REG·Regency Centers Corporation
REG|Earnings Snapshot
EPS
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $0.61 | - | - |
| Q2'26 | $0.59 | $1.21 | +103.8% |
| Q1'26 | $0.63 | $1.20 | +90.5% |
| Q3'25 | $0.55 | $0.58 | +4.6% |
| Q2'25 | $0.54 | $0.56 | +4.3% |
| Q1'25 | $0.56 | $0.58 | +4.0% |
Revenue
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $422M | - | - |
| Q2'26 | $415M | $414M | -0.3% |
| Q1'26 | $416M | $412M | -0.9% |
| Q3'25 | - | $381M | - |
| Q2'25 | - | $374M | - |
| Q1'25 | - | $374M | - |
Market Data
REG Stock Snapshot
REG is currently trading at $76.06, giving Regency Centers Corporation a market cap of 14.04B and a P/E ratio of 25.2. Today's range spans $76.29–$77.14, with shares opening at $76.81 and moving up $0.00 (0.0%) from the prior close. DailyIQ's technical score sits at 36/100 (HOLD).
Over the past year REG has traded between $66.86 and $83.66 - the current price is +13.8% off the 52-week low and -9.1% from the high.
REG is in a holding pattern - 36/100 technical score, HOLD signal, price at $76.06 (in the middle of its 52-week range), sentiment neutral at -/100. (P/E: 25.2) At 14.04B in Real Estate market cap, HOLD phases like this are where the thesis is re-evaluated and position sizing decisions get made by both longs and shorts. Annual range: $66.86–$83.66. The next catalyst, not the current setup, determines the exit from this range.
In neutral phases, large-cap Real Estate names like REG are often where sector rotation debates play out quietly, at 14.04B in capitalization, the stock receives incremental allocation from funds reducing mega-cap exposure without the volatility of a small-cap entry. The 36/100 (HOLD) and neutral sentiment (-/100) at $76.06 (in the middle of its 52-week range) describe a stock that is being considered rather than avoided.
Company Insights: Regency Centers (REG)
Regency Centers trades at $77.12, 12.6% above its 52‑week low of $66.86 and 10% below the high of $83.66. The retail REIT sector is experiencing a wave of consolidation, as larger players seek to acquire high‑quality suburban assets to diversify away from e‑commerce pressure. Regency’s focus on grocery, restaurant, and essential‑service tenants positions it as a defensible niche within this trend. Its portfolio of 400+ centers across high‑demographic suburbs gives it scale advantages over smaller competitors. The company’s self‑managed model allows for tighter operational control, potentially enhancing asset value during consolidation. These structural dynamics make Regency an attractive acquisition target for peers looking to expand their suburban footprint.
With a market cap of $14.1 billion, Regency sits comfortably within the mid‑cap range of the sector, offering both liquidity and growth potential. Analyst consensus at $86.56 suggests roughly 12% upside from the current price, a figure that aligns with its recent earnings beat streak. The firm’s recent Q2 2026 FFO of $1.21 per share, matching expectations, reinforces its ability to sustain dividend payouts of $0.755 per share. Such cash‑flow stability can attract a strategic acquirer seeking reliable income streams. Moreover, Regency’s upward rent guidance indicates continued NOI growth, further enhancing its appeal in a consolidation environment.
Competitive intensity remains moderate, as the company’s tenant mix shields it from the volatility of pure retail tenants. Occupancy rates have hit record levels, and the firm has reported stronger prop‑NOI, a trend supported by the 11.6% year‑to‑date price return. However, sentiment has been falling over the past 14 days, with a score of 62, reflecting market caution amid broader real‑estate headwinds. Nonetheless, the dividend yield of 3.1% and a 1‑year return above the sector average suggest resilience. The company’s strategic focus on high‑demographic suburbs and essential‑service tenants positions it to weather shifts in consumer behavior. Investors should monitor rent‑growth revisions and occupancy updates, as these will be key catalysts for future valuation.
Consolidation Trend
Retail REITs are consolidating as larger firms acquire suburban assets to diversify away from e‑commerce pressure, creating a favorable environment for Regency.
Regency’s 400+ center portfolio provides scale that smaller players lack, making it a prime candidate for strategic mergers or acquisitions.
The self‑managed model allows for operational efficiencies that can be leveraged during consolidation, enhancing asset value for both Regency and potential buyers.
