has created a low-supply backdrop just as corporate return-to-office mandates and AI expansion stabilize demand. Orion Properties, Inc. (ONL) represents a deep-value capital appreciation play within the office sector, transitioning vacant footprint expenses into income-producing leases. Easterly Government Properties, Inc. (DEA) serves as a defensive income fortress, specializing in mission-critical real estate leased directly to U.S. Government agencies.

Seeking Alpha • Aug 15, 2026

Orion Office REIT Q2 Earnings Call Highlights

Orion Office REIT NYSE: ONL reported second-quarter 2026 results that included stable Core FFO per share, lower leverage and updated full-year guidance, while the company continued its strategic review process and advanced portfolio repositioning efforts.

MarketBeat • Aug 8, 2026

Orion Properties Inc. (ONL) Q2 2026 Earnings Call Transcript

Orion Properties Inc. (ONL) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 7, 2026

Orion Properties Inc. Announces Second Quarter 2026 Results

PHOENIX--(BUSINESS WIRE)--Orion Properties Inc. (NYSE: ONL) (“Orion” or the “Company”), a fully-integrated real estate investment trust (“REIT”) which owns a diversified portfolio of single-tenant net lease office properties including dedicated use assets located across the United States, announced today its operating results for the second quarter ended June 30, 2026. Paul McDowell, Orion's Chief Executive Officer, commented, “With approximately 673,000 square feet of leasing completed through.

Business Wire • Aug 6, 2026

Orion Properties: Monkey Wrench In The Works

Orion Properties Inc. has resolved its debt issues. ONL continues to explore strategic alternatives. The risk of investment principal loss has increased due to external factors beyond management's control.

Seeking Alpha • Aug 6, 2026

Orion Properties Inc. Announces Second Quarter 2026 Earnings Release and Webcast Dates

PHOENIX--(BUSINESS WIRE)--Orion Properties Inc. (NYSE: ONL) (“Orion” or the “Company”), a fully-integrated real estate investment trust (“REIT”) which owns a diversified portfolio of single-tenant net lease office properties including dedicated use assets located across the United States, announced today that it will release its operating results for the second quarter 2026 after market close on Thursday, August 6, 2026. Webcast and Conference Call Information Orion will host a webcast and conf.

Business Wire • Jul 14, 2026

Warning: These REITs Could Suffer Large Losses

Some REIT categories may be far riskier than they appear. Office exposure can hide inside diversified portfolios. High yields often come with costly tradeoffs.

Seeking Alpha • Jun 23, 2026

Orion Office REIT Q1 Earnings Call Highlights

Orion Office REIT NYSE: ONL said its first-quarter results reflected continued progress on leasing, asset sales and balance-sheet management, while its board and management continue to evaluate strategic options with advisers Wells Fargo and JPMorgan.

MarketBeat • May 14, 2026