Real Estate

March 27, 2024

Buy ($175)

Companies covered: Rexford Industrial Realty, Inc. (NYSE:REXR), Terreno Realty Corporation (NYSE:TRNO), Medical Properties Trust, Inc. (NYSE:MPW), Plymouth Industrial REIT (NYSEAMERICAN:PLYM), Centerspace (NYSE:CSR), Boston Properties, Inc. (NYSE:BXP), Vornado Realty Trust (NYSE:VNO), SL Green Realty Corporation (NYSE:SLG), Simon Property Group, Inc. (NYSE:SPG), Macerich Company (The) (NYSE:MAC), Tanger Factory Outlet Centers, Inc. (NYSE:SKT), Urban Edge Properties (NYSE:UE), Kite Realty Group Trust (NYSE:KRG), Regency Centers Corporation (NYSE:REG), Phillips Edison & Co Inc. (NASDAQ:PECO), Park Hotels & Resorts Inc. (NYSE:PK), Host Hotels & Resorts, Inc. (NYSE:HST), Apple Hospitality REIT, Inc. (NYSE:APLE), Pebblebrook Hotel Trust (NYSE:PEB), Kimco Realty Corporation (NYSE:KIM), AvalonBay Communities, Inc. (NYSE:AVB), Equity Residential (NYSE:EQR), Camden Property Trust (NYSE:CPT), Mid-America Apartment Communities, Inc. (NYSE:MAA), Gaming and Leisure Properties, Inc. (NASDAQ:GLPI), VICI Properties Inc (NYSE:VICI), First Industrial Realty Trust, Inc. (NYSE:FR), Realty Income Corporation (NYSE:O), Omega Healthcare Investors, Inc. (NYSE:OHI), Welltower Inc (NYSE:WELL), Tricon Residential Inc. (NYSE:TCN), Applied Digital Corporation (NASDAQ:APLD), CareTrust REIT, Inc. (NYSE:CTRE), Fathom Holdings Inc. (NASDAQ:FTHM), Getty Realty Corporation (NYSE:GTY), Innovative Industrial Properties, Inc. (NYSE:IIPR), LTC Properties, Inc. (NYSE:LTC), NNN REIT, Inc. (NYSE:NNN), PotlatchDeltic Corp. (NASDAQ:PCH)

Financial Services

June 27, 2023

Buy ($175)

