3 Under-the-Radar AI Infrastructure Stocks Powering the Next Buildout
The article highlights three under-the-radar AI infrastructure stocks—Prologis (PLD), Gladstone Land (LAND), and Black Hills Corporation (BKH)—as crucial players in the ongoing AI boom. These companies provide essential resources like land, power, and water, which are vital for the expansion of data centers, distinguishing them from the high-profile "Mag 7" tech stocks. The author suggests these "picks and shovels" companies offer a more stable investment approach to the AI economy.
Essex Property Rewards Investors With Another Annual Dividend Hike
Essex Property Trust (ESS) has announced its 32nd consecutive annual dividend increase, with a 0.8% hike in its annual cash dividend to $2.59 per share for the first quarter of 2026. This results in an annualized yield of 4.07%. The company's strong fundamentals, focus on West Coast markets, and operational discipline support its consistent dividend payouts, despite concerns about its Zacks Rank #4 (Sell) rating. Other REITs like Prologis, American Homes 4 Rent, and Equinix have also recently increased their dividends.
Essex Property Rewards Investors With Another Annual Dividend Hike
Essex Property Trust (ESS) has announced a 0.8% hike in its annual cash dividend, marking its 32nd consecutive annual increase. This strong dividend history is supported by the company's high-quality apartment portfolio, focus on West Coast markets, and solid financial performance, including increased FFO and total revenues in Q4 2025. Other REITs like Prologis, American Homes 4 Rent, and Equinix have also recently raised their dividends, highlighting a trend of rewarding shareholders in the sector.
Essex Property Rewards Investors With Another Annual Dividend Hike
Essex Property Trust (ESS) has announced its 32nd consecutive annual dividend increase, with a 0.8% hike in its annual cash dividend to $2.59 per share for the first quarter. This increase results in an annualized yield of 4.07% and is supported by its strong apartment portfolio, West Coast market concentration, and solid financial performance including a 5.5% increase in total revenues in Q4 2025. Other REITs like Prologis, American Homes 4 Rent, and Equinix have also recently raised their dividends.
Active REIT ETF Surges 10% as Sector Stages Comeback
The ALPS Active REIT ETF (REIT) has surged 10.4% year-to-date through mid-February, signaling a significant comeback for real estate investment trusts after a lagging performance in 2025. This resurgence is attributed to a reset in property values, changing market conditions, and a decline in new construction, leading to increased pricing power for existing landlords. Actively managed funds like REIT are positioned to capitalize on this recovery by focusing on high-demand sectors such as data centers and healthcare, while minimizing exposure to troubled areas like office properties.
Jefferies Adjusts Prologis Price Target to $157 From $146, Maintains Buy Rating
Jefferies has increased its price target for Prologis (PLD) to $157 from $146, while reaffirming a Buy rating on the stock. This adjustment comes amidst other recent analyst activities, including Goldman Sachs and RBC also raising their price targets for the commercial REIT. Prologis, a global leader in industrial distribution real estate, has also announced an increase in its quarterly dividend.
Active REIT ETF Surges 10% as Sector Stages Comeback
The ALPS Active REIT ETF (REIT) has seen a significant 10.4% surge year-to-date through mid-February 2026, marking a strong comeback for the real estate investment trust sector. This recovery is attributed to a reset in property values, a decline in new construction, and institutional investors rotating towards income-producing real assets. The actively managed REIT fund is strategically positioned to benefit from these trends, focusing on high-demand areas like data centers and healthcare while largely avoiding distressed office properties.
White House Pushes Trump's Ban On Investors With 100+ Single-Family Homes: Report
The White House is advancing President Donald Trump's proposed ban on investors owning over 100 single-family homes, sending a memo to House and Senate committee leaders. This plan aims to restrict such investors from acquiring more properties, though it includes exemptions for those who build or significantly renovate homes specifically for renting. The proposal has faced skepticism from some experts and Democrats due to perceived limitations and an absence of requirements for investors to divest existing properties.
Prologis welcomes global food ingredients supplier to new 574,000 sq. ft. South Jersey facility
Prologis Inc. has welcomed ofi (Olam Food Ingredients), a global food ingredients supplier, to a new 574,000-square-foot logistics facility in East Greenwich Township, Gloucester County, New Jersey. This facility will serve as a key distribution center and is less than a mile from Interstate 295. The move represents a significant investment in the region, creating local jobs and contributing substantial tax revenue.
