Why: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Alexandria Real Estate Equities, Inc. (NYSE: ARE) between January 27, 2025 and October 27, 2025, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than January 26, 2026. So what: If you purchased Alexandria Real Estate Equities securities during the Class Period yo ...

Core Insights - The holiday shopping season is beginning, with significant opportunities for retailers and investors as consumer demand increases during this period [1] REITs as Investment Opportunities - REITs are becoming attractive due to improving rate-cut expectations and easing market volatility, providing steady cash flows and long-term lease structures that mitigate near-term uncertainties [2] - Digital Realty Trust, Inc. (DLR), Federal Realty Investment Trust (FRT), and Terreno Realty Corporation (TRNO) are highlighted as strong candidates for investment due to their solid fundamentals and potential for market outperformance [2][6] Retail Real Estate Performance - Retail-focused real estate is showing resilience as retailers optimize their physical presence, with established trade area properties attracting brands that prioritize in-person engagement [3] - Limited new supply in the market is benefiting landlords through stable occupancy and reliable rent collections [3] Industrial Real Estate Trends - Industrial real estate remains robust as businesses refine logistics strategies, with tenants seeking spaces that accommodate automation and efficient inventory management [4] - A slight increase in vacancy rates is noted due to new project completions, but fewer developments are starting, which is expected to support healthier fundamentals and sustainable rent growth [4] Data Center Sector Growth - The data center sector is experiencing significant demand driven by cloud services, AI, and connectivity needs, outpacing the speed of new capacity delivery [5] - Limited power availability and long construction timelines are enhancing rental economics, making data center properties attractive for long-term growth [5] Company-Specific Highlights - Digital Realty is positioned for growth with a strong revenue and FFO momentum, benefiting from demand across hyperscale, AI, and enterprise customers [7] - The Zacks Consensus Estimate for Digital Realty's current-year FFO per share has increased by 4 cents to $7.35, indicating a 9.54% year-over-year growth [8] - Federal Realty showcases consistent leasing strength and high-quality open-air centers, reporting record leasing activity and a 28% cash rent spread [9][11] - The Zacks Consensus Estimate for Federal Realty's current-year FFO per share has risen by 2 cents to $7.23, suggesting a 6.8% year-over-year increase [12] - Terreno Realty focuses on industrial properties in six major coastal U.S. markets, reporting a cash rent growth of 17.2% in the third quarter of 2025 [10][13] - The Zacks Consensus Estimate for Terreno Realty's current-year FFO per share has improved by 4.6% to $2.71, indicating a 12% year-over-year increase [14]

ARE SHAREHOLDER NOTICE: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Alexandria Real Estate EquitiesNovember 28, 2025 9:35 AM EST | Source: Faruqi & Faruqi LLPFaruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Alexandria To Contact Him Directly To Discuss Their OptionsIf you purchased or acquired securities in Alexandria between January 27, 2025 and October 27, 2025 and would like to discuss your legal rights ...

Key Takeaways Federal Realty benefits from upscale coastal locations supporting resilient occupancy.The company leverages a diversified tenant base with no tenant over 2.51% of ABR.FRT expands through mixed-use development and selective acquisitions in premium markets.Federal Realty (FRT) is well-poised to gain from the upscale geographic locations of its properties, a diversified tenant base, a focus on mixed-use assets and a healthy balance sheet.Last month, this retail real estate investment trust (REIT) ...

Shares of Plymouth Industrial REIT, Inc. ( PLYM ) have been a solid performer over the past year, gaining about 17%. The company has been engaged in M&A drama since the summer, but with its 30-day go-shop period havingOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclosur ...

Core Viewpoint - The current environment is favorable for investing in REITs, with 66% of investors anticipating a decrease in the Fed Funds rate to between 2.75% and 3.50% over the next 12 months [1]. Group 1: Investment Environment - A significant majority of investors (66%) expect a reduction in the Fed Funds rate, which could enhance the attractiveness of REITs as an investment option [1].

Don't overlook these REITs the next time you go stock shopping.A real estate investment trust (REIT) is a company that owns, operates, or finances income-producing real estate. REITs allow you as an investor to invest in a portfolio of real estate properties without the hassle of directly owning or managing the actual properties.By law, REITs are required to distribute at least 90% of their taxable income to shareholders as dividends, so these investments can also provide investors with a steady income stre ...

