Armada Hoffler Properties... (AHH)

The current environment is uniquely challenging, with uncertainty persisting and no clear catalyst for a recovery. Growth is richly priced, and, in my view, an unattractive space. This makes value and...

AHH has been a disaster investment case. This year, the dividend has been cut, and the share price has declined by ~20% even though relatively recently there was a notable equity raise. The P/FFO mult...

I view mREITs as a Hold due to yield curve risks, while high-quality equity REITs like Armada Hoffler Properties offer more stable income and upside potential. AHH's leverage is elevated, but manageab...

AHH.PR.A provides investors with a 6.75% fixed dividend payment. The financial position of Armada Hoffler remains strong because it uses 100% fixed-rate debt with an average cost of 4.2%. The portfoli...

The US-China trade deal reduces the risk of higher inflation. It should give the Fed more flexibility to cut interest rates. This would be very bullish for REITs and push their valuations to much high...

When Your REIT Will Cut Its Dividend

Dividend cut announcements trigger sharp REIT sell-offs, regardless of whether cuts are forced by trouble or are responsible capital allocation decisions. I consistently find opportunity in buying REI...

Stocks that cut their dividends are often eschewed due to containing clear flaws. However, sometimes the market completely misprices a stock after it cuts its dividend, providing tremendous investment...

US equity markets posted modest declines this past week after the Federal Reserve held rates steady and maintained its status quo "wait-and-see" approach, but acknowledged heightened inflation and lab...

Armada Hoffler Properties, Inc. (NYSE:AHH ) Q1 2025 Earnings Conference Call May 8, 2025 8:30 AM ET Company Participants Chelsea Forrest - Vice President of Investor Relations Shawn Tibbetts - Preside...