分组1 - Innovative Industrial Properties (IIPR) reported quarterly funds from operations (FFO) of $1.88 per share, exceeding the Zacks Consensus Estimate of $1.81 per share, but down from $2.22 per share a year ago, representing an FFO surprise of +4.06% [1] - The company posted revenues of $66.66 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.31%, but down from $76.74 million year-over-year [2] - Over the last four quarters, the company has surpassed consensus FFO estimates two times and topped consensus revenue estimates four times [2] 分组2 - The stock has underperformed the market, losing about 3.5% since the beginning of the year compared to the S&P 500's gain of 0.9% [3] - The current consensus FFO estimate for the coming quarter is $1.78 on revenues of $65.95 million, and for the current fiscal year, it is $7.33 on revenues of $272.06 million [7] - The Zacks Industry Rank for REIT and Equity Trust - Other is currently in the bottom 35% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Core Viewpoint - Four Corners Property Trust (FCPT) reported quarterly funds from operations (FFO) of $0.45 per share, matching the Zacks Consensus Estimate and showing a slight increase from $0.44 per share a year ago [1] Financial Performance - The company posted revenues of $75.67 million for the quarter ended December 2025, which was 0.1% below the Zacks Consensus Estimate and an increase from $68.34 million year-over-year [2] - Over the last four quarters, FCPT has not surpassed consensus FFO or revenue estimates [2] Stock Performance - FCPT shares have increased approximately 9.9% since the beginning of the year, outperforming the S&P 500's gain of 1.4% [3] - The stock's immediate price movement will depend on management's commentary during the earnings call [3] Future Outlook - The current consensus FFO estimate for the upcoming quarter is $0.45 on revenues of $77.3 million, and for the current fiscal year, it is $1.85 on revenues of $317.44 million [7] - The estimate revisions trend for FCPT was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The REIT and Equity Trust - Other industry is currently ranked in the bottom 29% of over 250 Zacks industries, suggesting potential challenges for stocks in this sector [8]

分组1 - W.P. Carey (WPC) reported quarterly funds from operations (FFO) of $1.27 per share, exceeding the Zacks Consensus Estimate of $1.26 per share, and up from $1.21 per share a year ago, representing an FFO surprise of +1.06% [1] - The company achieved revenues of $442.39 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.18%, compared to year-ago revenues of $406.17 million [2] - W.P. Carey shares have increased approximately 11.1% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.7% [3] 分组2 - The current consensus FFO estimate for the upcoming quarter is $1.26 on revenues of $436.12 million, while for the current fiscal year, the estimate is $5.12 on revenues of $1.79 billion [7] - The Zacks Industry Rank indicates that the REIT and Equity Trust - Other sector is currently in the bottom 27% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - The estimate revisions trend for W.P. Carey was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expectations of outperformance in the near future [6]

分组1 - InvenTrust Properties Corp. reported quarterly funds from operations (FFO) of $0.46 per share, exceeding the Zacks Consensus Estimate of $0.45 per share, and up from $0.43 per share a year ago, representing an FFO surprise of +3.37% [1] - The company achieved revenues of $77.38 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.09%, compared to $71.23 million in the same quarter last year [2] - InvenTrust Properties has outperformed the S&P 500, with shares increasing by approximately 7.2% since the beginning of the year, while the S&P 500 gained 1.7% [3] 分组2 - The current consensus FFO estimate for the upcoming quarter is $0.47 on revenues of $74.01 million, and for the current fiscal year, it is $1.91 on revenues of $301.42 million [7] - The Zacks Industry Rank indicates that the REIT and Equity Trust - Other sector is currently in the bottom 27% of over 250 Zacks industries, suggesting potential challenges for stocks in this category [8] - The estimate revisions trend for InvenTrust Properties was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6]

