Can AvalonBay's Portfolio Strength Offset Development Setbacks?

Key Takeaways AVB posted Q2 2025 core FFO of $2.82, up 1.8% and beating the consensus estimate.AVB lifted full-year outlook for same-store NOI, offset by delayed development occupancies.High supply in some markets and delayed development occupancies are likely to weigh on rent growth.AvalonBay Communities (AVB) is well-poised to gain from healthy renter demand for its residential properties in the high barrier-to-entry regions of the United States. The company’s efforts to leverage technology to drive margi ...