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

How A Kevin Warsh Fed Could Impact Rates: 3 Top Stocks To Buy

April's CPI print hit 3.8% as gas prices surge, making rate cuts look unlikely ahead of Warsh's expected confirmation as Fed chair this week. Warsh is set to inherit a divided Fed, with three officials publicly opposing an easing bias in the press release following the April FOMC meeting. Warsh favors trimming short‑term rates if AI‑driven productivity keeps inflation in check, alongside shrinking the Fed's balance sheet and offering less forward guidance.

Seeking Alpha • May 12, 2026

Postal Realty Trust: 'Boring' Stability That Belongs In A Retirement Portfolio

Postal Realty Trust remains a buy, offering exposure to USPS-leased properties with robust AFFO growth and a sustainable ~4.5% dividend yield. PSTL's Q1 showcased stability: $11.6M AFFO, a strong $34.6M in acquisitions, and raised 2026 AFFO guidance to $1.40–$1.42 per share. Lease expirations in 2027–2028 enable new rent escalators, supporting organic long-term growth alongside accretive acquisitions in a fragmented market.

Seeking Alpha • May 7, 2026

Best Stocks For Building A Barbell For Midterms And Geopolitical Risk

Volatility has historically increased ahead of midterm elections, especially with other market pressures, such as geopolitical tensions, weighing on investor sentiment. We saw a similar macro backdrop in 2022. By pairing well-positioned growth companies with income-generating, rate-sensitive assets, investors can build a portfolio that can withstand volatile markets amid midterm elections and geopolitical tensions. To do this, a barbell approach, which provides a balanced portfolio built for managing both opportunity and uncertainty, has historically worked well.

Seeking Alpha • May 7, 2026

Postal Realty Trust, Inc. (PSTL) Q1 2026 Earnings Call Transcript

Postal Realty Trust, Inc. (PSTL) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 6, 2026

PSTL Q1 AFFO Misses Estimates on Higher Expenses, Guidance Raised

PSTL's Q1 adjusted FFO rises 3% but lags estimates as expenses climb. Revenues jump 20% on acquisitions, and guidance and targets are raised.

Zacks Investment Research • May 6, 2026

Postal Realty Trust Declares First Quarter 2026 Dividend

CEDARHURST, N.Y., May 05, 2026 (GLOBE NEWSWIRE) -- Postal Realty Trust, Inc. (NYSE: PSTL) (the “Company”), an internally managed real estate investment trust that owns and manages over 2,300 properties leased primarily to the United States Postal Service (the “USPS”), ranging from last-mile post offices to industrial facilities, announced today that its board of directors has approved a quarterly dividend on the Company's Class A common stock in the amount of $0.245 per share. This represents a 1.0% increase from the first quarter 2025 dividend. The dividend will be payable on May 29, 2026 to stockholders of record as of the close of business on May 15, 2026.

GlobeNewsWire • May 5, 2026

Postal Realty Trust, Inc. Reports First Quarter 2026 Results

- Net Income of $0.11 Per Diluted Share - - Increased 2026 AFFO Guidance $0.01 to $1.40 - $1.42 Per Diluted Share - - Increased 2026 Acquisition Guidance $15 Million to $130 Million - $140 Million - - Initiating 2027 Same Store Cash Revenue Growth Outlook of Approximately 6.5% - - $59.7 Million of Gross Equity Sales via ATM Program in First Quarter - - $52.8 Million of Unsettled Equity via Forward ATM Program as of May 5, 2026 -

GlobeNewsWire • May 5, 2026

Postal Realty Trust (PSTL) Q1 FFO and Revenues Miss Estimates

Postal Realty Trust (PSTL) came out with quarterly funds from operations (FFO) of $0.33 per share, missing the Zacks Consensus Estimate of $0.35 per share. This compares to FFO of $0.32 per share a year ago.

Zacks Investment Research • May 6, 2026