CUZ

Digital Realty Trust DLR is slated to report second-quarter 2026 results on July 23, after the closing bell. The quarterly results are expected to reflect year-over-year growth in both revenues and funds from operations (FFO) per share. This Austin, TX-based data center real estate investment trust (REIT) reported a core FFO per share of $2.04 in the prior quarter, surpassing the Zacks Consensus Estimate of $1.94. Results reflected steady leasing momentum amid rising AI demand. Over the trailing four quarters, Digital Realty’s core FFO per share topped the Zacks Consensus Estimate on all occasions, with the average beat being 5.11%. This is depicted in the chart below: Digital Realty Trust, Inc. price-eps-surprise | Digital Realty Trust, Inc. Quote Digital Realty is expected to sustain healthy growth in the second quarter of 2026, supported by strong leasing, a record backlog and rising demand for AI- and cloud-related data center capacity. Revenues should benefit from $544 million of lease commencements scheduled through 2026, along with positive renewal spreads of 6.5%-8.5% and a projected 50-100 basis point improvement in occupancy. Near-term earnings may have softened in the second quarter due to higher operating costs, development spending and capital recycling, before improving later in the year. For the second quarter, the Zacks Consensus Estimate for rental revenues is pegged at $1.12 billion, up 12.1% from $1 billion reported in the year-ago quarter. The Zacks Consensus Estimate for interconnection & other revenues currently stands at $126.8 million, indicating a 3.9% increase from the year-ago quarter. The consensus estimate for quarterly total revenues is pegged at $1.66 billion, calling for an 11.4% year-over-year jump. Digital Realty’s activities in the to-be-reported quarter were inadequate to garner analysts’ confidence. The Zacks Consensus Estimate for the company’s quarterly FFO per share has remained unchanged at $1.98 over the past two months. However, the figure indicates year-over-year growth of 5.9%. Our proven model predicts a surprise in terms of FFO per share for Digital Realty this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an FFO beat, which is the case here. Digital Realty currently has an Earnings ESP of +2.30% and carries a Zacks Rank of 3. Yo...

Equity Residential EQR is slated to report second-quarter 2026 results after the closing bell on July 22. The company’s quarterly results are likely to reflect growth in both revenues and funds from operations (“FFO”) per share. In the last reported quarter, this Chicago, IL-based residential real estate investment trust’s (“REIT”) normalized FFO per share surpassed the Zacks Consensus Estimate, delivering a surprise of 4.21%. However, rental income lagged the consensus mark. Over the trailing four quarters, Equity Residential’s FFO per share surpassed the Zacks Consensus Estimate on one occasion, met in two and missed in the remaining period, with an average surprise of 0.81%. The graph below depicts this surprise history: Equity Residential price-eps-surprise | Equity Residential Quote As we approach the release of Equity Residential's second-quarter 2026 earnings report, it is important to examine how this residential REIT is likely to have performed amid the current market conditions. The U.S. multifamily market entered the second half of 2026 with a clearer recovery taking shape, as strong renter demand and a rapidly shrinking supply pipeline began translating into lower vacancy and improving rent growth. According to a Cushman & Wakefield report, net absorption reached roughly 124,600 units, up from 83,500 units in the first quarter and 8% above the prior year, making it the fifth-strongest quarter in nearly 25 years. The supply picture also became more favorable. Approximately 88,000 units were delivered during the quarter, down 27% year over year. Around 475,000 units remained under construction at quarter-end, equal to just 3.5% of existing inventory. Improving demand and slowing supply pushed the national vacancy rate down 35 basis points quarter over quarter to 8.9%, its first move below 9% since 2024. On a trailing four-quarter basis, absorption of approximately 362,000 units exceeded deliveries of about 358,000 units for the first time since early 2022, indicating vacancy is likely to have passed its cyclical peak. The recovery was particularly pronounced in previously overbuilt markets: Austin, Charleston, Savannah, Huntsville, Salt Lake City and Colorado Springs recorded some of the largest quarterly vacancy declines. Rent growth remains modest but is beginning to improve. National asking rents reached approximately $1,945 per month, up 1.5% y...

