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]

分组1 - Independence Realty Trust (IRT) reported quarterly funds from operations (FFO) of $0.29 per share, missing the Zacks Consensus Estimate of $0.30 per share, representing an FFO surprise of -3.33% [1] - The company posted revenues of $167.14 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 1.49%, compared to revenues of $159.86 million a year ago [2] - The stock has underperformed the market, losing about 20.4% since the beginning of the year, while the S&P 500 gained 17.2% [3] 分组2 - The current consensus FFO estimate for the coming quarter is $0.32 on revenues of $173.81 million, and for the current fiscal year, it is $1.18 on revenues of $669.15 million [7] - The Zacks Industry Rank for REIT and Equity Trust - Residential is currently in the bottom 41% of over 250 Zacks industries, indicating potential challenges for the sector [8]

分组1 - First Industrial Realty Trust reported quarterly funds from operations (FFO) of $0.76 per share, exceeding the Zacks Consensus Estimate of $0.74 per share, and up from $0.68 per share a year ago, representing an FFO surprise of +2.70% [1] - The company posted revenues of $181.43 million for the quarter ended September 2025, slightly missing the Zacks Consensus Estimate by 0.18%, but up from $167.65 million year-over-year [2] - Over the last four quarters, First Industrial Realty Trust has surpassed consensus FFO estimates three times and topped consensus revenue estimates three times as well [2] 分组2 - The stock has added about 3.6% since the beginning of the year, underperforming compared to the S&P 500's gain of 13% [3] - The company's FFO outlook is crucial for investors to assess future stock performance, with current consensus FFO expectations for the coming quarter at $0.75 on revenues of $185.07 million, and $2.92 on revenues of $722.44 million for the current fiscal year [4][7] - The Zacks Industry Rank places the REIT and Equity Trust - Other sector in the top 28% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

分组1 - Innovative Industrial Properties (IIPR) reported quarterly funds from operations (FFO) of $1.71 per share, exceeding the Zacks Consensus Estimate of $1.61 per share, but down from $2.29 per share a year ago, representing an FFO surprise of +6.21% [1] - The company posted revenues of $62.89 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.52%, but down from $79.79 million year-over-year [2] - Over the last four quarters, the company has surpassed consensus revenue estimates three times [2] 分组2 - The stock has underperformed, losing about 21.5% since the beginning of the year, compared to the S&P 500's gain of 7.1% [3] - The current consensus FFO estimate for the coming quarter is $1.62 on revenues of $63.46 million, and for the current fiscal year, it is $6.80 on revenues of $261.76 million [7] - The Zacks Industry Rank for REIT and Equity Trust - Other is currently in the top 40% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Group 1 - UDR reported quarterly funds from operations (FFO) of $0.64 per share, exceeding the Zacks Consensus Estimate of $0.62 per share, and up from $0.62 per share a year ago, representing an FFO surprise of +3.23% [1] - The company posted revenues of $423 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.18%, compared to year-ago revenues of $413.33 million [2] - UDR has surpassed consensus revenue estimates two times over the last four quarters [2] Group 2 - The stock's immediate price movement will depend on management's commentary on the earnings call and future FFO expectations [3] - UDR shares have declined approximately 6.5% since the beginning of the year, while the S&P 500 has gained 8.3% [3] - The current consensus FFO estimate for the coming quarter is $0.63 on revenues of $426.95 million, and for the current fiscal year, it is $2.50 on revenues of $1.7 billion [7] Group 3 - The Zacks Industry Rank for REIT and Equity Trust - Residential is currently in the top 35% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] - Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for UDR 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 in the near future [6]

Financial Performance - LXP Industrial reported quarterly funds from operations (FFO) of $0.16 per share, matching the Zacks Consensus Estimate and remaining unchanged from the previous year [1] - The company posted revenues of $87.72 million for the quarter ended June 2025, which was 1.28% below the Zacks Consensus Estimate, but an increase from $85.79 million year-over-year [2] - Over the last four quarters, LXP Industrial has not surpassed consensus FFO estimates [1] Market Performance - LXP Industrial shares have declined approximately 0.6% since the beginning of the year, contrasting with the S&P 500's gain of 8.3% [3] - The current estimate revisions trend for LXP Industrial was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Future Outlook - The consensus FFO estimate for the upcoming quarter is $0.16 on revenues of $90.39 million, and for the current fiscal year, it is $0.64 on revenues of $359.94 million [7] - The outlook for the REIT and Equity Trust - Residential industry is currently in the top 35% of Zacks industries, suggesting that the industry has a favorable performance outlook [8]