Americans are getting grayer — and that could be a windfall for senior housing. Two of the biggest beneficiaries of the trend are certain real estate investment trusts, which also return income to investors, according to Morgan Stanley. The firm likes Welltower ,...
Earnings season was not perfect for our industrial-focused portfolio companies, but we’re feeling pretty good about their prospects for the rest of the year. Shares of two of the five names finished Friday at all-time highs, and we belive the others show promise...
With interest rates expected to come down in 2024, real estate — a sector beloved for its steady income payments — could see upside in the new year. The real estate sector in the S & P 500 ended 2023 with a gain of more than 8%, sharply underperforming the broad...
