Investment trust

Dynex Capital, Inc. Declares Monthly Common Stock Dividend Of $0.15

Retrieved on: 
Friday, February 14, 2020
Construction & Property, Professional services, REIT, Finance, Finance, Real estate investment trust, Money, Dividend, Economy, Investment trust, Real estate investing

Dynex Capital, Inc. (NYSE: DX) announced today the Companys Board of Directors has declared a cash dividend of $0.15 per common share for February 2020.

Key Points: 
  • Dynex Capital, Inc. (NYSE: DX) announced today the Companys Board of Directors has declared a cash dividend of $0.15 per common share for February 2020.
  • The dividend is payable on March 2, 2020 to shareholders of record on February 24, 2020.
  • Dynex Capital, Inc. is an internally managed real estate investment trust, or REIT, which invests in mortgage assets on a leveraged basis.
  • Dynex Capital, Inc. is an internally managed real estate investment trust which invests in mortgage assets on a leveraged basis.

Healthcare Realty Trust Announces Fourth Quarter Dividend

Retrieved on: 
Tuesday, February 11, 2020
Dividend, Shareholders, Real estate investment trust, Investment trust, Corporate finance, Economy, Investment

NASHVILLE, Tenn., Feb. 11, 2020 (GLOBE NEWSWIRE) -- Healthcare Realty Trust Incorporated (NYSE:HR) today announced its common stock cash dividend for the quarter ended December 31, 2019.

Key Points: 
  • NASHVILLE, Tenn., Feb. 11, 2020 (GLOBE NEWSWIRE) -- Healthcare Realty Trust Incorporated (NYSE:HR) today announced its common stock cash dividend for the quarter ended December 31, 2019.
  • This dividend, in the amount of $0.30 per share, is payable on March 9, 2020 to stockholders of record on February24, 2020.
  • Healthcare Realty Trust is a real estate investment trust that integrates owning, managing, financing and developing income-producing real estate properties associated primarily with the delivery of outpatient healthcare services throughout the United States.
  • These risks are discussed in filings with the Securities and Exchange Commission by Healthcare Realty Trust, including its Annual Report on Form 10-K for the year ended December31, 2018 under the heading Risk Factors, and as updated in its Quarterly Reports on Form 10-Q filed thereafter.

First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds

Retrieved on: 
Monday, February 10, 2020
Professional services, Finance, Finance, Money, Investment funds, Economy, Closed-end fund, Exchange-traded fund, Mutual fund, Investment trust, Unit investment trust, Silver exchange-traded product, Unit trust

FTA has collective assets under management or supervision of approximately $146 billion as of January 31, 2020 through unit investment trusts, exchange-traded funds, closed-end funds, mutual funds and separate managed accounts.

Key Points: 
  • FTA has collective assets under management or supervision of approximately $146 billion as of January 31, 2020 through unit investment trusts, exchange-traded funds, closed-end funds, mutual funds and separate managed accounts.
  • Principal Risk Factors: A Fund's shares will change in value, and you could lose money by investing in a Fund.
  • First Trust Municipal CEF Income Opportunity ETF (MCEF) and First Trust CEF Income Opportunity ETF (FCEF) invest in closed-end funds (CEFs).
  • In addition, a Fund's investment performance and risks may be related to the investment and performance of the underlying funds.

Harbor Launches First CIT

Retrieved on: 
Monday, February 10, 2020
Consulting, Professional services, Finance, Investment funds, Economy, Equity, Institutional investors, Common law, Inheritance, Trust law, Investment trust, Mutual fund, Law

Harbor Capital serves as the investment adviser to the Harbor Funds family of no-load, openend mutual funds and Harbor Capital Appreciation CIT.

Key Points: 
  • Harbor Capital serves as the investment adviser to the Harbor Funds family of no-load, openend mutual funds and Harbor Capital Appreciation CIT.
  • Harbor Trust Company, Inc. (Harbor Trust Company) has established the Harbor Collective Investment Trust (the Harbor CIT) pursuant to a Declaration of Trust and the Harbor Capital Appreciation CIT (the Fund), a collective investment fund of the Harbor CIT, pursuant to a Fund Declaration.
  • Harbor Capital Advisors, Inc. (Harbor Capital), an affiliate of Harbor Trust Company, serves as investment adviser and Jennison Associates LLC (the Subadviser) serves as subadviser with respect to the Fund, subject to Harbor Trust Companys oversight.
  • Participation in the Harbor Capital Appreciation CIT is limited to Eligible Trusts that are accepted by Harbor Trust Company, as the trustee, as Participating Trusts.

CBRE Clarion Global Real Estate Income Fund (NYSE: IGR) Declares Monthly Distribution for February

Retrieved on: 
Friday, February 7, 2020
Banking, Professional services, Finance, Economy, Finance, Money, Financial ratios, Investment funds, Investment trust, Real estate investment trust, Income tax in the United States, Private equity, Rate of return, Form, Return of capital

SHAREHOLDERS WILL BE SENT A FORM 1099-DIV FOR THE CALENDAR YEAR INDICATING HOW TO REPORT FUND DISTRIBUTIONS FOR FEDERAL INCOME TAX PURPOSES.

