Company Overview and News
I consider this small-cap REIT "a true outlier, and I believe this REIT is well positioned to grow AFFO/share". (10-0)
STAG Industrial is a relatively new REIT, but with a great pedigree and a top notch management team with a long-term growth focus.
STAG is an industrial REIT that pays a big monthly dividend (5.0%), and it’s been delivering outstanding price returns.
STAG Industrial, Inc. 6.625% Series B Cumulative Redeemable Preferred (NYSE:STAG.PRB) has 4 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 293,670 shares. Largest shareholders include Heitman Real Estate Securities Llc, Eii Capital Management, Inc., Iat Reinsurance Co Ltd., and Shikiar Asset Management Inc.
As earnings season concluded, REITs rallied more than 2.5% this week, led by a 10% surge in mall REITs, sparked by solid earnings results and talks of going private. (61-0)
The following slide deck was published by STAG Industrial, Inc. in conjunction with their 2017 Q3 earnings call.
Under our current tax system, it makes more sense for companies to move manufacturing jobs out of the United States.
STAG Industrial (STAG) has once again posted an earnings report with excellent numbers. Increasing Core FFO 38.8% year over year. Even taking dilution into consideration, STAG has increased their per share Core FFO 7.5%. (1-0)
We do hold a number of these larger cap REITs, however, we have done a good job of mitigating our retail exposure by investing in more tactical sectors. (35-0)
The last 2 weeks have been a tough ride for REITs. At just over -3%, the drop is only medium in size, but more concerning is the consistency of the fall. (17-0)
If you are an income-focused investor, you don't necessarily have to spend all your money chasing big dividend stocks (in fact, you probably shouldn't). (91-0)
This year the dividend growth is slow, but it should pick up next year as FFO growth gives more room for a dividend increase.
STAG Industrial offers a dividend yield of more than 5%, which is one of the highest in its peer group. (1-0)
I collected $796 in dividends in September, $1574 in the quarter and $4,207 year to date. (105-0)
For those of you who haven’t read my previous articles (here & here) let me briefly explain what the Brown Bag Portfolio is and how it came to be. The BBP was opened July 5th, 2016 with $150.00 invested into a TD Ameritrade account. I chose TD Ameritrade because they didn’t require a minimum initial investment while their competitors required approximately $2000.00 or more. I chose a regular brokerage account rather than an IRA because I’d had some serious health problems in the past and there was always the chance (and still is) that I might need to pull all of the money out to pay for my portion of the procedure/surgery. (43-0)
2017-10-28 - Wilton
2017-10-25 - Wilton
2017-10-10 - Wilton
2017-10-09 - Wilton
2017-08-25 - Wilton