Losers Of REIT Earnings Season

Not Every REIT Joined The Rally: Part 2 focuses on laggards and in-line performers - sectors where recovery timelines slipped, results underwhelmed, or elevated rates exposed lingering balance sheet issues. Weakness centered on Farmland, Commercial Mortgage, Lab Space, and Self-Storage REITs, where delayed troughs, credit provisions, book-value pressure, weak rents, and refinancing constraints persisted. Mortgage Stress Hasn't Fully Cleared: Commercial mortgage REITs still faced multifamily bridge-loan and office credit stress, while residential mortgage REITs saw book values pressured by rate volatility and uneven dividend-coverage.

Seeking Alpha • May 14, 2026

Winners Of REIT Earnings Season

REIT earnings results were considerably better than consensus expectations, with 58 REITs - or 59% - raising full-year FFO guidance, well above the typical Q1 raise rate of 40-45%. REITs have extended their year-to-date outperformance despite the recent jump in interest rates, as better earnings results and improving property-level trends helped offset renewed macro pressure. Upside standouts included Hotel, Senior Housing, Data Center, Billboard, Cold Storage, Net Lease, and Retail REITs. Residential REITs saw improving rent growth trends as supply growth finally eases.

Seeking Alpha • May 13, 2026

Are You Looking for a Top Momentum Pick? Why Industrial Logistics Properties Trust (ILPT) is a Great Choice

Does Industrial Logistics Properties Trust (ILPT) have what it takes to be a top stock pick for momentum investors? Let's find out.

Zacks Investment Research • May 6, 2026

Industrial Logistics Properties Trust: Upside Remains After A Strong Start To 2026

Industrial Logistics Properties Trust stock has soared early in 2026, building on the impressive gains achieved in 2025. This comes as ILPT managed to address near-term debt maturities, allowing for incremental normalized FFO growth thanks to robust leasing spreads. ILPT's 2026 guidance reflects a somewhat weaker Q2 2026 followed by strong performance in H2 2026.

Seeking Alpha • May 1, 2026

Industrial Logistics Properties Trust (ILPT) Q1 2026 Earnings Call Transcript

Industrial Logistics Properties Trust (ILPT) Q1 2026 Earnings Call Transcript

Seeking Alpha • Apr 30, 2026

Industrial Logistics Properties Trust Announces First Quarter 2026 Results

NEWTON, Mass.--(BUSINESS WIRE)--Industrial Logistics Properties Trust (Nasdaq: ILPT) today announced its financial results for the quarter ended March 31, 2026 and provided second quarter and full year 2026 financial guidance, which can be found at the Quarterly Results section of ILPT's website at https://www.ilptreit.com/investors/financials-information/quarterly-results/default.aspx. A conference call will be held on Thursday, April 30, 2026 at 10:00 a.m. Eastern Time. The conference call ma.

Business Wire • Apr 29, 2026

Industrial Logistics Properties Trust (ILPT) Q1 FFO and Revenues Surpass Estimates

Industrial Logistics Properties Trust (ILPT) came out with quarterly funds from operations (FFO) of $0.33 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to FFO of $0.2 per share a year ago.

Zacks Investment Research • Apr 29, 2026

Industrial Logistics Properties Trust (ILPT) Moves 16.4% Higher: Will This Strength Last?

Industrial Logistics Properties Trust (ILPT) was a big mover last session on higher-than-average trading volume. The latest trend in FFO estimate revisions might not help the stock continue moving higher in the near term.

Zacks Investment Research • Apr 23, 2026

All You Need to Know About Industrial Logistics Properties Trust (ILPT) Rating Upgrade to Strong Buy

Industrial Logistics Properties Trust (ILPT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Zacks Investment Research • Apr 23, 2026

New Strong Buy Stocks for April 23rd

ILPT, NTRS, ONTO, ARCAY and ZTO have been added to the Zacks Rank #1 (Strong Buy) List on April 23rd, 2026.

Zacks Investment Research • Apr 23, 2026