Sector Spotlight: Multifamily REITs - The Wait For Lower Rates Is Over

Multifamily REITs, once buoyed by pandemic rent surges, now trade at a discounted 14.3x forward FFO versus pre-COVID multiples near 21x. Rent growth has normalized, with geographic supply imbalances dictating local performance; Sun Belt markets face supply overhangs, while others may see modest gains. Rising interest rates have tightened refinancing options, potentially catalyzing M&A activity as owners weigh costly debt versus outright sales.

Seeking Alpha • Sep 3, 2026

Virtus Ceredex Small-Cap Value Equity Fund Q2 2026 Performance Update

The Virtus Ceredex Small-Cap Value Equity Fund gained +17.33% (Class I) for the quarter, outperforming the Russell 2000® Value Index's return of +17.19%. Kulicke & Soffa Industries and Amkor Technology were among the strongest stock contributors. New positions included WD-40 and Camden Property Trust.

Seeking Alpha • Sep 3, 2026

The One Investing Strategy I Would Use To Prepare For A Lost Decade

We could very well be on the verge of a lost decade for markets. This sets investors up for several potential traps in their strategy. I detail the one strategy that I would use to position myself to thrive when retired in a lost decade.

Seeking Alpha • Sep 3, 2026

Rates Retake The Spotlight

U.S. equity markets pulled back from record highs this week as long-term Treasury yields remained elevated, with renewed fiscal concerns after federal debt crossed $40T. Oil prices extended their rebound as stalled Iran negotiations and severely depressed Strait of Hormuz tanker traffic kept geopolitical risk elevated, pushing WTI crude another 5% higher to nearly $87/barrel. Housing data remained soft as starts, pending sales, and builder sentiment stayed depressed amid mortgage rates near 6.7%, but weak construction continued to reinforce the underlying housing shortage.

Seeking Alpha • Aug 23, 2026

REITs Are Mispriced: Where I See Opportunity Today

Temporary headwinds can create major REIT upside. The market often overreacts to short-term problems. Buying quality REITs during downturns can pay off.

Seeking Alpha • Aug 21, 2026

Camden Property Trust Announces D. Keith Oden's Retirement From His Executive Position & the Completion of the Company's Long Term Sucession Planning

HOUSTON, Texas--(BUSINESS WIRE)--Camden Property Trust (NYSE:CPT) (the “Company”) announced the retirement from an executive capacity of D. Keith Oden, Co-Founder of the Company, effective August 31, 2026. Mr. Oden will remain a member of the Board of Trust Managers. This is the final step in the Company's multi-year successful succession process which has seen the promotion of several long-standing highly performing team members. Richard J. Campo, Co-Founder of the Company, will continue to se.

Business Wire • Aug 3, 2026

Camden Property Trust Q2 Earnings Call Highlights

Camden Property Trust NYSE: CPT reported second-quarter Core FFO of $1.68 per share, exceeding the midpoint of its guidance by $0.01, as occupancy and property operating results outperformed expectations. The apartment REIT also completed the sale of its California portfolio and continued redeploying proceeds into Sun Belt acquisitions, land sites, debt reduction and share repurchases.

MarketBeat • Jul 31, 2026

Camden Property Trust (CPT) Q2 2026 Earnings Call Transcript

Camden Property Trust (CPT) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 31, 2026

Camden Property Q2 FFO & Revenues Beat Estimates, Occupancy Improves

CPT tops Q2 core FFO estimates as occupancy remains firm and leasing trends improve, while acquisitions and updated guidance shape its outlook.

Zacks Investment Research • Jul 31, 2026

Camden Property Trust Announces Second Quarter 2026 Operating Results

HOUSTON--(BUSINESS WIRE)--Camden Property Trust (NYSE:CPT) (the "Company") announced today operating results for the three and six months ended June 30, 2026. Net Income Attributable to Common Shareholders (“EPS”), Funds from Operations (“FFO”), Core Funds from Operations ("Core FFO"), and Core Adjusted Funds from Operations (“Core AFFO”) for the three and six months ended June 30, 2026 are detailed below. A reconciliation of EPS to FFO, Core FFO, and Core AFFO is included in the financial tabl.

Business Wire • Jul 30, 2026