- Why One Real Estate Fund Made a $5 Million Bet on InvenTrust Properties Despite the Stock Lagging the S&P 500
May 10, 2026
Key Points
Waterfall Asset Management bought 164,962 shares of InvenTrust Properties last quarter; the estimated trade size was $4.97 million (based on quarterly average prices). Meanwhile, the quarter-end value of the position rose by $5.02 million, reflecting both purchase activity and price movement. The position represents a 2.78% increase in 13F AUM.10 stocks we like better than InvenTrust Properties ›
On May 8, 2026, Waterfall Asset Management disclosed a new position in InvenTrust Properties(NYSE:IVT), acquiring 164,962 shares—an estimated $4.97 million trade based on quarterly average pricing.
What happened
According to a SEC filing dated May 8, 2026, Waterfall Asset Management reported opening a new position in InvenTrust Properties(NYSE:IVT) by purchasing 164,962 shares. The estimated transaction value was $4.97 million, based on the average unadjusted closing price for the first quarter of 2026. The position’s value at quarter’s end was $5.02 million, reflecting both trading activity and stock price changes.
What else to know
This was a new position for Waterfall Asset Management and represents 2.81% of the fund’s 13F reportable assets under management as of March 31, 2026.Top holdings after the quarter:
NYSE:CPT: $12.86 million (11.2% of AUM)NYSE:AVB: $12.28 million (10.7% of AUM)NYSE:APLE: $10.77 million (9.4% of AUM)NYSE:RITM: $9.73 million (8.5% of AUM)NYSE:MRP: $9.10 million (8.0% of AUM)As of May 7, 2026, InvenTrust shares were priced at $31.66, up 13% over the past year and underperforming the S&P 500, which is instead up 30%.
Company Overview MetricValuePrice (as of market close 2026-05-07)$31.66Market Capitalization$2.47 billionRevenue (TTM)$308 millionNet Income (TTM)$109.8 million
Company Snapshot
InvenTrust Properties owns, leases, redevelops, acquires, and manages grocery-anchored neighborhood centers and select power centers, with a focus on retail properties in Sun Belt markets.The firm operates as a retail REIT focused on multi-tenant retail centers.It focuses on grocery-anchored centers with essential retail as tenants in Sun Belt markets.
InvenTrust Properties Corp. is a leading retail REIT specializing in grocery-anchored shopping centers across high-growth Sun Belt markets. The company leverages disciplined capital allocation and a focused investment strategy to enhance its portfolio of multi-tenant retail properties. Its emphasis on essential retail tenants and favorable demographics supports stable cash flows and positions the company competitively within the retail REIT sector.
What this transaction means for investors
While plenty of REIT investors have chased data centers or AI-linked real estate plays, grocery-anchored retail centers continue to produce reliable cash flow, especially in fast-growing Sun Belt markets where population growth remains strong.
InvenTrust’s latest results, released last week, are a testament to that story. First-quarter leased occupancy hit 96.4% (and even stronger among anchor stores), while blended lease spreads came in at 10.5%, showing the company still has pricing power with tenants. Same-property NOI climbed 2.6%, and core FFO increased to $0.49 per diluted share from $0.46 a year earlier. The company also leaned further into expansion, spending roughly $123 million on acquisitions during the quarter, including its entry into Nashville with the purchase of Nashville West.
Importantly, this doesn’t look like a high-risk turnaround play. InvenTrust has no debt maturities in 2026 and ended the quarter with roughly $346 million in liquidity. And though the stock has lagged the broader market, that may be exactly why value-focused funds are starting to lean in.
Should you buy stock in InvenTrust Properties right now?
Before you buy stock in InvenTrust Properties, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and InvenTrust Properties wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $471,827!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,319,291!*
Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 207% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of May 10, 2026.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool recommends AvalonBay Communities. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
- Why One Real Estate Fund Made a $5 Million Bet on InvenTrust Properties Despite the Stock Lagging the S&P 500
May 10, 2026
On May 8, 2026, Waterfall Asset Management disclosed a new position in InvenTrust Properties(NYSE:IVT), acquiring 164,962 shares—an estimated $4.97 million trade based on quarterly average pricing.
What happened
According to a SEC filing dated May 8, 2026, Waterfall Asset Management reported opening a new position in InvenTrust Properties(NYSE:IVT) by purchasing 164,962 shares. The estimated transaction value was $4.97 million, based on the average unadjusted closing price for the first quarter of 2026. The position’s value at quarter’s end was $5.02 million, reflecting both trading activity and stock price changes.
What else to know
This was a new position for Waterfall Asset Management and represents 2.81% of the fund’s 13F reportable assets under management as of March 31, 2026. Top holdings after the quarter:
NYSE:CPT: $12.86 million (11.2% of AUM) NYSE:AVB: $12.28 million (10.7% of AUM) NYSE:APLE: $10.77 million (9.4% of AUM) NYSE:RITM: $9.73 million (8.5% of AUM) NYSE:MRP: $9.10 million (8.0% of AUM) As of May 7, 2026, InvenTrust shares were priced at $31.66, up 13% over the past year and underperforming the S&P 500, which is instead up 30%.