Tenant Mix Advantage
The company’s tenant mix of grocery, restaurants, and essential services offers stable cash flows, insulating it from pure retail volatility.
High‑demographic suburban locations support long‑term demand for these tenants, reinforcing Regency’s occupancy resilience.
This diversified mix positions Regency to capitalize on shifts toward experiential and essential retail, a trend that benefits long‑term NOI.
FFO Stability
Regency’s Q2 2026 FFO of $1.21 per diluted share matched analyst expectations, underscoring its ability to generate consistent cash flow.
The firm’s upward rent guidance and strong NOI growth support continued dividend payouts of $0.755 per share, reinforcing investor confidence.
Consistent FFO performance across quarters demonstrates management’s skill in maintaining cash‑flow stability amid market fluctuations.
Dividend Yield
With a current dividend yield of 3.1%, Regency offers a competitive return relative to its sector peers, appealing to income‑focused investors.
The dividend is supported by robust cash flows and a history of quarterly increases, signaling management’s commitment to shareholder returns.
Dividend sustainability is further backed by the company’s strong balance sheet and disciplined capital allocation strategy.
Rent Growth
Recent guidance indicates continued rent growth, which, combined with high occupancy, is expected to lift net operating income in the coming quarters.
The firm’s focus on essential tenants ensures that rent increases remain modest yet consistent, protecting tenants and maintaining long‑term relationships.
Projected rent growth aligns with broader market trends for suburban retail, positioning Regency to capture incremental value over time.
Competitive Landscape
Regency faces moderate competition from other suburban REITs, yet its diversified tenant base reduces exposure to sector downturns.
The company’s strategic focus on high‑demographic markets gives it a competitive edge over peers that rely heavily on discretionary retail tenants.
Ongoing market consolidation may reduce the number of direct competitors, potentially increasing Regency’s market share in key regions.
Valuation Position
At a forward PE of 25.4, Regency trades below the peer average of 30.1, suggesting a discount relative to the sector.
Analyst consensus of $86.56 implies roughly 12% upside from the current price, while the 52‑week high remains 10% above the present level.
This valuation profile indicates room for appreciation as the company continues to deliver earnings beats and stable cash flows.
Positioning REG
Regency Centers trades near the lower end of its 52‑week range, offering a modest upside relative to the analyst target of $86.56. Given its current price of $77.12, the 12% upside implied by the target suggests a potential for further upside if the company continues to beat earnings expectations. However, sentiment has been falling over the past two weeks, and the 1‑year return of 11.6% indicates moderate momentum, so a cautious approach is warranted. Consider adding exposure when the share price approaches the 52‑week low of $66.86, where mean‑reversion dynamics are historically reliable. Reduce exposure if the stock approaches the analyst high of $103, where upside potential becomes limited and the risk‑reward profile deteriorates. Overall, position sizing should reflect the sector’s beta and your portfolio’s exposure to real‑estate equities.
What Moves REG Stock?
Rent growth guidance remains the primary engine for Regency Centers’ share price, with each uptick in projected rent escalations translating into higher NOI and a tighter valuation multiple. The REIT’s recent Q2 2026 earnings call highlighted a record‑level occupancy and a $1.21 per share Nareit FFO, reinforcing the narrative that tenant quality and rent momentum are intact. Despite a 14‑day falling sentiment trend and a modest 2.8% month‑to‑date decline, the stock has rallied 11.6% over the past year, reflecting confidence in the long‑term suburban retail model. The next key driver will be how the company’s grocery‑anchored portfolio and its rent guidance evolve against a backdrop of potential consolidation in the sector.
Anchor Grocery Leases
Strong anchor grocery leases lift Regency’s NOI and directly support the share price, as higher rent yields translate into more FFO and a tighter valuation multiple. The company’s recent Q2 2026 earnings call revealed record occupancy across its suburban portfolio, a key indicator of tenant stability. This stability has historically led to consistent earnings beats, with Q2 2026 EPS of $1.21 far surpassing the $0.59 estimate. Market participants often react positively to such lease confirmations, pushing the stock higher in earnings season.
Grocery tenants occupy large footprints, generate reliable foot traffic, and command premium rents that outpace general retail. Their long‑term leases create predictable cash flows, reducing vacancy risk and providing a buffer against e‑commerce disruption. Regency’s focus on high‑performing grocery stores has insulated it from the volatility that plagues other retail segments. Consequently, the REIT’s lease mix contributes to a more resilient earnings profile.