Headquartered just outside our nation's capital, this REIT has increased its dividend during each of the past 58 years.When you think about REITs (real estate investment trusts) and dividend growth, a certain REIT known for making dividend payments monthly, Realty Income (O +0.74%), may be what first comes to mind. Yet while Realty Income has indeed built up a strong dividend growth track record, but it's still decades away from becoming one of the Dividend Kings.However, among REIT stocks, there is already ...

Core Insights - December 2025 marks a significant distribution period for Singapore REIT investors, with over S$400 million being distributed from four major REITs, indicating a strong presence in the market despite ongoing operational challenges [1] Group 1: Mapletree Pan-Asia Commercial Trust (MPACT) - MPACT increased its distribution per unit (DPU) by 1.5% year on year to S$0.0201 for 2QFY2026, marking the first increase in three years, driven by lower operating expenses and finance costs [2] - VivoCity, a key asset, reported a 14.1% rental reversion, with shopper traffic up 0.6% to 21.9 million and tenant sales growing 3.5% to nearly S$520 million, although it cannot sustain the REIT alone [3] Group 2: Mapletree Industrial Trust (MIT) - MIT's DPU declined by 5.6% year on year to S$0.032 in 2QFY2026, with a more modest underlying decrease of 2.2% after adjusting for last year's one-off divestment gain [5] - The REIT completed strategic divestments totaling S$535.3 million in Singapore at a premium of 22.1% over original cost, alongside a US$11.8 million divestment for a Georgia data center at almost 64% above the purchase price [5] - North American portfolio occupancy is at 87.8%, negatively impacting overall performance despite strong demand in the data center market [6] Group 3: Mapletree Logistics Trust (MLT) - MLT's DPU fell by 10.5% year on year to S$0.01815 for 2QFY2026, with a 4.8% decline from operations after excluding last year's divestment gains [8] - The REIT aims for S$100 to S$150 million in divestments for FY2026 to reinvest in modern assets with higher growth potential, although rental reversions in China remain a concern [9] Group 4: Frasers Logistics & Commercial Trust (FLCT) - FLCT's revenue grew by 5.6% to S$471.5 million, but a 26.4% increase in finance costs led to a 12.5% decline in DPU to S$0.0595 [10] - The logistics portfolio shows strength with 99.7% occupancy and 39.6% rental reversion, but occupancy in some areas remains below 90% [11] Group 5: Overall Market Sentiment - The distributions in December 2025 highlight the ongoing operational headwinds faced by Singapore REITs, with various strategies being employed to maintain payouts [12] - The key concern for investors is whether these REITs can achieve genuine distribution growth moving forward [13]

Core Viewpoint - Equity Residential has shown a positive performance with a 4.5% increase in shares since the last earnings report, outperforming the S&P 500 [1][2] Recent Earnings Report - For Q3 2025, Equity Residential reported a normalized FFO per share of $1.02, meeting estimates and reflecting a 4.1% year-over-year improvement [3] - Rental income reached $782.4 million, exceeding the consensus estimate of $781.4 million, and increased by 4.6% year over year [4] Financial Performance Details - Same-store revenues rose by 3% year over year, surpassing the estimate of 1.9%, while same-store expenses increased by 3.6% [5] - Same-store NOI grew by 2.8% year over year, exceeding the estimate of 1.7% [5] - The average rental rate increased by 2.7% year over year to $3,218, with physical occupancy improving by 20 basis points to 96.3% [5] Portfolio Activity - In Q3 2025, Equity Residential acquired a 375-unit property in Arlington, TX, for nearly $103 million and sold two properties for approximately $247.9 million [7] Balance Sheet Overview - The company ended Q3 2025 with cash and cash equivalents of $93.1 million, up from $31.3 million in the previous quarter [8] - The net debt to normalized EBITDAre ratio decreased to 4.41X from 4.45X [8] Share Repurchase - During Q3 2025, Equity Residential repurchased approximately 1.5 million common shares for a total value of $99.1 million [9] Revised Guidance - For Q4 2025, the company projects normalized FFO per share between $1.02 and $1.06 [10] - The full-year guidance for 2025 has been revised to a normalized FFO per share range of $3.98-$4.02, with expectations for same-store revenue growth of 2.5-3.0% and physical occupancy at 96.4% [11] Estimate Trends - Since the earnings release, there has been an upward trend in estimates for Equity Residential [12] VGM Scores - Equity Residential currently holds a subpar Growth Score of D and a similar score for momentum, with an aggregate VGM Score of F [13] Outlook - Estimates for the stock have been trending upward, and the company holds a Zacks Rank 3 (Hold), indicating expectations for an in-line return in the coming months [14]