Company Performance - LXP Industrial reported quarterly funds from operations (FFO) of $0.16 per share, matching the Zacks Consensus Estimate and remaining unchanged from the previous year [1] - The company posted revenues of $88.86 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 4.14% and up from $86.25 million a year ago [2] - Over the last four quarters, LXP Industrial has not surpassed consensus FFO estimates, but it has topped revenue estimates three times [2][1] Stock Outlook - The immediate price movement of LXP Industrial's stock will largely depend on management's commentary during the earnings call and future FFO expectations [3][4] - LXP Industrial shares have declined approximately 2.8% since the beginning of the year, while the S&P 500 has decreased by 5.3% [3] - The current consensus FFO estimate for the upcoming quarter is $0.16 on revenues of $85.95 million, and for the current fiscal year, it is $0.63 on revenues of $345.85 million [7] Industry Context - The REIT and Equity Trust - Residential industry, to which LXP Industrial belongs, is currently ranked in the bottom 42% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in estimate revisions, which can impact LXP Industrial's performance [5][6]

分组1 - Independence Realty Trust (IRT) reported quarterly funds from operations (FFO) of $0.27 per share, missing the Zacks Consensus Estimate of $0.28 per share, and showing no change from the previous year's FFO of $0.27 per share [1] - The company posted revenues of $160.91 million for the quarter ended March 2025, which was 1.76% below the Zacks Consensus Estimate, compared to revenues of $160.33 million a year ago [2] - Over the last four quarters, the company has not surpassed consensus FFO estimates and has topped consensus revenue estimates only once [2] 分组2 - The stock's immediate price movement will depend on management's commentary on the earnings call and future FFO expectations [3] - Independence Realty Trust shares have declined approximately 2.1% since the beginning of the year, while the S&P 500 has decreased by 5.5% [3] - The current consensus FFO estimate for the coming quarter is $0.29 on revenues of $169.4 million, and for the current fiscal year, it is $1.18 on revenues of $684.57 million [7] 分组3 - The Zacks Industry Rank for REIT and Equity Trust - Residential is currently in the bottom 42% of over 250 Zacks industries, indicating potential challenges for the sector [8] - Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for Independence Realty Trust is mixed, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market [6]

分组1 - InvenTrust Properties Corp. reported quarterly funds from operations (FFO) of $0.46 per share, matching the Zacks Consensus Estimate and showing an increase from $0.44 per share a year ago [1] - The company posted revenues of $73.77 million for the quarter ended March 2025, which was 1.40% below the Zacks Consensus Estimate, compared to $66.8 million in the same quarter last year [2] - InvenTrust Properties shares have declined approximately 7.2% since the beginning of the year, while the S&P 500 has decreased by 5.5% [3] 分组2 - The current consensus FFO estimate for the upcoming quarter is $0.45, with expected revenues of $74.2 million, and for the current fiscal year, the estimate is $1.84 on revenues of $303.55 million [7] - The Zacks Industry Rank for REIT and Equity Trust - Other is in the bottom 36% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Host Hotels (HST) came out with quarterly funds from operations (FFO) of $0.64 per share, beating the Zacks Consensus Estimate of $0.56 per share. This compares to FFO of $0.60 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of 14.29%. A quarter ago, it was expected that this lodging real estate investment trust would post FFO of $0.40 per share when it actually produced FFO of $0.44, delivering a surprise of 10%.Over the last four qu ...

