AvalonBay Trims '25 Outlook as Rent Trends Cool & Operating Costs Rise

AVB lowers its 2025 outlook as slower job growth, softer occupancy and rising costs weigh, even as low future supply and a $3.6B pipeline offer support.

Zacks Investment Research • Dec 9, 2025

AvalonBay Communities, Inc. Announces Participation in Nareit's REITworld Conference, Provides Fourth Quarter 2025 Capital Markets Update and Publishes Updated Investor Presentation

ARLINGTON, Va.--(BUSINESS WIRE)--AVALONBAY COMMUNITIES, INC. (NYSE: AVB) (the “Company”) announced today that the Company will be participating in Nareit's REITworld Conference from December 8 – 11, 2025. The Company is also providing this summary of recent Capital Markets activities through December 5, 2025: The Company repurchased $488 million of common stock at an average price of $182.22 per share in 2025, which includes $336 million of repurchases since September 30, 2025. The Company is u.

Business Wire • Dec 8, 2025

AvalonBay Communities, Inc. Declares Fourth Quarter 2025 Dividends

ARLINGTON, Va.--(BUSINESS WIRE)--AvalonBay Communities, Inc. (NYSE: AVB) (the “Company”) announced today that its Board of Directors declared a cash dividend on the Company's Common Stock (par value $0.01 per share) for the fourth quarter of 2025. The Common Stock dividend is $1.75 per share and is payable January 15, 2026, to all Common Stockholders of Record as of December 31, 2025. About AvalonBay Communities, Inc. AvalonBay Communities, Inc., a member of the S&P 500, is an equity REIT t.

Business Wire • Nov 19, 2025

Winners And Losers Of REIT Earnings Season

Over 200 U.S. REITs and homebuilders have reported third-quarter earnings results over the past five weeks, providing critical information on the state of the commercial and residential real estate industry. Overall, REIT earnings results were marginally better than consensus expectations despite a handful of high-profile flops that overshadowed some impressive individual results across a balanced mix of sectors. Two-thirds of the sector (67 REITs) raised their full-year FFO outlook—above the historical average of 65%. Notable winners included Industrial, Senior Housing, Data Center, Retail, and Billboard REITs.

Seeking Alpha • Nov 14, 2025

AvalonBay Communities, Inc. Announces Appointment of Conor C. Flynn to Board of Directors

ARLINGTON, Va.--(BUSINESS WIRE)--AVALONBAY COMMUNITIES, INC. (NYSE: AVB) (the “Company” or “AvalonBay”) announced today that Conor C. Flynn has been appointed to the Board of Directors. Mr. Flynn will serve as an independent director of the Company. Mr. Flynn has been the CEO and a member of the board of directors of Kimco Realty Corporation (“Kimco”) since 2016. Mr. Flynn joined Kimco in 2003 as an asset manager and has held a variety of other senior leadership roles with Kimco, including Pres.

Business Wire • Nov 10, 2025

REIT Investors See a Softer Job Market. That Could Hurt Rental Prices.

Uncertainty about jobs hurts demand for apartments at a time when asking rents have cooled.

Barrons • Nov 9, 2025

When The Stimulus Stops

U.S. equity markets stumbled this week as stretched tech valuations collided with weakening consumer and labor market data, while the economic drag and uncertainty from the ongoing government shutdown build. Now it's real? The shutdown has now halted fiscal flows into several sizable government benefits programs - a sudden onset of fiscal austerity that could have non-trivial disinflationary impacts. Snapping a three-week winning streak, the S&P 500 dipped 1.7%. REITs led as earnings season wrapped up with a handful of surprisingly solid reports from some unlikely leaders.

Seeking Alpha • Nov 9, 2025

AvalonBay: Buy High Quality At A Discount

AvalonBay Communities is a leading multifamily REIT trading at an attractive valuation with a 4% dividend yield and a strong balance sheet. AVB faces near-term headwinds from softer apartment demand and higher operating costs but maintains a solid existing tenant base and disciplined capital allocation. The $3.2 billion development pipeline, favorable cost-to-yield spread, and presence in supply-constrained coastal markets support medium-term growth potential for AVB.

Seeking Alpha • Nov 5, 2025

AvalonBay Communities, Inc. Named 2025 Regional Sector Leader by GRESB

ARLINGTON, Va.--(BUSINESS WIRE)--AVALONBAY COMMUNITIES, INC. (NYSE: AVB) (the “Company”) announced that it has been named the Regional Sector Leader for Americas Listed Residential in the 2025 GRESB Development Benchmark, earning a score of 95 out of 100. The annual GRESB Sector Leader Awards assess and benchmark the performance of real assets worldwide, delivering insights to financial markets on performance factors that influence long-term value. “Sustainability is integral to how we design,.

Business Wire • Nov 4, 2025

AvalonBay Communities, Inc. (AVB) Q3 2025 Earnings Call Transcript

AvalonBay Communities, Inc. ( AVB ) Q3 2025 Earnings Call October 30, 2025 1:00 PM EDT Company Participants Matthew Grover Benjamin Schall - President, CEO & Director Kevin O'Shea - Executive, CFO & Treasurer Sean Breslin - Chief Operating Officer Matthew Birenbaum - Chief Investment Officer Conference Call Participants Jana Galan - BofA Securities, Research Division Steve Sakwa - Evercore ISI Institutional Equities, Research Division Nicholas Joseph - Citigroup Inc., Research Division John Pawlowski - Green Street Advisors, LLC, Research Division Adam Kramer - Morgan Stanley, Research Division Austin Wurschmidt - KeyBanc Capital Markets Inc., Research Division James Feldman - Wells Fargo Securities, LLC, Research Division John Kim - BMO Capital Markets Equity Research Richard Hightower - Barclays Bank PLC, Research Division Alexander Goldfarb - Piper Sandler & Co., Research Division Michael Stefany - Mizuho Securities USA LLC, Research Division Ami Probandt - UBS Investment Bank, Research Division Alex Kim - Zelman & Associates LLC Presentation Operator Good afternoon, ladies and gentlemen, and welcome to AvalonBay Communities Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Your host for today's conference call is Matthew Grover, Senior Director of Investor Relations.

Seeking Alpha • Oct 30, 2025