Sector
Everything our editor has picked under this sector, best first.
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@BitcoinAIGuy @optionology What assets does $NUAI actually own? A few million of real estate in Texas? Why is everyone so bullish on a company that was run / pivoted into “power shells” by a shady oil field guy like E Will Gray II?
That last line almost reads like a rallying cry to short sellers. No position but have been watching the founder/CEO fight his way back into the top role. Beyond company specific issues, this has been a tough space over the last year for $BETR, $OPEN, $Z and $CSGP https://t.co/lchEnZBDAh https://t.co/w0fwIoF1Vs
Weyerhaeuser trades below recent timberland transaction values, while adjusted FAD covers only 59% of its $0.84 base dividend.
Tim Travis 1 click
W.P. Carey’s CPI-linked leases cushion inflation, but capped escalators, sub-7.5% acquisition cap rates and refinancing costs threaten AFFO…
REITer's Digest 2 clicks
OPI · long Office Properties Income Trust emerged from Chapter 11 on June 17, 2026, with a $2 billion enterprise value and a 12.0% cap rate at $16.60.
@whatsgoingoninm $HHH is a little different. The fee structure is weird and they have a weirder collection of assets, not just a bunch of publically listed stocks anyone can buy. Though no capital returns. Still not a great structure but not as egregious as PSH.
Howard Hughes plans to raise nearly $4 billion by selling real estate assets and condos, accelerating Vantage’s insurance expansion while…
Gary Gambino 3 clicks
AEGXF · long Aecon Group’s long thesis targets 50-80% share-price upside over 6-12 months as the company shifts beyond a complex special situation.
Lennar is selling homes to former spinoff Millrose, whose revenue largely comes from Lennar and whose largest voting shareholder is…
Based on Hunterbrook Media’s reporting, at the time of publication Hunterbrook Capital is short $MRP, short $LEN, and long a basket of comparable securities. Positions may change at any time. This article is not investment advice or any recommendation. See full disclosures below.
Lennar is struggling to sell houses. So it found a buyer it knows well: Millrose, the REIT it spun off last year. We identified 700+ homes, roughly $200 million, sold to Millrose in about a month. $LEN $MRP https://t.co/CDD6NZ5Y2i
@heavymetaldave I am a self taught investor. No real professional background. I like $RYN better. Better debt, more HBU land.
I did an interview on Bloomberg @business on our plans for $HHH as well as other topics. https://t.co/YMmhq2zBaz
American Healthcare REIT’s senior-housing and outpatient portfolio is driving FFO growth and dividend safety, while a rich valuation limits…
Albert Anthony 1 clickOn timber companies $RYN and $WY. If the long end keeps going up. 6-7% which I think is definitely possible. Then timber companies will get crushed. But my overall thesis remains and is happening in real time: energy-driven inflation, fiscal deterioration, failed treasury buybacks, the Fed losing the long end. Right now the market is repricing duration before it reprices scarcity. This gap can run for decades. Equities were destroyed in real terms through 1973 and 1974. But hard assets won the decade. I’m praying both of these timber companies keep going down. Land is my favorite asset to own. You can see it. You can touch it. You can hunt on it. You can fish on it. And you can grow productive timber on it. Huge swaths of land have massive optionality. Let’s hope Scott “I am the house” Bessent continues to lose the bond market. I want to see a bloodbath here.
Good god $WY is getting low here. My guess is rates keep going up and assets like this trade down as people pour into yields. But eventually these become a load the boat up buy. Massive inflation hedges and owning large swaths of land creates multigenerational wealth. https://t.co/KvWmv9gBog
Sign of the times department: $LRHC the one high flying residential real estate brokerage that grew to more than 3,000 agents as it tried a different version of the MLM model successfully implemented by $AGNT, has decided to PIVOT to.... You guessed it, a neo-cloud. The company announced that it acquired $NVDA B300s today and is pursuing strategic alternatives for its real estate division. If only there were signs....
Ladder Capital trades below book value with high yield, but faces margin pressure and office-loan exposure despite diversified funding and…
Albert Anthony 
ELME · long Elme Communities, a REIT, is nearing the end of a long liquidation process.
American Assets Trust’s $AAT Chairman Rady continues to buy shares, now already owning 38% of s/o. The 13D also mentions that he may ‘discuss or encourage extraordinary transactions - including mergers, take‑private deals, asset sales, recapitalizations or board/management changes.’
Vicor, Rayonier, Accenture and nine other lesser-covered stocks make up Seeking Alpha’s Undercovered Dozen.
Stratus Properties liquidates Austin real estate below projected distributions, while Atlantic Lithium and Intermex await approvals for…
Annaly Capital Management’s rate swaps and MBS expansion lifted earnings available for distribution 28% year over year, supporting its…
Andres Veurink @Menckenist What good real estate does $SGA own?
