Which Retail Real Estate Stock Has Dominated in 2026: Realty Income, Simon Property Group, or Kimco Realty?

Retail real estate outran the broad property benchmark this year, with the three biggest names all posting double-digit gains.

24/7 Wall Street • 15 hours ago

Losers Of REIT Earnings Season

Not Every REIT Joined The Recovery: Part 2 focuses on the relatively small group of laggards where company-specific credit, legal, refinancing, or asset-level issues overshadowed an otherwise very strong earnings. Weakness Was More Company-Specific Than Sector-Wide: Empire State Realty's Observatory shortfall, JBG Smith's adverse Wardman Tower ruling, Community Healthcare's dividend cut, and several troubled mortgage portfolios drove some individual downside. Mortgage Stress Hasn't Fully Cleared: Commercial mREIT book values fell nearly 5% on average as office, lab space, and multifamily credit problems persisted for some sponsors.

Seeking Alpha • Aug 17, 2026

Winners Of REIT Earnings Season

REITs concluded a surprisingly strong earnings season, with 83 REITs - or 83% - raising full-year FFO guidance, just 4% lowering, and the average outlook increasing 1.4% from prior guidance. Strong Fundamentals, Weak Tape: REITs slipped modestly during earnings season despite widespread guidance raises, as renewed interest-rate pressure outweighed improving property-level trends and earnings momentum. Upside standouts included Hotel, Industrial, Data Center, Billboard, Office, Senior Housing/Skilled Nursing, and Single-Family Rental REITs, while Self-Storage finally showed a convincing pricing inflection.

Seeking Alpha • Aug 13, 2026

Kimco Realty Q2 Earnings Call Highlights

Kimco Realty NYSE: KIM reported second-quarter funds from operations of $0.46 per diluted share, up 4.5% from a year earlier, as higher rents, improving credit trends and strong leasing activity supported results. The shopping center REIT also raised the lower end of its full-year FFO outlook and increased its quarterly common dividend by 12% from the prior-year period.

MarketBeat • Aug 5, 2026

REIT Organic Growth Will Accelerate From A Supply Shift

The real estate supply curve has shifted left, driving higher future rental rates and favoring owners of existing properties. Development is largely uneconomic due to higher required returns, financing, opex, and construction costs; new supply is severely constrained. Industrial rents have already risen 65% since 2019, reaching equilibrium, while retail and shopping centers are poised for 20–40% further rent growth.

Seeking Alpha • Aug 5, 2026

Kimco Realty Corporation (KIM) Q2 2026 Earnings Call Transcript

Kimco Realty Corporation (KIM) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 4, 2026

Kimco Realty® Announces Second Quarter 2026 Results

– Strong Leasing Gains Drove Occupancy to All-time Highs – – Increases Common Dividend 12% Year-over-Year – – Raises 2026 Outlook – JERICHO, N.Y., Aug. 04, 2026 (GLOBE NEWSWIRE) -- Kimco Realty® (NYSE: KIM), a real estate investment trust (“REIT”) and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States, today reported results for the second quarter ended June 30, 2026.

GlobeNewsWire • Aug 4, 2026

Kimco Realty (KIM) Q2 FFO Match Estimates

Kimco Realty (KIM) came out with quarterly funds from operations (FFO) of $0.46 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.44 per share a year ago.

Zacks Investment Research • Aug 4, 2026

Kimco Realty (KIM) Reports Q2 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for Kimco Realty (KIM) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Aug 4, 2026

Kimco Q2 FFO Meet Estimates as Leasing Gains Lift Occupancy

KIM's Q2 FFO meet estimates as leasing gains lift occupancy, while higher rents, asset sales and a raised 2026 outlook support growth.

Zacks Investment Research • Aug 4, 2026