Company Overview
Metric Value Price (as of market close 2026-05-07) $31.66 Market Capitalization $2.47 billion Revenue (TTM) $308 million Net Income (TTM) $109.8 million
Company Snapshot
InvenTrust Properties owns, leases, redevelops, acquires, and manages grocery-anchored neighborhood centers and select power centers, with a focus on retail properties in Sun Belt markets. The firm operates as a retail REIT focused on multi-tenant retail centers. It focuses on grocery-anchored centers with essential retail as tenants in Sun Belt markets.
InvenTrust Properties Corp. is a leading retail REIT specializing in grocery-anchored shopping centers across high-growth Sun Belt markets. The company leverages disciplined capital allocation and a focused investment strategy to enhance its portfolio of multi-tenant retail properties. Its emphasis on essential retail tenants and favorable demographics supports stable cash flows and positions the company competitively within the retail REIT sector.
What this transaction means for investors
While plenty of REIT investors have chased data centers or AI-linked real estate plays, grocery-anchored retail centers continue to produce reliable cash flow, especially in fast-growing Sun Belt markets where population growth remains strong.
InvenTrust’s latest results, released last week, are a testament to that story. First-quarter leased occupancy hit 96.4% (and even stronger among anchor stores), while blended lease spreads came in at 10.5%, showing the company still has pricing power with tenants. Same-property NOI climbed 2.6%, and core FFO increased to $0.49 per diluted share from $0.46 a year earlier. The company also leaned further into expansion, spending roughly $123 million on acquisitions during the quarter, including its entry into Nashville with the purchase of Nashville West.
Importantly, this doesn’t look like a high-risk turnaround play. InvenTrust has no debt maturities in 2026 and ended the quarter with roughly $346 million in liquidity. And though the stock has lagged the broader market, that may be exactly why value-focused funds are starting to lean in.
Story Continues
Should you buy stock in InvenTrust Properties right now?
Before you buy stock in InvenTrust Properties, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and InvenTrust Properties wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $471,827!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,319,291!*
Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 207% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of May 10, 2026.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool recommends AvalonBay Communities. The Motley Fool has a disclosure policy.
Why One Real Estate Fund Made a $5 Million Bet on InvenTrust Properties Despite the Stock Lagging the S&P 500 was originally published by The Motley Fool
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- Why One Fund’s $6.6 Million Millrose Buy Looks Like a Bet on Homebuilders Staying Asset-Light
May 10, 2026
Key Points
Waterfall Asset Management bought 219,984 shares of MRP in the first quarter; the transaction value was estimated at $6.62 million based on average first-quarter pricing. Meanwhile, the quarter-end position value rose by $5.96 million, reflecting both share additions and price movement. The transaction equaled 3.7% of 13F reportable assets under management (AUM).10 stocks we like better than Millrose Properties ›
Waterfall Asset Management increased its stake in Millrose Properties(NYSE:MRP), adding 219,984 shares in the first quarter, an estimated $6.62 million trade based on quarterly average pricing, according to a May 8, 2026, SEC filing.
What happened
According to a May 8, 2026, SEC filing, Waterfall Asset Management bought 219,984 additional shares of Millrose Properties during the first quarter. The estimated transaction value was $6.62 million based on the average closing price from January through March 2026. The position’s quarter-end value increased by $5.96 million, a figure that includes both the share purchases and stock price changes during the period.
What else to know
This buy brought the Millrose Properties stake to 5.09% of Waterfall Asset Management’s 13F reportable AUM as of March 31, 2026.Top five fund holdings post-filing:
NYSE:CPT: $12.86 million (11.2% of AUM)NYSE:AVB: $12.28 million (10.7% of AUM)NYSE:APLE: $10.77 million (9.4% of AUM)NYSE:RITM: $9.73 million (8.5% of AUM)NYSE:BRSP: $8.25 million (7.2% of AUM)As of May 7, 2026, Millrose Properties shares were priced at $27, up 4.4% over the past year and vastly underperforming the S&P 500’s roughly 30% gain in the same period.
Company Overview MetricValueRevenue (TTM)$600.5 millionNet Income (TTM)$379.9 millionDividend Yield10.74%Price (as of market close 2026-05-07)$26.90
Company Snapshot
Millrose Properties operates a Homesite Option Purchase Platform (HOPP'R), providing residential land banking solutions and income-generating real estate investment opportunities.The company generates revenue by helping homebuilders achieve capital-efficient control of land positions as part of its income-generating platform.Primary customers include institutional investors and homebuilders seeking scalable, capital-light access to residential land positions.
Millrose Properties, Inc. delivers a differentiated platform for residential land banking, enabling homebuilders to expand controlled land positions with minimal upfront capital. The company's model creates stable, recurring income streams backed by residential real estate, historically accessible only to institutional investors. With a focus on capital efficiency and innovative land acquisition, Millrose positions itself as a strategic partner for both builders and investors seeking exposure to residential real estate markets.
