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Equinix reported FY2025 revenue of $9.2 billion, operating cash flow of $3.9 billion and Q1 2026 revenue of $2.4 billion. The thesis depends on interconnection demand, data-center utilization, power availability, debt capacity and capital efficiency.
Realty Income reported FY2025 revenue of $5.7 billion and Q1 2026 revenue of $1.5 billion. The thesis depends on lease durability, acquisition spreads, balance-sheet access, tenant concentration and cash conversion.
American Healthcare REIT has visible senior-housing same-store NOI growth, positive GAAP earnings and raised 2026 normalized FFO guidance, but forward equity settlement, RIDEA operating exposure, Trilogy dependence and capital deployment decide the per-share c
Ashford Hospitality Trust reported better Q1 comparable RevPAR and hotel EBITDA, but the Q1 2026 10-Q includes going-concern doubt, $1.9 billion of near-term non-recourse loan maturities, defaulted loans and suspended preferred dividends. AHT is a high-risk lo
AH Realty Trust has turned the former Armada Hoffler platform into a retail and office REIT, with a $562 million multifamily sale agreement, high leased occupancy and a bigger buyback authorization. The proof gate is whether asset sales reduce leverage before
Agree Realty looks simple from far away: stores, rent, dividends. The useful question is sharper: can ADC keep buying long retail leases at yields that beat its capital cost?
Official-source baseline for Abony Acquisition Corp. I using SEC submissions, SEC XBRL companyfacts, the FY2025 10-K, Q1 FY2026 10-Q, final IPO prospectus, and IPO-related 8-Ks.
Official-source baseline for Armada Acquisition Corp. III using SEC submissions, SEC XBRL companyfacts, the FY2025 10-K, Q1 FY2026 10-Q, final IPO prospectus, and IPO-related 8-Ks.
Official-source baseline for Artius II Acquisition Inc. using SEC submissions, SEC companyfacts, the FY2025 10-K, Q1 FY2026 10-Q, and final IPO prospectus.