FPI Stock Recent News

REITs have been in the doghouse for years. However, that could all be changing soon—don't miss the window. I also discuss one near-zero net debt REIT offers inflation protection, recession resistance, and deep value.

The Fed is trapped — here's how tariffs could unleash runaway inflation. Gold is expensive and yields nothing — these 6%+ dividend stocks offer better inflation protection. Both are on fire-sale.

Farmland Partners (FPI) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

We are not passive buy-and-hold investors. We will regularly sell positions to reinvest in better opportunities. I highlight one such opportunity in the REIT sector today.

Farmland Partners Inc.'s Q4 earnings surpassed expectations in February, with FFO per share beating targets. The REIT is focusing on asset sales-based shareholder returns and strategic acquisitions, despite potential FFO reductions from asset sales, ensuring sustained dividends through fiscal 2025. Debt reduction and strategic acquisitions might drive future value, enhancing FPI's bottom-line performance and providing diversification benefits for risk reduction.

In Part 2 of our Earnings Recap, we present a sector-by-sector breakdown of the Winners of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Healthcare REITs were the leaders this earnings season, with results showing robust momentum in senior housing fundamentals, while tenant operator issues improved across other healthcare sub-sectors. Results from Net Lease, Casino, and Residential Mortgage REITs - several of the most rate-sensitive sectors - were also surprisingly steady despite the interest rate turbulence in late 2024.

M&A is beneficial for target shareholders, offering premiums of 10%-50%, and identifying potential buyout targets involves analyzing specific features like discount to NAV and valuation disparity. REITs trading below NAV, especially in hot asset classes, are prime M&A candidates. Willingness to sell, management incentives, and operational synergies are crucial factors in determining a company's likelihood of being acquired.

Passive beats active in most cases. REITs are an exception. I explain why I follow an active strategy when investing in REITs.

Farmland Partners Inc. (NYSE:FPI ) Q4 2024 Results Conference Call February 20, 2025 11:00 AM ET Company Participants Luca Fabbri - President and CEO Christine Garrison - General Counsel Paul Pittman - Executive Chairman Susan Landi - Chief Financial Officer Conference Call Participants Rob Stevenson - Janney Montgomery Scott Buck Horne - Raymond James Darren Rabenou - DTR Partners Craig Kucera - Lucid Capital Markets Operator Thank you for standing by. My name is Gail and I will be your conference operator today.

DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (“FPI” or the “Company”) today reported financial results for the year ended December 31, 2024. Selected Highlights During the year ended December 31, 2024, the Company: recorded net income of $61.5 million, or $1.19 per share available to common stockholders, compared to $31.7 million, or $0.55 per share available to common stockholders for the same period in 2023; recorded AFFO of $14.1 million, or $0.29 per share, compared to $8.1 m.