CTO Realty Growth (CTO) Exceeds Q4 Expectations with Strong Revenue
CTO Realty Growth (CTO) reported a strong fourth quarter, with FFO of $0.49 per share and revenue of $38.34 million, both exceeding analyst expectations. The company projects Core FFO per Common Share for 2026 to be between $1.98 and $2.03. While demonstrating solid revenue growth and strong liquidity, CTO faces challenges with a negative net margin and significant leverage, alongside sector-specific risks.
Claros Mortgage Trust Reports Fourth Quarter GAAP Loss on Increased Credit Reserves
Claros Mortgage Trust (CMTG) reported a GAAP net loss of $219.2 million for Q4 2025, primarily due to a significant $211.7 million provision for loan losses, which reduced book value per share. Despite this, the company achieved $2.5 billion in loan resolutions for the full year and is focusing on deleveraging and resolving its high-risk watchlist loan portfolio. The portfolio remains concentrated in multifamily and hospitality assets, with significant exposure in the West and Northeast U.S.
Assessing Prologis (PLD) Valuation After Toxic Gas Verdict And Growing Legal Liabilities
Prologis (PLD) is facing increased legal risks and liabilities following a toxic gas verdict at one of its warehouses, potentially impacting its valuation. Despite recent positive share price momentum and a dividend increase, the market is assessing whether these factors, along with a "20% Overvalued" narrative among analysts, fully reflect the company's prospects. The article suggests evaluating the underlying data and risks, including potential challenges from slower leasing and higher vacancy levels, to stress-test the current valuation story.
Burling Wealth Partners LLC Has $3.53 Million Position in Prologis, Inc. $PLD
Burling Wealth Partners LLC increased its stake in Prologis, Inc. (NYSE:PLD) by 33.4% in the third quarter, bringing its total holding to 30,824 shares valued at $3.53 million. Institutional ownership of Prologis is high at 93.5%, with significant investments from entities like Norges Bank and Franklin Resources. Analysts maintain a "Moderate Buy" rating for Prologis, setting a consensus price target of $135.89, following strong Q3 earnings and a raised quarterly dividend.
Retirees Are Eyeing VNQ for Quarterly Income While Growth Investors Look Away
The Vanguard Real Estate ETF (VNQ) offers diversified real estate exposure and quarterly income, making it attractive to retirees. However, its performance has significantly trailed the S&P 500 over the past decade due to its sensitivity to interest rates. While VNQ provides portfolio diversification and a 3.82% yield, growth investors might find its structural underperformance compared to broader equity markets a deterrent.
33,104 Shares in Prologis, Inc. $PLD Bought by L & S Advisors Inc
L & S Advisors Inc recently acquired a new stake of 33,104 shares in Prologis, Inc. (NYSE:PLD), valued at approximately $3.79 million. Other institutional investors, including Vanguard Group Inc., State Street Corp, and Geode Capital Management LLC, have also modified their holdings, indicating strong institutional interest with 93.50% of the company's stock owned by such investors. Prologis recently declared an increased quarterly dividend of $1.07, and analysts have a "Moderate Buy" consensus rating with an average target price of $135.89.
IYR, PLD, EQIX, SPG: Large Inflows Detected at ETF
The iShares U.S. Real Estate ETF (IYR) has seen significant inflows, with an approximate $325.0 million increase in outstanding units week over week. This 9.0% rise in units suggests strong investor interest. While IYR experienced these inflows, its largest underlying components, Prologis Inc (PLD), Equinix Inc (EQIX), and Simon Property Group, Inc. (SPG), saw slight dips in trading.
Skandinaviska Enskilda Banken AB publ Has $19.88 Million Holdings in Prologis, Inc. $PLD
Skandinaviska Enskilda Banken AB publ reduced its stake in Prologis, Inc. (NYSE:PLD) by 4.8% in Q3, now holding 173,552 shares valued at $19.88 million. Prologis reported in-line Q earnings, increased its quarterly dividend to $1.07, and has a "Moderate Buy" consensus rating from analysts with a target price of $135.89. The stock is heavily owned by institutional investors, and its market cap stands at $131.7 billion.
