REITs: Cheap, Unloved, And Finally Showing Life

REITs have refused to break in 2026 despite oil-driven inflation pressure, rising Treasury yields, and a Fed narrative that flipped from multiple rate cuts to potential hikes. The “Rates Up, REITs Down” regime has weakened, with REIT-rate correlations falling sharply as fundamentals, strategy, capital allocation, and valuation catalysts increasingly drive performance. M&A has helped break the rate-driven narrative, validating public-market discounts to NAV and proving that REITs can unlock value through consolidation, privatizations, and strategic alternatives.

Seeking Alpha • Jun 18, 2026

A Barbell Approach To Passive Income As Inflation Roars Back To Life

Inflation relentlessly erodes purchasing power, making dividend growth essential for income investors to maintain real income. A barbell strategy—combining moderate-yielding dividend growth stocks/ETFs and 6.5%+ yielding investment grade preferreds—offers both growth and current income. AI-driven capex by large-cap S&P 500 firms is powering economic growth and masking weakness among lower-income consumers.

Seeking Alpha • Jun 6, 2026

Regency Centers Corporation (REG) Presents at Nareit REITweek: 2026 Investor Conference Transcript

Regency Centers Corporation (REG) Presents at Nareit REITweek: 2026 Investor Conference Transcript

Seeking Alpha • Jun 3, 2026

Regency Centers Releases 2025 Corporate Responsibility Report

JACKSONVILLE, Fla., May 28, 2026 (GLOBE NEWSWIRE) -- Regency Centers Corporation (“Regency”, “Regency Centers” or the “Company”) (Nasdaq:REG) today released its 2025 Corporate Responsibility Report. The report underscores Regency's continued commitment to responsible business practices and long-term stewardship of its assets, while reflecting the Company's ongoing efforts to create value for its shareholders and the communities it serves. The report can be found on the  Corporate Responsibility page of Regency's website.

GlobeNewsWire • May 28, 2026

Regency Centers to Present at Nareit REITweek 2026 Investor Conference

JACKSONVILLE, Fla., May 26, 2026 (GLOBE NEWSWIRE) -- Regency Centers Corporation (“Regency Centers” or the “Company”) (Nasdaq:REG) today announced that the Company's management team is scheduled to present at the Nareit REITweek Investor Conference on Tuesday, June 2, 2026, at 3:15 pm ET. To listen to the presentation, please use the webcast information provided below. A link to the webcast will be available for replay on the Investor Relations page of the Company's website at investors.regencycenters.com.

GlobeNewsWire • May 26, 2026

Federal Realty vs. Regency Centers: Which Retail REIT to Buy Now?

Federal Realty delivers strong Q1 leasing and mixed-use upside, but can a grocery-anchored rival match its durability? Dig into the metrics.

Zacks Investment Research • May 25, 2026

Regency Centers Declares Quarterly Dividends

JACKSONVILLE, Fla., May 07, 2026 (GLOBE NEWSWIRE) -- Regency Centers Corporation (“Regency Centers,” “Regency” or the “Company”) (NASDAQ: REG) announced today that the Company's Board of Directors (the “Board”) declared quarterly cash dividends on Regency's common stock, Series A preferred stock, and Series B preferred stock, respectively.

GlobeNewsWire • May 7, 2026

O Tops Q1 AFFO Estimates, Continues Active Capital Deployment, Ups View

O beat's Q1 AFFO and revenue estimates, holds 98.9% occupancy and raises 2026 guidance after $2.8B investments.

Zacks Investment Research • May 7, 2026

Macerich Q1 FFOA & Revenues Beat Estimates on Improved Leasing Progress

MAC tops Q1 FFOA estimates as leasing activity rises and occupancy improves across its Go-Forward Portfolio Centers.

Zacks Investment Research • May 7, 2026

Regency Centers: The Real Opportunity Lies In Its Preferred Stocks

Regency Centers remains a hold as its common stock trades at a premium, reflecting quality, strong AFFO growth, and a robust pipeline. REG's preferred stocks, REGCP, REGCO, however offer attractive yields, are well-covered, and present potential upside if redeemed, backed by a high-quality REIT. Macro risks, particularly Iran-driven inflation and higher-for-longer rates, may pressure REG's valuation and delay preferred redemptions or pipeline expansion.

Seeking Alpha • May 4, 2026