| REG |
Report |
Same-Property NOI Growth (2Q 2026) |
MISS |
pred ~3.0% vs. cons 4.64% |
HIGH |
| REG |
Report |
Operating FFO/Share (2Q 2026) |
BEAT |
pred ~$1.16 vs. cons $1.148 |
MEDIUM |
| REG |
Report |
Cash Leasing Spreads (2Q 2026) |
BEAT |
pred ~12.5% vs. cons 11.2% |
HIGH |
| REG |
Guide |
Same-Property NOI Growth (FY 2026) |
LOWER |
guide ~3.25-3.75% vs. cons 4.31% |
HIGH |
| REG |
Guide |
Nareit FFO/Share (FY 2026) |
UNCHANGED |
guide ~$4.85 vs. cons $4.856 |
HIGH |
| REG |
Guide |
Qualitative: H2 trajectory / development pipeline |
UNCHANGED |
Reiterate SNO pipeline and back-half dev starts; no formal raise |
MEDIUM |
| REG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| REG |
Return |
5-day cumulative residual |
-2.5% (STABILIZE) |
STABILIZE -- estimate cuts on SS NOI pull FY consensus toward guided range; leasing beat limits further downside |
MEDIUM |