Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT Increases Position in Digital Realty Trust, Inc. $DLR
CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT significantly increased its stake in Digital Realty Trust (NYSE:DLR) by 100% in Q3, now holding 34,000 shares valued at approximately $5.878 million. Other major institutions like Norges Bank, Goldman Sachs, and Amundi also boosted their positions, leading institutional investors to collectively own about 99.71% of the company's stock. Digital Realty Trust announced a quarterly dividend of $1.22, but its high payout ratio of 126.1% raises questions about sustainability.
Dec 30, 2025 • Eastern Progress
SOMEWHAT-BULLISH
Four Corners Expands Portfolio With Multiple Property Acquisitions
Four Corners Property Trust (FCPT) recently announced acquisitions totaling $11.6 million, including a Tires Plus property in Georgia and four Mission Pet Health properties across Illinois and Wisconsin. These acquisitions, consistent with FCPT's strategy to build a resilient and diversified portfolio, follow previous purchases like a Jiffy Lube property and 28 other properties in Q3 2025, yet the company faces challenges from its substantial debt load.
Dec 29, 2025 • www.sharewise.com
SOMEWHAT-BULLISH
Is Realty Income's 5.7% Yield Attractive Enough to Buy the Stock Now?
Realty Income, known as "The Monthly Dividend Company," offers a 5.7% dividend yield and has consistently increased its dividend for over three decades. While its dividend track record is impressive and supported by a diversified portfolio and strong balance sheet, recent share price performance has lagged. The stock's valuation and moderate growth expectations lead to a "Hold" rating, suggesting it's not a compelling buy but remains a dependable option for income-oriented investors.
Dec 29, 2025 • The Real Deal
BULLISH
Blackstone’s AirTrunk explores $1B Singapore REIT IPO
Blackstone-owned data center operator AirTrunk is considering forming a real estate investment trust (REIT) and listing it in Singapore, potentially raising over $1 billion. This move follows Blackstone's acquisition of AirTrunk last year for nearly $16.1 billion, making it the largest data center operator in the Asia-Pacific region. Singapore is a significant hub for REITs, and this potential IPO highlights the continued growth in the global data center market.
Dec 29, 2025 • S&P Global
NEUTRAL
REIT Replay: REIT indexes grow alongside broader market during week of Christmas
During the Christmas week, US equity real estate investment trust (REIT) indexes saw an increase, aligning with the broader market's growth. The Dow Jones Equity All REIT index, S&P 500, and Dow Jones Industrial Average all logged gains. Specific REIT sectors like apartment, self-storage, and retail also experienced growth, with multifamily REIT Aimco and Americold Realty Trust Inc. leading in share-price increases, while data center REIT Fermi Inc. saw the largest decline.
Dec 29, 2025 • TradingView — Track All Markets
NEUTRAL
Is Realty Income's 5.7% Yield Attractive Enough to Buy the Stock Now?
Realty Income, known as "The Monthly Dividend Company," offers a 5.7% dividend yield and has a long history of dividend increases, supported by a diversified portfolio of over 15,500 properties. While its stability and growth into industrial and alternative assets make it appealing for long-term income investors, its current valuation prevents it from being a compelling "buy" at present. The stock carries a Zacks Rank #3 (Hold), suggesting it is a comfortable hold for existing shareholders due to steady dividend growth and resilient assets.