Valuentum Exclusive Analysis for the Discerning Investor

ICYMI: The Impact Rising Interest Rates Have on Equity REITs
Image: REITs have not performed as well as one might have thought. The Vanguard REIT ETF has underperformed the broader market considerably since 2015, while dividends per share have not grown much, if at all, since 2005. Source: Vanguard. The question on most everyone's minds: How will equity real estate investment trusts (REITs) fare in the current rising interest-rate environment? The topic has long been debated and studied, and there are myriad opinions on the subject. From where we stand, however, there are a two main moving parts consisting of fundamental and investment dynamics that investors should be aware of. Let's have a look.

Feb 10, 2023

Dividend Increases/Decreases for the Week of February 10
Let's take a look at firms raising/lowering their dividends this week.

Feb 11, 2022

Dividend Increases/Decreases for the Week February 11
Let's take a look at companies that raised/lowered their dividend this week.

Feb 12, 2021

Dividend Increases/Decreases for the Week February 12
Let's take a look at companies that raised/lowered their dividend this week.

Jul 6, 2020

Berkshire Hathaway Expands Its Bet on North American Natural Gas
Image Shown: A look at the Cove Point LNG export facility in Maryland, one of half a dozen that are currently operational in the US. Image Source: Dominion Energy Inc – February/March 2018 Fixed Income Investor Meetings Presentation. On July 5, Berkshire Hathaway Energy, a majority-owned subsidiary of Berkshire Hathaway Inc, announced it was acquiring natural gas pipeline and storage assets along with an equity stake in a liquified natural gas (‘LNG’) export facility in Maryland from Dominion Energy Inc. This deal is valued at $9.7 billion by enterprise value and is expected to close by the fourth quarter of 2020. We continue to like Berkshire Hathaway in the Best Ideas Newsletter portfolio.

Feb 14, 2020

Dividend Increases/Decreases for the Week Ending February 14
Let's take a look at companies that raised/lowered their dividend this week.

Sep 6, 2019

Shares of DGN Holding Digital Realty Climbing Upwards
Image Source: Digital Realty Trust -- IR Presentation. Digital Realty is trading right above the top end of our fair value estimate range as of this writing, but we are keeping this holding in our Dividend Growth Newsletter portfolio given its strong technical performance. We think excitement over the prospect of the Federal Reserve cutting interest rates will continue to drive shares of higher yielding names higher, which includes high-quality data center REITs like Digital Realty.

Feb 15, 2019

Dividend Increases/Decreases for the Week Ending February 15
Let's take a look at companies that raised/lowered their dividend this week.

Sep 24, 2018

In the News: Geopolitical Uncertainty Rules the Day
Let’s take a look at some of the top stories of late and their implications on the market.

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Valuentum Exclusive Analysis for the Discerning Investor