Core Viewpoint - Equity Residential (EQR) reported quarterly funds from operations (FFO) of $0.99 per share, matching the Zacks Consensus Estimate and showing an increase from $0.97 per share a year ago [1] - The company’s revenues for the quarter ended June 2025 were $768.83 million, slightly missing the Zacks Consensus Estimate by 0.06%, but up from $734.16 million year-over-year [2] Group 1: Financial Performance - The FFO of $0.99 per share is consistent with the previous quarter's expectations, where the company had a surprise of +2.15% by reporting $0.95 instead of the expected $0.93 [1] - Over the last four quarters, Equity Residential has exceeded consensus FFO estimates only once [1] - The company has surpassed consensus revenue estimates two times in the last four quarters [2] Group 2: Market Performance - Equity Residential shares have declined approximately 12.6% since the beginning of the year, contrasting with the S&P 500's gain of 6.1% [3] - The outlook for the stock's immediate price movement will largely depend on management's commentary during the earnings call [3] Group 3: Future Expectations - The current consensus FFO estimate for the upcoming quarter is $1.00, with projected revenues of $777.83 million, and for the current fiscal year, the estimate is $3.97 on $3.09 billion in revenues [7] - The estimate revisions trend for Equity Residential was favorable prior to the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Group 4: Industry Context - The REIT and Equity Trust - Residential industry is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Viewpoint - Xenia Hotels & Resorts reported strong quarterly funds from operations (FFO) of $0.57 per share, exceeding the Zacks Consensus Estimate of $0.43 per share and showing an increase from $0.52 per share a year ago [1][2] Financial Performance - The FFO surprise for the quarter was +32.56%, with the company previously expected to post $0.42 per share but actually producing $0.51, resulting in a surprise of +21.43% [2] - Revenues for the quarter ended June 2025 were $287.58 million, surpassing the Zacks Consensus Estimate by 5.23% and up from $272.9 million year-over-year [3] - Over the last four quarters, the company has exceeded consensus FFO and revenue estimates three times [3] Market Performance - Xenia Hotels & Resorts shares have declined approximately 14.5% since the beginning of the year, contrasting with the S&P 500's gain of 7.8% [4] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The current consensus FFO estimate for the upcoming quarter is $0.22 on revenues of $241.2 million, and for the current fiscal year, it is $1.56 on revenues of $1.07 billion [8] - The outlook for the industry, particularly the REIT and Equity Trust - Other sector, is favorable, ranking in the top 38% of over 250 Zacks industries [9]

分组1 - Braemar Hotels & Resorts reported quarterly funds from operations (FFO) of $0.09 per share, missing the Zacks Consensus Estimate of $0.12 per share, and down from $0.1 per share a year ago, representing an FFO surprise of -25.00% [1] - The company posted revenues of $179.08 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 7.36%, but down from year-ago revenues of $187.59 million [2] - Over the last four quarters, Braemar Hotels & Resorts has surpassed consensus revenue estimates three times [2] 分组2 - The stock has underperformed, losing about 24.7% since the beginning of the year compared to the S&P 500's gain of 8.2% [3] - The current consensus FFO estimate for the coming quarter is -$0.11 on $144 million in revenues, and for the current fiscal year, it is $0.44 on $697.1 million in revenues [7] - The Zacks Industry Rank for REIT and Equity Trust - Other is currently in the top 36% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Core Insights - Park Hotels & Resorts reported quarterly funds from operations (FFO) of $0.64 per share, exceeding the Zacks Consensus Estimate of $0.57 per share, but slightly down from $0.65 per share a year ago, indicating a FFO surprise of +12.28% [1] - The company posted revenues of $672 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 0.16% and down from $686 million year-over-year [2] - Park Hotels & Resorts shares have declined approximately 23.2% year-to-date, contrasting with the S&P 500's gain of 8.2% [3] Company Performance - Over the last four quarters, Park Hotels & Resorts has surpassed consensus FFO estimates two times and topped consensus revenue estimates two times [2] - The current consensus FFO estimate for the upcoming quarter is $0.46 on revenues of $639.21 million, and for the current fiscal year, it is $1.94 on revenues of $2.58 billion [7] Industry Context - The REIT and Equity Trust - Other industry, to which Park Hotels & Resorts belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in estimate revisions, which can impact investor sentiment and stock performance [5]

Omega Healthcare Investors (OHI) came out with quarterly funds from operations (FFO) of $0.77 per share, beating the Zacks Consensus Estimate of $0.75 per share. This compares to FFO of $0.71 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an FFO surprise of +2.67%. A quarter ago, it was expected that this health care real estate investment trust would post FFO of $0.75 per share when it actually produced FFO of $0.75, delivering no surprise. Over t ...