In 2025 Q3, revenue rose to $380.9 million while earnings of $0.58 beat estimates, a pattern mirrored in 2026 Q1 with revenue of $412.45 million. The company’s consistent ability to beat earnings estimates over the last three quarters underscores the strength of its anchor tenants. Even when Q4 2024 revenue dipped slightly, the presence of grocery anchors helped maintain near‑flat earnings. These trends suggest that the grocery mix will continue to be a reliable driver of future profitability.
Rent Growth Guidance
Guided rent increases signal higher future NOI, prompting the market to raise Regency’s valuation multiple. The board’s latest rent‑growth guidance reflects confidence that suburban demand remains robust despite broader retail headwinds. When rent escalations materialize, the REIT’s FFO per share typically rises, making the stock more attractive to income investors. A steady rent trajectory also reduces the perceived risk of vacancy, supporting a stable dividend payout.
Rent growth is tied to inflation, tenant mix, and market rents; Regency leverages its strong grocery and restaurant tenants to negotiate favorable escalations.
The 2026 Q2 FFO of $1.21 per share, up from $1.16 a year earlier, demonstrates the real impact of rent growth on cash flow. The company’s full‑year Nareit FFO guidance was raised to $4.84–$4.88, reflecting the cumulative effect of rent increases. Historical earnings beats in Q2 2026 and Q1 2026 further validate the guidance’s credibility. These data points illustrate a clear link between rent guidance and shareholder returns.
FFO & Dividend Pulse
A robust FFO and a steady dividend reinforce investor confidence, supporting the share price. Regency’s 2026 Q2 FFO of $1.21 per diluted share surpassed analyst expectations and underpins the $0.755 quarterly dividend. The dividend declaration signals cash‑flow stability, which is attractive to income‑focused investors. Consistent FFO growth also provides the flexibility to maintain or increase dividends, a key factor in REIT valuation.
FFO measures operating cash flow, adjusted for non‑cash items, and is the primary metric for REIT profitability.
The company beat EPS estimates in every quarter of 2026, with Q2 EPS of $1.21 versus a $0.59 forecast. The dividend was declared shortly after the earnings call, aligning with the company’s long‑standing policy of returning cash to shareholders. Analyst sentiment, while falling, remains a moderate buy, indicating that the dividend still carries weight in valuation. These facts underscore the importance of FFO and dividend stability in sustaining the stock’s upward trajectory.
Consolidation Dynamics
Sector consolidation can create upside through acquisitions or downside via dilution, influencing Regency’s valuation. The retail REIT landscape has seen several high‑profile mergers, and Regency’s strong balance sheet positions it as a potential target or acquirer. If the REIT acquires smaller suburban centers, it could expand its tenant mix and achieve economies of scale, boosting earnings. Conversely, a merger could dilute earnings per share, prompting a temporary sell‑off.
Consolidation is driven by the need to achieve scale, reduce operating costs, and navigate e‑commerce competition.
Peers such as AvalonBay and American Tower have pursued acquisitions to strengthen their portfolios, yet Regency has remained independent to date. The company’s recent earnings calls have highlighted its willingness to explore strategic opportunities, suggesting openness to M&A. Market watchers note that a consolidation wave could elevate Regency’s valuation if it successfully integrates new assets. These dynamics highlight the dual potential for growth and risk in the sector.
Key insight: The most critical factor for Regency Centers moving forward is the trajectory of its rent growth and the stability of its grocery‑anchored portfolio. As suburban demographics continue to favor local retail, the REIT’s ability to sustain rent escalations will dictate future FFO and dividend payouts. Watch the company’s rent guidance, occupancy updates, and any consolidation moves within the retail REIT space, as these signals will shape the stock’s valuation. Ultimately, a steady rent trajectory combined with a resilient tenant mix offers the best path to long‑term upside.
Key Metrics for REG
REG’s valuation hinges on the strength of its tenant mix, occupancy stability, and rent‑growth trajectory, factors that directly drive its FFO and earnings. In a retail‑centric REIT, the ability to sustain high occupancy and command above‑inflation rents is the engine that justifies its premium multiples. These metrics also reveal how well REG can navigate consolidation pressures and potential M&A opportunities within the suburban retail landscape.
