REIT - DIVERSIFIED

Nov 12, 2026

Century Casinos, Inc. (NASDAQ:CNTY) is set to release its third-quarter 2026 results on November 13, 2026, with analysts expecting a consensus EPS estimate of -0.22. The company reported a net operating revenue of USD 152.0 million in Q2 2026, a 1% gain, alongside a net loss of USD 10.9 million. Investors will be watching the US West trend, Poland's hold rates, the progress of a potential sale of its Poland business, and covenant headroom, given the company's USD 336.5 million debt load.

Nov 12, 2026

NexPoint Diversified Real Estate Trust (NYSE:NXDT) is set to release its third-quarter 2026 results on November 13, 2026, without any analyst EPS forecasts available. Key areas of focus for investors will be the company's Net Asset Value (NAV), its refinancing efforts for a significant Cityplace loan, and its payout policy, especially given a reported USD 19.2 million loss in the first half of 2026. The trust faces risks including refinancing challenges, uncertain valuations for Level 3 assets, and exposure to floating interest rates.

Nov 12, 2026

Aew Capital Management Inc. acquired a new position of 2,360,250 shares in VICI Properties Inc. (NYSE:VICI) during the third quarter, valued at approximately $54.2 million, making it their 12th largest holding. Despite missing consensus earnings per share, VICI reported increased revenue and a raised quarterly dividend, representing a 7.4% annualized yield. Analysts have a consensus "Moderate Buy" rating for VICI with an average price target of $29.46.

Nov 11, 2026

This article identifies three real estate stocks—Global Net Lease Inc (NYSE: GNL), Opendoor Technologies Inc (NASDAQ: OPEN), and Gladstone Commercial Corp (NASDAQ: GOOD)—that are considered oversold based on their Relative Strength Index (RSI) values below 30. Despite recent negative quarterly results and stock price declines, these companies are highlighted as potential investment opportunities for Q4. The piece details each company's recent performance, leadership comments, and current RSI and stock price action.

Nov 11, 2026

Bahl & Gaynor LLC significantly reduced its stake in VICI Properties Inc. by 64.8% in the third quarter, selling over 3 million shares and retaining 1.67 million shares valued at approximately $38.3 million. Despite missing EPS estimates, VICI Properties reported strong revenue growth and increased its quarterly dividend to $0.46 per share, offering a 7.4% yield. The company currently holds a "Moderate Buy" consensus rating from analysts with a target price of $29.46.

Nov 10, 2026

Broadstone Net Lease (NYSE:BNL) reaffirmed its 2026 adjusted funds from operations (AFFO) guidance at $1.56 per share, showcasing its resilience through custom property development and locked-in equity funding. The company's build-to-suit pipeline, valued at $456 million, is set to boost annualized base rent by over 8% through 2027, providing long-term revenue visibility. Additionally, $409 million in unsettled forward equity agreements will cover future construction obligations and protect the balance sheet from interest rate fluctuations.

Nov 10, 2026

Empire State Realty Trust (ESRT) is seeking to sell its 500,000-square-foot office building at 501 Seventh Avenue in the Garment District for approximately $150 million. This sale is part of ESRT's strategy to divest properties to buy back shares and pay down debt, following recent sales of 1359 Broadway and 250 West 57th Street. The 18-story building, currently 84 percent leased, has seen $54 million in upgrades and is popular among fashion industry tenants.

Nov 10, 2026

W. P. Carey (NYSE:WPC) delivered an encouraging third-quarter 2026 update, raising and narrowing its full-year adjusted funds from operations (AFFO) per share guidance and increasing its expected investment volume. The real estate investment trust also continued to grow its dividend, reflecting a more favorable outlook for rent loss and lower projected tax expense. This performance highlights the diversified net lease landlord's ability to navigate market challenges and strategically focus on industrial, warehouse, and retail assets.

Nov 10, 2026

VICI Properties Inc. (NYSE:VICI) has received a "Moderate Buy" rating from sixteen research firms, with an average 12-month price target of $29.46. The company recently reported mixed quarterly results, missing EPS estimates but exceeding revenue expectations, and increased its quarterly dividend to $0.46 per share, offering a 7.3% yield. Several institutional investors have also significantly increased their holdings in VICI Properties.