AvalonBay Communities, Inc. AVB, a leading real estate investment trust (“REIT”) specializing in the development, acquisition and management of multifamily properties, is set to announce its second-quarter 2026 results after the closing bell on July 22. In the last reported quarter, this residential REIT delivered a positive surprise of 1.07% in terms of core funds from operations (“FFO”) per share. Results reflected higher same-store occupancy at 96.1%, underscoring steady demand heading into the peak leasing season. However, higher interest expenses undermined the performance to an extent. Over the past four quarters, AvalonBay’s earnings surpassed the Zacks Consensus Estimate on three occasions and missed on the other. The graph below depicts the surprise history of the company: AvalonBay Communities, Inc. price-eps-surprise | AvalonBay Communities, Inc. Quote As we approach the release of AvalonBay's second-quarter 2026 earnings report, it is important to examine how this residential REIT is likely to have performed amid the current market conditions. The U.S. multifamily market entered the second half of 2026 with a clearer recovery taking shape, as strong renter demand and a rapidly shrinking supply pipeline began translating into lower vacancy and improving rent growth. According to a Cushman & Wakefield report, net absorption reached roughly 124,600 units, up from 83,500 units in the first quarter and 8% above the prior year, making it the fifth-strongest quarter in nearly 25 years. The supply picture also became more favorable. Approximately 88,000 units were delivered during the quarter, down 27% year over year. Around 475,000 units remained under construction at quarter-end, equal to just 3.5% of existing inventory. Improving demand and slowing supply pushed the national vacancy rate down 35 basis points quarter over quarter to 8.9%, its first move below 9% since 2024. On a trailing four-quarter basis, absorption of approximately 362,000 units exceeded deliveries of about 358,000 units for the first time since early 2022, indicating vacancy is likely to have passed its cyclical peak. The recovery was particularly pronounced in previously overbuilt markets: Austin, Charleston, Savannah, Huntsville, Salt Lake City and Colorado Springs recorded some of the largest quarterly vacancy declines. Rent growth remains modest but is beginning to improve. Nat...

Prologis PLD is slated to report its second-quarter 2026 results on July 16, before the opening bell. In anticipation of the announcement, industry analysts and investors are eager to assess the company's performance and prospects in the current economic climate. In the last reported quarter, this leading industrial REIT posted core funds from operations (FFO) per share of $1.50, up 5.6% from a year ago. The figure beat the Zacks Consensus Estimate by 1.49%. Results were supported by robust leasing activity. Over the trailing four quarters, Prologis beat the Zacks Consensus Estimate for FFO per share on three occasions and met in the remaining period, with the average beat being 2.09%. This is depicted in the graph below: Prologis, Inc. price-eps-surprise | Prologis, Inc. Quote The U.S. industrial real estate market strengthened further in the second quarter of 2026. According to a Cushman & Wakefield report, national vacancy declined to 6.9%, suggesting the market has moved beyond its cyclical peak. Net absorption increased 21% from the prior quarter to 62.1 million square feet, bringing first-half demand to 113.6 million square feet — the strongest first-half performance since 2023. Occupiers continue to favor buildings with higher clear heights, stronger power capacity and infrastructure suited for automation and AI systems. Dallas–Fort Worth, Phoenix, Atlanta and several Midwest logistics hubs performed well, while port markets, including Houston, New Jersey, Los Angeles and Savannah, GA, also posted healthy demand. Leasing activity accelerated despite longer transaction timelines. Year-to-date leasing reached a four-year high, up 16% from a year earlier, with Dallas–Fort Worth, the Inland Empire and Chicago leading the country. Third-party logistics companies and manufacturers accounted for more than 55% of leasing volume as businesses expanded and adjusted their supply chains. Supply remained relatively controlled. Second-quarter deliveries totaled 62 million square feet, down 16% year over year, while first-half completions were 19.2% below the same period in 2025. At the same time, the construction pipeline increased to 305.1 million square feet, up 18% from a year earlier. More than one-third of the pipeline is build-to-suit, reducing the risk of excessive speculative supply. Asking rents rose to $10.32 per square foot, up 2.9% year over year and an...

