$STAG (+0,16%) will publish its next quarterly figures tomorrow, April 28, providing an exciting setup for all dividend and REIT investors.
- Revenue (expected): 221.12M USD
- EPS (expected): 0.24 USD
The company thus continues to operate at a stable level.
The starting position is particularly exciting. $STAG (+0,16%) The company benefits from the structural trend in logistics real estate and e-commerce, which ensures stable rental income and long-term planning security. At the same time, the company has regularly beaten expectations in recent quarters, which is a positive sign of its operational strength.
On the other hand, there are also clear risks. Rising interest rates have a direct impact on REITs, as refinancing becomes more expensive and valuations can come under pressure. In addition, profits are expected to stagnate or even fall slightly in the coming years, although sales will continue to grow. This points to pressure on margins.
For me, the decisive factor in the figures will be whether $STAG (+0,16%) continues to impress with stable cash flows and how funds from operations (FFO) in particular develop. Equally important for me will be whether the growth in the portfolio is intact. It will also be interesting to see how the management deals with the current interest rate environment.
~ No investment advice ~