What this transaction means for investors
This buy ultimately looks like a fairly direct bet that homebuilders will keep outsourcing land risk instead of loading more inventory onto their own balance sheets. That matters because Millrose is positioned right in the middle of that shift, giving builders access to homesites while preserving capital in an environment where margins remain under pressure.
The company’s latest quarter showed that demand is still moving in the right direction. Millrose expanded its builder network to 17 counterparties, including a new top-10 national homebuilder, while redeploying nearly $989 million into land acquisitions and development funding during the quarter.
And financially, the business is scaling quickly. First-quarter revenue more than doubled year over year to $194.9 million, while net income reached $122.9 million, or $0.74 per share.
For long-term investors, the bigger question is whether Millrose can keep expanding beyond Lennar while maintaining yields above 9%. Waterfall’s buy seems to suggest it’s bullish.
Should you buy stock in Millrose Properties right now?
Before you buy stock in Millrose Properties, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Millrose Properties wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $471,827!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,319,291!*
Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 207% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of May 10, 2026.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool recommends AvalonBay Communities. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
- Why One Fund’s $6.6 Million Millrose Buy Looks Like a Bet on Homebuilders Staying Asset-Light
May 10, 2026
Waterfall Asset Management increased its stake in Millrose Properties(NYSE:MRP), adding 219,984 shares in the first quarter, an estimated $6.62 million trade based on quarterly average pricing, according to a May 8, 2026, SEC filing.
What happened
According to a May 8, 2026, SEC filing, Waterfall Asset Management bought 219,984 additional shares of Millrose Properties during the first quarter. The estimated transaction value was $6.62 million based on the average closing price from January through March 2026. The position’s quarter-end value increased by $5.96 million, a figure that includes both the share purchases and stock price changes during the period.
What else to know
This buy brought the Millrose Properties stake to 5.09% of Waterfall Asset Management’s 13F reportable AUM as of March 31, 2026. Top five fund holdings post-filing:
NYSE:CPT: $12.86 million (11.2% of AUM) NYSE:AVB: $12.28 million (10.7% of AUM) NYSE:APLE: $10.77 million (9.4% of AUM) NYSE:RITM: $9.73 million (8.5% of AUM) NYSE:BRSP: $8.25 million (7.2% of AUM) As of May 7, 2026, Millrose Properties shares were priced at $27, up 4.4% over the past year and vastly underperforming the S&P 500’s roughly 30% gain in the same period.
Company Overview
Metric Value Revenue (TTM) $600.5 million Net Income (TTM) $379.9 million Dividend Yield 10.74% Price (as of market close 2026-05-07) $26.90
Company Snapshot
Millrose Properties operates a Homesite Option Purchase Platform (HOPP'R), providing residential land banking solutions and income-generating real estate investment opportunities. The company generates revenue by helping homebuilders achieve capital-efficient control of land positions as part of its income-generating platform. Primary customers include institutional investors and homebuilders seeking scalable, capital-light access to residential land positions.
Millrose Properties, Inc. delivers a differentiated platform for residential land banking, enabling homebuilders to expand controlled land positions with minimal upfront capital. The company's model creates stable, recurring income streams backed by residential real estate, historically accessible only to institutional investors. With a focus on capital efficiency and innovative land acquisition, Millrose positions itself as a strategic partner for both builders and investors seeking exposure to residential real estate markets.
What this transaction means for investors
This buy ultimately looks like a fairly direct bet that homebuilders will keep outsourcing land risk instead of loading more inventory onto their own balance sheets. That matters because Millrose is positioned right in the middle of that shift, giving builders access to homesites while preserving capital in an environment where margins remain under pressure.
The company’s latest quarter showed that demand is still moving in the right direction. Millrose expanded its builder network to 17 counterparties, including a new top-10 national homebuilder, while redeploying nearly $989 million into land acquisitions and development funding during the quarter.
And financially, the business is scaling quickly. First-quarter revenue more than doubled year over year to $194.9 million, while net income reached $122.9 million, or $0.74 per share.
For long-term investors, the bigger question is whether Millrose can keep expanding beyond Lennar while maintaining yields above 9%. Waterfall’s buy seems to suggest it’s bullish.
Story Continues
Should you buy stock in Millrose Properties right now?
Before you buy stock in Millrose Properties, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Millrose Properties wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $471,827!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,319,291!*
Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 207% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of May 10, 2026.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool recommends AvalonBay Communities. The Motley Fool has a disclosure policy.
Why One Fund's $6.6 Million Millrose Buy Looks Like a Bet on Homebuilders Staying Asset-Light was originally published by The Motley Fool
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- Why One Fund’s $10 Million National Storage Exit May Be More About the Public Storage Deal Than Storage Demand
May 10, 2026
Key Points
InvenTrust Properties sold 297,700 shares of NSA in the first quarter; the estimated transaction value was $10.06 million based on quarterly average pricing. Meanwhile, the quarter-end position value decreased by $8.42 million, reflecting both trading activity and share price movements. The move represents a 5.62% change in 13F reportable assets under management.10 stocks we like better than National Storage Affiliates Trust ›
On May 8, 2026, Waterfall Asset Management sold out its entire stake in National Storage Affiliates Trust(NYSE:NSA), unloading 297,700 shares in a transaction estimated at $10.06 million based on quarterly average pricing.