分组1 - Alexander's reported quarterly funds from operations (FFO) of $2.43 per share, missing the Zacks Consensus Estimate of $3.02 per share, and down from $4.06 per share a year ago, representing an FFO surprise of -19.54% [1] - The company posted revenues of $53.26 million for the quarter, missing the Zacks Consensus Estimate by 0.27%, and down from $55.91 million year-over-year, having topped consensus revenue estimates only once in the last four quarters [2] - The stock has gained about 17% since the beginning of the year, outperforming the S&P 500's gain of 1.3% [3] 分组2 - The future performance of Alexander's stock will depend on management's commentary during the earnings call and the company's FFO outlook, which includes current consensus FFO expectations for upcoming quarters [4] - The estimate revisions trend for Alexander's 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 current consensus FFO estimate for the upcoming quarter is $3.15 on revenues of $53.7 million, and for the current fiscal year, it is $12.52 on revenues of $216.4 million [7] 分组3 - The REIT and Equity Trust - Other industry, to which Alexander's belongs, is currently in the bottom 25% of the Zacks industry rankings, which may impact stock performance [8] - National Health Investors, another stock in the same industry, is expected to report quarterly earnings of $1.23 per share, reflecting a year-over-year change of +8.9%, with revenues expected to be $95.63 million, up 11.5% from the previous year [9][10]

Core Insights - Douglas Emmett (DEI) reported quarterly funds from operations (FFO) of $0.34 per share, matching the Zacks Consensus Estimate, but down from $0.43 per share a year ago [1] - The company achieved revenues of $250.58 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 0.27%, although slightly lower than the previous year's revenues of $250.75 million [2] - The stock has underperformed, losing approximately 30.2% year-to-date compared to the S&P 500's gain of 16.5% [3] Financial Performance - FFO for the last quarter was $0.34 per share, consistent with expectations, and the company has surpassed consensus FFO estimates two times in the last four quarters [1] - Revenue for the quarter was $250.58 million, which is a slight decrease from the previous year's $250.75 million, but the company has topped consensus revenue estimates three times over the last four quarters [2] Future Outlook - The future performance of Douglas Emmett's stock will largely depend on management's commentary during the earnings call and the sustainability of FFO expectations [3][4] - Current consensus FFO estimate for the upcoming quarter is $0.36 on revenues of $253.76 million, and for the current fiscal year, it is $1.46 on revenues of $1.01 billion [7] - The Zacks Rank for Douglas Emmett is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The REIT and Equity Trust - Other industry is currently ranked in the top 35% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - The performance of Douglas Emmett may also be influenced by the overall industry outlook, as empirical research indicates that top-ranked industries outperform lower-ranked ones significantly [8]

Core Insights - Omega Healthcare Investors (OHI) reported quarterly funds from operations (FFO) of $0.79 per share, exceeding the Zacks Consensus Estimate of $0.77 per share and up from $0.74 per share a year ago [1][2] - The company achieved an FFO surprise of +2.60% for the quarter, having surpassed consensus FFO estimates three times over the last four quarters [2] - Revenues for the quarter ended September 2025 were $311.59 million, surpassing the Zacks Consensus Estimate by 0.97% and up from $276.03 million year-over-year [3] Financial Performance - The FFO for the previous quarter was $0.77, which also beat the expected $0.75, resulting in a surprise of +2.67% [2] - The current consensus FFO estimate for the upcoming quarter is $0.78, with projected revenues of $310.44 million, and for the current fiscal year, the estimate is $3.07 on $1.18 billion in revenues [8] Market Position - Omega Healthcare Investors has underperformed the market with a gain of about 4.4% since the beginning of the year, compared to the S&P 500's gain of 17.2% [4] - The Zacks Industry Rank places the REIT and Equity Trust - Other sector in the top 34% of over 250 Zacks industries, indicating a favorable industry outlook [9] Future Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future FFO expectations [4] - The estimate revisions trend for Omega Healthcare Investors was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it will perform in line with the market [7]

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]