Company Overview - Host Hotels & Resorts, Inc. (HST) is a lodging real estate investment trust with a market cap of $12.8 billion, owning a diversified portfolio of luxury and upper-upscale hotels [1] Earnings Expectations - HST is scheduled to announce its fiscal Q4 earnings for 2025 on February 18, with analysts expecting an FFO of $0.47 per share, a 6.8% increase from $0.44 per share in the same quarter last year [2] - For the current fiscal year ending in December, analysts project an FFO of $2.06 per share, up 4.6% from $1.97 per share in fiscal 2024, while EPS is expected to decline by 1% year-over-year to $2.04 in fiscal 2026 [3] Recent Performance - HST's stock has gained 10.9% over the past 52 weeks, underperforming the S&P 500 Index's 13.7% return but outperforming the State Street Real Estate Select Sector SPDR ETF's 1% increase during the same period [4] - The company reported Q3 results on November 5, with revenue growing to $1.3 billion, aligning with consensus estimates, while adjusted FFO declined 2.8% year-over-year to $0.35, exceeding analyst expectations of $0.33 [5] Analyst Ratings - Wall Street analysts have a "Moderate Buy" rating on HST, with nine recommending "Strong Buy," one suggesting "Moderate Buy," and nine advising "Hold," with a mean price target of $19.91 indicating marginal potential upside [6]

Prologis Park Bottrop, Bottrop, Germany FOURTH QUARTER 2025 Prologis Supplemental Information Unaudited Contents Q4 2025 Supplemental Highlights Financial Information Operations Capital Deployment Strategic Capital Capitalization Notes and Definitions 35 Notes and Definitions 1 Company Profile 2 Company Performance 4 Prologis Leading Indicators and Proprietary Metrics 5 Guidance 6 Consolidated Balance Sheets 7 Consolidated Statements of Income 8 Reconciliations of Net Earnings to FFO 9 Reconciliations of Ne ...

Core Viewpoint - Realty Income Corporation is a significant player in the real estate sector, focusing on single-tenant retail properties and is expected to announce its fiscal fourth-quarter earnings for 2025 soon [1] Financial Performance - Analysts anticipate Realty Income to report a Funds From Operations (FFO) of $1.08 per share for the upcoming quarter, reflecting a 2.9% increase from $1.05 per share in the same quarter last year [2] - For the full fiscal year, the expected FFO per share is $4.26, which is a 1.7% increase from $4.19 in fiscal 2024, with projections of $4.42 per share in fiscal 2026, indicating a year-over-year growth of 3.8% [3] Stock Performance - Over the past 52 weeks, Realty Income's stock has increased by 12.5%, underperforming the S&P 500 Index's 16.9% gains but outperforming the Real Estate Select Sector SPDR Fund's 2.7% gains [4] - Following the Q3 results announcement on November 3, 2025, the stock closed down by 3.5%, despite reporting an adjusted FFO per share of $1.08, which exceeded Wall Street's expectations of $1.07, and revenue of $1.5 billion, surpassing forecasts of $1.4 billion [5] Analyst Ratings - The consensus opinion among analysts on Realty Income stock is cautious, with a "Hold" rating overall; out of 24 analysts, three recommend a "Strong Buy," one a "Moderate Buy," 19 a "Hold," and one a "Strong Sell" [6] - The average analyst price target for Realty Income is $62.54, suggesting a potential upside of 1.8% from current levels [6]

Core Viewpoint - VICI Properties Inc. is a leading experiential real estate investment trust with a market cap of $31 billion, owning iconic gaming and entertainment destinations in Las Vegas, and is set to announce its fiscal fourth-quarter earnings for 2025 on February 25, 2025 [1]. Financial Performance - Analysts expect VICI to report a Funds From Operations (FFO) of $0.60 per share for the upcoming quarter, reflecting a 5.3% increase from $0.57 per share in the same quarter last year [2]. - For the full fiscal year, the expected FFO per share is $2.37, which is a 4.9% increase from $2.26 in fiscal 2024, with projections of $2.45 per share in fiscal 2026, indicating a year-over-year growth of 3.4% [3]. Stock Performance - Over the past 52 weeks, VICI stock has underperformed the S&P 500 Index, which gained 16.9%, with VICI shares down 1% during the same period, and also lagged behind the Real Estate Select Sector SPDR Fund's 2.7% gains [4]. - Following the Q3 results announcement, VICI shares closed down slightly, with reported revenue of $1 billion, marking a 4.4% year-over-year increase, and an AFFO per share of $0.60, up 5.3% from the previous year [5]. Analyst Ratings - The consensus opinion among analysts is bullish, with a "Strong Buy" rating overall; out of 23 analysts, 16 recommend a "Strong Buy," one suggests a "Moderate Buy," and six give a "Hold" rating. The average analyst price target for VICI is $35.28, indicating a potential upside of 21.7% from current levels [6].

