分组1 - American Healthcare REIT (AHR) reported quarterly funds from operations (FFO) of $0.44 per share, exceeding the Zacks Consensus Estimate of $0.42 per share, and up from $0.36 per share a year ago, representing an FFO surprise of +4.76% [1] - The company posted revenues of $572.94 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.36%, compared to year-ago revenues of $523.81 million [2] - American Healthcare REIT shares have increased approximately 65.7% since the beginning of the year, significantly outperforming the S&P 500's gain of 15.6% [3] 分组2 - The future performance of American Healthcare REIT's stock will largely depend on management's commentary during the earnings call and the outlook for FFO [3][4] - The current consensus FFO estimate for the upcoming quarter is $0.44 on revenues of $592.53 million, and for the current fiscal year, it is $1.67 on revenues of $2.24 billion [7] - The Zacks Industry Rank indicates that the REIT and Equity Trust - Other sector is currently in the top 30% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this category [8]

分组1 - Service Properties (SVC) reported quarterly funds from operations (FFO) of $0.2 per share, missing the Zacks Consensus Estimate of $0.21 per share, and down from $0.32 per share a year ago, representing an FFO surprise of -4.76% [1] - The company posted revenues of $478.77 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 1.86%, and down from $491.17 million year-over-year [2] - Service Properties has surpassed consensus FFO estimates three times over the last four quarters, but has underperformed the market with shares losing about 22.4% since the beginning of the year [2][3] 分组2 - The current consensus FFO estimate for the coming quarter is $0.13 on revenues of $457.11 million, and for the current fiscal year, it is $0.74 on revenues of $1.88 billion [7] - The Zacks Industry Rank for REIT and Equity Trust - Other is currently in the top 34% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Financial Performance - Sabra Healthcare reported quarterly funds from operations (FFO) of $0.38 per share, matching the Zacks Consensus Estimate and showing an increase from $0.37 per share a year ago [1] - The company posted revenues of $190.04 million for the quarter ended September 2025, which was 1.08% below the Zacks Consensus Estimate, compared to $178 million in the same quarter last year [2] - Over the last four quarters, Sabra has surpassed consensus FFO estimates two times and topped consensus revenue estimates two times [2] Stock Performance and Outlook - Sabra shares have increased by approximately 3.8% since the beginning of the year, while the S&P 500 has gained 15.1% [3] - The future stock price movement will largely depend on management's commentary during the earnings call and the company's FFO outlook [3][4] - The current consensus FFO estimate for the upcoming quarter is $0.38 on revenues of $195.79 million, and for the current fiscal year, it is $1.50 on revenues of $760.6 million [7] Industry Context - The REIT and Equity Trust - Other industry, to which Sabra belongs, is currently ranked in the top 34% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in estimate revisions, which can impact Sabra's stock performance [5][6]

Financial Performance - Lineage, Inc. reported quarterly funds from operations (FFO) of $0.85 per share, exceeding the Zacks Consensus Estimate of $0.78 per share, but down from $0.90 per share a year ago, representing an FFO surprise of +8.97% [1] - The company posted revenues of $1.38 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.49%, compared to $1.34 billion in the same quarter last year [2] Market Performance - Lineage, Inc. shares have declined approximately 35.6% since the beginning of the year, while the S&P 500 has gained 15.1% [3] - The current consensus FFO estimate for the upcoming quarter is $0.82 on revenues of $1.38 billion, and for the current fiscal year, it is $3.27 on revenues of $5.37 billion [7] Industry Outlook - The REIT and Equity Trust - Other industry, to which Lineage, Inc. belongs, is currently ranked in the top 34% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Core Insights - Tanger (SKT) reported quarterly funds from operations (FFO) of $0.6 per share, exceeding the Zacks Consensus Estimate of $0.58 per share, and up from $0.54 per share a year ago, representing an FFO surprise of +3.45% [1] - The company posted revenues of $137.23 million for the quarter ended September 2025, slightly missing the Zacks Consensus Estimate by 0.45%, but up from $125.22 million year-over-year [2] - Over the last four quarters, Tanger has surpassed consensus FFO estimates three times and topped consensus revenue estimates three times as well [2] Financial Performance - The current consensus FFO estimate for the upcoming quarter is $0.59 on revenues of $142.55 million, and for the current fiscal year, it is $2.27 on revenues of $543.36 million [7] - The stock has underperformed the market, losing about 4% since the beginning of the year, while the S&P 500 has gained 16.5% [3] Industry Context - The REIT and Equity Trust - Retail industry, to which Tanger belongs, is currently ranked in the top 23% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions, suggesting that investors should monitor these revisions closely [5]

