| O |
Report |
AFFO per share (Q2 2026) |
IN-LINE |
pred ~$1.095 vs. cons $1.086 |
MEDIUM |
| O |
Report |
Rental revenue (Q2 2026) |
BEAT |
pred ~$1,440M vs. cons $1,426M |
MEDIUM |
| O |
Report |
Investment volume / Acquisitions (Q2 2026) |
BEAT |
pred ~$2,100M vs. cons $1,964M |
MEDIUM |
| O |
Guide |
AFFO/share (FY 2026) |
UNCHANGED |
guide midpoint ~$4.43 vs. cons $4.415 |
MEDIUM |
| O |
Guide |
Investment volume (FY 2026) |
BETTER |
reaffirm $9.5B vs. cons $7.97B |
HIGH |
| O |
Guide |
U.S. Core Plus Fund deployment (qualitative) |
BETTER |
confirm full deployment; fee income ~$10M annualized |
HIGH |
| O |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
MEDIUM |
| O |
Return |
5-day cumulative residual |
+1.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimate revisions as Street closes the $7.97B vs. $9.5B volume consensus gap |
MEDIUM |