Sector
Everything our editor has picked under this sector, best first.
239 stories
I don’t usually invest in real estate stocks. But @jeremie0117 pitch on $CSH.UN.TO ( $CWSRF) is enticing - buys properties from Cos. who overpaid, maintained low rental rates to ensure occupancy and need to sell. Chartwell pays below market prices and raise rents. @AurelionRsch https://t.co/WTUcqa06nu
O 2026-08-22 Realty Income raised AFFO guidance to $4.44 to $4.45 and targets $10 billion of 2026 investments, with European expansion supporting its…
IWA Research 
Re/Max’s outstanding share count is revised after previously omitted shares under its holding-company structure, alongside updated Real…
Real Brokerage’s RE/MAX acquisition would triple its agent count, diversify revenue with franchise fees and expand share during a weak U.S.
@stoked_on_waves @CapitalShipyard $open's backers also claim it is profitable. Apparently you can just say stuff now
GO Residential’s H&R REIT deal could trigger index purchases of 32 million units and re-rate its Lantower portfolio, despite related-party…
REIT holdings outperformed in H1 2026, with Veris Residential sold in a $19-per-share take-private and FrontView REIT trimmed after a 78%…
NewLake Capital Partners’ potential NYSE or Nasdaq uplisting contrasts with falling revenue, three vacant properties and an 88% AFFO payout…
Must read imo on $OPEN. Scott raises some great points about the potential if things go right. I have no position rn, and have a more pessimistic view than Scott on the value of Eric Jackson's involvement (my view: he certainly kickstarted but unfortunately showed his true colors stalking a random celebrity for no reason. He is a liability now).
@OnodaCapital $OPEN deserves all the skepticism you can muster, especially because its promoter is a liability. But this structure has been used successfully by other companies, no? I thought $RH did something similar ~5 years ago?
H&R REIT’s C$12 GO Residential deal gives unitholders 67% of the combined company, while CEO Thomas Hofstedter’s family affiliates cash out…
Chiron's investor presentation values its medical portfolio at a 9.4% implied cap rate, versus 7.3% to 7.9% transaction marks, while…
@House_Stark12 Think again. Arguably the only thing $OPEN is good at is issuing new stock. https://t.co/oUX7I8I2kY
Embarrassing press release. $OPEN Revenues fell 44% year-over-year. And they are still budgeting $110 million for SBC in Q3 alone. Absolutely shameful behavior. https://t.co/7vZtlVVy2j
ESRT’s Observatory impairment and accelerating visitation decline weaken its non-office thesis, yet downside valuation cases put shares at…
Aveanna benefits as Medicaid shifts ventilator care home, while UK housebuilder scarcity and El Niño create separate long-term tailwinds.
$TPC came through with a nice quarter and 50% dividend increase. Visibility seems to be improving, drastically.. https://t.co/MX5EloaL6I
Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…
Empire State Realty Trust cut Observatory NOI guidance to $55 million from $87 to $92 million after Q2 NOI fell roughly 50%, reducing Core…
Cematrix posted record Q2 revenue of $18.7 million, up 76%, and $3.5 million of net income, while backlog fell 9% from year-end.
ZG · long Zillow is pitched as a long with a $72 target, implying 58% upside from trough earnings and a trough valuation multiple.
Thanks again to @realsteveeisman for having me on his podcast again. It's always fun chopping it up with Steve. We talked about a lot of things: the ever shifting dynamics of the residential real estate market ($Z/$ZG, $COMP $RKT, $CSGP etc.), structural problems in for-profit education (it's not just AI), and why I'm short $GOOG among other things. You can listen to the episode here! https://t.co/PdhE7ro93h
HHH · long Howard Hughes Holdings is pitched as a long in the $60s, with a near-term $90 target and a projected 20%+ IRR.
$FPH mentions on call they are currently talking to anchor tenants for the 2.8mm sf of R&D/tech-dedicated entitlements for Candlestick. Not many options for contiguous brand new space in SF. Would be interesting if they secured a whale like Anthropic, OpenAI or Databricks.