Companies covered: SVB Financial Group (NASDAQ:SIVB), Signature Bank (NASDAQ:SBNY), Republic First Bancorp, Inc. (NASDAQ:FRBK), PacWest Bancorp (NASDAQ:PACW), Western Alliance Bancorporation (NYSE:WAL), JPMorgan Chase & Co. (NYSE:JPM), Blackstone Inc. (NYSE:BX), Wintrust Financial Corporation (NASDAQ:WTFC), Synovus Financial Corp. (NYSE:SNV), OceanFirst Financial Corp. (NASDAQ:OCFC), Ameris Bancorp (NASDAQ:ABCB), Business First Bancshares Inc. (NASDAQ:BFST), First Reliance Bancshares Inc. (OTCPK:FSRL), Pinnacle Financial Partners, Inc. (NASDAQ:PNFP), Prosperity Bancshares, Inc. (NYSE:PB), Fiserv, Inc. (NASDAQ:FI), Global Payments Inc. (NYSE:GPN), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Robinhood Markets Inc. (NASDAQ:HOOD), Affirm Holdings Inc. (NASDAQ:AFRM), SoFi Technologies Inc. (NASDAQ:SOFI), Coinbase Global Inc. (NASDAQ:COIN), Toast Inc. (NYSE:TOST), Block Inc. (NYSE:SQ), Paypal Holdings Inc (NASDAQ:PYPL), Morgan Stanley (NYSE:MS), Bank of America Corporation (NYSE:BAC), Citigroup Inc. (NYSE:C), Goldman Sachs Group, Inc. (The) (NYSE:GS), Truist Financial Corp. (NYSE:TFC), PNC Financial Services Group, Inc. (The) (NYSE:PNC), U.S. Bancorp (NYSE:USB), KeyCorp (NYSE:KEY), Fifth Third Bancorp (NASDAQ:FITB), State Street Corporation (NYSE:STT), Bank Of New York Mellon Corporation (The) (NYSE:BK), Fidelity National Financial, Inc. (NYSE:FNF), BlackRock, Inc. (NYSE:BLK), Invesco Ltd. (NYSE:IVZ), T. Rowe Price Group, Inc. (NASDAQ:TROW), Federated Hermes Inc. (NYSE:FHI), KKR & Co Inc. (NYSE:KKR), Apollo Global Management, LLC (NYSE:APO), First Republic Bank (OTCMKTS:FRCB), Q2 Holdings, Inc. (NYSE:QTWO), Alkami Technology Inc. (NASDAQ:ALKT), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Fidelity National Information Services, Inc. (NYSE:FIS), Repay Holdings Corp. (NASDAQ:RPAY), Flywire Corp. (NASDAQ:FLYW), i3 Verticals Inc. (NASDAQ:IIIV), Apple Inc. (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOG), Shift4 Payments Inc. (NYSE:FOUR), NCR Corporation (NYSE:NCR), SouthState Corp. (NASDAQ:SSB), Berkshire Hills Bancorp, Inc. (NYSE:BHLB), Atlantic Union Bankshares Corp. (NASDAQ:AUB), Axos Financial, Inc. (NYSE:AX), Bakkt Holdings Inc. (NYSE:BKKT), Burford Capital Limited (NYSE:BUR), Compass Inc. (NYSE:COMP), Main Street Capital Corporation (NYSE:MAIN), U.S. Global Investors, Inc. (NASDAQ:GROW), Capital Bancorp Inc. (NASDAQ:CBNK), CB Financial Services, Inc. (NASDAQ:CBFV), Employers Holdings Inc (NYSE:EIG)

Real Estate

April 19, 2023

Buy ($175)

Companies covered: Simon Property Group, Inc. (NYSE:SPG), Macerich Company (The) (NYSE:MAC), Brookfield Corp. (NYSE:BN), Unibail-Rodamco-Westfield SE (OTCMKTS:UNBLF), Tanger Factory Outlet Centers, Inc. (NYSE:SKT), Urban Edge Properties (NYSE:UE), Pebblebrook Hotel Trust (NYSE:PEB), Park Hotels & Resorts Inc. (NYSE:PK), RLJ Lodging Trust (NYSE:RLJ), Federal Realty Investment Trust (NYSE:FRT), Acadia Realty Trust (NYSE:AKR), Kite Realty Group Trust (NYSE:KRG), Brixmor Property Group Inc. (NYSE:BRX), Douglas Emmett, Inc. (NYSE:DEI), Vornado Realty Trust (NYSE:VNO), Mid-America Apartment Communities, Inc. (NYSE:MAA), Howard Hughes Corporation (The) (NYSE:HHC), BSR Real Estate Investment Trust (OTCMKTS:BSRTF), CTO Realty Growth Inc. (NYSE:CTO), Alpine Income Property Trust Inc. (NYSE:PINE), Extra Space Storage Inc (NYSE:EXR), Life Storage (NYSE:LSI), Four Corners Property Trust (NYSE:FCPT), National Storage Affiliates Trust (NYSE:NSA), Offerpad Solutions Inc. (NYSE:OPAD), Phillips Edison & Co Inc. (NASDAQ:PECO), SmartRent, Inc. (NYSE:SMRT)

Banks

August 01, 2022

Buy ($175)

