==Healthpeak Properties (DOC) is spinning off Janus Living

 Healthpeak Properties is spinning off its senior housing portfolio into Janus Living, a new pure-play REIT, aiming to unlock value and capitalize on robust demographic trends.

Janus Living prices upsized 42.0 mln share IPO at $20/share, the high end of the $18-$20 expected price range

Janus Living's IPO is set to raise $703 million at a price range of $18 to $20 per share, with Healthpeak retaining a substantial 85.3% economic interest.

The senior housing sector is experiencing a "silver tsunami" of demand from the rapidly growing and wealthier 80+ population, coupled with historically low new supply, driving occupancy and pricing power.

Healthpeak Properties (DOC), a diversified healthcare REIT, is making a strategic move by carving out its senior housing portfolio into a new, standalone publicly traded REIT named Janus Living. This initial public offering (IPO) is designed to unlock value that Healthpeak believes has been undervalued within its broader portfolio, allowing both entities to pursue more focused growth strategies. The IPO terms indicate Janus Living plans to raise $703 million by offering 37 million shares at an expected price range of $18 to $20 per share, with cornerstone investors committing to purchase $300 million worth of shares.

Janus Living is set to be the only U.S. publicly traded REIT focused exclusively on the senior housing sector, with its entire portfolio owned and operated under RIDEA (REIT Investment Diversification and Empowerment Act) structures. This means the company derives operating income directly from resident-paid services, rather than relying solely on government reimbursement programs, offering a more direct exposure to the operational upside of its properties. The new entity will manage a portfolio of 34 senior living communities totaling 10,422 units across 10 states, primarily concentrated in high-demand markets like Florida and Texas.

Currently, approximately 14.7 million Americans are 80 or older. This number is projected to surge by 28% to roughly 18.8 million by 2030, and then climb another 55% to nearly 23 million by 2035. This represents a long-term structural shift, creating sustained demand that is largely insulated from short-term economic fluctuations. The sheer scale of this demographic wave provides a powerful tailwind for senior housing operators and investors.

==Swarmer (SWMR) began trading on the Nasdaq on Tue 17 March 26

Swarmer makes drone-autonomy software, enabling drones to swarm, and helping operators control dozens or hundreds of drones simultaneously—making it difficult to disable the entire swarm by taking out a single drone.

The company’s technology has been deployed in Ukraine since 2023, where it has supported more than 100,000 combat missions.

• Founded 2023
• Headquarters: Austin, Texas
• Employees: 49
• getswarmer.com

Drone-tech firm Swarmer Inc. (Nasdaq: SWMR), which boasts Blackwater founder and industry veteran Erik Prince as its non-executive chairman, saw its shares rise as much as 700% in late trade Tuesday after pricing at $5 each the night before.

The company is building a software-first, AI enabled, autonomy and coordination platform for scaled unmanned combat operations. While it may sound like the script from a Terminator movie, the technology is no fantasy and in fact has already been combat tested in Ukraine since 2023 with tens of thousands of missions in the books. Currently, 42 armed forces use Swarmer for 300+ missions daily.

2026 is set to be an inflection year for the innovator, headquartered in Texas with an expected top line of approximately $20 million. Firm commitments of $16.3 million from executed contracts offer dependable visibility into earnings potential over the next 12-24 months. With strong tailwinds in place for defense equities and SWMR approaching its first revenue inflection point, the timing looks right.

Swarmer is still a small company competing with everyone from privately held drone vendors such as Shield AI and Anduril, as well as defense contractors such as Northrop Grumman (NOC) and Lockheed Martin (LMT).

Ukraine has been at the forefront of drone warfare, serving as the testing ground for the most innovative and ground-breaking battlefield technologies. Its defense industry has rapidly expanded in response to the unprecedented scale of the conflict: in 2025 alone, Ukraine is slated to deploy close to 5,000,000 drones into active combat. This monumental scale, paired with an agility in procurement rarely seen in the defense industry, accelerates innovation and growth.

Payoneer Global (PAYO) : 5-year performance

• Sector: Technology
• Industry: Software - Infrastructure
• Full Time Employees: 2,540
• Founded in 2005 
• Headquartered in New York, New York
• https://www.payoneer.com

Payoneer Global Inc. (NASDAQ: PAYO) went public in 2021 via a SPAC merger rather than a traditional IPO.

• The company announced its merger agreement with FTAC Olympus Acquisition Corp. (a special purpose acquisition company, or SPAC) in early February 2021, valuing Payoneer at approximately $3.3 billion.
• The deal closed, and Payoneer began trading on the Nasdaq under the ticker PAYO on June 28, 2021.
• On its debut trading day, shares closed slightly lower (about 1.5% down), resulting in a market cap of just over $3.5 billion.

Payoneer is a fintech company specializing in cross-border payments, enabling small and medium-sized businesses (SMBs) to send/receive payments globally, handle payouts, and manage multi-currency accounts.

Recent performance and outlook (from Q4/full-year 2025 results reported in February 2026):

• 2025 revenue reached about $1.05 billion, with 14% growth in core revenue (excluding interest income) and strong B2B growth (~28%).
• The company reported profitability improvements.
• 2026 guidance includes revenue of $1.09–$1.13 billion (around 12% midpoint growth in core metrics), with a focus on high-margin upmarket shifts (serving larger SMBs/SMEs), product expansions (e.g., B2B/AP solutions), and initiatives like stablecoin integration and pursuing a U.S. banking charter/trust for stablecoin services.
• Analysts' 1-year price targets averaged around $7.71 (suggesting potential upside from current levels), though short-term headwinds (e.g., lower interest income) have pressured the stock.