REITs

The logistics giant's acquisition of SEGRO isn't just about size; it's a strategic move to dominate Europe's most valuable warehouse and data center markets.

IIP's Q2 results show a REIT in transition. While actively managing tenant defaults in its core cannabis portfolio, a major $270M bet on life sciences begins to pay off.

EVgo and Brixmor's massive charger expansion isn't just about plugging in. It's a strategic move reshaping retail and accelerating the EV transition.

Arbor Realty Trust posts a steep loss and signals rising loan distress, yet doubles down with a large dividend and aggressive share buybacks. A deep dive.

Corporate landlord AMH reports record earnings, touting its role in solving the housing crisis. But a closer look reveals a strategy that may cement a future where the American Dream is a rental.

A landmark partnership introduces a capital-light model, allowing developers to scale faster while de-risking land acquisition. Is this the future?

A routine property sale in Dover, Delaware, reveals a national trend: large corporations are systematically acquiring manufactured home communities.

Adamas Trust posts a fourth straight quarter of book value growth, raising dividends. We look at how its specialized 'Constructive' platform is succeeding.

Primaris REIT is turning empty anchor stores into a goldmine, quadrupling rent on former HBC space and executing a masterclass in strategic adaptation.

Alexander’s, Inc. maintains its hefty $4.50 dividend, but a closer look reveals a risky payout that may not be covered by its core NYC real estate earnings.

In a story of strategic foresight, European mall giant Klépierre's stellar results reveal a thriving physical retail market, fueled by a Southern European renaissance.

NXDT is overhauling its distribution, swapping complex share payouts for simple cash and a $10M buyback. Is this a vote of confidence or a necessary course correction?

LXP Industrial Trust's era as a public REIT ends in a $5.2B acquisition, a deal that signals institutional investors' relentless pursuit of Class A warehouses.

While others see retail's decline, Acadia Realty Trust reports a stellar quarter by doubling down on luxury corridors. Is this a blueprint for survival?

While Canada's rental market shows signs of cooling, Boardwalk REIT posts resilient Q2 results. Here's the story behind their strategic asset shuffle.

The self-storage giant posts strong Q2 results and raises its 2026 forecast, crediting its operational platform, third-party management, and bridge lending.

The net lease REIT reports a stellar Q2, raising full-year guidance and its dividend. CEO Jason Fox credits a powerful investment engine and inflation-linked leases.

SITE Centers' sale of a Chapel Hill shopping center for $11M may seem minor, but it's a key move in a disciplined strategy of capital recycling and portfolio refinement.

The specialized REIT surpasses Q2 expectations and raises its 2026 guidance, capitalizing on a surge in defense spending and robust demand for its secure properties.

A $24.3M loan for a Utah retail property reveals more than a financial deal. It's a look at how some communities are building resilient local economies.