Kimco Realty Corp. KIM

Zacks Investment Research 6 nov

Regency Centers (REG) reported Q3 FFO of $1.23 per share, beating consensus estimates, with revenues up 8.1% and same-property NOI increasing 5.1%. The company achieved 97% occupancy and 11.9% blended cash rent spreads. Regency raised its 2026 FFO guidance and increased its quarterly dividend by 6%. Peer REITs Federal Realty and Kimco Realty also reported strong quarterly results with FFO beats.

Zacks Investment Research 6 nov

Simon Property Group (SPG) reported Q3 FFO of $3.37 per share, beating estimates by 1.5%, with revenues rising 13.3% to $1.81 billion. The company raised its 2026 FFO guidance to $13.30-$13.40 per share and increased its quarterly dividend by 4.5%. U.S. mall occupancy reached 96.5% with retailer sales per square foot up 14.8%, reflecting strong leasing momentum and higher rents.

Zacks Investment Research 3 nov

Realty Income (O) reported Q3 2026 AFFO of $1.12 per share, up 3.7% year-over-year and beating estimates. The company maintained 98.8% occupancy, deployed $2.57 billion in investments at a 6.8% cash yield, and raised its 2026 AFFO guidance to $4.45-$4.46 per share while reaffirming its $10 billion investment target. Higher financing costs and property expenses partially offset revenue gains.

Zacks Investment Research 2 nov

Simon Property Group (SPG) is expected to report Q3 2026 results on November 5 with projected 8% revenue growth to $1.73B and 3.1% FFO per share increase to $3.32. Strong leasing activity, firm occupancy, and development projects are supporting growth, though higher interest expenses may create headwinds. The U.S. retail real estate market showed strong fundamentals in Q3 with net absorption of 3.5M sq ft and stable 5.9% vacancy rates.

Zacks Investment Research 30 oct

Federal Realty Investment Trust (FRT) reported Q3 2026 core FFO of $1.87 per share, beating estimates by 1.1%, with revenues up 5.2% to $339 million. Rental income grew 5.3% year-over-year, and the company achieved strong leasing spreads with 14% cash rent growth. FRT raised its 2026 FFO guidance to $7.54-$7.58 per share, implying over 7% growth. The company also acquired The Summit retail center in Birmingham, AL for $508 million.