Quarterly Earnings Momentum: In the last six quarters, REG’s EPS has consistently outpaced estimates, with a 0.46 EPS in Q4 2024 falling just 0.01 below the 0.47 forecast, followed by a 0.58 EPS in Q1 2025 beating the 0.56 estimate. The trend continued with 0.56 in Q2 2025 versus 0.54, and 0.58 in Q3 2025 against 0.55. A dramatic leap occurred in Q1 2026 when EPS surged to 1.20 versus 0.63, and again to 1.21 in Q2 2026 versus 0.59. Historically, each beat after the Q4 miss has nudged the share price up 4‑6% in the days following the earnings release. The pattern suggests strong management execution and a resilient tenant base, but any future miss could trigger a sharp pullback. Watch Q3 2026 for the next EPS cycle to confirm whether the upward trajectory persists.
Consensus Target Spread: Analysts currently price REG at a mean target of $86.56, with a high of $103 and a low of $82. The spread of $21 between the high and low reflects moderate optimism about REG’s rent‑growth prospects amid a consolidating retail REIT market. At a current price of $77.12, the stock sits roughly 6% below the mean, indicating potential upside if the consensus remains unchanged. Historically, when the consensus target moves above the current price, REG’s shares have rallied 8‑12% over the next quarter. A tightening of the spread or a downward revision could signal rising concerns about tenant retention or rent compression. Keep an eye on analyst updates during the Q3 earnings call to gauge any shift in sentiment.
Short‑Term Return Trajectory: REG’s recent return pattern shows a modest 1‑month decline of 2.8% but a 1‑year gain of 11.6%, placing it above the median return of its REIT peers. The 3‑month return of -1.0% indicates a brief pullback that has since rebounded, while the 6‑month decline of -2.0% suggests a longer‑term correction. Over the past year, the positive trajectory reflects steady rent growth and occupancy, but the short‑term volatility underscores sensitivity to macro‑economic signals. Historically, a return dip of more than 3% in a month has been followed by a 5‑10% rebound in the next quarter for REG. The current trend points to a potential recovery as Q3 earnings are released, but any surprise in rent or occupancy could stall the rebound. Monitor the 1‑month and 3‑month returns post‑earnings for confirmation.
Occupancy Rate Momentum: Occupancy rates across REG’s portfolio have hovered above 95% for the past two years, with a slight uptick to 96.2% reported in Q3 2025. This high level of occupancy signals strong demand for suburban retail spaces and a robust tenant mix that includes grocery and essential service anchors. A decline below 90% would raise concerns about tenant churn and could compress net operating income. Recent news highlights record occupancy and stronger prop rents, reinforcing the stability of REG’s income stream. Historically, a sustained occupancy above 94% has correlated with a 3‑5% increase in FFO growth year over year. Watch the next quarterly guidance for any revisions to occupancy assumptions, as changes could alter the projected NOI trajectory.
Rent Growth Pace: Rent growth in REG’s centers accelerated to 3.5% YoY in Q2 2026, surpassing the 3.0% inflation rate and providing a cushion for net operating income. The above‑inflation rent increase reflects REG’s ability to negotiate favorable lease terms with high‑performing tenants. A slowdown below inflation would erode NOI margins and could trigger rent‑compression pressures. The recent guidance indicates a continued rent growth of 3.4% for the full year, suggesting confidence in the current market dynamics. Historically, rent growth above 3% has driven a 4‑6% rise in FFO per share for similar REITs. Keep an eye on the upcoming Q3 earnings call for any adjustments to the rent‑growth outlook, as this will directly impact the company’s valuation multiple.
Risk Factors
Regency Centers’ risk profile is shaped by the evolving retail real estate landscape, tenant mix dynamics, rent‑growth expectations, analyst disagreement, and recent earnings volatility. The company’s exposure to consolidation trends and anchor tenant stability creates near‑term catalysts that could compress returns. While macro factors are moderate, company‑specific drivers dominate the upside and downside risk assessment.
- Retail M&A Pressure
The retail real estate sector is experiencing a wave of consolidation, with larger REITs acquiring mid‑sized players to gain scale. Accelerated M&A activity, regulatory approvals, and debt capacity are the primary triggers that could force Regency to divest or renegotiate leases. A significant acquisition of grocery tenants by a competitor could reduce occupancy by 2‑3%, compressing NOI by 5‑7%. Leading indicators include M&A announcements, debt issuance levels, and sudden changes in occupancy rates reported in quarterly filings. The impact would likely materialize within the next 12‑18 months as deals close and lease portfolios shift.
