Falling Fed Funds rates and attractive REIT yields, along with technicals, make REITs increasingly appealing. Industrial REITs show robust fundamentals, with high occupancy, minimal delinquencies, excellent revenue growth, and strong leasing spreads, earning the designation as Winners of REIT Earnings Season. This article examines each company in the sector for liquidity, FFO growth, cash flow growth, and dividend growth, to single out one company as the best investment right now.
From a technical perspective, EastGroup Properties, Inc. (EGP) is looking like an interesting pick, as it just reached a key level of support. EGP's 50-day simple moving average crossed above its 200-day simple moving average, which is known as a "golden cross" in the trading world.
EastGroup Properties, Inc. (NYSE:EGP ) Q3 2025 Earnings Call October 24, 2025 11:00 AM EDT Company Participants Marshall Loeb - President, CEO & Director Casey Edgecombe Brent Wood - Executive VP, CFO & Treasurer Conference Call Participants Samir Khanal - BofA Securities, Research Division Blaine Heck - Wells Fargo Securities, LLC, Research Division Craig Mailman - Citigroup Inc., Research Division Nicholas Thillman - Robert W. Baird & Co. Incorporated, Research Division Connor Mitchell - Piper Sandler & Co., Research Division Richard Anderson - Cantor Fitzgerald & Co., Research Division Jonathan Petersen - Jefferies LLC, Research Division John Kim - BMO Capital Markets Equity Research Brendan Lynch - Barclays Bank PLC, Research Division Todd Thomas - KeyBanc Capital Markets Inc., Research Division Omotayo Okusanya - Deutsche Bank AG, Research Division Michael Mueller - JPMorgan Chase & Co, Research Division Ronald Kamdem - Morgan Stanley, Research Division Michael Griffin - Evercore ISI Institutional Equities, Research Division Jessica Zheng Michael Carroll - RBC Capital Markets, Research Division Presentation Operator Good morning, ladies and gentlemen, and welcome to EastGroup Properties Third Quarter 2025 Earnings Conference Call and Webcast.
| Industrial REITs Industry | Real Estate Sector | Marshall A. Loeb CEO | XMUN Exchange | US2772761019 ISIN |
| US Country | 101 Employees | 30 Sep 2025 Last Dividend | 8 Apr 1997 Last Split | 17 Mar 1992 IPO Date |
EastGroup Properties, Inc. (NYSE: EGP), stands as a distinguished entity within the real estate sector, marked by its inclusion in both the S&P Mid-Cap 400 and Russell 1000 Indexes. As a self-managed equity real estate investment trust (REIT), EastGroup Properties has carved out a niche for itself by focusing on the development, acquisition, and operation of industrial properties across significant Sunbelt markets in the United States. Strategically targeting states such as Florida, Texas, Arizona, California, and North Carolina, the company aims at serving a wide array of customer needs, particularly emphasizing functional, flexible, and quality business distribution space. Catering primarily to customers seeking spaces in the range of 20,000 to 100,000 square feet, EastGroup Properties sets its sights on maximizing shareholder value through providing unmatched services in its chosen markets. The growth strategy embraced by the company revolves around owning premier distribution facilities situated near crucial transportation points within supply-constrained submarkets, ensuring a competitive edge. The expansive portfolio of EastGroup Properties highlights its commitment towards development projects and value-add acquisitions, encompassing approximately 59 million square feet, including facilities in lease-up phases and under construction.
EastGroup Properties spearheads the development of industrial real estate, focusing on creating state-of-the-art facilities that cater to the needs of various businesses. These developments are strategically located in key Sunbelt markets, ensuring accessibility and efficiency for distribution operations.
The company actively engages in the acquisition of industrial properties, emphasizing the strategic expansion of its portfolio. By targeting functional and quality business distribution spaces, EastGroup Properties enhances its service offerings and market presence in supply-constrained submarkets.
EastGroup Properties is involved in the hands-on operation of its industrial properties, providing comprehensive management services to ensure the optimal performance of its assets. This includes tenant relations, property maintenance, and other critical operational aspects, fostering an environment of growth and sustainability for businesses.
The company offers leasing opportunities for business distribution spaces, primarily focusing on the 20,000 to 100,000 square foot range. It aims to accommodate location-sensitive customers by offering flexible and functional spaces that meet the specific needs of businesses, particularly those reliant on strategic distribution and logistical efficiency.