What happened
According to a filing with the Securities and Exchange Commission dated May 8, 2026, Waterfall Asset Management reported a complete sale of its 297,700-share stake in National Storage Affiliates Trust. The estimated transaction value was $10.06 million, calculated using the average closing price for the quarter ended March 31, 2026. The quarter-end valuation of the position declined by $8.42 million, a figure that incorporates both the share sale and price changes over the period.
What else to know
Top holdings after the filing:
NYSE: CPT: $12.86 million (11.2% of AUM)NYSE: AVB: $12.28 million (10.7% of AUM)NYSE: APLE: $10.77 million (9.4% of AUM)NYSE: RITM: $9.73 million (8.5% of AUM)NYSE: MRP: $9.10 million (8.0% of AUM)As of May 8, 2026, NSA shares were priced at $43.33, up 21% over the past year, compared to a roughly 30% gain for the S&P 500.
Company overview MetricValueRevenue (TTM)$752.9 millionNet Income (TTM)$73.8 millionDividend Yield5%Price (as of May 8)$43.33
Company snapshot
National Storage Affiliates Trust operates self-storage properties across major U.S. metropolitan areas, generating revenue primarily from storage unit rentals and related services.The firm functions as a real estate investment trust (REIT), earning income through property ownership, management, and acquisitions within the self-storage sector.It serves individuals, families, and businesses seeking secure, flexible storage solutions in urban and suburban markets.
National Storage Affiliates Trust is one of the largest publicly traded owners and operators of self-storage properties in the United States, with a diversified portfolio spanning major metropolitan regions. The company leverages its REIT structure to drive growth through property acquisitions.
What this transaction means for investors
With National Storage Affiliates set to be acquired by Public Storage in a roughly $10.5 billion all-stock deal, some investors may simply be locking in gains and reallocating capital elsewhere rather than waiting for the transaction to close. Operationally, the business has still been fairly resilient despite a softer real estate backdrop. As the firm reported earlier this week, first-quarter net income climbed 41.8% year over year to $27.7 million, while core FFO rose 4.6% to $76.8 million. Same-store NOI increased 2%, helped by lower property operating expenses and slightly higher occupancy.
The company also continued recycling capital, selling three storage properties for $20.6 million while acquiring another property for $10.4 million during the quarter. NSA ended March with about $530.6 million available on its revolving credit facility.
Ultimately, the most important takeaway ere is that self-storage fundamentals still appear stable even after years of industry growth, but with the Public Storage acquisition likely capping near-term upside, some institutional investors may see limited reason to stick around through closing.
Should you buy stock in National Storage Affiliates Trust right now?
Before you buy stock in National Storage Affiliates Trust, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and National Storage Affiliates Trust wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $471,827!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,319,291!*
Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 207% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of May 10, 2026.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool recommends AvalonBay Communities. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
- Why One Fund’s $10 Million National Storage Exit May Be More About the Public Storage Deal Than Storage Demand
May 10, 2026
On May 8, 2026, Waterfall Asset Management sold out its entire stake in National Storage Affiliates Trust(NYSE:NSA), unloading 297,700 shares in a transaction estimated at $10.06 million based on quarterly average pricing.
What happened
According to a filing with the Securities and Exchange Commission dated May 8, 2026, Waterfall Asset Management reported a complete sale of its 297,700-share stake in National Storage Affiliates Trust. The estimated transaction value was $10.06 million, calculated using the average closing price for the quarter ended March 31, 2026. The quarter-end valuation of the position declined by $8.42 million, a figure that incorporates both the share sale and price changes over the period.
What else to know
Top holdings after the filing:
NYSE: CPT: $12.86 million (11.2% of AUM) NYSE: AVB: $12.28 million (10.7% of AUM) NYSE: APLE: $10.77 million (9.4% of AUM) NYSE: RITM: $9.73 million (8.5% of AUM) NYSE: MRP: $9.10 million (8.0% of AUM) As of May 8, 2026, NSA shares were priced at $43.33, up 21% over the past year, compared to a roughly 30% gain for the S&P 500.
Company overview
Metric Value Revenue (TTM) $752.9 million Net Income (TTM) $73.8 million Dividend Yield 5% Price (as of May 8) $43.33
Company snapshot
National Storage Affiliates Trust operates self-storage properties across major U.S. metropolitan areas, generating revenue primarily from storage unit rentals and related services. The firm functions as a real estate investment trust (REIT), earning income through property ownership, management, and acquisitions within the self-storage sector. It serves individuals, families, and businesses seeking secure, flexible storage solutions in urban and suburban markets.
National Storage Affiliates Trust is one of the largest publicly traded owners and operators of self-storage properties in the United States, with a diversified portfolio spanning major metropolitan regions. The company leverages its REIT structure to drive growth through property acquisitions.
