REIT Replay: REIT Indexes Largely Flat During Week Ended Feb. 20

The Dow Jones Equity All REIT index closed the week ended Feb. 20 mostly flat, down a very slight 0.06%. The broader stock market indexes logged small gains during the week, with the S&P 500 up 1.07% and the Dow Jones Industrial Average up 0.25%. Among the Dow Jones US real estate property sector indexes, the self-storage and hotel REIT indexes logged the largest increases for the week, up 2.27% and 2.25%, respectively.

Seeking Alpha • 16 hours ago

Armada Hoffler's Portfolio Overhaul: What The 2026 Transition Means For Investors

Armada Hoffler is undergoing a strategic transformation by exiting non-core businesses and deleveraging its balance sheet, resulting in a simpler and more predictable retail and office REIT. While 2026 NAREIT FFO temporarily declines, cash flow stability improves, but the dividend coverage remains tight with limited margin of error despite high occupancy across A-tier assets. With valuation still reflecting the pre-transformation risk profile, successful execution of these de-risking efforts offers meaningful upside potential for long-term investors.

Seeking Alpha • Feb 19, 2026

Armada Hoffler Properties, Inc. (AHH) Q4 2025 Earnings Call Transcript

Armada Hoffler Properties, Inc. (AHH) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 17, 2026

Armada Hoffler Reports Fourth Quarter 2025 Results

GAAP Net Loss of $0.01  Per Diluted Share for the Fourth Quarter and $0.08 per Diluted Share for the Full Year

GlobeNewsWire • Feb 16, 2026

Armada Hoffler Unveils Bold New Strategic Direction to Drive Long-Term Shareholder Value and Launches as AH Realty Trust

Executing a fundamental business restructuring to eliminate complexity, strengthen the balance sheet, and relentlessly focus on operating a streamlined real estate platform:

GlobeNewsWire • Feb 16, 2026

3 Top REITs To Buy In February 2026

3 Top REITs To Buy In February 2026

Seeking Alpha • Feb 2, 2026

Armada Hoffler Properties Announces Income Tax Treatment of Its 2025 Dividend Distributions

VIRGINIA BEACH, Va., Jan. 30, 2026 (GLOBE NEWSWIRE) -- Armada Hoffler Properties, Inc. (NYSE: AHH) announced the income tax treatment of its 2025 dividend distributions to holders of shares of the Company's common stock and preferred stock.

GlobeNewsWire • Jan 30, 2026

Why REITs Beat Rental Properties In 2026

I invest in both private real estate and public REITs. But right now, I strongly favor REITs as we go into 2026. I explain why and highlight some of my top picks.

Seeking Alpha • Jan 24, 2026

Armada Hoffler to Report Fourth Quarter Earnings and Projected 2026 Guidance on February 16th

VIRGINIA BEACH, Va., Jan. 15, 2026 (GLOBE NEWSWIRE) -- Armada Hoffler (NYSE: AHH) will report its earnings for the quarter ending December 31, 2025, and projected 2026 guidance at approximately 4:00 p.m.

GlobeNewsWire • Jan 15, 2026

Armada Hoffler Properties: The Valuation Disconnect Persists

Armada Hoffler Properties (AHH) remains a Buy, trading at a clear discount with a compelling risk-reward profile and a robust 8.14% dividend yield. AHH's Q3 results beat revenue and FFO estimates, with solid AFFO and a P/AFFO ratio of 9.3 based on annualized results. Management is prioritizing deleveraging, asset recycling, and stable rental income over volatile construction fees, with average occupancy rates above 95.7% across their real estate segments.

Seeking Alpha • Jan 15, 2026