NEOS Investment Management LLC Has $22.04 Million Stock Holdings in Prologis, Inc. $PLD
NEOS Investment Management LLC significantly increased its stake in Prologis, Inc. (NYSE:PLD) by 48.0% in the third quarter, bringing its total holdings to 192,468 shares valued at $22.04 million. Other institutional investors also adjusted their positions in the real estate investment trust, which has seen its stock rise by 2.0%. Prologis recently reported strong quarterly earnings, meeting analyst estimates, and increased its quarterly dividend.
Glenview Trust Co Trims Stake in Prologis, Inc. $PLD
Glenview Trust Co significantly reduced its stake in Prologis, Inc. (NYSE:PLD) by 38.9% in Q3, selling 12,845 shares and holding 20,192 shares valued at $2.312 million. Despite this, other institutional investors increased their positions in the real estate investment trust. Prologis raised its quarterly dividend to $1.07, and reported strong Q4 results with EPS meeting estimates and revenue exceeding expectations, setting a positive FY2026 guidance.
Income Opportunity Realty Investors (NYSEAMERICAN:IOR) Stock Price Passes Below 200-Day Moving Average - Time to Sell?
Income Opportunity Realty Investors (NYSEAMERICAN:IOR) saw its stock price fall below its 200-day moving average on Tuesday, trading as low as $18.00 before closing at $18.8840. The company, a real estate investment trust focusing on income-producing retail properties, has a market capitalization of $76.86 million and a P/E ratio of 18.88. Analysts currently have a "Hold" rating on IOR, suggesting other stocks might be better buy opportunities.
Bank of America Securities Reaffirms Their Buy Rating on Regency Centers (REG)
Bank of America Securities analyst Samir Khanal has reiterated a Buy rating on Regency Centers (REG) with an $86.00 price target. This comes after Regency Centers reported a quarterly revenue of $386.98 million and a net profit of $109.37 million, showing growth from the previous year. Despite a negative sentiment from corporate insiders selling shares, other analysts have also issued Buy ratings, while one reiterated a Hold.
XLRE Trails the S&P 500 by 5% Despite Lower Interest Rates That Were Supposed To Help
The Real Estate Select Sector SPDR Fund (XLRE) has underperformed the S&P 500 by 5% over the past year, returning 6.52% compared to the S&P 500's 11.81%. Despite recent drops in interest rates that typically benefit real estate, XLRE's concentrated portfolio in healthcare, industrial logistics, and digital infrastructure REITs, like Welltower, Prologis, Equinix, and American Tower, has been disproportionately affected by past rising borrowing costs. The fund, however, offers a 3.44% yield and low fees, making it an income-focused diversifier for real estate exposure.
News | World's largest asset manager launches industrial REIT
BlackRock, the world's largest asset manager, has launched HPS Net Lease Income REIT, a private fund targeting stabilized industrial properties with long-term leases across the United States. This new REIT follows BlackRock's integration of ElmTree Funds and HPS Investment Partners last year. The fund aims to capitalize on growth opportunities in industrial net leases, driven by manufacturing reshoring, e-commerce expansion, and the need for updated warehouse infrastructure.
EastGroup Properties (NYSE:EGP) Price Target Raised to $205.00 at Truist Financial
Truist Financial has increased its price target for EastGroup Properties (NYSE:EGP) to $205.00 from $203.00, maintaining a "buy" rating, indicating a potential upside of 7.39%. The consensus rating for EGP from analysts is a "Moderate Buy" with an average target price of $199.47, and institutional investors hold a significant majority of the stock. EastGroup Properties specializes in owning, developing, and managing industrial properties, primarily in high-growth Sunbelt markets.
Prologis, Inc. (NYSE:PLD) Sees Significant Decrease in Short Interest
Prologis, Inc. (NYSE:PLD) experienced a 13.3% decrease in short interest during January, falling to 11,816,840 shares. The real estate investment trust recently reported strong Q4 results with revenue beating estimates and provided optimistic FY2026 EPS guidance. Prologis also increased its quarterly dividend to $1.07, representing an annualized dividend of $4.28 and a 3.0% yield.