Core Insights - Cousins Properties (CUZ) reported quarterly funds from operations (FFO) of $0.69 per share, matching the Zacks Consensus Estimate and showing an increase from $0.67 per share a year ago [1] - The company achieved revenues of $246.46 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 1.40% and up from $207.26 million year-over-year [2] - Cousins Properties has underperformed the market, with shares down approximately 17.1% year-to-date compared to a 17.2% gain in the S&P 500 [3] Financial Performance - The FFO for the previous quarter was also $0.70 per share, indicating consistency in performance [1] - Over the last four quarters, the company has surpassed consensus FFO estimates two times and revenue estimates three times [2] Future Outlook - The current consensus FFO estimate for the upcoming quarter is $0.70 on revenues of $247.37 million, and for the current fiscal year, it is $2.83 on revenues of $971.18 million [7] - The estimate revisions trend for Cousins Properties was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, suggesting expected outperformance in the near future [6] Industry Context - The REIT and Equity Trust - Other industry, to which Cousins Properties belongs, is currently ranked in the top 34% of over 250 Zacks industries, indicating a favorable industry outlook [8]

分组1 - Whitestone reported quarterly funds from operations (FFO) of $0.26 per share, matching the Zacks Consensus Estimate and showing an increase from $0.25 per share a year ago [1] - The company achieved revenues of $41.05 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 2.36% and up from $38.63 million year-over-year [2] - Over the last four quarters, Whitestone has surpassed consensus FFO estimates three times and revenue estimates two times [2][3] 分组2 - The stock has underperformed, losing about 14.3% since the beginning of the year, while the S&P 500 has gained 17.2% [3] - The current consensus FFO estimate for the upcoming quarter is $0.28 on revenues of $40.7 million, and for the current fiscal year, it is $1.05 on revenues of $157.4 million [7] - The Zacks Industry Rank for REIT and Equity Trust - Other is in the top 35% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Core Insights - EPR Properties reported quarterly funds from operations (FFO) of $1.39 per share, exceeding the Zacks Consensus Estimate of $1.32 per share, and up from $1.3 per share a year ago, representing an FFO surprise of +5.30% [1] - The company posted revenues of $154.84 million for the quarter ended September 2025, which missed the Zacks Consensus Estimate by 1.53%, compared to $148.68 million in the same quarter last year [2] - EPR Properties shares have increased approximately 18.6% year-to-date, outperforming the S&P 500's gain of 17.2% [3] Financial Performance - Over the last four quarters, EPR Properties has surpassed consensus FFO estimates three times [2] - The current consensus FFO estimate for the upcoming quarter is $1.29 on revenues of $155.39 million, and for the current fiscal year, it is $5.06 on revenues of $609.34 million [7] Market Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call [3] - The estimate revisions trend for EPR Properties 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] - The REIT and Equity Trust - Retail industry is currently in the top 33% of Zacks industries, suggesting a positive outlook for stocks within this sector [8]

Financial Performance - Broadstone Net Lease reported quarterly funds from operations (FFO) of $0.37 per share, matching the Zacks Consensus Estimate and showing an increase from $0.35 per share a year ago [1] - The company achieved revenues of $114.17 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 0.35% and up from $108.4 million year-over-year [2] - The current consensus FFO estimate for the upcoming quarter is $0.37 on revenues of $115.34 million, and for the current fiscal year, it is $1.48 on revenues of $450.84 million [7] Market Performance - Broadstone Net Lease shares have increased approximately 16.8% since the beginning of the year, compared to a 17.2% gain in the S&P 500 [3] - The company has surpassed consensus revenue estimates three times over the last four quarters, while it has only exceeded consensus FFO estimates once in the same period [2][1] Future Outlook - The sustainability of the stock's price movement will largely depend on management's commentary during the earnings call and the outlook for future FFO expectations [3][4] - The estimate revisions trend for Broadstone Net Lease 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] Industry Context - The REIT and Equity Trust - Residential industry, to which Broadstone Net Lease belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, suggesting potential challenges ahead [8]

分组1 - Independence Realty Trust (IRT) reported quarterly funds from operations (FFO) of $0.29 per share, missing the Zacks Consensus Estimate of $0.30 per share, representing an FFO surprise of -3.33% [1] - The company posted revenues of $167.14 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 1.49%, compared to revenues of $159.86 million a year ago [2] - The stock has underperformed the market, losing about 20.4% since the beginning of the year, while the S&P 500 gained 17.2% [3] 分组2 - The current consensus FFO estimate for the coming quarter is $0.32 on revenues of $173.81 million, and for the current fiscal year, it is $1.18 on revenues of $669.15 million [7] - The Zacks Industry Rank for REIT and Equity Trust - Residential is currently in the bottom 41% of over 250 Zacks industries, indicating potential challenges for the sector [8]