36 U.S. REITs Expected To Raise Dividends In Q1 2026

Thirty-six publicly traded US real estate investment trusts are projected to increase dividend payouts in the first quarter, according to S&P Global Market Intelligence forecasts. The remaining 100 public REITs included in the analysis are predicted to maintain their dividend payout over the quarter. Two manufactured home REITs and two communication REITs are expected to raise their dividends within the first quarter, accounting for roughly 66.7% of both sectors.

Seeking Alpha • Feb 10, 2026

The Smart Money Is Buying REITs, These Could Be Next

REITs trade at deep discounts to private real estate values. Private equity buyouts highlight significant hidden upside. I discuss the next potential REIT buyout targets.

Seeking Alpha • Feb 9, 2026

AvalonBay Communities, Inc. (AVB) Q4 2025 Earnings Call Transcript

AvalonBay Communities, Inc. (AVB) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 5, 2026

AvalonBay Q4 FFO Tops Estimates, Revenues Grow Y/Y, Dividend Raised

AVB beats Q4 2025 core FFO estimates as same-store NOI and occupancy improve, though higher interest expenses weigh on results.

Zacks Investment Research • Feb 5, 2026

AvalonBay Communities, Inc. Announces 2025 Operating Results, 1.7% Dividend Increase and Initial 2026 Outlook

ARLINGTON, Va.--(BUSINESS WIRE)--AvalonBay Communities, Inc. (NYSE: AVB) (the “Company”) reported Earnings per Share – diluted (“EPS”), Funds from Operations attributable to common stockholders - diluted (“FFO”) per share and Core FFO per share (as defined in this release) for the three months and year ended December 31, 2025 and 2024 as detailed below.       Q4 2025   Q4 2024   % Change EPS   $ 1.17   $ 1.98   (40.9 )% FFO per share (1) $ 2.80   $ 2.63   6.5 % Core FFO per share (1) $ 2.85   $.

Business Wire • Feb 4, 2026

AvalonBay Communities (AVB) Beats Q4 FFO Estimates

AvalonBay Communities (AVB) came out with quarterly funds from operations (FFO) of $2.85 per share, beating the Zacks Consensus Estimate of $2.84 per share. This compares to FFO of $2.8 per share a year ago.

Zacks Investment Research • Feb 4, 2026

AvalonBay (AVB) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

While the top- and bottom-line numbers for AvalonBay (AVB) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Feb 5, 2026

How Are Residential REITs Positioned Ahead of Q4 Earnings?

ESS, MAA, AVB, EQR and CPT are expected to report Q4 results, shaped by slower rent growth, elevated supply and uneven regional demand.

Zacks Investment Research • Feb 3, 2026

Property Type Round-Up From REITWorld 2025

REITs are positioned for robust growth in 2026, driven by decelerating supply, disciplined capital allocation, and significant valuation discounts to NAV and private markets. Sector preferences favor Healthcare and Data Centers for durable growth, with Shopping Centers and select Residential REITs offering underappreciated upside and private capital interest. Strategic alternatives, buybacks, and targeted M&A are increasingly in focus, especially for deeply discounted names like CSR, WSR, COLD, and REXR.

Seeking Alpha • Feb 3, 2026

What to Expect From AvalonBay Communities Stock in Q4 Earnings?

AVB's Q4 earnings likely to reflect slowing rent growth, rising costs and a trimmed FFO outlook, even as revenues are expected to rise.

Zacks Investment Research • Jan 30, 2026