Despite ongoing headwinds in the office REIT sector, Paramount Group Inc. (NYSE: PGRE) is quietly building a recovery case. With premium office assets in New York City, San Francisco, and Washington, D.C., PGRE offers investors a value + income opportunity in a post-pandemic world where prime real estate remains scarce.

Why PGRE Could Be a Smart Contrarian Bet

• Undervalued vs. Book: PGRE trades at just ~0.6x price-to-book, far below the REIT average.

• Dividend Yield: Approx. 4.5% yield, backed by stable Funds From Operations (FFO).

• UBS Upgrade: On July 4, 2025, UBS rated PGRE’s outlook as "Positive" with a Hold recommendation — signaling cautious optimism.

UiPath presents a high-quality mid‑cap AI/automation play. It has the fundamentals—a fortress balance sheet, growing ARR, strategic positioning in RPA+AI—and operational leverage through partnerships and ecosystem credibility. However:

• It's still unprofitable, requiring further margins improvement to bridge the valuation gap.

• The technical catalyst (breakout above ~$13.35) hasn’t fully materialized, risk management is key.

• Analyst consensus is lukewarm, expecting modest upside.

Recommendation: For investors bullish on long-term AI-driven automation, a selective entry around $13–$13.50, with a tight stop-loss (e.g., ~$12), could be rewarded if UiPath delivers sustained growth and margin improvement. Conservative investors may prefer to wait for financials to shift profitable and for technical confirmation.

Why UiPath?

Why Synopsys is a Hidden Gem?

1. Growing in a High-Barriers Industry

• Synopsys is a leader in Electronic Design Automation (EDA), essential software for chip design. Their tools are integral to developing advanced AI and high-performance chips

• They're capitalizing on the AI chip boom—analysts attribute upside to strong demand, particularly outside China

2. Stellar Financial Profile