| ARE |
Report |
Core FFO/Share (Q2 2026) |
IN-LINE |
pred ~$1.64 vs. cons $1.632 (VA, Aug 1, 2026) |
MEDIUM |
| ARE |
Report |
Occupancy Rate (Q2 2026) |
MISS |
pred ~86.3% vs. cons 86.56% (VA, Aug 1, 2026) |
MEDIUM |
| ARE |
Report |
Dispositions (Q2 2026) |
MISS |
pred ~$425M vs. cons $575M (VA, Aug 1, 2026) |
MEDIUM |
| ARE |
Guide |
FY 2026 Core FFO/Share (FY 2026) |
UNCHANGED |
guide ~$6.35-$6.40 midpoint vs. cons $6.360 (VA, Aug 1, 2026) |
MEDIUM |
| ARE |
Guide |
Year-end 2026 Occupancy (FY 2026) |
LOWER |
guide ~86.5% midpoint vs. cons 87.09% (VA, Aug 1, 2026) |
MEDIUM |
| ARE |
Guide |
FY Same-Store NOI Growth (FY 2026) |
UNCHANGED |
guide ~-9.5% to -10.5% vs. cons -10.61% (VA, Aug 1, 2026) |
MEDIUM |
| ARE |
Guide |
FY Dispositions (FY 2026) |
UNCHANGED |
guide ~$2.7-$2.9B vs. cons $2.77B (VA, Aug 1, 2026) |
LOW |
| ARE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
MEDIUM |
| ARE |
Return |
5-day cumulative residual |
-7.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side models Q3 implicit cut (-3.1% vs. cons) after FY maintained; occupancy guide cut triggers estimate revisions over 2-3 days |
MEDIUM |