Real Estate stocks

AH Realty Trust, Inc. (AHRT)

Q2 2026, 2026-08-03: Economic occupancy gains continuing to build

American Assets Trust, Inc. (AAT) · over 200% above model fair value

Q2 2026, 2026-07-29: Occupancy increased to 90.5% compared to 86% last year.

Vici Properties (VICI) · 62% below model fair value

Q2 2026, 2026-07-30: VICI expects AFFO for the year ending December 31, 2026, to be between $2.675 billion and $2.695 billion, or between $2.45 and $2.47 per diluted common share.

W. P. Carey (WPC) · over 200% above model fair value

Q2 2026, 2026-07-29: WPC completed over $700 million in investments during the second quarter, bringing the year-to-date investment volume to $1.3 billion.

American Healthcare REIT, Inc. (AHR) · over 200% above model fair value

Q2 2026, 2026-08-07: Trilogy's same-store quality mix reached 75.5% of resident days, up roughly 60 basis points year over year, aligning with Medicare Advantage payors that value outcomes.

Healthpeak Properties (DOC) · over 200% above model fair value

Q2 2026, 2026-08-05: Healthpeak Properties was bold and strategic, including a $5 billion merger, and a $1 billion IPO.

Medical Properties Trust (MPT)

Q4 2025, 2026-02-19: MPT expects to reach an annualized run rate of cash collections exceeding $1 billion by the end of 2026.

Ventas (VTR) · over 200% above model fair value

Q3 2026, 2026-10-27: Ventas' $60 billion enterprise generates performance from nearly 1,500 physical assets serving the need-based secular demand and of a large and…

Welltower (WELL) · 119% above model fair value

Q3 2026, 2026-10-26: The strong in-market demand for Welltower's luxury senior living product, coupled with attractive capital deployment opportunities.

Ashford Hospitality Trust Inc. (AHT)

Q4 2025, 2026-02-26: For the fourth quarter, Ashford Hospitality Trust reported a net loss attributable to common stockholders of $131,100,000, or $23.83 per diluted…

Host Hotels & Resorts (HST) · 30% below model fair value

Q2 2026, 2026-08-06: The company plans to reinvest approximately $2.1 billion into comprehensive programs upon the completion of the second Marriott transformational…

Extra Space Storage (EXR) · 49% above model fair value

Q3 2026, 2026-10-27: Extra Space Storage raised its full-year core FFO guidance for 2026 to $8.40 to $8.50 per share from $8.25 to $8.40 per share.

Lineage, Inc. (LINE) · over 200% above model fair value

Q2 2026, 2026-08-05: The company invested $1.1 billion into projects expected to deliver over $134 million in incremental NOI once stabilized.

Prologis (PLD) · 189% above model fair value

Q3 2026, 2026-10-15: Prologis acquired $950 million of real estate during the quarter at an estimated discount to replacement cost of 20%.

Public Storage (PSA) · over 200% above model fair value

Q3 2026, 2026-10-26: Public Storage acquired a $150 million portfolio in desirable coastal locations, marking the largest transaction of the quarter.

ACRES Commercial Realty Corp. (ACR) · over 200% above model fair value

Q2 2026, 2026-07-30: ACR's total allowance for credit losses was $21.1 million at June 30, representing 0.99% or 99 basis points, showing its buffer against potential…

Adamas Trust, Inc. (ADAM) · 78% below model fair value

Q2 2026, 2026-07-30: Adamas Trust, Inc. expanded its investment portfolio by more than $800 million to $11.7 billion, representing 36% growth from a year ago.

Adamas Trust, Inc. (ADAML) · 17% below model fair value

Q2 2026, 2026-07-30: ADAML's investment portfolio grew by more than $800 million to $11.7 billion, up 36% from a year ago.

Adamas Trust, Inc. (ADAMM) · 11% below model fair value

Q2 2026, 2026-07-30: ADAMM expanded its investment portfolio by more than $800 million to $11.7 billion, up 36% from a year ago, significantly boosting its asset base.

Adamas Trust, Inc. (ADAMN) · 21% below model fair value

Q2 2026, 2026-07-30: ADAMN expanded its investment portfolio by more than $800 million to $11.7 billion, up 36% from a year ago, significantly growing its holdings.