ATLANTA, June 30, 2026 /PRNewswire/ -- Cousins Properties (NYSE: CUZ) announced today that it will release its second quarter 2026 earnings after the market closes on Thursday, July 30, 2026. Cousins will hold its second quarter 2026 earnings conference call on Friday, July 31, 2026 at 10:00 a.m. (Eastern Time). The number for this call is (800) 836-8184. The live webcast of this call can be accessed on the Company's website, www.cousins.com, through the "Cousins Properties Second Quarter Conference Call" link on the Investors page. A playback will be available shortly after the call on Friday, July 31, 2026 and run through Friday, August 7, 2026. The number for the playback is (888) 660-6345, passcode 33580#. The playback can also be accessed on the Company's website through the "Cousins Properties Second Quarter Conference Call" link on the Investors page. Financial information will be placed on the Company's website promptly after the earnings release announcement. This information will be available in the "Featured Reports" section on the Investors page. This information will also be available through the "SEC Filings" and "Supplemental Information" links on the Investors page. About Cousins Properties Cousins Properties is a fully integrated, self-administered and self-managed real estate investment trust (REIT). The Company, based in Atlanta, GA and acting through its operating partnership, Cousins Properties LP, primarily invests in Class A office buildings located in high-growth Sun Belt markets. Founded in 1958, Cousins creates shareholder value through its extensive expertise in the development, acquisition, leasing and management of high-quality real estate assets. The Company has a comprehensive strategy in place based on a simple platform, trophy assets and opportunistic investments. For more information, please visit www.cousins.com. CONTACT:Roni ImbeauxSenior Vice President, Finance and Investor [email protected] View original content:https://www.prnewswire.com/news-releases/cousins-properties-announces-dates-for-second-quarter-2026-earnings-release-and-conference-call-302815030.html

ATLANTA, June 18, 2026 /PRNewswire/ -- Cousins Properties (NYSE: CUZ) announced today that its Board of Directors has declared a cash dividend of $0.32 per common share for the second quarter of 2026. The second quarter dividend will be payable on July 16, 2026 to common shareholders of record on July 6, 2026. About Cousins Properties Cousins Properties is a fully integrated, self-administered and self-managed real estate investment trust (REIT). The Company, based in Atlanta, GA and acting through its operating partnership, Cousins Properties LP, primarily invests in Class A office buildings located in high growth Sun Belt markets. Founded in 1958, Cousins creates shareholder value through its extensive expertise in the development, acquisition, leasing, and management of high-quality real estate assets. The Company has a comprehensive strategy in place based on a simple platform, trophy assets, and opportunistic investments. For more information, please visit www.cousins.com. This press release does not constitute an offer of any securities for sale. Certain matters discussed in this press release are forward-looking statements within the meaning of the federal securities laws and are subject to uncertainties and risk and actual results may differ materially from projections. Readers should carefully review Cousins' financial statements and notes thereto, as well as the risk factors described in Part I, Item 1A of the Company's Annual Report on Form 10-K for the year ended December 31, 2025, and other documents Cousins files from time to time with the Securities and Exchange Commission. Such forward-looking statements are based on current expectations and speak as of the date of such statements. Cousins undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of future events, new information or otherwise. CONTACT:Roni ImbeauxSenior Vice President, Finance and Investor [email protected] View original content:https://www.prnewswire.com/news-releases/cousins-properties-announces-its-second-quarter-2026-common-stock-dividend-302804664.html

It has been about a month since the last earnings report for Healthpeak (DOC). Shares have lost about 2.2% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Healthpeak due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Healthpeak Properties posted first-quarter 2026 funds from operations as adjusted (FFOA) per share of 45 cents, beating the Zacks Consensus Estimate by 4.7%, but declined 2.2% year over year. Total revenues were $752.95 million, which rose 7.1% year over year and exceeded the consensus mark by 12.1%. The quarter’s performance reflected the benefits from steady leasing activity, along with the Janus Living IPO and active capital allocation. Operationally, the company reported 1.2 million square feet of combined outpatient medical and lab new and renewal lease executions, reinforcing continued tenant demand in key parts of the portfolio. Leasing momentum remained an important operating signal. In outpatient medical, new leases totaled 195,000 square feet, and renewals totaled 868,000 square feet, with cash releasing spreads on renewals of 5.4%. The company also cited meaningful post-quarter leasing and letters of intent activity through early May. Lab leasing was more mixed. New lab leases were 129,000 square feet, and renewals were 12,000 square feet, with 3.5% cash releasing spreads on renewals. Even with sequential occupancy improvement in the lab portfolio, management expects occupancy to build through year-end 2026, implying a continued focus on backfilling space and stabilizing that segment. A central narrative for the quarter was the completion of the Janus Living IPO, which generated approximately $880 million of net proceeds. Healthpeak remains Janus Living’s largest shareholder, owning 81.6% as of early May 2026, and management tied the structure to favorable senior housing supply-demand dynamics. Janus Living’s updates also carried operational relevance. The senior housing REIT reported first-quarter net income of 13 cents per share and FFOA of 23 cents per share, while noting it was under contract for about $400 million of additional senior housing acquisitio...

