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

First Industrial: Leasing Trends Support Further Upside

First Industrial Realty Trust remains a "Buy," supported by strong Q4 results, an 8% FFO growth outlook, and a favorable supply-demand environment. FR's portfolio is concentrated in key coastal markets, with robust tenant quality and limited near-term lease maturities, supporting occupancy and rent growth. Dividend yield stands at 3.3%, with a recent 12% increase; healthy coverage and balance sheet underpin ongoing dividend and FFO growth.

Seeking Alpha • Feb 6, 2026

First Industrial Realty Trust, Inc. (FR) Q4 2025 Earnings Call Transcript

First Industrial Realty Trust, Inc. (FR) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 5, 2026

FIRST INDUSTRIAL REALTY TRUST REPORTS FOURTH QUARTER AND FULL YEAR 2025 RESULTS

2025 NAREIT FFO/Share Growth of 11.7% 32% Cash Rental Rate Increase on Leases Commencing in 2025; 37% Increase Excluding 1.3 MSF Fixed-Rate Renewal 35% Cash Rental Rate Increase on Leases Signed To Date Commencing in 2026 Cash Same Store NOI Growth of 7.1% for the Full Year 2025 Increased First Quarter 2026 Dividend to $0.50 Per Share, a 12.4% Increase Acquired the Last Remaining Building from Our Camelback 303 JV in Phoenix in the Fourth Quarter; 968,000 SF, 100% Leased, $125 Million Purchase Price Started Two Developments in 1Q26 To Date Totaling 305,000 SF in Miami and Dallas, Estimated Investment of $70 Million Signed 447,000 SF of New Leases for Development Projects in the Fourth Quarter; 231,000 SF Signed Subsequent to the Third Quarter Earnings Call Closed $425 Million and $375 Million Unsecured Term Loans in 1Q26 2026 NAREIT FFO Guidance Initiated at a Range of $3.09 to $3.19 Per Share/Unit, Representing Approximately 6% Growth at the Midpoint CHICAGO, Feb. 4, 2026 /PRNewswire/ -- First Industrial Realty Trust, Inc. (NYSE: FR), a leading fully integrated owner, operator and developer of logistics real estate, today announced results for the fourth quarter and full year 2025. First Industrial's diluted net income available to common stockholders per share (EPS) was $0.59 in the fourth quarter, compared to $0.52 a year ago.

PRNewsWire • Feb 4, 2026

First Industrial Realty Trust (FR) Q4 FFO and Revenues Surpass Estimates

First Industrial Realty Trust (FR) came out with quarterly funds from operations (FFO) of $0.77 per share, beating the Zacks Consensus Estimate of $0.76 per share. This compares to FFO of $0.71 per share a year ago.

Zacks Investment Research • Feb 5, 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

Duff & Phelps Loads Up on First Industrial Realty Trust With 735K Shares

Duff & Phelps purchased 735,333 shares of First Industrial Realty Trust (FR) with an estimated trade value of $41.04 million. The transaction represented 0.47% of Duff & Phelps' 13F AUM.

The Motley Fool • Jan 31, 2026

First Industrial Realty Trust Closes $425 Million and $375 Million Unsecured Term Loans

CHICAGO, Jan. 22, 2026 /PRNewswire/ -- First Industrial Realty Trust, Inc. (NYSE: FR), a leading fully integrated owner, operator and developer of logistics real estate, today announced the refinancing of its $425 million unsecured term loan with an initial maturity date of January 22, 2030 with a one-year extension option at the Company's discretion, subject to certain conditions. The term loan provides for interest-only payments initially at an interest rate of SOFR plus 85 basis points based on the Company's current credit ratings.

PRNewsWire • Jan 22, 2026

Are Industrial REITs Poised to Grow Amid Recovery in Demand?

Industrial REIT demand is improving as PLD, ILPT, and FR benefit from better leasing and cash flow visibility.

Zacks Investment Research • Jan 22, 2026

First Industrial Realty Trust Reports Tax Treatment of Common Stock Distributions

CHICAGO, Jan. 20, 2026 /PRNewswire/ -- First Industrial Realty Trust, Inc. (NYSE: FR), a leading fully integrated owner, operator and developer of logistics real estate, today reported the tax treatment of its 2025 distributions. This release is based on the preliminary results of work on the Company's tax filings and may be subject to correction or adjustment when the filings are completed.

PRNewsWire • Jan 20, 2026