Heartland Advisors Inc. Boosts Holdings in EastGroup Properties, Inc. $EGP
Heartland Advisors Inc. increased its stake in EastGroup Properties (NYSE:EGP) by 40.4% in the third quarter, acquiring an additional 10,800 shares to own a total of 37,545 shares valued at approximately $6.36 million. Other institutional investors like Vanguard Group Inc. and State Street Corp also adjusted their holdings. The real estate investment trust currently has a "Moderate Buy" analyst rating and announced a quarterly dividend of $1.55 per share, yielding 3.2%.
Mondrian Investment Partners LTD Takes Position in Prologis, Inc. $PLD
Mondrian Investment Partners LTD recently acquired a new position of 979,227 shares in Prologis, Inc. (NYSE:PLD) during the third quarter, valued at approximately $112.14 million. This investment represents about 1.9% of Mondrian’s portfolio. Prologis, a real estate investment trust specializing in logistics facilities, has an average "Moderate Buy" rating from analysts with an average price target of $135.89, and recently increased its quarterly dividend to $1.07.
Everest Group, Ltd. $EG Holdings Increased by M&G PLC
M&G PLC significantly increased its holdings in Everest Group (NYSE:EG) by 89.5% in Q3, now owning 38,055 shares. While institutional investors collectively hold 92.64% of the stock, analysts have a mixed but cautious "Hold" consensus rating with an average target price of $363.21. Everest Group recently reported Q3 EPS of $13.26, missing estimates slightly, and revenue of $4.42 billion, beating expectations despite a 4.6% year-over-year decrease.
Transcontinental Realty: The Tiny REIT Bet Quietly Restructuring for 2026
Transcontinental Realty Investors (TCI) is a thinly traded, Dallas-based REIT that has been restructuring its portfolio and capital structure, often through asset sales and debt refinancings, which makes its financial profile look different from typical REITs. It is largely overlooked by mainstream Wall Street and appeals to US investors willing to accept low liquidity and high concentration risk, focusing on long-term asset value rather than daily price action or dividends. The company's performance is heavily influenced by SEC filings and idiosyncratic events, requiring in-depth forensic analysis from investors rather than relying on analyst coverage.
Cardano Risk Management B.V. Increases Stake in Prologis, Inc. $PLD
Cardano Risk Management B.V. significantly increased its stake in Prologis, Inc. (NYSE:PLD) by 6.0% in Q3, now holding over 1 million shares valued at approximately $116.98 million. Prologis reported strong Q3 earnings with EPS of $1.44 and revenue of $2.25 billion, exceeding estimates, and has raised its quarterly dividend to $1.07. Institutional investors collectively own 93.50% of Prologis stock, and analysts maintain a "Moderate Buy" rating with an average price target of $135.89.
Prologis, Inc. $PLD Stock Holdings Boosted by Assetmark Inc.
Assetmark Inc. increased its holdings in Prologis, Inc. (NYSE:PLD) by 10.0% during the third quarter, bringing their total to 79,350 shares valued at $9,087,000. Several other institutional investors also acquired new positions in Prologis, with 93.50% of the stock owned by institutional investors. Analysts currently rate Prologis with a "Moderate Buy" and an average price target of $135.89, while a director recently sold a portion of their holdings.
Everest Group, Ltd. (NYSE:EG) Given Average Recommendation of "Hold" by Brokerages
Everest Group, Ltd. (NYSE:EG) has received an average "Hold" recommendation from 16 brokerages, with an average 12-month price target of $363.21. The company recently reported Q4 2025 earnings per share of $13.26, missing consensus estimates, and revenue of $4.42 billion, which beat estimates but was down 4.6% year-over-year. Institutional investors hold approximately 92.6% of the company's stock, and several have recently adjusted their positions.
How Investors Are Reacting To Rexford Industrial Realty (REXR) Earnings Dip, Dividend Hike And New Buyback
Rexford Industrial Realty (REXR) reported mixed 2025 results, with higher revenue but lower net income and EPS. Despite the earnings dip, the company announced increased dividends and a new $500 million share repurchase program, signaling management's confidence in cash generation. The article discusses how these financial moves and the ongoing redevelopment efforts in Southern California industrial properties will shape REXR's investment narrative, with community fair value estimates clustering between $40.94 and $43.94.
