The State Of REITs: December 2025 Edition

The REIT sector returned to positive territory in November (+1.02%) after back-to-back months in the red. Mid caps (+3.53%) led the REIT sector in November followed by small caps (+3.38%) and large caps (+0.32%); micro caps (-8.76%) badly underperformed. 68.15% of REIT securities had a positive total return in November.

Seeking Alpha • Dec 11, 2025

The Next Big Trade: Why I'm Loading Up On REITs Before Everyone Else

REITs offer compelling value and income, with VNQ yielding 3.8% versus the S&P 500's 1.1%, and trade at historically wide valuation discounts. The current macro environment favors high-quality, undervalued dividend stocks, as falling long-term rates could boost demand for income-generating assets like REITs. REITs demonstrate strong financial health, stable dividends, and sector diversity, making them attractive for both income and potential total return upside.

Seeking Alpha • Nov 13, 2025

ELS Declares Fourth Quarter 2025 Dividend

CHICAGO , Oct. 28, 2025 /PRNewswire/ -- On October 28, 2025, the Board of Directors (the "Board") of Equity LifeStyle Properties, Inc. (NYSE: ELS) (referred to herein as "we," "us," and "our") declared a fourth quarter 2025 dividend of $0.515 per common share, representing, on an annualized basis, a dividend of $2.06 per common share. The dividend will be paid on January 9, 2026 to stockholders of record at the close of business on December 26, 2025.

PRNewsWire • Oct 28, 2025

Equity LifeStyle Properties, Inc. (ELS) Q3 2025 Earnings Call Transcript

Equity LifeStyle Properties, Inc. (NYSE:ELS ) Q3 2025 Earnings Call October 23, 2025 11:00 AM EDT Company Participants Marguerite Nader - CEO & Non-Independent Vice Chairman Patrick Waite - President & COO Paul Seavey - Executive VP & CFO Conference Call Participants Michael Goldsmith - UBS Investment Bank, Research Division Brad Heffern - RBC Capital Markets, Research Division Jana Galan - BofA Securities, Research Division Steve Sakwa - Evercore ISI Institutional Equities, Research Division James Feldman - Wells Fargo Securities, LLC, Research Division Eric Wolfe - Citigroup Inc., Research Division John Kim - BMO Capital Markets Equity Research Jason Wayne - Barclays Bank PLC, Research Division Wesley Golladay - Robert W. Baird & Co. Incorporated, Research Division David Segall Omotayo Okusanya - Deutsche Bank AG, Research Division Presentation Operator Good day, everyone, and thank you all for joining us to discuss Equity LifeStyle Properties Third Quarter 2025 Results.

Seeking Alpha • Oct 23, 2025

ELS Reports Third Quarter Results

Continued Strong Performance Preliminary 2026 Rent Rate Growth Assumptions  CHICAGO , Oct. 22, 2025 /PRNewswire/ -- Equity LifeStyle Properties, Inc. (NYSE: ELS) (referred to herein as "we," "us," and "our") today announced results for the quarter and nine months ended September 30, 2025. All per share results are reported on a fully diluted basis unless otherwise noted.

PRNewsWire • Oct 22, 2025

Compared to Estimates, Equity Lifestyle Properties (ELS) Q3 Earnings: A Look at Key Metrics

Although the revenue and EPS for Equity Lifestyle Properties (ELS) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Oct 22, 2025

Equity Lifestyle Properties (ELS) Matches Q3 FFO Estimates

Equity Lifestyle Properties (ELS) came out with quarterly funds from operations (FFO) of $0.75 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.72 per share a year ago.

Zacks Investment Research • Oct 22, 2025

Equity Lifestyle Properties (ELS) Q3 Earnings Preview: What You Should Know Beyond the Headline Estimates

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Equity Lifestyle Properties (ELS), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2025.

Zacks Investment Research • Oct 21, 2025

Equity LifeStyle Properties, Inc. Announces Third Quarter 2025 Earnings Release and Conference Call

CHICAGO , Oct. 9, 2025 /PRNewswire/ -- Equity LifeStyle Properties, Inc. (NYSE: ELS) (referred to herein as the "Company," "we," "us," and "our") announced today that the Company's third quarter 2025 earnings will be released on Wednesday, October 22, 2025 after market close. The Company's executive management team will host a conference call and audio webcast on Thursday, October 23, 2025 at 11:00 a.m.

PRNewsWire • Oct 9, 2025

Equity LifeStyle: Buy This Durable REIT For An Overhyped Market

Equity LifeStyle Properties offers durable income and long-term growth, trading near its 52-week low with a 3.3% dividend yield. ELS benefits from strong tenant retention, limited new supply, and favorable demographics, supporting steady FFO and NOI growth. It maintains a robust balance sheet, disciplined expense management, and a well-covered and growing dividend.

Seeking Alpha • Oct 6, 2025