What this transaction means for investors
With National Storage Affiliates set to be acquired by Public Storage in a roughly $10.5 billion all-stock deal, some investors may simply be locking in gains and reallocating capital elsewhere rather than waiting for the transaction to close. Operationally, the business has still been fairly resilient despite a softer real estate backdrop. As the firm reported earlier this week, first-quarter net income climbed 41.8% year over year to $27.7 million, while core FFO rose 4.6% to $76.8 million. Same-store NOI increased 2%, helped by lower property operating expenses and slightly higher occupancy.
The company also continued recycling capital, selling three storage properties for $20.6 million while acquiring another property for $10.4 million during the quarter. NSA ended March with about $530.6 million available on its revolving credit facility.
Ultimately, the most important takeaway ere is that self-storage fundamentals still appear stable even after years of industry growth, but with the Public Storage acquisition likely capping near-term upside, some institutional investors may see limited reason to stick around through closing.
Story Continues
Should you buy stock in National Storage Affiliates Trust right now?
Before you buy stock in National Storage Affiliates Trust, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and National Storage Affiliates Trust wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $471,827!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,319,291!*
Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 207% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of May 10, 2026.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool recommends AvalonBay Communities. The Motley Fool has a disclosure policy.
Why One Fund's $10 Million National Storage Exit May Be More About the Public Storage Deal Than Storage Demand was originally published by The Motley Fool
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- What to Know About This Fund’s $5.9 Million Apollo Commercial Real Estate Finance Sale
May 8, 2026
Waterfall Asset Management fully exited its position in Apollo Commercial Real Estate Finance(NYSE:ARI) during the first quarter, selling 569,000 shares in a move estimated at $5.92 million based on quarterly average pricing, according to a May 8, 2026, SEC filing.
What happened
According to a Securities and Exchange Commission (SEC) filing dated May 8, 2026, Waterfall Asset Management sold its entire holding of 569,000 Apollo Commercial Real Estate Finance shares, with the estimated transaction value totaling $5.92 million based on the average closing price during the first quarter. The fund reported no remaining shares in ARI at quarter end, marking a full exit from the position.
What else to know
Top five holdings following the quarter:
NYSE:CPT: $12.86 million (11.24% of AUM) NYSE:AVB: $12.28 million (10.73% of AUM) NYSE:APLE: $10.77 million (9.41% of AUM) NYSE:RITM: $9.73 million (8.51% of AUM) NYSE:MRP: $9.10 million (7.95% of AUM) As of May 7, 2026, Apollo Commercial Real Estate Finance shares were priced at $10.91, up about 15% over the past year, compared to a 30% gain for the S&P 500.
Company Overview
Metric Value Price (as of market close 2026-05-07) $10.91 Market Capitalization $1.46 billion Revenue (TTM) $263.3 million Net Income (TTM) $126.96 million
Company Snapshot
Apollo Commercial Real Estate Finance originates, acquires, and manages commercial first mortgage loans, subordinate financings, and other commercial real estate-related debt investments in the United States. The firm operates as a real estate investment trust (REIT), generating income primarily from interest on commercial real estate debt investments and distributing at least 90% of taxable income to shareholders. It targets institutional and commercial borrowers seeking financing for commercial real estate projects across major U.S. markets.
Apollo Commercial Real Estate Finance, Inc. is a publicly traded mortgage REIT focused on originating and investing in commercial real estate debt. Apollo Commercial Real Estate Finance, Inc. originates, acquires, invests in, and manages commercial first mortgage loans, subordinate financings, and other commercial real estate-related debt investments in the United States. Apollo Commercial Real Estate Finance, Inc. manages a portfolio of commercial first mortgage loans, subordinate financings, and other commercial real estate-related debt investments in the United States.
What this transaction means for investors
Apollo Commercial Real Estate Finance continues to generate cash flow, but growth has been relatively muted, making this look like some portfolio cleanup in a part of the market that still carries real uncertainty. In first-quarter results released last week, the company reported net income of $0.16 per diluted share and distributable earnings of $0.22 per share. As a mortgage REIT, ARI depends heavily on spread income from commercial real estate loans, making performance closely tied to financing conditions and property market health.
The broader context matters too. While ARI shares gained about 15% over the past year, they still badly trailed the S&P 500’s roughly 30% return. Meanwhile, Waterfall’s remaining top holdings lean more toward apartment REITs and residential-linked names like Camden Property Trust and AvalonBay, suggesting the firm may simply prefer property sectors with cleaner fundamentals right now.
Ultimately, commercial real estate debt has stabilized from its worst levels, but plenty of investors remain cautious about office exposure, refinancing risk, and whether higher rates will keep pressuring property values longer than expected.
Story Continues
Should you buy stock in Apollo Commercial Real Estate Finance right now?
Before you buy stock in Apollo Commercial Real Estate Finance, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Apollo Commercial Real Estate Finance wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $475,926!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,296,608!*
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Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool recommends AvalonBay Communities. The Motley Fool has a disclosure policy.
