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

Iron Mountain Schedules Second Quarter 2026 Earnings Release and Conference Call

PORTSMOUTH, N.H.--(BUSINESS WIRE)--Iron Mountain Incorporated (NYSE: IRM), a global leader in information management services, will report its second quarter 2026 financial results before market hours on Wednesday, August 5, 2026. The Company will also host a conference call to discuss results on the same day. The earnings press release, conference call slides, and supplemental financial information will be available at: https://investors.ironmountain.com, under “Quarterly Results” prior to the.

Business Wire • Jul 15, 2026

Is IRM Stock Worth Retaining in Your Portfolio for the Long Run?

Iron Mountain benefits from recurring storage revenues and data center growth, but high debt and declining paper storage remain challenges.

Zacks Investment Research • Jul 15, 2026

Old-School Dividend-Paying Data Center REITs May Be the Best and Safest Technology Idea Now

The AI buildout has turned the old-school data center real estate investment trusts (REITs) from a niche real estate subsector into one of the clearest ways to own the physical infrastructure behind the artificial intelligence boom, and the numbers are starting to back that up.

24/7 Wall Street • Jul 8, 2026

Iron Mountain: A REIT Growth Idea, Thanks To Data Centers And More

Iron Mountain gets a buy rating for my initial coverage, driven by both a compelling growth case and the dividend story as well. Both the top and bottom lines have seen growth catalysts lately. Positive and growing operating cash flow tempers the risk of high levels of leverage and owning a massive real estate portfolio.

Seeking Alpha • Jul 7, 2026

My 5 Greatest REIT Winners Of All Time

Iron Mountain, Tanger, Four Corners, Essential Properties, and Chatham Lodging delivered outsized REIT returns by exploiting price-value gaps during market panics. My disciplined value investing approach focuses on durable business models, strong balance sheets, and buying below intrinsic value, not market timing or headline chasing. IRM and SKT now trade at premium valuations, while EPRT and FCPT remain attractively priced with solid growth and conservative payout ratios; CLDT reached fair value and was exited.

Seeking Alpha • Jul 4, 2026

Dow Jones Medical Giant J&J Breaks Out; PNC, Iron Mountain, Fortinet In Or Near Buy Zones

Dow Jones medical giant Johnson & Johnson are breaking out past its latest buy point, while Iron Mountain, PNC and Fortinet are in buy zones.

Investors Business Daily • Jun 30, 2026

3 Stocks to Watch From the Booming Business Information Industry

Increased demand for risk management, cost optimization and operational efficiency solutions will likely help the Zacks Business - Information Services industry prosper. RCRUY, IRM and VRSK are well-positioned to benefit from this surge.

Zacks Investment Research • Jun 29, 2026

Eli Lilly Leads 5 Stocks Near Buy Points As The Market Rally Rotates

The top stocks flourish buy points and relative strength. Two are defensive growth names.

Investors Business Daily • Jun 27, 2026

Iron Mountain Stock Up 30.2% in Three Months: Will the Trend Continue?

Iron Mountain Incorporated IRM shares have rallied 30.2% in the past three months compared with the industry's growth of 10.2%.

Zacks Investment Research • Jun 23, 2026