NYSE:REXR
NYSE:REXRIndustrial REITs

Did Rexford’s (REXR) Bold Repurchase Plan and Leasing Surge Just Shift Its Investment Narrative?

Rexford Industrial Realty recently announced robust third-quarter leasing activity, a 30% jump in rental rates, higher portfolio occupancy, new property sales, and the launch of a US$500 million share repurchase program, replacing a prior US$300 million authorization. The company also repurchased 2.7 million shares for US$100 million, repaid US$100 million in debt with cash on hand, and will participate in the Bank of America Securities 2025 Global Real Estate Conference on September 10,...
NYSE:ARES
NYSE:ARESCapital Markets

Will Anup Agarwal’s Appointment Shift Ares Management's (ARES) Insurance Asset Management Growth Narrative?

In September 2025, Ares Management Corporation announced that Anup Agarwal joined as Partner and Head and Chief Investment Officer of Ares Insurance Solutions, bringing over 25 years of investment leadership and experience managing large insurance portfolios. This leadership change is set to impact Ares' insurance asset management capabilities, with Agarwal expected to play a central role in growing third-party insurance asset management and origination alongside newly appointed and...
NYSE:NKE
NYSE:NKELuxury

How Nike's Ongoing Restructuring and Layoffs Could Shape the Investment Case for NKE

In recent days, Nike announced another round of layoffs impacting less than 1% of its corporate staff as part of its ongoing 'Win Now' restructuring plan under CEO Elliott Hill. This development follows Nike posting lower revenue and net income, yet both metrics surpassed analyst expectations amid continued efforts to reshape its operations. We’ll explore how Nike’s acceleration of its restructuring initiatives could influence its investment narrative and future performance prospects. This...