What to Know About This Fund's $5.9 Million Apollo Commercial Real Estate Finance Sale was originally published by The Motley Fool
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- Reddit Upgraded, Spotify Downgraded: Updated Rankings on Top Blue-Chip Stocks
May 4, 2026
During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Stock Grader recommendations for 123 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly.
This Week’s Ratings Changes:
Upgraded: Strong to Very Strong
Symbol Company Name Quantitative Grade Fundamental Grade Total Grade AM Antero Midstream Corp. A C A DAR Darling Ingredients Inc A B A ET Energy Transfer LP A C A ETR Entergy Corporation A C A FTAI FTAI Aviation Ltd. A C A GOOGL Alphabet Inc. Class A A B A IMO Imperial Oil Limited A C A PAA Plains All American Pipeline, L.P. A C A POWL Powell Industries, Inc. A B A RIO Rio Tinto plc Sponsored ADR A C A SANM Sanmina Corporation A B A TEVA Teva Pharmaceutical Industries Limited Sponsored ADR A B A TTE TotalEnergies SE A B A VTR Ventas, Inc. A C A
Downgraded: Very Strong to Strong
Symbol Company Name Quantitative Grade Fundamental Grade Total Grade AEM Agnico Eagle Mines Limited A B B APG APi Group Corporation A C B ATI ATI Inc. A B B AU Anglogold Ashanti PLC A C B EQT EQT Corporation B B B KLAC KLA Corporation A C B RGC Regencell Bioscience Holdings Ltd. A C B VIV Telefonica Brasil SA Sponsored ADR A B B WPM Wheaton Precious Metals Corp B B B
Upgraded: Neutral to Strong
Symbol Company Name Quantitative Grade Fundamental Grade Total Grade BEN Franklin Resources, Inc. B B B DDOG Datadog, Inc. Class A B C B FMX Fomento Economico Mexicano SAB de CV Sponsored ADR Class B B B B GD General Dynamics Corporation B C B ILMN Illumina, Inc. B C B LIN Linde plc B C B LLY Eli Lilly and Company C B B LMT Lockheed Martin Corporation B C B NTRA Natera, Inc. B C B O Realty Income Corporation B C B PKX POSCO Holdings Inc. Sponsored ADR B C B RDDT Reddit, Inc. Class A C B B ROKU Roku, Inc. Class A B B B TFII TFI International Inc. B C B TXT Textron Inc. B C B
Downgraded: Strong to Neutral
Symbol Company Name Quantitative Grade Fundamental Grade Total Grade AWK American Water Works Company, Inc. B D C BALL Ball Corporation C C C BCH Banco de Chile Sponsored ADR B C C BIP Brookfield Infrastructure Partners L.P. B D C BSBR Banco Santander (Brasil) S.A. Sponsored ADR C B C CEG Constellation Energy Corporation B D C CHT Chunghwa Telecom Co., Ltd Sponsored ADR C C C CINF Cincinnati Financial Corporation C B C CVNA Carvana Co. Class A C B C DLR Digital Realty Trust, Inc. C B C DLTR Dollar Tree, Inc. C B C DOV Dover Corporation C C C EXC Exelon Corporation B C C FUTU Futu Holdings Ltd. Sponsored ADR Class A C B C HLT Hilton Worldwide Holdings Inc. B C C IHG InterContinental Hotels Group PLC Sponsored ADR C C C KNX Knight-Swift Transportation Holdings Inc. Class A B D C MAR Marriott International, Inc. Class A B D C ONTO Onto Innovation, Inc. B D C REGN Regeneron Pharmaceuticals, Inc. C C C RGLD Royal Gold, Inc. B C C SPG Simon Property Group, Inc. C B C TRV Travelers Companies, Inc. C B C WM Waste Management, Inc. C C C
Upgraded: Weak to Neutral
Symbol Company Name Quantitative Grade Fundamental Grade Total Grade AFRM Affirm Holdings, Inc. Class A D B C AXP American Express Company D C C BLK BlackRock, Inc. D C C CNC Centene Corporation C B C EG Everest Group, Ltd. D C C F Ford Motor Company D B C IEX IDEX Corporation C C C MDLZ Mondelez International, Inc. Class A D C C OMC Omnicom Group Inc C C C PAG Penske Automotive Group, Inc. C C C PSA Public Storage D C C PSKY Paramount Skydance Corporation Class B C D C PSO Pearson PLC Sponsored ADR D C C QCOM QUALCOMM Incorporated C B C RCL Royal Caribbean Group D C C SBUX Starbucks Corporation C B C TROW T. Rowe Price Group, Inc. C C C UL Unilever PLC Sponsored ADR D C C UNH UnitedHealth Group Incorporated C C C UNM Unum Group D C C XYZ Block, Inc. Class A C C C
Downgraded: Neutral to Weak
Symbol Company Name Quantitative Grade Fundamental Grade Total Grade ALLE Allegion Public Limited Company D C D APTV Aptiv PLC D C D DB Deutsche Bank Aktiengesellschaft D C D DHI D.R. Horton, Inc. D C D ECL Ecolab Inc. D C D FTV Fortive Corp. D C D HBAN Huntington Bancshares Incorporated D C D HLN Haleon PLC Sponsored ADR D C D HOOD Robinhood Markets, Inc. Class A D C D ICE Intercontinental Exchange, Inc. D B D MSCI MSCI Inc. Class A D C D PFGC Performance Food Group Co D C D PHG Koninklijke Philips N.V. Sponsored ADR D B D PHM PulteGroup, Inc. D D D SPOT Spotify Technology SA F B D SUI Sun Communities, Inc. D D D VRTX Vertex Pharmaceuticals Incorporated D C D WY Weyerhaeuser Company D B D
