Latest news with #BaronRealEstateIncomeFund
Yahoo
12 hours ago
- Business
- Yahoo
Should You Invest in Host Hotels & Resorts (HST)?
Baron Funds, an investment management company, released its 'Baron Real Estate Income Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund decreased 0.23% (Institutional Shares) in the quarter compared to a 1.46% decline for the MSCI US REIT Index (the REIT Index). Since its inception on December 29, 2017, through June 30, 2025, the Fund achieved a cumulative return of 87.02%, more than double the 35.45% return of the REIT Index. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second-quarter 2025 investor letter, Baron Real Estate Income Fund highlighted stocks such as Host Hotels & Resorts, Inc. (NASDAQ:HST). Host Hotels & Resorts, Inc. (NASDAQ:HST) is a leading lodging real estate investment trust. The one-month return of Host Hotels & Resorts, Inc. (NASDAQ:HST) was 6.97%, and its shares lost 4.36% of their value over the last 52 weeks. On August 8, 2025, Host Hotels & Resorts, Inc. (NASDAQ:HST) stock closed at $15.35 per share, with a market capitalization of $10.69 billion. Baron Real Estate Income Fund stated the following regarding Host Hotels & Resorts, Inc. (NASDAQ:HST) in its second quarter 2025 investor letter: "In the most recent quarter, we acquired shares in Host Hotels & Resorts, Inc. (NASDAQ:HST), the world's largest lodging REIT. We have a favorable view of the company because it owns and operates a large portfolio of premier hotels in attractive geographic markets that should generate strong growth over time. Management maintains a strong and liquid investment grade balance sheet. We view the company's current valuation as compelling." A high-end hotel lobby, with modern furnishings, lush carpeting, and natural light. Host Hotels & Resorts, Inc. (NASDAQ:HST) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 32 hedge fund portfolios held Host Hotels & Resorts, Inc. (NASDAQ:HST) at the end of the first quarter, which was 24 in the previous quarter. While we acknowledge the potential of Host Hotels & Resorts, Inc. (NASDAQ:HST) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Host Hotels & Resorts, Inc. (NASDAQ:HST) and shared the list of best REIT stocks to buy. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
12 hours ago
- Business
- Yahoo
Here's What Will Boost Blackstone Mortgage Trust (BXMT)?
Baron Funds, an investment management company, released its 'Baron Real Estate Income Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund decreased 0.23% (Institutional Shares) in the quarter compared to a 1.46% decline for the MSCI US REIT Index (the REIT Index). Since its inception on December 29, 2017, through June 30, 2025, the Fund achieved a cumulative return of 87.02%, more than double the 35.45% return of the REIT Index. In addition, please check the fund's top five holdings to know its best picks in 2025. Shop Top Mortgage Rates Your Path to Homeownership A quicker path to financial freedom Personalized rates in minutes In its second-quarter 2025 investor letter, Baron Real Estate Income Fund highlighted stocks such as Blackstone Mortgage Trust, Inc. (NYSE:BXMT). Blackstone Mortgage Trust, Inc. (NYSE:BXMT) is a real estate finance company. The one-month return of Blackstone Mortgage Trust, Inc. (NYSE:BXMT) was -5.22%, and its shares gained 10.47% of their value over the last 52 weeks. On August 8, 2025, Blackstone Mortgage Trust, Inc. (NYSE:BXMT) stock closed at $18.88 per share, with a market capitalization of $3.239 billion. Baron Real Estate Income Fund stated the following regarding Blackstone Mortgage Trust, Inc. (NYSE:BXMT) in its second quarter 2025 investor letter: "Following encouraging meetings with the management team of Blackstone Mortgage Trust, Inc. (NYSE:BXMT), we have continued to acquire shares in this commercial mortgage REIT that is focused on real estate credit investments in North America and Europe. We believe the company benefits from several favorable attributes including its sponsorship by Blackstone Inc., the largest owner of commercial real estate globally, the company's global platform which provides access to a global pipeline of real estate credit, and the company's strong and liquid balance sheet. We will elaborate on the Fund's investment in Blackstone Mortgage Trust in future shareholder letters." An iconic skyline with one of the company's iconic REITs in the foreground. Blackstone Mortgage Trust, Inc. (NYSE:BXMT) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 24 hedge fund portfolios held Blackstone Mortgage Trust, Inc. (NYSE:BXMT) at the end of the first quarter, which was 21 in the previous quarter. While we acknowledge the potential of Blackstone Mortgage Trust, Inc. (NYSE:BXMT) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Blackstone Mortgage Trust, Inc. (NYSE:BXMT) and shared the list of most undervalued REIT stocks to invest in. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
12 hours ago
- Business
- Yahoo
Is Iron Mountain Incorporated (IRM) Trading at a Compelling Valuation Level?
