Group 1: Financial Performance - Acadia Realty Trust reported quarterly funds from operations (FFO) of $0.33 per share, matching the Zacks Consensus Estimate and showing an increase from $0.32 per share a year ago [1] - The company posted revenues of $101.01 million for the quarter ended September 2025, which was 2.32% below the Zacks Consensus Estimate, compared to $87.75 million in the same quarter last year [2] - The current consensus FFO estimate for the upcoming quarter is $0.34 on revenues of $108 million, and for the current fiscal year, it is $1.33 on revenues of $405.6 million [7] Group 2: Market Performance and Outlook - Acadia Realty Trust shares have declined approximately 17.9% since the beginning of the year, contrasting with the S&P 500's gain of 16.9% [3] - The estimate revisions trend for Acadia Realty Trust was unfavorable prior to the earnings release, resulting in a Zacks Rank 5 (Strong Sell) for the stock, indicating expected underperformance in the near future [6] - The outlook for the REIT and Equity Trust - Retail industry is currently in the top 38% of Zacks industries, suggesting that stocks in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8]

Core Insights - Phillips Edison & Company, Inc. (PECO) reported quarterly funds from operations (FFO) of $0.65 per share, exceeding the Zacks Consensus Estimate of $0.64 per share, and up from $0.62 per share a year ago, representing an FFO surprise of +1.56% [1] - The company achieved revenues of $182.67 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.95% and increasing from $165.53 million year-over-year [2] - The stock has underperformed the market, losing about 7.3% since the beginning of the year compared to the S&P 500's gain of 13.9% [3] Financial Performance - Over the last four quarters, the company has surpassed consensus FFO estimates three times and topped consensus revenue estimates four times [2] - The current consensus FFO estimate for the coming quarter is $0.65 on revenues of $184.98 million, and for the current fiscal year, it is $2.58 on revenues of $721.98 million [7] Market Outlook - The estimate revisions trend for Phillips Edison & Company was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] - The outlook for the REIT and Equity Trust - Retail industry is positive, currently ranking in the top 36% of over 250 Zacks industries, suggesting that stocks in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8]

分组1 - Kite Realty Group (KRG) reported quarterly funds from operations (FFO) of $0.51 per share, matching the Zacks Consensus Estimate, but down from $0.53 per share a year ago [1] - The company posted revenues of $213.4 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 0.12% and up from $212.43 million year-over-year [2] - Kite Realty Group shares have declined approximately 8.6% since the beginning of the year, contrasting with the S&P 500's gain of 8.3% [3] 分组2 - The future performance of Kite Realty Group'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 $0.50 on revenues of $211.98 million, and for the current fiscal year, it is $2.07 on revenues of $864.59 million [7] - The Zacks Industry Rank places the REIT and Equity Trust - Retail sector in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]