REITs Set for a 2026 Rebound? 7 Top Picks as Rate Cuts Approach

Real Estate Investment Trusts—or REITs—were left for dead in 2025. After two straight years of underperformance, the group became one of the market's most widely avoided corners—largely because rising interest rates are kryptonite for a sector built on leverage and access to capital.

MarketBeat • Feb 19, 2026

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

Equity LifeStyle Properties: Strong Results And Dividend Growth, Shares Fairly Valued

Equity LifeStyle Properties recently reported strong quarterly results and announced an over 5% increase in its annual dividend. The results mark a continuing trend of the REIT reporting strong operating results paired with a steady pace of dividend increases. ELS was also recently upgraded to ‘buy' by Wall Street analysts.

Seeking Alpha • Feb 5, 2026

ELS Declares First Quarter 2026 Dividend

CHICAGO, Feb. 4, 2026 /PRNewswire/ -- On February 3, 2026, the Board of Directors (the "Board") of Equity LifeStyle Properties, Inc. (NYSE: ELS) (referred to herein as "we," "us," and "our") declared a first quarter 2026 dividend of $0.5425 per common share, representing, on an annualized basis, a dividend of $2.17 per common share. The dividend will be paid on April 10, 2026 to stockholders of record at the close of business on March 27, 2026.

PRNewsWire • Feb 4, 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

Equity LifeStyle Properties, Inc. (ELS) Q4 2025 Earnings Call Transcript

Equity LifeStyle Properties, Inc. (ELS) Q4 2025 Earnings Call Transcript

Seeking Alpha • Jan 29, 2026

ELS Reports Fourth Quarter Results

Continued Strong Performance Announces 2026 Guidance and 22nd Consecutive Annual Dividend Increase CHICAGO, Jan. 28, 2026 /PRNewswire/ -- Equity LifeStyle Properties, Inc. (NYSE: ELS) (referred to herein as "we," "us," and "our") today announced results for the quarter and year ended December 31, 2025. All per share results are reported on a fully diluted basis unless otherwise noted.

PRNewsWire • Jan 28, 2026

Equity Lifestyle Properties (ELS) Surpasses Q4 FFO and Revenue Estimates

Equity Lifestyle Properties (ELS) came out with quarterly funds from operations (FFO) of $0.79 per share, beating the Zacks Consensus Estimate of $0.78 per share. This compares to FFO of $0.76 per share a year ago.

Zacks Investment Research • Jan 29, 2026

Equity Lifestyle Properties (ELS) Reports Q4 Earnings: What Key Metrics Have to Say

While the top- and bottom-line numbers for Equity Lifestyle Properties (ELS) 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 • Jan 29, 2026

What Analyst Projections for Key Metrics Reveal About Equity Lifestyle Properties (ELS) Q4 Earnings

Get a deeper insight into the potential performance of Equity Lifestyle Properties (ELS) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Zacks Investment Research • Jan 27, 2026