Real Estate Rebound? The 3X Play for Investors Betting on a Commercial Property Pivot
This article discusses the potential for a commercial real estate rebound driven by anticipated interest rate cuts. It highlights the Direxion Real Estate Bull 3X ETF (DRN) as a high-risk, high-reward vehicle for short-term traders to capitalize on this rebound, offering 300% of the daily return of its underlying REIT index. The article emphasizes that this ETF is a short-term trading tool due to its leveraged nature and is not suitable for long-term investment.
Vanguard Group Inc. Acquires 611,801 Shares of American Tower Corporation $AMT
Vanguard Group Inc. increased its stake in American Tower Corporation by 1.0% in the third quarter, acquiring an additional 611,801 shares, bringing its total ownership to 63,640,168 shares valued at $12.24 billion. This move makes Vanguard Group Inc. a significant institutional holder with about 13.59% of the company's stock. Other institutional investors also adjusted their positions, while a major shareholder, Tower Corp, significantly reduced its holdings by selling over 2.2 million shares.
Vanguard Group Inc. Increases Holdings in Prologis, Inc. $PLD
Vanguard Group Inc. increased its stake in Prologis, Inc. (NYSE:PLD) by 0.3% in the third quarter, now owning 13.14% of the company, valued at approximately $13.98 billion. Prologis also announced a boosted quarterly dividend of $1.07 (annualized $4.28), yielding about 3.1%, despite a high payout ratio of 113.8%. The company met earnings per share estimates at $1.44 while exceeding revenue expectations with $2.25 billion and provided FY2026 guidance between $6.00 and $6.20 EPS.
Rhumbline Advisers Sells 46,050 Shares of Rexford Industrial Realty, Inc. $REXR
Rhumbline Advisers reduced its stake in Rexford Industrial Realty by 6.3%, selling 46,050 shares and now holding 689,161 shares valued at approximately $28.33 million. This comes as CEO Michael S. Frankel also sold over 20,000 shares, and other institutional investors have adjusted their positions. Rexford recently increased its quarterly dividend to $0.435, despite a high payout ratio, and reported EPS that beat estimates, providing FY2026 guidance.
Caprock Group LLC Takes $969,000 Position in Prologis, Inc. $PLD
Caprock Group LLC has acquired a new position in Prologis, Inc. (NYSE:PLD) worth $969,000, purchasing 8,515 shares during the third quarter, bringing institutional ownership to 93.5%. Prologis has increased its quarterly dividend to $1.07 (annualized $4.28), yielding 3.1%, with a payout ratio of 113.8%. Analysts maintain a "Moderate Buy" rating with a consensus price target of $135.89, while the company trades near its one-year high and has provided strong FY2026 guidance.
Prologis Q4 FFO meets estimates, rental revenues rise Y/Y
The article reports that Prologis's Q4 FFO met analyst estimates, indicating solid financial performance. The company also experienced a year-over-year increase in rental revenues, suggesting continued growth in its real estate portfolio. This information comes from MSN.
Aberdeen Group plc Cuts Position in Essex Property Trust, Inc. $ESS
Aberdeen Group plc reduced its stake in Essex Property Trust, Inc. (NYSE:ESS) by 9.1% in the third quarter, dropping its holdings to 184,420 shares valued at $48.87 million. Despite this, other institutional investors like Norges Bank, Daiwa Securities Group Inc., and Boston Partners significantly increased their positions in the real estate investment trust. Essex Property Trust reported Q3 earnings of $3.98 per share, slightly missing analyst estimates, but its revenue exceeded expectations at $479.63 million.
Sustainability and quality are shaping New Zealand's offices
JLL's latest survey of Auckland and Wellington's CBD office markets indicates that building quality and sustainability credentials are significantly influencing vacancy rates. Prime-grade offices with sustainability ratings like Green Star and NABERSNZ show notably lower vacancy, with NABERSNZ-rated buildings performing best. This suggests that while traditional factors remain crucial, sustainability is an increasing differentiator for attracting and retaining tenants and mitigating obsolescence risks.
Here's Why Corporación Inmobiliaria Vesta. de (BMV:VESTA) Can Manage Its Debt Responsibly
Corporación Inmobiliaria Vesta, S.A.B. de C.V. (BMV:VESTA) utilizes debt, which has increased to US$1.45 billion. Despite this, the company's net debt is lower at US$858.8 million due to a significant cash reserve. The analysis suggests that while debt levels are substantial, Corporación Inmobiliaria Vesta is in a good position to manage them, helped by its ability to convert EBIT into free cash flow and recent EBIT growth.
