REITs have, in general, not done all that well the past 2 years. I've also been rotating many of my positions at what I considered to be peak valuations at the time. In some cases, I argue I got out "just in time", or Analyst's Disclosure: I/we have a beneficial long position in the shares of O either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business ...

The upcoming report from Kimco Realty (KIM) is expected to reveal quarterly earnings of $0.44 per share, indicating an increase of 4.8% compared to the year-ago period. Analysts forecast revenues of $537.59 million, representing an increase of 2.3% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.3% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a compa ...

Kimco Realty Corporation (NYSE:KIM) is one of Goldman Sachs’ top REIT stock picks. On January 28, Kimco Realty Corporation (NYSE:KIM) confirmed that Kathleen Thayer will assume the role of Executive Vice President, Treasurer, and Chief Accounting Officer, effective April 1, 2026. Kimco Realty Corporation (KIM) Positions for Long-Term Stability Amid Mixed REIT Sector Signals Studio Grand Ouest/Shutterstock.com On January 20, Truist analyst Ki Bin Kim trimmed his price target on Kimco Realty to $22 from $ ...

Jericho, New York-based Kimco Realty Corporation (KIM) is a real estate investment trust and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties. Valued at a market cap of $13.9 billion, the company’s portfolio is strategically concentrated in the first-ring suburbs of the top major metropolitan markets. This retail REIT has lagged behind the broader market over the past 52 weeks. Shares of KIM have declined 7.6% over this time frame, while the ...

Core Insights - The retail REIT sector is showing signs of stabilization and improvement, with expectations to surpass Q4 2025 earnings estimates due to steady consumer demand and limited supply growth [2][4][6] Retail REIT Performance - Key retail REITs such as Simon Property Group, Regency Centers, Kimco Realty, and Federal Realty Investment Trust are set to report their Q4 results, reflecting the market conditions from late 2025 [3][4] - Cushman & Wakefield's report indicates a positive net absorption of approximately 3.4 million square feet in Q4 2025, marking the strongest quarterly improvement since Q4 2023 [5] Market Conditions - National retail vacancy rates are at 5.7%, indicating tight conditions compared to historical norms, with limited new supply stabilizing occupancy rates [4][6] - Retail real estate fundamentals are expected to maintain steady performance, with vacancy rates projected to remain below 6% into 2026 and rent growth anticipated in the 2-2.5% range [6] Company-Specific Insights - **Simon Property Group**: Expected to report revenues of $1.63 billion for Q4 2025, reflecting a 2.84% year-over-year increase, with a focus on high-quality assets and omnichannel integration [10][11] - **Regency Centers**: Anticipated to report revenues of $398.94 million, a 7.09% increase year-over-year, supported by a well-located portfolio and strong demand for grocery-anchored shopping centers [12][13] - **Kimco Realty**: Projected revenues of $537.59 million for Q4 2025, indicating a 2.32% year-over-year increase, benefiting from a diverse tenant base and focus on mixed-use developments [15][16] - **Federal Realty**: Expected to report revenues of $328.96 million, a 5.63% increase year-over-year, driven by improving demand for premium retail assets and strategic acquisitions [18][19]

Core Viewpoint - Kimco Realty announced the 2025 tax treatment of its common and preferred stock dividend distributions, detailing the allocations for investors [1][2][3][4]. Common Stock Dividend Summary - The total distribution for common shares in 2025 is $1.010000 per share, with the following breakdown: - Ordinary Income: $0.989238 - Capital Gains: $0.005442 - Qualified Dividends: $0.983796 - Non-Qualified Dividends: $0.005721 - The dividends are scheduled for four payments of $0.250000 each for the first three quarters and $0.260000 for the fourth quarter [1]. Preferred Stock Dividend Summary - **Preferred Series L**: Total distribution of $1.281240 per share, with ordinary income of $1.262052 and qualified dividends of $1.255108 [2]. - **Preferred Series M**: Total distribution of $1.312520 per share, with ordinary income of $1.292860 and qualified dividends of $1.285748 [3]. - **Preferred Series N**: Total distribution of $3.625000 per share, with ordinary income of $3.570708 and qualified dividends of $3.551064 [4]. Company Overview - Kimco Realty is a leading REIT focused on high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the U.S. - The company owns interests in 564 shopping centers and mixed-use assets, totaling 100 million square feet of gross leasable space as of September 30, 2025 [5].

