Rexford Industrial Realty Inc.

Rexford Industrial Realty focuses on infill industrial properties in Southern California, a massive market with strong tenant diversification. Recent headwinds include rising vacancies and slowing growth due to overcapacity, shifting demand, and weaker Asian import activity. Debt levels are manageable with fixed rates and strong liquidity, though interest expenses have risen; capital raises have diluted per-share metrics but supported AFFO growth.» Mehr auf seekingalpha.com

Uncertainty creates value opportunities. In this article, I highlight two value stocks trading far below their historical valuations. Both offer dividend yields that are well above historical average and strong growth potential. Both stocks exemplify how investors can secure decent yields and future upside by buying quality companies when market sentiment is overly pessimistic.» Mehr auf seekingalpha.com

U.S. equity markets closed the Independence Day week at record highs after Congress approved the GOP's sweeping tax cut and spending megabill, while employment data indicated "Goldilocks" labor market trends. The Big Beautiful Bill extends and enhances key elements of the 2017 tax cuts and boosts State and Local Tax ("SALT") deductions, while overhauling eligibility requirements for government benefits programs. The real estate and homebuilding industry scored some key "wins" in the legislation, which made permanent the 20% QBI deduction for REIT dividend income and relaxed some REIT tax rules.» Mehr auf seekingalpha.com