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 • a day ago

Reddit Set to Join S&P 500 and Sun Communities to Join S&P MidCap 400

NEW YORK, Aug. 13, 2026 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P 500 and S&P MidCap 400:  Reddit Inc. (NYSE: RDDT) will replace AvalonBay Communities Inc. (NYSE: AVB) in the S&P 500 effective prior to the opening of trading on Tuesday, August 18. S&P 500 constituent Equity Residential (NYSE: EQR) is acquiring AvalonBay Communities in a deal expected to be completed soon, pending final conditions.

PRNewsWire • 15 hours ago

Sun Communities Q2 Earnings Call Highlights

Sun Communities NYSE: SUI reported second-quarter 2026 Core FFO of $1.84 per share, exceeding the high end of its guidance range by $0.05, as strength in manufactured housing, resilient RV operations and expense management supported results.

MarketBeat • Jul 28, 2026

Sun Communities, Inc. (SUI) Q2 2026 Earnings Call Transcript

Sun Communities, Inc. (SUI) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 28, 2026

Sun Communities Reports Results for the Second Quarter and First Six Months of 2026

Net Loss per Diluted Share of $8.08 for the Quarter, inclusive of a Net Loss from Discontinued Operations

GlobeNewsWire • Jul 27, 2026

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

Sun Communities, Inc. Announces Date for Second Quarter 2026 Earnings Release and Conference Call

Southfield, MI, July 20, 2026 (GLOBE NEWSWIRE) -- Sun Communities, Inc. (NYSE: SUI) (the “Company”), a real estate investment trust ("REIT") that owns and operates, or has an interest in, manufactured housing (“MH”) and recreational vehicle (“RV”) communities (collectively, the "properties"), announces it will release second quarter 2026 operating results after the market closes on Monday, July 27, 2026. The Company will host a conference call to discuss these results on Tuesday, July 28, 2026, at 11:00 A.M.

GlobeNewsWire • Jul 20, 2026

2 Manufactured Housing REITs: 1 Is A Strong Buy, 1 Is A Sell

Manufactured housing REITs remain highly attractive. High yield can hide higher risk. Quality, balance sheet, and valuation matter most.

Seeking Alpha • Jul 18, 2026

The Great American Road Trip

Camping World has reached an operational inflection point, reducing debt, embracing AI, and shifting toward higher-margin, recurring revenue streams. Industry fundamentals are improving, with RV shipments projected to reach 328,800–367,000 units in 2026 and strong demand for campgrounds and resorts. Sun Communities and Equity LifeStyle Properties offer durable, recurring cash flows, with SUI trading at a discount and ELS delivering superior dividend growth.

Seeking Alpha • Jul 8, 2026

Equity REITs: Takeaways From REITWeek 2026

REITs are poised for 6-7% earnings growth in coming years, outpacing the historical 3-4% average, with multiple sectors showing accelerating fundamentals. Shopping centers, healthcare (notably senior housing), and data centers are standout sectors, benefiting from robust private market demand, supply constraints, and AI-driven tailwinds. Office REITs see improving leasing, especially from AI-related demand, while quality bifurcation widens; overweight positions in BXP and CUZ reflect this thesis.

Seeking Alpha • Jul 5, 2026