Cousins Properties reported first-quarter 2026 revenue of US$263.11 million, up from US$250.33 million a year earlier, but swung to a net loss of US$24.86 million after previously recording net income. At the same time, the Board expanded the share repurchase authorization to US$500 million, leaving US$410 million available to buy back stock after acquiring about 3.9 million shares at an average US$23.36 each. We will now examine how the expanded US$500 million share repurchase authorization may influence Cousins Properties' existing investment narrative. We've uncovered the 12 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. To own Cousins Properties, you need to believe in the long term appeal of its Sun Belt office and mixed use portfolio despite sector headwinds. The Q1 2026 swing to a US$24.86 million net loss highlights earnings volatility, while the expanded US$500 million buyback signals confidence but does not materially change the key near term catalyst of leasing progress or the central risk around office demand and large tenant move outs. The most relevant recent announcement alongside the buyback is the new US$1.2 billion unsecured credit facility, which increases borrowing capacity and modestly improves borrowing spreads. Together with the enlarged repurchase authorization, this underscores Cousins’ financial flexibility as it manages redevelopment needs, potential acquisitions such as 300 South Tryon, and ongoing leasing in markets like Atlanta and Austin, all of which tie back to the core catalyst of stabilizing occupancy and cash flows. But against these positives, investors should also be aware that concentration in Sun Belt office markets leaves Cousins exposed if regional economies or tenant migration trends were to... Read the full narrative on Cousins Properties (it's free!) Cousins Properties' narrative projects $1.1 billion revenue and $76.3 million earnings by 2029. This requires 3.8% yearly revenue growth and a $35.8 million earnings increase from $40.5 million today. Uncover how Cousins Properties' forecasts yield a $28.83 fair value, a 13% upside to its current price. The most bearish analysts were assuming revenue of about US$1.1 billion and earnings of roughly US$77 million by 2029, yet they still saw higher interest costs on upcoming 2026 debt maturities as a key risk. Their view is ma...

FFO beat and raised guidance: Q1 FFO was $0.73 per share, $0.02 above consensus, and full‑year guidance was raised to a range of $2.90–$2.98 (midpoint $2.94), implying ~3.5% growth over 2025 and with no assumed SOFR cut in 2026. Strong leasing and improving occupancy: Cousins signed 49 leases totaling 932,000 sq ft (52% new/expansion), reported end‑period leased occupancy of 91.8% (weighted average 88.9%), and said its late‑stage pipeline is about 2x last year with ~1M sq ft in signings/negotiations. Active capital markets and portfolio moves: The company bought 300 South Tryon for $317.5M, issued a $500M 7‑year bond at a 5% yield, repurchased 3.9M shares (avg $23.36) and expanded buyback authorization to $500M, while leverage sits at 5.66x net debt/EBITDA but is expected to decline after planned asset sales. Interested in Cousins Properties Incorporated? Here are five stocks we like better. The 3 Most Promising Real Estate Stocks to Watch this Quarter Cousins Properties (NYSE:CUZ) reported what management repeatedly described as an “excellent start” to 2026, highlighted by above-consensus funds from operations (FFO), record-setting leasing volume, and an increase to full-year guidance. Executives also pointed to improving Sun Belt office fundamentals, including a return-to-office trend, continued “flight to quality,” and limited new supply. President and CEO Colin Connolly said the company produced $0.73 per share in FFO for the first quarter, “$0.02 a share above consensus.” Cousins raised the midpoint of its 2026 FFO outlook by $0.02 to $2.94 per share, which Connolly said would represent 3.5% growth over 2025 and mark a third consecutive year of FFO growth. → Corning Beats Q1 Estimates but Drops 9% on Guidance Miss Executive Vice President and CFO Gregg Adzema said updated full-year guidance calls for FFO of $2.90 to $2.98 per share. He attributed the higher midpoint primarily to the company’s share repurchases and “better than forecast execution on the debt financings,” partially offset by the removal of a prior assumption for a mid-year SOFR rate cut. “We now have no SOFR cut assumptions during 2026 in our guidance,” Adzema said. Cousins completed 49 office leases totaling 932,000 square feet during the quarter, with a weighted average lease term of 6.6 years, according to Executive Vice President of Operations Richard Hickson. Connolly called it “one...

