Pacific, Southwest and Midwest Banks

February 15, 2019

Companies covered: Texas Capital Bancshares, Inc. (NASDAQ:TCBI), Synovus Financial Corp. (NYSE:SNV), Independent Bank Group, Inc (NASDAQ:IBTX), CenterState Banks, Inc. (NASDAQ:CSFL), American River Bankshares (NASDAQ:AMRB), KeyCorp (NYSE:KEY), Chemical Financial Corporation (NASDAQ:CHFC), TCF Financial Corporation (NYSE:TCF), Wintrust Financial Corporation (NASDAQ:WTFC), Fifth Third Bancorp (NASDAQ:FITB), MB Financial Inc. (NASDAQ:MBFI), Lakeland Financial Corporation (NASDAQ:LKFN), First Mid-Illinois Bancshares, Inc. (NASDAQ:FMBH), Comerica Incorporated (NYSE:CMA), Bridgewater Bancshares (NASDAQ:BWB), Commerce Bancshares, Inc. (NASDAQ:CBSH), Wells Fargo & Company (NYSE:WFC), Citigroup Inc. (NYSE:C), JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), Flagstar Bancorp, Inc. (NYSE:FBC), Old National Bancorp (NASDAQ:ONB), East West Bancorp, Inc. (NASDAQ:EWBC), PSB Holdings, Inc. (OTCMKTS:PSBQ), Associated Banc-Corp (NYSE:ASB), First Interstate BancSystem, Inc. (NASDAQ:FIBK), Banner Corporation (NASDAQ:BANR), Glacier Bancorp, Inc. (NASDAQ:GBCI), Heritage Financial Corporation (NASDAQ:HFWA), PacWest Bancorp (NASDAQ:PACW), Western Alliance Bancorporation (NYSE:WAL), U.S. Bancorp (NYSE:USB), Citizens Financial Group, Inc. (NYSE:CFG), New York Community Bancorp, Inc. (NYSE:NYCB), Signature Bank (NASDAQ:SBNY), M&T Bank Corporation (NYSE:MTB), Huntington Bancshares Incorporated (NASDAQ:HBAN), Regions Financial Corporation (NYSE:RF), First Western Financial, Inc. (NASDAQ:MYFW)

Buy ($175)

Northeast, Mid-Atlantic and Southeast Banks

January 11, 2019

Companies covered: OceanFirst Financial Corp. (NASDAQ:OCFC), JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), Morgan Stanley (NYSE:MS), BB&T Corporation (NYSE:BBT), SunTrust Banks, Inc. (NYSE:STI), PNC Financial Services Group, Inc. (The) (NYSE:PNC), U.S. Bancorp (NYSE:USB), Paypal Holdings Inc (NASDAQ:PYPL), M&T Bank Corporation (NYSE:MTB), KeyCorp (NYSE:KEY), Northern Trust Corporation (NASDAQ:NTRS), State Street Corporation (NYSE:STT), Square Inc (NYSE:SQ), Citizens Financial Group, Inc. (NYSE:CFG), Wells Fargo & Company (NYSE:WFC), Huntington Bancshares Incorporated (NASDAQ:HBAN), Fifth Third Bancorp (NASDAQ:FITB), MB Financial Inc. (NASDAQ:MBFI), Signature Bank (NASDAQ:SBNY), CenterState Banks, Inc. (NASDAQ:CSFL), National Commerce Corp. (NASDAQ:NCOM), Synovus Financial Corp. (NYSE:SNV), Citigroup Inc. (NYSE:C), Goldman Sachs Group, Inc. (The) (NYSE:GS), Facebook, Inc. (NASDAQ:FB), Amazon.com, Inc. (NASDAQ:AMZN), Netflix, Inc. (NASDAQ:NFLX), Alphabet Inc (NASDAQ:GOOG), New York Community Bancorp, Inc. (NYSE:NYCB), Lakeland Bancorp, Inc. (NASDAQ:LBAI), Farmers & Merchants Bancorp Inc. (NASDAQ:FMAO), Axos Financial, Inc. (NYSE:AX), Oritani Financial Corp. (NASDAQ:ORIT), Northfield Bancorp, Inc. (NASDAQ:NFBK), Valley National Bancorp (NYSE:VLY), Bank of Hawaii Corporation (NYSE:BOH), Central Pacific Financial Corp. (NYSE:CPF), Territorial Bancorp Inc. (NASDAQ:TBNK), Meridian Bancorp, Inc. (NASDAQ:EBSB), Entegra Financial Corp. (NASDAQ:ENFC), HomeTrust Bancshares, Inc. (NASDAQ:HTBI), Kearny Financial (NASDAQ:KRNY), Union Bankshares Corporation (NASDAQ:UBSH), Washington Trust Bancorp, Inc. (NASDAQ:WASH), First Hawaiian (NASDAQ:FHB), PDL Community Bancorp (NASDAQ:PDLB)