Companies covered: First Interstate BancSystem, Inc. (NASDAQ:FIBK), Comerica Incorporated (NYSE:CMA), Wintrust Financial Corporation (NASDAQ:WTFC), SVB Financial Group (NASDAQ:SIVB), Zions Bancorporation (NASDAQ:ZION), Preferred Bank (NASDAQ:PFBC), Heritage Commerce Corp (NASDAQ:HTBK), Columbia Banking System, Inc. (NASDAQ:COLB), Umpqua Holdings Corporation (NASDAQ:UMPQ), Heritage Financial Corporation (NASDAQ:HFWA), Mitsubishi UFJ Financial Group Inc. (NYSE:MUFG), Silvergate Capital Corp. (NYSE:SI), Customers Bancorp, Inc (NYSE:CUBI), Triumph Bancorp, Inc. (NASDAQ:TBK), BM Technologies, Inc. (NYSEAMERICAN:BMTX), Meta Platforms Inc. (NASDAQ:META), Uber Technologies (NYSE:UBER), Lyft (NASDAQ:LYFT), Spotify Technology SA (NYSE:SPOT), Shopify (NYSE:SHOP), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Bridgewater Bancshares (NASDAQ:BWB), HomeStreet, Inc. (NASDAQ:HMST), New York Community Bancorp, Inc. (NYSE:NYCB), Axos Financial, Inc. (NYSE:AX), Capital Bancorp Inc. (NASDAQ:CBNK)

Financial Services

June 23, 2022

Buy ($175)

Companies covered: Apollo Global Management, LLC (NYSE:APO), Blackstone Inc. (NYSE:BX), KKR & Co Inc. (NYSE:KKR), Truist Financial Corp. (NYSE:TFC), PNC Financial Services Group, Inc. (The) (NYSE:PNC), U.S. Bancorp (NYSE:USB), Citigroup Inc. (NYSE:C), JPMorgan Chase & Co. (NYSE:JPM), Morgan Stanley (NYSE:MS), Wells Fargo & Company (NYSE:WFC), Goldman Sachs Group, Inc. (The) (NYSE:GS), Invesco Ltd. (NYSE:IVZ), BlackRock, Inc. (NYSE:BLK), Paypal Holdings Inc (NASDAQ:PYPL), Block Inc. (NYSE:SQ), Fidelity National Information Services, Inc. (NYSE:FIS), Global Payments Inc. (NYSE:GPN), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), State Street Corporation (NYSE:STT), Apple Inc. (NASDAQ:AAPL), T. Rowe Price Group, Inc. (NASDAQ:TROW), Federated Hermes Inc. (NYSE:FHI), The Charles Schwab Corporation (NYSE:SCHW), CVS Health Corporation (NYSE:CVS), Anthem, Inc. (NYSE:ANTM), Humana Inc. (NYSE:HUM), Cigna Corporation (NYSE:CI), American Financial Group, Inc. (NYSE:AFG), Axis Capital Holdings Limited (NYSE:AXS), Ryan Specialty Holdings Inc. (NYSE:RYAN), Progressive Corporation (The) (NYSE:PGR), Allstate Corporation (The) (NYSE:ALL), RenaissanceRe Holdings Ltd. (NYSE:RNR), Apollo Investment Corporation (NASDAQ:AINV), Ares Capital Corporation (NASDAQ:ARCC), Barings BDC (NYSE:BBDC), Blackstone Secured Lending Fund (NYSE:BXSL), FS KKR Capital Corp. (NYSE:FSK), Owl Rock Capital Corp. (NYSE:ORCC), PennantPark Investment Corporation (NASDAQ:PNNT), Saratoga Investment Corp (NYSE:SAR), Hercules Capital Inc (NYSE:HTGC), Horizon Technology Finance Corporation (NASDAQ:HRZN), Runway Growth Finance Corp. (NASDAQ:RWAY), Trinity Capital Inc. (NASDAQ:TRIN), TriplePoint Venture Growth BDC Corp. (NYSE:TPVG), Ares Management Corp. (NYSE:ARES), Lucid Group Inc. (NASDAQ:LCID), Oscar Health Inc. (NYSE:OSCR), U.S. Global Investors, Inc. (NASDAQ:GROW)