Adamas Trust, Inc. (ADAMZ) · 40% below model fair value

Q2 2026, 2026-07-30: ADAMZ expanded its investment portfolio by more than $800 million to $11.7 billion, a 36% increase from a year ago.

AGNC Investment Corp. (AGNC) · 70% below model fair value

Q2 2026, 2026-07-21: AGNC's economic return on tangible common equity was 6.7% for the quarter, consisting of $0.36 in dividends and a $0.20 increase in tangible net book value per share.

AGNC Investment Corp. (AGNCL) · 19% below model fair value

Q2 2026, 2026-07-21: Because the primary mortgage rate remains above 6.5%, the net new supply of Agency MBS for this year will likely be affected.

AGNC Investment Corp. (AGNCM) · 19% below model fair value

Q2 2026, 2026-07-21: The primary mortgage rate remaining above 6.5% impacts the expected net new supply of Agency MBS for this year.

AGNC Investment Corp. (AGNCN) · 14% below model fair value

Q2 2026, 2026-07-21: With the primary mortgage rate remaining above 6.5%, the net new supply of Agency MBS this year will likely be impacted by these sustained interest…

AGNC Investment Corp. (AGNCO) · 15% below model fair value

Q2 2026, 2026-07-21: With primary mortgage rates continuing above 6.5%, this year's net new Agency MBS supply will likely be affected.

AGNC Investment Corp. (AGNCP) · 17% below model fair value

Q2 2026, 2026-07-21: With the primary mortgage rate staying above 6.5%, the net new supply of Agency MBS is expected to change for this year.

AGNC Investment Corp. (AGNCZ) · 19% below model fair value

Q2 2026, 2026-07-21: With the primary mortgage rate remaining above 6.5%, the net new supply of Agency MBS this year will likely be affected by these market conditions.

Annaly Capital Management (NLY) · 68% below model fair value

Q2 2026, 2026-07-22: Annaly purchased $7.1 billion of loans in Q2, which is a new quarterly record for the business including whole loan bulk purchases in partnerships.

ARBOR Realty Trust Inc. (ABR) · over 200% above model fair value

Q1 2026, 2026-05-08: A $100 million ramp feature in the new CLO is expected to be fully utilized by May 2026.

Ares Commercial Real Estate Corp (ACRE)

Q2 2026, 2026-08-04: ACRE's loans held for investment increased by $129 million to reach $1.8 billion as of June 30, 2026, growing the portfolio.

Rithm Capital (RITM) · over 200% above model fair value

Q2 2026, 2026-07-28: The weighted average initial rent reached approximately $100 per square, which reflects improving leasing fundamentals in the San Francisco portfolio.

Alexandria Real Estate Equities (ARE)

Q3 2026, 2026-10-26: Completed and pending transactions totaling $2.6 billion exceed the 2026 guidance midpoint by $720 million, potentially allowing Alexandria Real Estate Equities to defer some capital into 2027.

BXP, Inc. (BXP) · 20% below model fair value

Q3 2026, 2026-10-27: BXP raised over $520 million in total net sale proceeds this year and $1.37 billion since its investor conference, which the company stated is ahead of schedule.

Vornado Realty Trust (VNO) · 41% below model fair value

Q2 2026, 2026-08-04: Vornado Realty Trust has a $3.3 billion construction loan ready to go.

American Homes 4 Rent (AMH) · 25% below model fair value

Q2 2026, 2026-07-31: AMH reported approximately $84 million of cash available on the balance sheet and a $390 million drawn balance on its $1.25 billion credit facility.

Camden Property Trust (CPT) · 71% below model fair value

Q2 2026, 2026-07-31: Following the repayment of credit and commercial paper, Camden Property Trust reported a pro forma net debt to EBITDA of 4.5x at the end of July.

Essex Property Trust (ESS) · 51% above model fair value

Q3 2026, 2026-10-27: Essex Property Trust executed approximately $600 million of swaps at an all-in fixed rate of 4.9% to hedge floating rate exposure from swaps expiring over the next six months.

Invitation Homes (INVH) · 16% above model fair value

Q2 2026, 2026-07-30: The company ended the quarter with over $1.5 billion of available liquidity.

Mid-America Apartment Communities (MAA) · 177% above model fair value

Q2 2026, 2026-07-30: Resilient demand and declining new deliveries are expected to expand and accelerate the recovery.

