FPI Stock Recent News

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.

DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (the “Company”) today announced it will release its financial results for the fourth quarter and year ended December 31, 2024, after 5 p.m. (Eastern Time) on Wednesday, February 19, 2025, and will host a conference call the following day, Thursday, February 20, 2025, at 11:00 a.m. (Eastern Time) to discuss the financial results and provide a company update. The call can be accessed live over the phone by dialing 1-800-715-9871 and usin.

Warren Buffett once offered sage advice on how to pick winning stocks. We have identified some of these types of stocks trading at compelling bargains. We share several high-conviction picks in this article.

Land has proven to be an excellent long-term risk-adjusted investment. Fortunately, there are numerous opportunities to buy it at a steep discount right now. I share three compelling opportunities, yielding up to 7.3% with big buybacks involved as well.