Capital Allocation

Manhattan's top landlord posts a net loss but raises guidance significantly. A deep dive reveals strong leasing, rising rents, and strategic asset sales.

Sports is now a multi-trillion-dollar global industry. A new series, 'Franchise Value,' moves beyond highlights to dissect the deals, data, and decisions.

Beyond the headlines of a $600M debt offering lies Howard Energy's shrewd maneuver to fortify its balance sheet and fuel future growth. What does it signal?

NRG Energy's latest dividend isn't just a shareholder reward; it's a calculated signal of financial discipline and strategic confidence in a shifting energy sector.

Annaly's strong Q2 results and dividend hike are more than good news; they reveal a disciplined strategy of diversification and risk management paying off.

TrustCo Bank's 12.8% income jump is just the start. A massive stock buyback is supercharging EPS, while a quiet expansion in Florida signals its next move.

Healthpeak's new JV with Brookfield isn't just a deal; it's a strategic blueprint for how REITs can fuel growth while retaining control in a hot market.

Cerrado Gold buys back key asset streams from Sprott, gaining full exposure to its projects and signaling a potential pivot to becoming a mining financier.

The firm's new dividend and buyback are more than just shareholder returns. They are a statement about its enduring business model in a digital-first era.

PEO's latest distribution highlights strong performance and a key choice for investors, underscoring its 90-year legacy in a dynamic energy market.

A new Saudi-led summit series kicks off in Paris, targeting $50B in investment for the Gulf by 2030. But is it a new model for dealmaking or just hype?

AI learning platform Docebo launches a major share repurchase, betting on its own undervaluation while posting strong growth and navigating a client shift.

Targa Resources holds its dividend steady, signaling financial health. With massive growth projects underway, what should investors watch in its Q2 report?

The real estate giant slashed its dividend by over 95%. It’s not a retreat, but a bold move to fund a war chest for AI and acquisitions in a consolidating market.

AST SpaceMobile secured $1 billion via complex convertible notes to accelerate its global network, a strategic bet that spooks investors with dilution fears.

With a 116% portfolio jump since 2023 and 32% rent growth, INDUS Realty's mid-year results reveal more than just success; they show a powerful market play.

As Riley Permian declares a steady dividend, the move masks a deeper story of operational strength, financial complexity, and a high-stakes Permian play.

Conagra Brands slashed its dividend by 50%, calling it a 'reset.' We dissect if this is a prudent move to fund growth or a red flag for investors.

Rubico Inc. is selling its luxury megayacht to double down on oil tankers. A look at whether this strategic pivot can overcome a history of investor doubt.

Rithm Property Trust is raising cash to buy multifamily loans from its own manager. Is this a savvy move in a tough market or a risky inside deal?