Core Viewpoint - Federal Realty Investment Trust (FRT) is positioned as a significant player in the retail real estate investment trust sector, with a market capitalization of $8.8 billion and a focus on high-quality properties in major coastal markets and underserved regions [1] Financial Performance - Analysts anticipate FRT will report a profit of $1.85 per share for fiscal Q4 2025, reflecting a 6.9% increase from $1.73 per share in the same quarter last year [2] - For the current fiscal year ending in December, FRT is expected to achieve a funds from operations (FFO) of $7.23 per share, which is a 6.8% rise from $6.77 per share in fiscal 2024 [3] - FRT's FFO is projected to grow by 2.5% year-over-year to $7.41 in fiscal 2026 [3] Recent Stock Performance - Over the past 52 weeks, FRT's stock has declined by 1.9%, underperforming the S&P 500 Index's return of 18.6% and the State Street Real Estate Select Sector SPDR ETF's increase of 3.4% [4] - Following a better-than-expected Q3 earnings release, FRT's shares rose by 1.4% on October 31 [5] Revenue and Earnings Highlights - FRT's total revenue for Q3 increased by 6.1% year-over-year to $322.3 million, exceeding consensus estimates by 2.7% [5] - The FFO per share for Q3 was reported at $1.77, which is a 3.5% improvement from the previous year and surpassed Wall Street forecasts of $1.76 [5] Analyst Ratings - The overall sentiment among Wall Street analysts is moderately optimistic, with a "Moderate Buy" rating for FRT [6] - Among 19 analysts, nine recommend a "Strong Buy," one suggests a "Moderate Buy," and nine indicate a "Hold" [6] - The mean price target for FRT is set at $110.69, suggesting an 8.5% potential upside from current levels [6]

Core Insights - Ventas, Inc. (VTR) is a healthcare REIT with a market cap of $36.1 billion, focusing on senior housing, medical office buildings, life science facilities, and healthcare-related properties [1] - The company is expected to announce its fiscal Q4 earnings for 2025 soon, with analysts predicting a profit of $0.89 per share, a 9.9% increase from the previous year [2] - Ventas has consistently exceeded Wall Street's bottom-line estimates for the last four quarters, with a forecasted FFO of $3.48 per share for the current fiscal year, representing a 9.1% increase from fiscal 2024 [3] Financial Performance - In Q3, Ventas reported total revenue of $1.5 billion, a 20.4% year-over-year increase, surpassing consensus estimates by 4.2% [5] - The company's normalized FFO for Q3 was $0.88, which improved 10% from the same quarter last year, exceeding analyst expectations [5] - The strong performance was attributed to the senior housing operating portfolio (SHOP), which saw double-digit organic growth year-over-year [5] Market Performance - Over the past 52 weeks, Ventas shares have increased by 32.6%, outperforming the S&P 500 Index's 19.3% return and the State Street Real Estate Select Sector SPDR ETF's 2.3% increase [4] - Wall Street analysts have a highly optimistic outlook for VTR, with a "Strong Buy" rating from 16 out of 21 analysts, and a mean price target of $86.40, indicating a 12.3% potential upside [6]