Sun Communities (SUI) · over 200% above model fair value

Q2 2026, 2026-07-28: The company launched a new $1 billion buyback program to reflect its conviction in the underlying value of the company and its commitment to…

UDR, Inc. (UDR) · 104% above model fair value

Q2 2026, 2026-07-28: UDR expanded its share repurchase program to 30 million shares and repurchased 5.5 million shares for $200 million at an average price of $36.49.

Acadia Realty Trust (AKR) · over 200% above model fair value

Q2 2026, 2026-07-29: AKR aims to hit $1 billion by year end, nearly doubling its street, using its current pipeline to fuel expansion.

AGREE Realty Corp. (ADC) · 59% below model fair value

Q2 2026, 2026-07-31: ADC invested a company record $500 million across its three external growth platforms, marking what it called the highest-quality quarter in company…

Brixmor Property Group (BRX) · over 200% above model fair value

Q2 2026, 2026-07-28: The company reported leverage of 5.3x on a quarter annualized basis and liquidity of $1.5 billion, including $115 million, which provides the current…

Federal Realty Investment Trust (FRT) · over 200% above model fair value

Q2 2026, 2026-07-31: Parking, percentage rent, incremental income, and stronger occupancy added $0.03 to the forecast.

Kimco Realty (KIM) · 14% above model fair value

Q2 2026, 2026-08-04: Economic occupancy in the SNO pipeline increased by 20 basis points to 92.4% compared to the previous quarter.

NNN Reit (NNN) · 18% above model fair value

Q2 2026, 2026-08-05: NNN Reit raised the midpoint of full-year asset-sale guidance by $10 million and left second-half credit-loss assumptions unchanged.

Realty Income (O) · 70% below model fair value

Q2 2026, 2026-08-05: Realty Income announced a $6 billion programmatic hyperscale data center joint venture with Cloud Capital, where the company expects to invest up to $1.4 billion for a 45% equity interest.

Regency Centers (REG) · 141% above model fair value

Q2 2026, 2026-07-30: The company reports nearly full availability on its $1.5 billion revolving credit facility, which impacts the firm's credit and capital position.

Simon Property Group (SPG) · 137% above model fair value

Q2 2026, 2026-08-10: Simon Property Group increased its full year 2026 real estate FFO guidance to a range of $13.20 to $13.30 per share.

American Tower (AMT) · over 200% above model fair value

Q3 2026, 2026-10-27: American Tower raised its data center revenue growth outlook to 16%, up from 15% last quarter and 13% at the start of the year.

Crown Castle (CCI) · over 200% above model fair value

Q3 2026, 2026-10-21: Crown Castle increased its full-year 2026 outlook by 20 million for site rental revenues, 25 million for adjusted EBITDA, and 5 million for AFFO.

Digital Realty (DLR) · 125% above model fair value

Q1 2026, 2026-04-23: Digital Realty signed 10-plus megawatt leases in Dallas, Sao Paulo, and Tokyo to accommodate the accelerating pace of large AI workloads moving into scaled production environments.

Equinix (EQIX) · over 200% above model fair value

Q2 2026, 2026-07-29: Equinix raised adjusted EBITDA guidance by $62 million, resulting in an adjusted EBITDA margin of approximately 51%, a 200 basis point improvement over last year.

Iron Mountain (IRM) · over 200% above model fair value

Q2 2026, 2026-08-05: Iron Mountain's adjusted EBITDA margin of 36.6% exceeded the prior projection by $23 million due to revenue upside and operational efficiency.

Lamar Advertising (LAMR) · 138% above model fair value

Q2 2026, 2026-08-06: The company expects to close its second UPREIT transaction next week following positive seller interest in the transaction structure.

Rayonier (RYN) · over 200% above model fair value

Q2 2026, 2026-08-06: The company finished the second quarter with $412 million of cash and roughly $1.9 billion of debt.

SBA Communications (SBAC) · over 200% above model fair value

Q2 2026, 2026-08-03: The company raised $3.5 billion in total amount to pay in full both of its Term Loans.

Weyerhaeuser (WY) · over 200% above model fair value

Q2 2026, 2026-07-31: Revenue guidance edges down as average domestic sales are expected to slip slightly from product mix.

AGNT, Inc. (AGNT) · 53% below model fair value

Q2 2026, 2026-08-04: Starting with the third quarter, AGNT expects revenue in the range of $1.35 billion-$1.45 billion, expenses in the range of $85 million-$90 million.