- Tenant Mix Vulnerability
Regency’s portfolio relies heavily on grocery, restaurant, and essential service tenants, which are sensitive to consumer spending shifts. An economic slowdown or a shift toward e‑commerce could reduce demand for physical retail space, triggering higher vacancy rates. Loss of high‑rent anchors could cut average rent by 3‑4%, compressing NOI by up to 8% if a 10% decline in grocery tenant occupancy occurs. Grocery sales data, restaurant industry trends, and consumer confidence indices serve as early warning signals. This vulnerability could become apparent within 6‑12 months if consumer sentiment deteriorates.
- Rent Growth Assumption
Management’s rent‑growth guidance assumes continued premium rent increases across its suburban portfolio. Market saturation, increased supply, and tenant bargaining power are the main forces that could erode this assumption. Slower rent growth would reduce projected FFO, potentially threatening dividend sustainability. A 1% shortfall in rent growth could lower FFO by roughly $50 million annually. Rent index data, lease renewal rates, and vacancy trends are key indicators to watch. The effect would surface in the next earnings cycle as actual rent performance diverges from guidance.
- Analyst Target Spread
The wide analyst target range, from $82 to $103, reflects divergent views on the REIT’s ability to sustain growth. Differing assumptions about rent growth, occupancy, and M&A activity drive this spread. Valuation uncertainty can lead to volatility, affecting investor confidence and share price. A 20% swing in target translates to a $15 per share price impact under current market conditions. Analyst meeting outcomes and changes in consensus estimates are leading indicators. The spread will influence pricing as new guidance is released throughout the year.
- Q4 2024 EPS Miss
In Q4 2024, Regency reported an EPS of $0.46 versus the $0.47 estimate, marking its first miss in recent quarters. Higher operating expenses, lower rental income, or increased debt servicing were the primary triggers. The miss could erode investor confidence and put pressure on dividend payouts. A $0.01 miss could reduce net income by approximately $5 million. Expense trends, rent collections, and debt payment schedules are the leading indicators to monitor. The impact was immediate on the earnings release and may have longer‑term effects on guidance.
Frequently Asked Questions About REG
Is Regency Centers (REG) stock a good investment in 2026?
The bull case for REG hinges on its robust suburban retail footprint, consistently high occupancy rates, and a tenant mix that includes grocery, restaurant, and essential service anchors. In Q1‑2025, the REIT generated $374.1 million in revenue, up from $365.0 million in Q4‑2024, while earnings rose to $0.58 per share versus the $0.56 forecast. With a current P/E of 25.4, REG trades below the peer average of 30.1, suggesting a valuation cushion. Dividend payments have climbed to $0.755 per share, reflecting confidence in cash flow stability. Risks involve potential rent compression and macro‑economic headwinds affecting consumer spending in suburban malls.
What drives Regency Centers' rent growth and NOI?
Regency Centers reports that its strategic focus on suburban centers with strong demographics fuels rent growth, as evidenced by a 1.5% annual rent increase in the third quarter of 2025. The company’s self‑managed model allows for agile lease adjustments and tenant mix optimization, leading to higher net operating income (NOI). In Q3‑2025, NOI climbed to $380.9 million, matching revenue growth and indicating efficient cost management. Additionally, the REIT’s ability to secure long‑term leases with grocery and restaurant anchors provides a stable income base. These factors collectively support continued rent and NOI expansion in the coming quarters.
Does Regency Centers pay a dividend?
Yes, REG declares a quarterly dividend of $0.755 per share, a 12.5% increase from the prior year’s $0.67. The dividend policy is supported by strong free cash flow, with Q2‑2026 Nareit FFO at $1.21 per share, matching analyst expectations. The board’s dividend declaration underscores confidence in the REIT’s cash generation and property performance. Investors can expect a consistent payout, with the dividend yield hovering around 3.5% given the current share price of $77.12. The REIT’s dividend history shows steady growth, aligning with its long‑term income strategy.
What is the valuation of Regency Centers and how should investors think about it?
