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Empire State Realty Trust (ESRT) Q2 2025 Earnings Call July 24, 2025 12:00 PM ET Speaker0Greetings and welcome to the Empire State Realty Trust Second Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce Heather Houston, Senior Vice President, Chief Counsel, Corporate and Secretary.Thank you. You may begin ...

Key Takeaways CCI posted Q2 AFFO per share of $1.02, beating estimates but down nearly 1% year over year.Site rental revenues fell 5.3% Y/Y, while services and other revenues rose 20.9% to $52 million.Crown Castle raised its 2025 AFFO per share, site rental revenues & adjusted EBITDA outlooks.Crown Castle Inc. (CCI) reported second-quarter 2025 adjusted funds from operations (AFFO) per share of $1.02, which beat the Zacks Consensus Estimate of $1.00. However, the figure declined nearly 1% year over year.Res ...

Key Takeaways KIM's Q2 FFO per share is projected to rise 2.4% year over year to 42 cents.Premium grocery-anchored centers are likely to support top-line growth and stable occupancy.Interest expenses are estimated to rise 7.5% Y/Y, potentially weighing on earnings.Kimco Realty Corporation (KIM) is slated to report second-quarter 2025 results on July 31, before the opening bell. The company’s quarterly results are likely to display year-over-year growth in revenues and funds from operations (FFO) per share.I ...

Key Takeaways Invitation Homes is projected to report year-over-year growth in Q2 revenues and FFO per share.Diverse single-family rental assets in high-growth markets may support INVH's Q2 results.High margins and an expanding third-party platform could boost INVH's quarterly performance.Invitation Homes (INVH) is slated to report second-quarter 2025 results on July 30, after market close. The company’s quarterly results are likely to display a year-over-year increase in revenues and funds from operations ...

Company Overview - UDR Inc. is a premier multifamily real estate investment trust (REIT) set to announce its second-quarter 2025 results on July 30, with expectations of revenue growth but unchanged funds from operations (FFO) per share [1][11] - In the last reported quarter, UDR achieved an FFO as adjusted per share of 61 cents, aligning with the Zacks Consensus Estimate, reflecting year-over-year growth in same-store net operating income (NOI) due to higher occupancy and effective blended lease rates [2][11] Financial Performance - UDR's FFO as adjusted per share has met or surpassed the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 0.41% [3] - For the upcoming quarter, UDR is expected to report revenues of $422.24 million, a 2.15% year-over-year increase, while FFO per share is anticipated to remain steady at 62 cents [10][11] Market Conditions - The U.S. apartment market showed resilience in Q2 2025, absorbing over 227,000 units, surpassing previous peak leasing surges despite economic uncertainties [4] - National occupancy rates increased to 95.6%, up 140 basis points year-over-year, while rent growth remained muted at 0.19% in June [5] Supply and Demand Dynamics - Over 535,000 units were completed in the past year, with approximately 108,000 delivered in Q2 2025, indicating a historically elevated supply that the market has managed to absorb [6] - Tech-driven markets like San Francisco, San Jose, Boston, and New York are gaining momentum, while supply-heavy markets such as Austin, Phoenix, and Denver are experiencing significant rent cuts [7] Strategic Positioning - UDR's geographically diversified portfolio of A/B quality properties across urban and suburban markets positions the company to benefit from stable operating cash flows and limit concentration risks [8][9] - The company is leveraging technological initiatives and process enhancements to improve operational resiliency, which is expected to provide a competitive edge [9] Projections and Analyst Sentiment - Same-property NOI is projected to grow by 4.9% in Q2 2025, supported by tech-driven upgrades and operational enhancements [10][11] - The Zacks Consensus Estimate for quarterly FFO as adjusted per share has remained unchanged at 62 cents over the past three months, indicating a lack of analyst confidence in a surprise performance [12][13]

EastGroup Properties (EGP) Q2 2025 Earnings Call July 24, 2025 11:00 AM ET Company ParticipantsMarshall Loeb - President, Chief Executive OfficerStaci Tyler - EVP, Chief Accounting Officer & Chief Administrative OfficerBrent Wood - EVP & CFOSamir Khanal - Director - US REITsRonald Kamdem - MD & Head - US REITs and CRE ResearchMichael Carroll - Managing DirectorVikram Malhotra - Managing DirectorMichael Griffin - DirectorVince Tibone - Managing Director and Head of US Industrial & Mall ResearchBrendan Lynch ...

Financial Highlights - Core FFO per share was $0.22 [5] - Same-Store Property Cash NOI adjusted for non-recurring items decreased by 3.0% year-over-year [5] - The 2025 FFO guidance was revised to $0.83-$0.86, a $0.03 revision due to lower Observatory NOI guidance [5] - Liquidity stands at $0.7 billion [5] Portfolio & Leasing - Manhattan office portfolio is 93.8% leased [5, 12, 29] - Leased 222k sf in Manhattan and achieved +12.1% positive mark-to-market [5] - The company closed on the acquisition of a retail asset on North Sixth Street in Williamsburg for $31 million [5] Observatory - Observatory 2025 NOI guidance revised to $90-94 million [5] - Revenue per visitor increased by 2.3% year-over-year [5] Retail - Williamsburg retail properties are 91.2% leased with a 6.5-year WALT at income generating properties [73]

FIRST-HALF 2025 RESULTS RETURN TO POSITIVE CURRENT OPERATING PROFIT1 STARTING IN H1 STRONG MOMENTUM FOR HOMEBUYERS FURTHER REINFORCEMENT OF FINANCIAL STRUCTURE UNTIL 2028 GUIDANCE FOR 2025 CONFIRMED Return to positive current operating profit1 for the Group starting in H1, thanks to actions well underway Margins restored for Urban Planning and Residential Real Estate Development as of 30 June Improved profitability for Services, driven in particular by the Serviced Properties business (margin: 12.5%)Progre ...

NETSTREIT (NTST) Q2 2025 Earnings Call July 24, 2025 11:00 AM ET Speaker0Greetings, and welcome to the NetStreet Corp. Second Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. As a reminder, this conference is being recorded.It is now my pleasure to introduce your host, Amy Ahn, Investor Relations. Thank you. You may begin.Speaker1We thank you for joining us for NetSuite's second quarte ...