Upgraded: Very Weak to Weak
Symbol Company Name Quantitative Grade Fundamental Grade Total Grade AVB AvalonBay Communities, Inc. F C D CRBG Corebridge Financial, Inc. F C D CSGP CoStar Group, Inc. F B D DEO Diageo plc Sponsored ADR F C D FICO Fair Isaac Corporation F C D KHC Kraft Heinz Company F D D PAYX Paychex, Inc. F C D TEAM Atlassian Corp Class A F B D
Downgraded: Weak to Very Weak
Symbol Company Name Quantitative Grade Fundamental Grade Total Grade BR Broadridge Financial Solutions, Inc. F C F CDW CDW Corporation F C F CHKP Check Point Software Technologies Ltd. F C F CTSH Cognizant Technology Solutions Corporation Class A F C F EQR Equity Residential F D F GDDY GoDaddy, Inc. Class A F C F GPN Global Payments Inc. F D F HD Home Depot, Inc. F C F MKL Markel Group Inc. F D F NOW ServiceNow, Inc. F C F NVR NVR, Inc. F D F PGR Progressive Corporation F C F SYK Stryker Corporation F C F UBER Uber Technologies, Inc. F C F
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The post Reddit Upgraded, Spotify Downgraded: Updated Rankings on Top Blue-Chip Stocks appeared first on InvestorPlace.
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- REITs Excel, Earnings Swell, Fed Rebels
May 3, 2026 · seekingalpha.com
U.S. equity markets advanced for a fifth straight week - their longest winning streak since 2024 - as strong earnings, resilient data, and hopes for lasting Iran peace fueled optimism. Investors looked through another oil-price surge and inflationary pressure, focusing instead on corporate resilience and economic strength despite a complex macro backdrop shaped by geopolitical and policy uncertainty. The Fed held rates steady in an unusually fractured 8-4 vote, while Powell's plan to remain on the Board broke precedent and raised politically charged succession questions.
- Real estate stocks bounce back to gains in April
May 2, 2026
[single word reit (real estate investment trust) on yellow color background]
May Lim/iStock via Getty Images
Real estate stocks bounced back to gains in April after recording a loss for the month of March [https://seekingalpha.com/news/4572518-real-estate-stocks-snap-monthly-winning-streak-in-march].
So far in 2026, the sector is strongly in the positive territory.
April saw the broader markets deliver positive returns on the back of a stronger-than-expected March jobs report, a rise in nonfarm payrolls, some ceasefire hopes in the Iran war during the second and third weeks, a strong earnings season, and positive economic news.
The Federal Open Market Committee kept its policy rate unchanged [https://seekingalpha.com/news/4584039-fomcs-hammack-logan-think-forward-guidance-should-not-have-implied-easing-bias-at-this-time] at 3.50%-3.75% for a third straight meeting, but forward guidance implied an easing bias.
The benchmark U.S. 10-year Treasury yield (US10Y [https://seekingalpha.com/symbol/US10Y]) closed the month largely flat.
Mortgage rates fell [https://seekingalpha.com/news/4578809-mortgage-rates-fall-for-third-straight-week] for three straight weeks in April, while mortgage demand was stable.
The S&P 500 Real Estate Index Sector (SP500-60 [https://seekingalpha.com/symbol/SP500-60]) increased 8.61% month-over-month in April to 282.37 points, while the accompanying State Street Real Estate Select Sector SPDR ETF (XLRE [https://seekingalpha.com/symbol/XLRE]) was up 8.55% to $44.32.
In April, the Dow Jones REIT Indx Equity REIT Total Return Index (REIT:IND [https://seekingalpha.com/symbol/REIT:IND]) added 9.04%, while the FTSE Nareit All Equity REITs index advanced 8.86%.
WEEKLY WINNERS & LOSERS
Among largecap gainers, Iron Mountain (IRM [https://seekingalpha.com/symbol/IRM]) topped the list, advancing 9.62% W/W to close at $127.19.
The document storage and data center REIT's Q1 results [https://seekingalpha.com/news/4582611-iron-mountain-raises-guidance-after-q1-earnings-beat-fueled-by-growth-in-digital-data-centers] exceeded its expectations, fueled by growth across its businesses, and the company boosted 2026 guidance.