CBRE Group (CBRE) · 108% above model fair value

Q3 2026, 2026-10-22: CBRE expects infrastructure services revenue to reach nearly $7 billion in 2027, representing a growth of more than 40% from this year.

City Service SE (CTS) · 61% below model fair value

Q2 2026, 2026-08-31: Tomers' satisfaction with City Service SE's companies and services increased by 29.5 percent to 172,000.

CoStar Group (CSGP) · over 200% above model fair value

Q3 2026, 2026-10-27: CoStar Group raised its full-year adjusted EBIT guidance to a midpoint of $830 million, which is 24% above the $672 million record.

Efekt SA (EFK)

Q1 2026, 2026-05-18: Efekt Hotele S.A. is having difficulties servicing current loan debt independently due to insufficient revenues and low liquidity.

Elkop Estonia SA (EKP)

FY 2026, 2026-08-17: Elkop Estonia SA projects FY 2026 revenue of EUR 0, with operating income of EUR -18.0K and net income of EUR -9.0K.

GTC SA (GTC)

Q2 2026, 2026-08-28: GTC SA has significant debt and debt service obligations that may increase in the future, potentially increasing its vulnerability to adverse economic conditions.

Inside Park SA (ISD)

FY 2026, 2026-06-01

Jones Lang LaSalle (JLL) · 12% below model fair value

Q2 2026, 2026-07-30: JLL's advisory revenue growth accelerated to 21% this quarter, with profit growing even faster.

MLP Group SA (MLG)

H1 2026, 2026-08-20: In H1 2026, MLP Group SA reported revenue of PLN 9.7M, operating income of PLN 340, and net income of PLN 121.0K.

Octava SA (08N)

Q1 2026, 2026-05-14: The company in liquidation made a partial repayment of 4.4 million PLN in accordance with the concluded agreement.

Wise Finance SA (IBS)

Q1 2026, 2026-05-28

Archicom SA (ARH)

Q2 2026, 2026-09-15: The company's interim financial statements were approved by the European Union for the period ending Q2 2026.

Atal SA (1AT)

Q2 2026, 2026-09-10: The process of offering and allocating Series E shares to investors concluded on June 3, 2015.

BBI Development SA (BBD)

Q1 2026, 2026-05-27

Cavatina Holding SA (CAV)

Q1 2026, 2026-05-26

Czerwona Torebka SA (CZT)

Q1 2026, 2026-05-29

Develia SA (DVL)

Q2 2026, 2026-09-11: Develia SA completed a full early repayment of a loan held with mBank S.A. to reduce its bank debt and loans.

Dom Development SA (DOM)

Q2 2026, 2026-08-27: Dom Development SA's asset position in the first half of 2025 was 180,589 thousand PLN.

Howard Hughes Holdings (HHH) · over 200% above model fair value

Q2 2026, 2026-08-06: Vantage was founded in late 2020 with about $1 billion of capital.

Inpro SA (INP)

Q1 2026, 2026-05-27: The report notes a silent assignment of a policy for Banku receivables to INPRO SA from buyers of mortgages to the amount of Gdańsk, ul.

KCI SA (KCI)

Q1 2026, 2026-05-28

Lokum Deweloper SA (LKD)

Q1 2026, 2026-05-20: The company identified a material error from previous periods regarding the incorrect settlement of deferred tax on shares in its subsidiary Lokum…

Marvipol Development SA (MVP)

Q2 2026, 2026-08-21: Marvipol Development SA reported a net loss of 11.3 million PLN in the first half of 2025, compared to a 22.5 million PLN net loss in the same period last year.

Robyg SA (ROB)

Tower Investments SA (TOW)

Q1 2026, 2026-06-16

Wikana SA (WIK)

Q1 2026, 2026-05-22: The company and its affiliated entities are parties to ongoing court proceedings as of the date the report was approved for publication.

CPD SA (CPD)

Q1 2026, 2026-05-29: The parties agreed to pursue a transaction where the Issuer acquires all existing shares in FRIW from the Partner.

Echo Investment SA (ECH)

Q2 2026, 2026-09-17: Echo Investment SA finalized the sale of a portion of the Resi4Rent portfolio for approximately 2.4 billion PLN, the largest transaction in the history of the Polish PRS market.