Buy ($175)

Real Estate and REITs

August 10, 2018

Companies covered: American Tower Corporation (REIT) (NYSE:AMT), Crown Castle International (NYSE:CCI), Geo Group Inc (The) (NYSE:GEO), Corecivic Inc (NYSE:CXW), Iron Mountain Incorporated (NYSE:IRM), Ryman Hospitality Properties, Inc. (NYSE:RHP), DCT Industrial Trust Inc (NYSE:DCT), Education Realty Trust Inc. (NYSE:EDR), GGP (NYSE:GGP), Gramercy Property Trust Inc. (NYSE:GPT), LaSalle Hotel Properties (NYSE:LHO), Macerich Company (The) (NYSE:MAC), Select Income REIT (NYSE:SIR), BRT Apartments Corp. (NYSE:BRT), Franklin Street Properties Corp. (NYSEAMERICAN:FSP), Gladstone Commercial Corporation (NASDAQ:GOOD), NexPoint Residential Trust (NYSE:NXRT), UMH Properties, Inc. (NYSE:UMH), First Industrial Realty Trust, Inc. (NYSE:FR), Douglas Emmett, Inc. (NYSE:DEI), Highwoods Properties, Inc. (NYSE:HIW), Armada Hoffler Properties, Inc. (NYSE:AHH), Agree Realty Corporation (NYSE:ADC), EPR Properties (NYSE:EPR), Farmland Partners Inc. (NYSE:FPI), Gladstone Land Corporation (NASDAQ:LAND), Industrial Logistics Properties Trust (NASDAQ:ILPT), Essential Properties Realty Trust (NYSE:EPRT), American Homes 4 Rent (NYSE:AMH), Preferred Apartment Communities, Inc. (NYSE:APTS), Cousins Properties Incorporated (NYSE:CUZ), Bluerock Residential Growth REIT, Inc. (NYSEMKT:BRG), Mid-America Apartment Communities, Inc. (NYSE:MAA), AvalonBay Communities, Inc. (NYSE:AVB), Equity Residential (NYSE:EQR), ProLogis, Inc. (NYSE:PLD), Independence Realty Trust, Inc. (NYSEMKT:IRT), FedEx Corporation (NYSE:FDX), United Parcel Service, Inc. (NYSE:UPS), Amazon.com, Inc. (NASDAQ:AMZN), Terreno Realty Corporation (NYSE:TRNO), Rexford Industrial Realty, Inc. (NYSE:REXR), Monmouth Real Estate Investment Corporation (NYSE:MNR), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Costco Wholesale Corporation (NASDAQ:COST), Stag Industrial, Inc. (NYSE:STAG), EastGroup Properties, Inc. (NYSE:EGP), Plymouth Industrial REIT (NYSEAMERICAN:PLYM), Sears Holdings Corporation (NASDAQ:SHLD), Ascena Retail Group, Inc. (NASDAQ:ASNA), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Simon Property Group, Inc. (NYSE:SPG), American Assets Trust, Inc. (NYSE:AAT), Federal Realty Investment Trust (NYSE:FRT), Brixmor Property Group Inc. (NYSE:BRX), Spirit Realty Capital, Inc. (NYSE:SRC), Lennar Corporation (NYSE:LEN), D.R. Horton, Inc. (NYSE:DHI), Pennsylvania Real Estate Investment Trust (NYSE:PEI), Washington Prime Group (NYSE:WPG), Kimco Realty Corporation (NYSE:KIM), DDR Corp. (NYSE:DDR), American Campus Communities Inc (NYSE:ACC), Liberty Property Trust (NYSE:LPT), Boston Properties, Inc. (NYSE:BXP), Camden Property Trust (NYSE:CPT), Life Storage (NYSE:LSI), Sabra Health Care REIT, Inc. (NASDAQ:SBRA), National Retail Properties (NYSE:NNN), Chatham Lodging Trust (REIT) (NYSE:CLDT), Colony Credit Real Estate, Inc. (NYSE:CLNC)