AvalonBay Communities (AVB [https://seekingalpha.com/symbol/AVB]) followed with a 6.42% addition to $183.45. The apartment REIT benefited after its Q1 earnings [https://seekingalpha.com/news/4580263-avalonbay-communities-ffo-of-2_83-beats-by-0_03] beat analyst estimates, and a media report said the company held exploratory talks [https://seekingalpha.com/news/4582590-avalonbay-equity-residential-weigh-megamerger---report] about merging with Equity Residential (EQR [https://seekingalpha.com/symbol/EQR]).
Jones Lang LaSalle (JLL [https://seekingalpha.com/symbol/JLL]) (-6.89% W/W to $315.24) led the losers in the category even as the real estate services provider posted a Q1 [https://seekingalpha.com/news/4582702-jones-lang-lasalle-non-gaap-eps-of-3_43-beats-by-0_42-revenue-of-6_4b-beats-by-400m] top- and bottom-line beat.
CoStar Group (CSGP [https://seekingalpha.com/symbol/CSGP]) (-4.72% W/W to $34.72) and CBRE Group (CBRE [https://seekingalpha.com/symbol/CBRE]) (-4.37% W/W to $141.81) followed. The week saw CBRE price [https://seekingalpha.com/news/4580362-cbre-group-prices-750m-senior-notes] a $750M offering of 5.250% senior notes due 2036 and CoStar post [https://seekingalpha.com/news/4581021-costar-group-non-gaap-eps-of-0_23-beats-by-0_05-revenue-of-897m-in-line] mixed quarterly earnings.
For the midcap gainers, OUTFRONT Media (OUT [https://seekingalpha.com/symbol/OUT]) (+5.63% W/W to $31.71) and Kilroy Realty (KRC [https://seekingalpha.com/symbol/KRC]) (+5.52% W/W to $33.64) topped the list. Kilroy Realty was gaining on the back of a quarterly earnings beat [https://seekingalpha.com/news/4580251-kilroy-realty-ffo-of-0_91-beats-by-0_03-revenue-of-270_1m-beats-by-4_45m].
The St. Joe Company (JOE [https://seekingalpha.com/symbol/JOE]) (-13.05% W/W to $61.74) topped the losers. The company posted Q1 earnings [https://seekingalpha.com/news/4582099-st-joe-gaap-eps-of-0_24-revenue-of-99_1m] this week.
Alexandria Real Estate Equities (ARE [https://seekingalpha.com/symbol/ARE]) followed with a 12.68% retreat to $41.39 amid lower first-quarter earnings [https://seekingalpha.com/news/4580290-alexandria-real-estate-equities-trades-lower-as-potential-tenant-wind-downs-hit-q1-earnings] on the back of potential tenant wind-downs.
For smallcap stocks, RE/MAX Holdings (RMAX [https://seekingalpha.com/symbol/RMAX]) (+34.92% W/W to $10.78) led the gainers. The stock gained as Real Brokerage (REAX [https://seekingalpha.com/symbol/REAX]) confirmed [https://seekingalpha.com/news/4579870-real-brokerage-confirms-remax-acquisition-for-enterprise-value-of-880m] the acquisition of RE/MAX for an enterprise value of ~$880M.
Two Harbors Investment (TWO [https://seekingalpha.com/symbol/TWO]) followed with a 14.00% gain to $12.54. The week saw the company post its Q1 earnings [https://seekingalpha.com/news/4581088-two-harbors-investment-ead-of-034] and announce [https://seekingalpha.com/news/4581159-two-harbors-agrees-to-crosscountrys-increased-offer-of-11_30-share] an amended merger agreement with CrossCountry Mortgage.
Adamas Trust (ADAM [https://seekingalpha.com/symbol/ADAM]) (+11.82% W/W to $8.89) was a notable gainer on the back of its Q1 earnings [https://seekingalpha.com/news/4582980-adamas-trust-stock-surges-after-q1-earnings-beat-and-book-value-rises] that beat the consensus by a wide margin, helped by gains from derivatives.
Ironically, REAX topped the losers, retreating 20.52% to $2.13.
Hotel101 Global Holdings (HBNB [https://seekingalpha.com/symbol/HBNB]) was also a significant decliner, shedding 10.83% to close at $6.01.
[S&P, Nareit]
Percentage-wise price change across real estate indices
MORE ON REAL ESTATE
* Office CRE: A Fragile Equilibrium In A Weakening Market [https://seekingalpha.com/article/4896091-office-cre-a-fragile-equilibrium-in-a-weakening-market]
* Manufactured Housing: The Wide Moat Hidden In Plain Sight [https://seekingalpha.com/article/4895941-manufactured-housing-the-wide-moat-hidden-in-plain-sight]
* The State Of REITs: April 2026 Edition [https://seekingalpha.com/article/4892545-the-state-of-reits-april-2026-edition]
* Mid-to-mega-cap REIT shorts hit extremes in April: 5 most & least shorted stocks [https://seekingalpha.com/news/4584214-mid-to-mega-cap-reit-shorts-hit-extremes-in-april-xlre-tops-sp-500-ytd]
* LRHC tops REIT bear's list under $2B market cap; SACH least shorted in April [https://seekingalpha.com/news/4584112-lrhc-tops-reit-bears-list-under-2b-market-cap-sach-least-shorted-in-april]