Image source: The Motley Fool. Thursday, April 30, 2026 at 10 a.m. ET President and Chief Executive Officer — Colin Connolly Executive Vice President and Chief Financial Officer — Gregg D. Adzema Executive Vice President of Operations — Richard G. Hickson Executive Vice President and Chief Investment Officer — Jane Kennedy Hicks Need a quote from a Motley Fool analyst? Email [email protected] Colin Connolly, our President and Chief Executive Officer; Richard G. Hickson, our Executive Vice President of Operations; Jane Kennedy Hicks, our Executive Vice President and Chief Investment; and Gregg D. Adzema, our Executive Vice President and Chief Financial Officer. The press release and supplemental package were distributed yesterday afternoon as well as furnished on Form 8-Ks. In the supplemental package, the company has reconciled all non-GAAP financial measures to the most directly comparable GAAP measures in accordance with Reg G requirements. If you did not receive a copy, these documents are available through the Quarterly Disclosures and Supplemental SEC Information link on the Investor Relations page of our website, cousins.com. Please be aware that certain matters discussed today may constitute forward-looking statements within the meaning of federal securities laws and actual results may differ materially from these statements due to a variety of risks, uncertainties, and other factors, including the risk factors set forth in our Annual Report on Form 10-Ks and our other SEC filings. The company does not undertake any duty to update any forward-looking statements whether as a result of new information, future events, or otherwise. The full declaration regarding forward-looking statements is available in the supplemental package posted yesterday and a detailed discussion of the potential risks is contained in our filings with the SEC. We will now turn the call over to Colin Connolly. Colin Connolly: Thank you, Pam, and good morning, everyone. We had an excellent start to 2026 at Cousins Properties Incorporated. On the earnings front, the team delivered $0.73 per share in FFO during the quarter, which was $0.02 per share above consensus. In addition, we increased the midpoint of our FFO guidance by $0.02 per share to $2.94 per share for the full year 2026, which represents 3.5% growth over 2025. This would be our third consecutive year of FFO growth and represe...

ATLANTA (AP) — ATLANTA (AP) — Cousins Properties Inc. (CUZ) on Wednesday reported a key measure of profitability in its first quarter. The results exceeded Wall Street expectations. The Atlanta-based real estate investment trust said it had funds from operations of $122.9 million, or 73 cents per share, in the period. The average estimate of three analysts surveyed by Zacks Investment Research was for funds from operations of 71 cents per share. Funds from operations is a closely watched measure in the REIT industry. It takes net income and adds back items such as depreciation and amortization. The company said it had a loss of $24.9 million, or 15 cents per share. The real estate company, based in Atlanta, posted revenue of $263.1 million in the period. Its adjusted revenue was $261.1 million. Cousins Properties expects full-year funds from operations in the range of $2.90 to $2.98 per share. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on CUZ at https://www.zacks.com/ap/CUZ

Management attributes record-setting leasing volume to a 'return to normal' as major corporations, including Fidelity, phase out remote work and mandate five-day office weeks. The company is benefiting from an 'unrelenting' flight to quality, with positive net absorption concentrated almost exclusively in buildings delivered since 2010. Strategic positioning in the Sunbelt is being reinforced by a reacceleration of corporate migrations from high-tax states like New York and California to markets like Nashville, Charlotte, and Austin. Management highlights an emerging shortage of premier lifestyle office space, noting that record-low development starts and high conversion rates will likely constrain supply until at least 2030. Performance was bolstered by 48 consecutive quarters of positive rent roll-ups, with cash rent increases of 15.2% on second-generation leasing during the quarter. The acquisition of 300 South Tryon in Charlotte for $317.5 million reflects a strategy of acquiring trophy assets at a significant discount to replacement cost. Management clarified that AI deployment is not reducing office demand but rather increasing the need for talent density and physical collaboration in high-quality spaces. The primary operational priority for 2026 is driving portfolio occupancy toward a year-end target of 90%, supported by a robust late-stage leasing pipeline. FFO guidance for 2026 was raised to a midpoint of $2.94, assuming the 3.9 million share repurchase executed in the first quarter is funded through the settlement of 2.9 million forward equity shares or potentially through non-core asset sales. Guidance methodology has been updated to remove all prior assumptions of SOFR cuts for the remainder of 2026, reflecting a higher-for-longer interest rate environment. Management is evaluating new development starts within the next year, citing a compelling return premium for new builds over trophy acquisitions due to increasing space scarcity. The company expects to close the sale of 111 Congress in Austin in early Q3 2026, with proceeds intended to redeploy into higher-growth opportunities. The board increased the share repurchase authorization from $250 million to $500 million, with approximately $410 million remaining available for opportunistic use. Net debt to EBITDA rose to 5.66x, which management characterized as a temporary timing issue that will no...