Core Viewpoint - Kimco Realty has appointed David Jamieson to its Board of Directors, expanding the board to ten members, effective January 19, 2026 [1][2]. Company Overview - Kimco Realty (NYSE: KIM) is a real estate investment trust (REIT) focused on owning and operating high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the U.S. [5] - The company's portfolio includes 564 shopping centers and mixed-use assets, totaling 100 million square feet of gross leasable space as of September 30, 2025 [5]. Leadership and Experience - David Jamieson has been with Kimco since 2007 and has served as Executive Vice President and Chief Operating Officer since February 2017 [2]. - His previous roles include Executive Vice President of Asset Management and Operations, Vice President of Asset Management and Leasing, and Director of Real Estate for the Western Region [2]. - Jamieson is a voting member of the Investment Committee, which oversees new investments, development projects, and property dispositions [2]. Strategic Contributions - As COO, Jamieson has been pivotal in developing value creation strategies and leading the company's redevelopment and mixed-use platform [2]. - He is also involved in shaping the company's Corporate Responsibility strategy with a focus on long-term sustainability [2]. Board Member Insights - Richard B. Saltzman, Chairman of the Board, expressed enthusiasm for Jamieson's appointment, highlighting his contributions to Kimco's operational performance and the importance of his expertise for the company's future [3]. - Conor Flynn, CEO, noted Jamieson's respect within the industry and his expected positive impact on the board [3]. Future Focus - Jamieson expressed his commitment to generating shareholder value and continuing to focus on operational execution while contributing to the company's long-term success [4].

Kimco Realty Corporation (NYSE:KIM) is one of the most favored real estate investment trusts according to Hedge Funds. On January 13, Barclays analyst Richard Hightower reiterated his optimism for Kimco Realty Corporation (NYSE:KIM). He assigned an Overweight rating to the stock and lowered his target price from $27 to $25. Despite the revision, he still sees an upside of around 19%. Hightower’s rating is part of Barclays’ broader adjustments to their 2026 outlook for real estate investment trusts. The ...

Industry Overview - The U.S. real estate market is normalizing in 2025 after volatility in the previous two years, with Fed's three consecutive rate cuts boosting investor motivation [1] - Morgan Stanley's 2026 outlook emphasizes that sector-specific and asset-level drivers will dominate market dynamics, predicting increased transaction activity due to demand-supply imbalances and favorable credit conditions [2] - Fitch Ratings provides a neutral outlook for U.S. equity REITs in 2026, noting financial discipline and encouraging fundamentals, with most REITs trading at discounts to their net asset values [4] Investment Opportunities - Real estate investment trusts (REITs) are making it easier for retail investors to access diverse real estate segments, appealing to those seeking frequent income and unique property types [3] - A methodology for identifying favored REITs includes screening U.S.-listed REITs with market capitalizations above $2 billion and excluding those with share prices below $5, focusing on stocks with at least 5% upside potential [7][8] Specific REIT Analysis - Independence Realty Trust (NYSE:IRT) has a share price of $17.26 with a potential upside of 18.4%, supported by 27 hedge fund holders [10] - Analysts maintain a positive outlook for IRT, with target price revisions indicating upside potential of 27.5% and 16% from different analysts, driven by expected improvements in lease rates and easing supply-side conditions [11][12] - Kimco Realty Corporation (NYSE:KIM) has a share price of $21.06 and a potential upside of 12.2%, also backed by 27 hedge fund holders [14] - Analysts express optimism for KIM, with target price adjustments suggesting upside potential of around 19% and 23.5%, supported by positive forecasts for various property types [15][16]

Core Viewpoint - Morgan Stanley has increased the price target for Kimco Realty (KIM) to $23.50 from $22 while maintaining an Equal Weight rating on the shares following an update to its FY25 FFO per share estimate [1] Group 1 - Morgan Stanley raised the price target for Kimco Realty to $23.50 [1] - The previous price target was $22 [1] - The rating on the shares remains Equal Weight [1] Group 2 - The update was based on a revision of the FY25 FFO per share estimate [1]