Global Medical REIT

Small-cap REITs have been hit hard, but deep discounts and recent dividend cuts create potential upside for selective, well-researched picks. Global Medical REIT offers value after a dividend cut and new CEO, trading at a steep discount to NAV with a now well-covered 8.9% yield. Armada Hoffler, despite a lumpy earnings history and high leverage, trades at a 40% discount to NAV and offers an 8% covered yield.» Mehr auf seekingalpha.com

U.S. equity markets surged to fresh record-highs as investors cheered a confluence of positive headlines: a temporary ceasefire in the Middle East, productive trade talks, and progress on tax cuts. Oil prices tumbled after the U.S. destroyed a trio of Iranian nuclear facilities in a formidable and decisive show of force, eliciting a ceasefire between Israel and Iran. Traders priced in additional rate cuts as tumbling oil prices and economic data that remains devoid of meaningful inflation prompted dovish dissents from several Fed officials.» Mehr auf seekingalpha.com

Global Medical REIT offers attractive leverage to potential Fed rate cuts, with significant recovery upside if refinancing pressures ease and rates get cut. Global Medical REIT trades at a compelling discount to equity, boasts a solid balance sheet, and maintains a high dividend yield even after a recent cut. Key risks include a major 2026 debt maturity and possible further dividend cuts if refinancing rates remain elevated, but long-term prospects are positive.» Mehr auf seekingalpha.com