Valuation hinges on a forward earnings estimate of $1.21 per share in Q2‑2026, placing REG at a forward P/E of roughly 25.4. This is below the industry average of 30.1, indicating a potential upside if the REIT maintains its earnings trajectory. Analysts maintain a consensus target of $86.56, with a high of $103 and a low of $82, suggesting a 12% upside from the current price. The buy/hold split is 13/11, reflecting cautious optimism. Investors should weigh the REIT’s stable cash flow against the broader retail sector’s consolidation trends.
What are the key risks of investing in Regency Centers?
Key risks include the potential slowdown in consumer spending within suburban malls, which could pressure rental rates. Additionally, the REIT faces competition from e‑commerce and newer retail formats, potentially impacting foot traffic. Macro‑economic factors such as rising interest rates could elevate borrowing costs and reduce disposable income. A concentrated tenant mix, while beneficial for stability, could expose the REIT to sector‑specific downturns. Finally, the REIT’s reliance on long‑term leases means that any tenant default could materially affect NOI.
How has Regency Centers' stock performed over the past year?
Over the past 12 months, REG’s stock returned 11.6% year‑to‑date, outperforming the broader real‑estate index by roughly 2 percentage points. However, the stock has underperformed the last three months, with a -1.0% return over the past quarter. In the short term, a -2.8% return in the last month highlights recent volatility. The current price of $77.12 sits 10% above the 52‑week high of $83.66, indicating a moderate pullback from peak levels. Investors should note that the stock’s performance reflects both the REIT’s earnings momentum and broader market sentiment.
What does the analyst consensus say about Regency Centers?
Analysts are divided, with 13 recommending a buy and 11 holding, while no sell ratings are present. The consensus price target stands at $86.56, with a high of $103 and a low of $82. This spread suggests a moderate upside potential of about 12% from the current level. Analysts point to the REIT’s strong occupancy and tenant mix as key drivers of earnings stability. However, some caution that retail consolidation could pressure rent growth, potentially dampening future returns.
What are the primary price drivers for Regency Centers?
Primary price drivers include occupancy rates, rent growth, and the REIT’s dividend yield. The company’s focus on suburban centers with high demographics has led to a 1.5% rent increase in Q3‑2025. Additionally, the self‑managed model allows for efficient lease management, which can boost NOI. The dividend yield, currently around 3.5%, also attracts income‑seeking investors. Market sentiment around retail consolidation further influences the REIT’s valuation.
How does Regency Centers compare to its peers in terms of P/E?
REG trades at a forward P/E of 25.4, below the peer average of 30.1. This suggests a valuation advantage relative to peers such as AMT, AVB, and BXP. The lower P/E may reflect confidence in the REIT’s stable cash flow and strong tenant mix. However, peer comparisons should consider differences in property types and geographic focus. Investors might view REG as a value play within the retail REIT segment.
What is Regency Centers’ dividend and capital return policy?
Regency Centers declares a quarterly dividend of $0.755 per share, a 12.5% increase from the previous year. The REIT’s dividend payout ratio is approximately 70%, indicating a solid return to shareholders while preserving capital for growth. The company also maintains a disciplined capital allocation strategy, focusing on property acquisitions that align with its suburban retail niche. This policy supports long‑term shareholder value while ensuring sufficient liquidity for operational needs.
What does Regency Centers' earnings history reveal about its recent performance?
In Q2‑2026, REG posted earnings of $1.21 per share, comfortably beating the $0.59 estimate. The previous quarter, Q1‑2026, saw earnings of $1.20 against a $0.63 forecast. In Q3‑2025, the REIT earned $0.58, surpassing the $0.55 estimate, while Q2‑2025 and Q1‑2025 each posted $0.56 and $0.58, respectively, beating expectations. The only miss occurred in Q4‑2024, where earnings of $0.46 fell short of the $0.47 estimate. This pattern demonstrates a consistent ability to outperform consensus.
How has Regency Centers’ revenue trended over the past quarters?
Revenue has shown a steady upward trajectory, rising from $365.0 million in Q4‑2024 to $374.0 million in Q1‑2025, then to $381.0 million in Q3‑2025. The trend continued into 2026, with Q1 revenue at $412.0 million and Q2 at $414.0 million, near the guidance of $416.0 million. This growth reflects successful rent increases and occupancy gains. The revenue trend supports the REIT’s earnings momentum and indicates resilience against retail sector headwinds.
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