Charles P. Pizzi

September 25, 2026

BDN Faces Dividend Trap Amid Higher For Long Rates. The two recent pieces note that BDN’s 14.78% dividend yield is among the highest in the REIT space. They warn that such high yields can be a trap when rates stay elevated, as rising borrowing costs can pressure net operating income. The articles suggest that BDN’s valuation may not be as attractive as the yield alone implies.

September 25, 2026

Mistras Group (MG) Enters $866M All‑Cash Deal with H.I.G. Capital. Mistras Group announced a definitive agreement to be acquired by affiliates of H.I.G. Capital in an all‑cash transaction valued at about $866 million, pricing the deal at $20.35 per share. The news lifted the shares, pushing the stock to its 52‑week high. At the same time, Mistras began using Sidetrade’s autonomous AI agents, which the company says will boost its digital capabilities. Together, the pending go‑private transaction and the AI adoption mark a significant shift in the company’s strategy.