Buy ($175)

Insurance

May 11, 2018

Companies covered: American International Group, Inc. (NYSE:AIG), Chubb Corporation (The) (NYSE:CB), The Travelers Companies, Inc. (NYSE:TRV), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Progressive Corporation (The) (NYSE:PGR), Allstate Corporation (The) (NYSE:ALL), Atlas Financial Holdings, Inc. (NASDAQ:AFH), 1347 Property Insurance Holdings, Inc. (NASDAQ:PIH), Brown & Brown, Inc. (NYSE:BRO), Crawford & Company (NYSE:CRD/B)

Buy ($175)

Real Estate

April 26, 2018

Companies covered: W.P. Carey Inc. (NYSE:WPC), ProLogis, Inc. (NYSE:PLD), SL Green Realty Corporation (NYSE:SLG), Kilroy Realty Corporation (NYSE:KRC), Boston Properties, Inc. (NYSE:BXP), Amazon.com, Inc. (NASDAQ:AMZN), Apple Inc. (NASDAQ:AAPL), GGP (NYSE:GGP), Brookfield Property Partners LP (NASDAQ:BPY), Zillow Group (NASDAQ:ZG), LendingTree, Inc. (NASDAQ:TREE), QuinStreet, Inc. (NASDAQ:QNST), Realogy Holdings Corp. (NYSE:RLGY), RE/MAX Holdings, Inc. (NYSE:RMAX), Redfin Corp (NASDAQ:RDFN), Purplebricks Group PLC (OTCMKTS:PRPPF), SoftBank Group Corp (OTCMKTS:SFTBF), Expedia, Inc. (NASDAQ:EXPE), Ellie Mae, Inc. (NYSE:ELLI), Black Knight (NYSE:BKI), CoreLogic, Inc. (NYSE:CLGX), RealPage, Inc. (NASDAQ:RP), VICI Properties Inc (NYSE:VICI), Simon Property Group, Inc. (NYSE:SPG), EastGroup Properties, Inc. (NYSE:EGP), Brookfield Property Partners L.P. (NYSE:BPY), Citigroup Inc. (NYSE:C), American Campus Communities Inc (NYSE:ACC), Terreno Realty Corporation (NYSE:TRNO), Camden Property Trust (NYSE:CPT), Community Healthcare Trust (NYSE:CHCT), Brixmor Property Group Inc. (NYSE:BRX), Sears Holdings Corporation (NASDAQ:SHLD), Liberty Property Trust (NYSE:LPT), Kimco Realty Corporation (NYSE:KIM), Federal Realty Investment Trust (NYSE:FRT), Trex Company, Inc. (NYSE:TREX), CBRE Group, Inc. (NYSE:CBG), Jones Lang LaSalle Incorporated (NYSE:JLL), STARWOOD PROPERTY TRUST, INC. (NYSE:STWD), Ladder Capital Corp (NYSE:LADR), American Homes 4 Rent (NYSE:AMH), Invitation Homes (NYSE:INVH), Walker & Dunlop, Inc. (NYSE:WD), Federal National Mortgage Assctn Fnni Me (OTCMKTS:FNMA), Federal Home Loan Mortgage Corp (OTCMKTS:FMCC), Lennar Corporation (NYSE:LEN), D.R. Horton, Inc. (NYSE:DHI), Toll Brothers Inc. (NYSE:TOL), iStar Financial Inc. (NYSE:STAR), Colony NorthStar (NYSE:CLNS), Granite Point Mortgage Trust (NYSE:GPMT), Retail Opportunity Investments Corp. (NASDAQ:ROIC), Preferred Apartment Communities, Inc. (NYSE:APTS), Armada Hoffler Properties, Inc. (NYSE:AHH), Investors Real Estate Trust (NYSE:IRET), Pebblebrook Hotel Trust (NYSE:PEB), LaSalle Hotel Properties (NYSE:LHO), Condor Hospitality Trust (NYSEAMERICAN:CDOR), Safety, Income & Growth Inc. (NYSE:SAFE), Marcus & Millichap, Inc. (NYSE:MMI), Innovative Industrial Properties, Inc. (NYSE:IIPR)

Buy ($175)