REIT earnings season

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JBG SMITH: Sell Now, Maybe Buy Later
Seeking Alpha· 2025-06-11 12:19
Office REITs were one of the main losers of REIT earnings season , according to Hoya Capital, the leading source for sector-level REIT analysis. After a very strong Q4, office leasing volumes for Q1 2025 were disappointing. Rent spreads andAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compen ...
Service Properties Trust: Sinking In A Swamp Of Debt
Seeking Alpha· 2025-05-30 11:30
Group 1 - Hotel REITs experienced significant declines during the Q1 earnings season, with 7 out of 15 U.S. hotel REITs lowering their FFO guidance, indicating a challenging environment for the sector [1] - Forward bookings have softened due to increased uncertainty, particularly affecting group bookings, which have shown notable weakness [1] - The overall performance of hotel REITs suggests a cautious outlook as the market navigates these challenges [1]