Investment Activity - In 2025, the company invested approximately $269 million at a 7.9% initial cash yield, acquiring 26 drive-thru quick service restaurants, 25 convenience stores, 12 express tunnel car washes, and 10 auto service centers [3] - For the quarter ended December 31, 2025, the company invested about $135 million at a 7.9% initial cash yield, including 15 convenience stores, six auto service centers, and two express tunnel car washes [3] - As of December 31, 2025, the company had a committed investment pipeline of over $75 million for the development and acquisition of 28 convenience and automotive retail assets, expected to be funded over the next 3-12 months [4] Capital Markets Activity - In November 2025, the company closed a private placement of $250 million of senior unsecured notes at a fixed rate of 5.76%, maturing on January 22, 2036, with proceeds to repay amounts under its $450 million unsecured revolving credit facility [5] - During the quarter ended December 31, 2025, the company settled approximately 2.1 million shares of common stock for net proceeds of about $59 million and entered into new forward sale agreements for approximately 0.4 million shares, anticipated to raise about $13 million [6] 2026 Earnings Guidance - The company established its initial 2026 AFFO guidance at a range of $2.48 to $2.50 per diluted share, based on completed transaction activity and the notes issuance, but excluding prospective acquisitions and capital markets activities [8]

Core Viewpoint - UDR, Inc. is a multifamily real estate investment trust (REIT) with a market cap of $12.1 billion, focusing on high-quality apartment communities across the U.S. and is expected to announce its fiscal Q4 earnings for 2025 soon [1] Financial Performance - Analysts expect UDR to report an FFO of $0.64 per share for fiscal Q4 2025, reflecting a 1.6% increase from $0.63 per share in the same quarter last year [2] - For FY2025, the expected FFO is $2.54 per share, which is a 2.4% increase from $2.48 per share in fiscal 2024 [3] Stock Performance - UDR's shares have declined by 10.4% over the past 52 weeks, underperforming the S&P 500 Index's return of 17.1% and the Real Estate Select Sector SPDR Fund's marginal increase during the same period [4] - The company has faced challenges due to weaker rental and rent-growth trends in key markets and elevated new apartment supply, which have affected rent and net operating income momentum [5] Analyst Ratings - Wall Street analysts have a "Moderate Buy" rating for UDR, with 24 analysts covering the stock: 7 recommend "Strong Buy," 15 suggest "Hold," and 2 indicate "Strong Sell." The mean price target is $40.30, suggesting a potential upside of 9.5% from current levels [6]

Core Insights - Whitestone REIT has announced a quarterly cash dividend of $0.1425 per share for Q1 2026, marking a 5.6% increase from the previous dividend amount [1][3] - The Board of Trustees has authorized a share repurchase program with a total purchase price of up to $50 million, allowing for stock repurchases in various forms [2] Dividend Details - The first quarter dividend distribution for 2026 is scheduled as follows: Record Date on March 16, 2026, and Payment Date on March 30, 2026, with a distribution of $0.1425 per share/unit [3] Company Overview - Whitestone REIT operates as a community-centered real estate investment trust, focusing on acquiring, owning, operating, and developing open-air retail centers in rapidly growing markets such as Phoenix, Austin, Dallas-Fort Worth, Houston, and San Antonio [4] - The company emphasizes convenience-focused centers with a mix of service-oriented tenants, including food, self-care, services, education, and entertainment [5] Strategic Focus - The company aims for a long-term Core FFO per share growth target of 5-7%, aligning steady growth with dividend growth [3] - CEO Dave Holeman highlighted the company's efforts in enhancing earnings growth, improving leverage metrics, and increasing portfolio value through effective asset recycling [3]

Core Insights - Extra Space Storage (NYSE:EXR) is a leading company in the self-storage industry, providing storage solutions across the United States [1] - Mizuho Securities has set a price target of $137 for EXR, indicating a potential upside of approximately 4.51% from its current trading price of $131.09 [1][5] Financial Performance - EXR's stock has declined by approximately 1.1% since its last earnings report, underperforming the S&P 500 [2][5] - The company's core Funds From Operations (FFO) per share was reported at $2.08, slightly above the Zacks Consensus Estimate of $2.06, marking a 0.48% increase from the previous year [2][3][5] - Quarterly revenues for EXR amounted to $858.5 million, which fell short of the Zacks Consensus Estimate, raising concerns about the company's growth trajectory [3] Market Activity - As of the latest trading session, EXR's stock is priced at $131.09, experiencing a decrease of $1.15, or approximately -0.87% [4] - The stock has seen fluctuations during the day, with a low of $130.92 and a high of $132.67 [4] - Over the past year, EXR's stock has reached a high of $165.54 and a low of $121.03, with a market capitalization of approximately $27.8 billion [4]