Baron Funds, an investment management company, released its 'Baron Real Estate Income Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund decreased 0.23% (Institutional Shares) in the quarter compared to a 1.46% decline for the MSCI US REIT Index (the REIT Index). Since its inception on December 29, 2017, through June 30, 2025, the Fund achieved a cumulative return of 87.02%, more than double the 35.45% return of the REIT Index. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second-quarter 2025 investor letter, Baron Real Estate Income Fund highlighted stocks such as Iron Mountain Incorporated (NYSE:IRM). Iron Mountain Incorporated (NYSE:IRM) provides storage and information management solutions. The one-month return of Iron Mountain Incorporated (NYSE:IRM) was 8.00%, and its shares lost 17.03% of their value over the last 52 weeks. On August 8, 2025, Iron Mountain Incorporated (NYSE:IRM) stock closed at $90.16 per share, with a market capitalization of $26.629 billion. Baron Real Estate Income Fund stated the following regarding Iron Mountain Incorporated (NYSE:IRM) in its second quarter 2025 investor letter: "In the second quarter, we acquired shares of Iron Mountain Incorporated (NYSE:IRM) at what we believe was a compelling valuation level. Iron Mountain offers records storage management along with an evolving fast-growing data center segment. We have met with CFO Barry Hytinen and remain encouraged by the company's prospects to grow overall cash flow by approximately 10% and by high single digits on a per share basis over the next several years. Growth is underpinned by predictable and stable growth in its core records management business while outsized growth is driven by its data center business, which has visibility to more than the triple operational capacity from today's in place base. A storage facility with boxes and shelves to store records, representing the company's secure records storage. Iron Mountain Incorporated (NYSE:IRM) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 40 hedge fund portfolios held Iron Mountain Incorporated (NYSE:IRM) at the end of the first quarter, which was 40 in the previous quarter. While we acknowledge the potential of Iron Mountain Incorporated (NYSE:IRM) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Iron Mountain Incorporated (NYSE:IRM) and shared the list of stocks Jim Cramer put under the microscope. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
12 hours ago
- Business
- Yahoo
Here's Why SmartStop Self Storage REIT (SMA) Surged in Q2
Baron Funds, an investment management company, released its 'Baron Real Estate Income Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund decreased 0.23% (Institutional Shares) in the quarter compared to a 1.46% decline for the MSCI US REIT Index (the REIT Index). Since its inception on December 29, 2017, through June 30, 2025, the Fund achieved a cumulative return of 87.02%, more than double the 35.45% return of the REIT Index. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second-quarter 2025 investor letter, Baron Real Estate Income Fund highlighted stocks such as SmartStop Self Storage REIT, Inc. (NYSE:SMA). SmartStop Self Storage REIT, Inc. (NYSE:SMA) is a self-storage Real Estate Investment Trust. The one-month return of SmartStop Self Storage REIT, Inc. (NYSE:SMA) was -6.60%, and its shares lost 6.98% of their value over the last 3 months. On August 8, 2025, SmartStop Self Storage REIT, Inc. (NYSE:SMA) stock closed at $33.98 per share, with a market capitalization of $1.055 billion. Baron Real Estate Income Fund stated the following regarding SmartStop Self Storage REIT, Inc. (NYSE:SMA) in its second quarter 2025 investor letter: "In the second quarter, the Fund acquired shares in SmartStop Self Storage REIT, Inc. (NYSE:SMA), a self-storage REIT that owns a portfolio of 171 properties across 22 states and 3 provinces in Canada. Please see the 'Top net purchases' section later in this letter for an explanation of why we are excited about our investment in the company. Aerial view of a thriving self-storage facility, showcasing the company's expertise in acquisition and development. SmartStop Self Storage REIT, Inc. (NYSE:SMA) is not on our list of 30 Most Popular Stocks Among Hedge Funds. While we acknowledge the potential of SmartStop Self Storage REIT, Inc. (NYSE:SMA) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered SmartStop Self Storage REIT, Inc. (NYSE:SMA) and shared the list of best small company stocks to invest in. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