Key Points: 
  • SHAREHOLDERS WILL BE SENT A FORM 1099-DIV FOR THE CALENDAR YEAR INDICATING HOW TO REPORT FUND DISTRIBUTIONS FOR FEDERAL INCOME TAX PURPOSES.
  • The estimated allocations presented above are based on the Funds monthly calculation of its year-to-date net investment income, capital gains and returns of capital.
  • The Funds investment income is mainly comprised of distributions received from the real estate investment trusts (REITs) and other companies in which it invests.
  • Net investment income refers to the Funds investment income offset by its expenditures, which include the fees paid to the investment adviser and other service providers.

Hudson Pacific Properties Announces 2019 Dividend Tax Treatment

Retrieved on: 
Thursday, February 6, 2020
Commercial Building & Real Estate, Construction & Property, REIT, Dividend, Shareholders, Investment trust, Real estate investment trust, Economy

Ordinary Dividends eligible for the Section 199A benefit are a subset of, and included in, the Taxable Ordinary Dividend Amount.

Key Points: 
  • Ordinary Dividends eligible for the Section 199A benefit are a subset of, and included in, the Taxable Ordinary Dividend Amount.
  • Hudson Pacific is a real estate investment trust with a portfolio of office and studio properties totaling nearly 19 million square feet, including land for development.
  • Hudson Pacific is publicly traded on the NYSE under the symbol HPP and listed as a component of the Russell 2000 and the Russell 3000 indices.
  • All forward-looking statements reflect the Companys good faith beliefs, assumptions and expectations, but they are not guarantees of future performance.

Alpine Income Property Trust, Inc. Reports Operating Results for the Period Beginning November 26, 2019 and Ended December 31, 2019

Retrieved on: 
Monday, February 3, 2020
Real estate investing, Investment trust, Real estate investment trust

About Alpine Income Property Trust, Inc.

Key Points: 
  • About Alpine Income Property Trust, Inc.
    Alpine Income Property Trust, Inc. is a publicly traded real estate investment trust that acquires, owns and operates a portfolio of high-quality single-tenant net leased commercial income properties.
  • We encourage you to review our most recent investor presentation which is available on our website at http://www.alpinereit.com.
  • As a result, the Companys actual results may differ materially from those contemplated by the forward-looking statements.
  • Such items may cause short-term fluctuations in net income but have no impact on operating cash flows or long-term operating performance.

Alpine Income Property Trust, Inc. Announces Acquisition of a Single-Tenant Retail Property for $4.25 Million

Retrieved on: 
Monday, February 3, 2020
Real estate investment trust, Investment trust, Leasing

DAYTONA BEACH, Fla., Feb. 03, 2020 (GLOBE NEWSWIRE) -- Alpine Income Property Trust, Inc. (NYSE: PINE) (the Company) announced the acquisition of a net-leased retail income property for a purchase price of approximately $4.3 million.

Key Points: 
  • DAYTONA BEACH, Fla., Feb. 03, 2020 (GLOBE NEWSWIRE) -- Alpine Income Property Trust, Inc. (NYSE: PINE) (the Company) announced the acquisition of a net-leased retail income property for a purchase price of approximately $4.3 million.
  • The property is in Highland Heights, Kentucky, just south of Cincinnati, Ohio and sits at the entrance of Northern Kentucky University campus.
  • The tenant is Lehigh Gas Wholesale Services, Inc. a subsidiary of CrossAmerica Partners, a publicly-traded company.
  • About Alpine Income Property Trust, Inc.
    Alpine Income Property Trust, Inc. is a publicly traded real estate investment trust that acquires, owns and operates a portfolio of high-quality single-tenant net leased commercial income properties.

Financial Fitness for Life Experiences Strong Momentum

Retrieved on: 
Monday, February 3, 2020
Financial wellness, Economy, Fiduciary, Investment trust, Companies, Ernst & Young, Finance, Workplace wellness

Financial Fitness for Life combines face-to-face education services with leading-edge technology to help serve employers and their employees on their journey to financial fitness.

Key Points: 
  • Financial Fitness for Life combines face-to-face education services with leading-edge technology to help serve employers and their employees on their journey to financial fitness.
  • Additionally, Financial Fitness for Life has already secured over $1 billion of retirement plan assets committed to implementing its services in 2020.
  • Through its partnership with Questis, a financial technology platform, Financial Fitness for Life has become one of the most comprehensive financial wellness offerings in the market, combining this service and technology with in-person, face-to-face education services.
  • Fiduciary Investment Trusts, LLC doing business as Financial Fitness for Life.

Ladder Capital Corp Announces Tax Treatment of 2019 Dividends

Retrieved on: 
Friday, January 31, 2020
Banking, Professional services, Finance, Real estate investment trust, Investment trust, Investment management, Finance, Money, Alternative investment management companies, BBX Capital Corporation

Ladder Capital Corp (NYSE: LADR) is an internally-managed commercial real estate investment trust with over $6 billion of assets.

Key Points: 
  • Ladder Capital Corp (NYSE: LADR) is an internally-managed commercial real estate investment trust with over $6 billion of assets.
  • Our investment objective is to preserve and protect shareholder capital while producing attractive risk-adjusted returns.
  • As one of the nations leading commercial real estate capital providers, we specialize in underwriting commercial real estate and offering flexible capital solutions within a sophisticated platform.
  • Ladder originates and invests in a diverse portfolio of commercial real estate and real estate-related assets, focusing on senior secured assets.