Prologis, Inc. $PLD Shares Acquired by State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D increased its holdings in Prologis Inc. (PLD) by 1.9%, acquiring 14,318 additional shares and bringing its total to 754,060 shares valued at $86.36 million. This real estate investment trust recently raised its quarterly dividend to $1.07 (making the annual dividend $4.28 with a 3.1% yield) and reported strong quarterly earnings of $1.44 EPS and $2.25 billion in revenue, exceeding analyst estimates. Prologis also provided a positive FY2026 EPS guidance of $6.00-$6.20, with analysts maintaining a "Moderate Buy" consensus rating for the stock.
Aberdeen Group plc Purchases 93,035 Shares of Prologis, Inc. $PLD
Aberdeen Group plc increased its stake in Prologis, Inc. (NYSE:PLD) by 5.3% in the third quarter, acquiring an additional 93,035 shares to own a total of 1,856,123 shares valued at $210,651,000. Other institutional investors have also adjusted their holdings in the real estate investment trust. Prologis recently announced a quarterly dividend increase to $1.07 per share and analyst ratings indicate a "Moderate Buy" consensus.
Public Sector Pension Investment Board Has $28.88 Million Stock Holdings in Prologis, Inc. $PLD
The Public Sector Pension Investment Board increased its stake in Prologis, Inc. (NYSE:PLD) by 32.1% in Q3, bringing its holdings to 252,188 shares valued at $28.88 million. This comes as Prologis reported strong Q4 2025 earnings, meeting EPS estimates and beating revenue expectations, and raised its quarterly dividend. Analysts currently rate the stock as a "Moderate Buy" with an average target price of $135.32.
168,071 Shares in Prologis, Inc. $PLD Acquired by DDD Partners LLC
DDD Partners LLC has acquired a new position of 168,071 shares in Prologis, Inc. (NYSE:PLD) during the third quarter, valued at approximately $19.25 million. This makes Prologis the 21st largest position in DDD Partners LLC's investment portfolio, accounting for about 1.2%. Other institutional investors have also increased their holdings in Prologis, and analysts have issued a "Moderate Buy" rating for the stock with an average target price of $135.32.
EastGroup Properties, Inc. $EGP Shares Sold by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. reduced its stake in EastGroup Properties (NYSE:EGP) by 6.7% in Q3, selling 9,870 shares and ending the quarter with 136,993 shares. Despite this sale, institutional ownership remains high at 92.14%, with several other major institutions increasing their positions. Analysts maintain a "Moderate Buy" rating for EGP with an average target price of $197.89, highlighting a positive outlook for the real estate investment trust.
Prologis Rewards Its Investors With a 5.9% Dividend Increase
Prologis, Inc. (PLD) recently announced a 5.9% increase in its quarterly cash dividend to $1.07 per share, payable on March 31, 2026. This marks the fifth dividend hike in five years for the company, reflecting its commitment to rewarding shareholders and its strong operational performance in strategic industrial markets. The company's robust financial health, high occupancy rates, and focus on data center opportunities support the sustainability of this increased dividend.
Prologis Rewards Its Investors With a 5.9% Dividend Increase
Prologis, Inc. (PLD) recently announced a 5.9% increase in its quarterly cash dividend to $1.07 per share, an annualized amount of $4.28, reflecting a 3.14% dividend yield based on its current share price. This marks the fifth dividend hike in five years for the industrial REIT, demonstrating a commitment to shareholder wealth. The company's strong operational performance, strategic property locations, and healthy balance sheet suggest the sustainability of this increased dividend.
Prologis Rewards Its Investors With a 5.9% Dividend Increase
Prologis (PLD) has announced a 5.9% increase in its quarterly cash dividend to $1.07 per share, demonstrating its commitment to shareholder wealth. This marks the fifth dividend hike in the last five years for the industrial REIT, underscoring the sustainability of its payouts supported by strategic property locations, strong occupancy rates, and a healthy balance sheet. Other REITs like American Homes 4 Rent (AMH) and Equinix (EQIX) have also recently increased their dividends.
