Invest Like The Grave Dancer: 4 REITs Sam Zell Might Buy Today

Sam Zell's disciplined, contrarian approach to REIT investing emphasizes margin of safety, capital allocation, and distinguishing value from value traps. American Homes 4 Rent, Equity LifeStyle Properties, Americold Realty Trust, and Rexford Industrial Realty are highlighted as 'Grave Dancer' opportunities with misunderstood risks and catalysts. AMH and ELS benefit from regulatory barriers and demographic tailwinds, while COLD and REXR offer deep value due to cyclical or geographic headwinds and capital recycling strategies.

Seeking Alpha • Aug 9, 2026

ELS Declares Third Quarter 2026 Dividend

CHICAGO, July 28, 2026 /PRNewswire/ -- On July 28, 2026, the Board of Directors of Equity LifeStyle Properties, Inc. (NYSE: ELS) (referred to herein as "we," "us," and "our") declared a third 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 October 9, 2026 to stockholders of record at the close of business on September 25, 2026.

PRNewsWire • Jul 28, 2026

Equity Lifestyle Properties Q2 Earnings Call Highlights

Equity Lifestyle Properties NYSE: ELS raised its full-year outlook after reporting stronger-than-expected second-quarter 2026 results, with management citing continued strength in manufactured housing, annual RV and marina revenues, and expense controls across the portfolio.

MarketBeat • Jul 23, 2026

Equity LifeStyle Properties, Inc. (ELS) Q2 2026 Earnings Call Transcript

Equity LifeStyle Properties, Inc. (ELS) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 23, 2026

ELS Reports Second Quarter Results

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

PRNewsWire • Jul 22, 2026

Equity Lifestyle Properties (ELS) Surpasses Q2 FFO and Revenue Estimates

Equity Lifestyle Properties (ELS) came out with quarterly funds from operations (FFO) of $0.74 per share, beating the Zacks Consensus Estimate of $0.72 per share. This compares to FFO of $0.69 per share a year ago.

Zacks Investment Research • Jul 22, 2026

The REIT Recovery Broadens Beyond Rates

As REIT earnings season kicks into gear this week, we preview results and major sector trends based on recent operating indicators, company commentary, and real estate market data. REITs enter earnings season with solid momentum, outperforming the market despite elevated Treasury yields and geopolitical volatility, as investors refocus on earnings growth, property fundamentals, dividends, M&A, and capital allocation. Encouraging green shoots have become more plentiful, including resilient hotel demand, robust senior housing growth, improving apartment and industrial fundamentals, and a rebound in retail leasing following a softer Q1.

Seeking Alpha • Jul 22, 2026

Equity LifeStyle Properties, Inc. Announces Second Quarter 2026 Earnings Release and Conference Call

CHICAGO, July 13, 2026 /PRNewswire/ -- Equity LifeStyle Properties, Inc. (NYSE: ELS) (referred to herein as the "Company," "we," "us," and "our") announced today that the Company's second quarter 2026 earnings will be released on Wednesday, July 22, 2026 after market close. The Company's executive management team will host a conference call and audio webcast on Thursday, July 23, 2026 at 12:00 p.m.

PRNewsWire • Jul 13, 2026

Equity LifeStyle Properties: Demographic Tailwinds And Sticky Tenants Support Long-Term Growth

Equity LifeStyle Properties: Demographic Tailwinds And Sticky Tenants Support Long-Term Growth

Seeking Alpha • Jul 12, 2026

The Great American Road Trip

Camping World has reached an operational inflection point, reducing debt, embracing AI, and shifting toward higher-margin, recurring revenue streams. Industry fundamentals are improving, with RV shipments projected to reach 328,800–367,000 units in 2026 and strong demand for campgrounds and resorts. Sun Communities and Equity LifeStyle Properties offer durable, recurring cash flows, with SUI trading at a discount and ELS delivering superior dividend growth.

Seeking Alpha • Jul 8, 2026