| REG |
Report |
Operating FFO/share |
IN-LINE |
pred ~$1.150 vs. cons $1.148 |
MEDIUM |
| REG |
Report |
Same-property NOI growth |
MISS |
pred ~3.5% vs. cons 4.636% |
MEDIUM |
| REG |
Report |
Occupancy |
BEAT |
pred ~96.4% vs. cons 95.191% |
MEDIUM |
| REG |
Guide |
Core Operating Earnings/share (FY 2026) |
UNCHANGED |
guide ~$4.59-$4.63 vs. cons $4.636 |
MEDIUM |
| REG |
Guide |
Same-property NOI growth (FY 2026) |
LOWER |
guide ~+3.25% to +3.75% vs. cons 4.313% |
MEDIUM |
| REG |
Guide |
Leasing, demand, credit commentary (2H26) |
UNCHANGED |
guide ~resilient demand and healthy collections; CAM timing persists vs. no reliable numerical consensus |
LOW |
| REG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.0% |
— |
LOW |
| REG |
Return |
5-day cumulative residual |
-1.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained FY NOI guide remains below consensus |
LOW |