分组1 - AvalonBay Communities (AVB) reported quarterly funds from operations (FFO) of $2.83 per share, exceeding the Zacks Consensus Estimate of $2.80 per share, and up from $2.70 per share a year ago, representing an FFO surprise of 1.07% [1] - The company posted revenues of $745.88 million for the quarter ended March 2025, slightly missing the Zacks Consensus Estimate by 0.19%, compared to $712.86 million in the same quarter last year [2] - Over the last four quarters, AvalonBay has surpassed consensus FFO estimates three times and topped consensus revenue estimates two times [2] 分组2 - The stock has underperformed the market, losing about 5.8% since the beginning of the year, compared to the S&P 500's decline of 5.5% [3] - The current consensus FFO estimate for the coming quarter is $2.85 on revenues of $765.91 million, and for the current fiscal year, it is $11.41 on revenues of $3.07 billion [7] - The Zacks Industry Rank for REIT and Equity Trust - Residential is currently in the bottom 42% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Equinix (EQIX) came out with quarterly funds from operations (FFO) of $9.67 per share, beating the Zacks Consensus Estimate of $8.96 per share. This compares to FFO of $8.86 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of 7.92%. A quarter ago, it was expected that this data center operator would post FFO of $8.09 per share when it actually produced FFO of $7.92, delivering a surprise of -2.10%.Over the last four quarters, the compa ...

分组1 - Ventas reported quarterly funds from operations (FFO) of $0.84 per share, exceeding the Zacks Consensus Estimate of $0.82 per share, and up from $0.78 per share a year ago, representing an FFO surprise of 2.44% [1] - The company posted revenues of $1.36 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 4.08%, compared to $1.2 billion in the same quarter last year [2] - Ventas has outperformed the market with shares increasing about 17.4% since the beginning of the year, while the S&P 500 has declined by 5.5% [3] 分组2 - The current consensus FFO estimate for the coming quarter is $0.85 on revenues of $1.33 billion, and for the current fiscal year, it is $3.44 on revenues of $5.38 billion [7] - The estimate revisions trend for Ventas is favorable, leading to a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] - The REIT and Equity Trust - Other industry is currently in the bottom 36% of Zacks industries, which may impact stock performance [8]

Group 1: Financial Performance - VICI Properties Inc. reported quarterly funds from operations (FFO) of $0.58 per share, matching the Zacks Consensus Estimate and showing an increase from $0.56 per share a year ago [1] - The company posted revenues of $984.2 million for the quarter ended March 2025, slightly missing the Zacks Consensus Estimate by 0.14%, but up from $951.48 million year-over-year [2] - The current consensus FFO estimate for the upcoming quarter is $0.58 on revenues of $995.74 million, and for the current fiscal year, it is $2.33 on revenues of $3.99 billion [7] Group 2: Market Performance and Outlook - VICI Properties shares have increased approximately 10.4% since the beginning of the year, contrasting with a decline of -5.5% in the S&P 500 [3] - The estimate revisions trend for VICI Properties is currently favorable, leading to a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] - The outlook for the REIT and Equity Trust - Other industry is currently in the bottom 36% of Zacks industries, which may impact stock performance [8]

Group 1: Financial Performance - Mid-America Apartment Communities (MAA) reported quarterly funds from operations (FFO) of $2.20 per share, exceeding the Zacks Consensus Estimate of $2.16 per share, but down from $2.22 per share a year ago, representing an FFO surprise of 1.85% [1] - The company posted revenues of $549.3 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 0.36%, compared to year-ago revenues of $543.62 million [2] - Over the last four quarters, the company has surpassed consensus FFO estimates three times and topped consensus revenue estimates two times [2] Group 2: Stock Performance and Outlook - Mid-America Apartment Communities shares have increased approximately 1.9% since the beginning of the year, while the S&P 500 has declined by 5.5% [3] - The current consensus FFO estimate for the coming quarter is $2.18 on revenues of $555.56 million, and for the current fiscal year, it is $8.79 on revenues of $2.23 billion [7] - The estimate revisions trend for Mid-America Apartment Communities is mixed, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market in the near future [6] Group 3: Industry Context - The REIT and Equity Trust - Residential industry is currently in the bottom 42% of over 250 Zacks industries, suggesting that the outlook for the industry can significantly impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in estimate revisions, which can be tracked by investors [5]

2025 Paramount Group Investor Presentation A P R I L Cautionary Note on Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the federal securities laws. You can identify these statements by our use of the words "assumes," "believes," "estimates," "expects," "guidance," "intends," "plans," "projects" and similar expressions that do not relate to historical matters. You should exercise caution in interpreting and relying on forward-looking statements because ...