分组1 - Cousins Properties reported quarterly funds from operations (FFO) of $0.7 per share, matching the Zacks Consensus Estimate, and an increase from $0.68 per share a year ago [1] - The company posted revenues of $237.72 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.97%, but up from $211.47 million year-over-year [2] - Cousins Properties shares have underperformed the market, losing about 11.2% since the beginning of the year compared to the S&P 500's gain of 8.2% [3] 分组2 - The current consensus FFO estimate for the coming quarter is $0.67 on revenues of $240.06 million, and for the current fiscal year, it is $2.80 on revenues of $968.54 million [7] - The Zacks Industry Rank for REIT and Equity Trust - Other is in the top 36% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] - The estimate revisions trend for Cousins Properties was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it will perform in line with the market [6]

分组1 - CubeSmart reported quarterly funds from operations (FFO) of $0.65 per share, exceeding the Zacks Consensus Estimate of $0.63 per share, and showing a slight increase from $0.64 per share a year ago, resulting in an FFO surprise of +3.17% [1] - The company achieved revenues of $282.3 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.91%, compared to $266.21 million in the same quarter last year [2] - Over the last four quarters, CubeSmart has surpassed consensus FFO estimates two times and topped consensus revenue estimates three times [2] 分组2 - The stock's immediate price movement will depend on management's commentary during the earnings call and the sustainability of FFO expectations [3][4] - CubeSmart shares have underperformed the market, losing about 4% since the beginning of the year, while the S&P 500 has gained 8.2% [3] - The current consensus FFO estimate for the coming quarter is $0.65 on revenues of $279.89 million, and for the current fiscal year, it is $2.58 on revenues of $1.1 billion [7] 分组3 - The Zacks Industry Rank indicates that the REIT and Equity Trust - Other industry is currently in the top 36% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this 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]

Financial Performance - Healthcare Realty Trust (HR) reported quarterly funds from operations (FFO) of $0.41 per share, exceeding the Zacks Consensus Estimate of $0.40 per share, and up from $0.38 per share a year ago, representing an FFO surprise of +2.50% [1] - The company posted revenues of $297.5 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 0.3%, and down from year-ago revenues of $316.32 million [2] - Over the last four quarters, the company has surpassed consensus FFO estimates three times and topped consensus revenue estimates two times [2] Market Performance - Healthcare Realty Trust shares have declined approximately 8.2% since the beginning of the year, while the S&P 500 has gained 8.2% [3] - The current consensus FFO estimate for the coming quarter is $0.40 on revenues of $299.89 million, and for the current fiscal year, it is $1.58 on revenues of $1.2 billion [7] Industry Outlook - The REIT and Equity Trust - Other industry is currently in the top 36% of over 250 Zacks industries, indicating a favorable outlook as the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Group 1 - American Homes 4 Rent (AMH) reported quarterly funds from operations (FFO) of $0.47 per share, exceeding the Zacks Consensus Estimate of $0.46 per share, and up from $0.45 per share a year ago, representing an FFO surprise of +2.17% [1] - The company posted revenues of $457.5 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.19%, compared to year-ago revenues of $423.49 million [2] - Over the last four quarters, American Homes 4 Rent has surpassed consensus FFO estimates three times and topped consensus revenue estimates four times [2] Group 2 - The stock's immediate price movement will depend on management's commentary on the earnings call and future FFO expectations [3] - American Homes 4 Rent shares have underperformed the market, losing about 5.8% since the beginning of the year, while the S&P 500 gained 8.2% [3] - The current consensus FFO estimate for the coming quarter is $0.46 on revenues of $464.15 million, and for the current fiscal year, it is $1.85 on revenues of $1.82 billion [7] Group 3 - The Zacks Industry Rank indicates that the REIT and Equity Trust - Residential sector is currently in the top 39% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this category [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 American Homes 4 Rent was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6]

Core Viewpoint - Camden (CPT) reported quarterly funds from operations (FFO) of $1.7 per share, exceeding the Zacks Consensus Estimate of $1.69 per share, although slightly down from $1.71 per share a year ago [1][2] Financial Performance - Camden's FFO surprise for the quarter was +0.59%, and it has surpassed consensus FFO estimates in all four of the last quarters [1][2] - The company posted revenues of $396.51 million for the quarter ended June 2025, which is a 2.5% increase from $387.15 million year-over-year and surpassed the Zacks Consensus Estimate by 0.68% [2] - The current consensus FFO estimate for the upcoming quarter is $1.68 on revenues of $396.36 million, while the estimate for the current fiscal year is $6.82 on revenues of $1.58 billion [7] Market Performance - Camden shares have declined approximately 3.4% since the beginning of the year, contrasting with the S&P 500's gain of 8.2% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [6] Industry Outlook - The REIT and Equity Trust - Residential industry, to which Camden belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in estimate revisions, which can be tracked by investors [5]