Mid-America Apartments (MAA) is a good way to position for the end of the Sunbelt apartment supply wave, with near-term rent growth pressured but future completions sharply declining, supported by housing affordability constraints and long-term population/job growth.
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Q2 2026 REIT Earnings + What's Undervalued Now?
Aug 16, 2026
The Q2 2026 REIT earnings season showed solid results across the board, with a high percentage of REITs raising their guidance. Despite a recent 5% sell-off in REIT stocks, the underlying fundamentals remain strong, with growth in sectors like hotels, senior housing, data centers, retail, industrial, and self-storage. The expert believes REITs are currently undervalued and a good place for income investors.
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Tickers discussed in this post
Realty Income (O) is considered undervalued due to its discounted valuation, durable cash flow, balance sheet flexibility, and credible growth path, despite being viewed by some as just a bond proxy.
Regency Centers (REG) is a similar REIT to Kimco, operating in the strip center sector where demand for properties with grocery stores and anchor tenants remains strong.
Kimco (KIM), the largest strip center REIT, raised its FFO guidance and achieved record occupancy, benefiting from limited retail construction that has improved landlord pricing power.
Boston Properties (BXP) is showing improving fundamentals in the out-of-favor office sector, raising full-year guidance and demonstrating strong leasing in high-quality office space.
Prologis (PLD) is a bellwether for industrial REITs, raising its outlook due to strong demand and growth in its data center pipeline, positioning it to benefit from slowing supply growth.
CubeSmart is one of the four publicly traded REITs remaining in the self-storage sector after recent mergers.
Extra Space is one of the four publicly traded REITs remaining in the self-storage sector after recent mergers.
Public Storage was mentioned in the context of its merger with National Storage, which closed recently.