Can Residential REITs Bounce Back on Solid Demand in Early '25?
Residential REITs like AvalonBay, Equity Residential, and UDR are well-positioned to benefit from these improving fundamentals.
2 REITs To Buy Before They Get Bought Out
REITs are priced at large discounts to their net asset values. This is leading to more and more M&A transactions. Some REITs are selling assets. Others are getting bought out entirely.
A Big Market Reversal Is Likely Coming In 2025
REITs have significantly underperformed in recent years. But a big market reversal is underway. REITs are now massively outperforming, and I expect this to continue.
1 REIT To Sell And 1 Better Alternative To Buy
We are not passive buy-and-hold investors. We will regularly sell positions to reinvest in better opportunities. I highlight one such opportunity in the REIT sector today.
Why Is AvalonBay (AVB) Down 1.5% Since Last Earnings Report?
AvalonBay (AVB) reported earnings 30 days ago. What's next for the stock?
AvalonBay Provides Mid-Quarter Operating Update, Expands Portfolio
AVB reports improvement in economic occupancy and like-term effective rent change for its same-store residential portfolio, doubles its portfolio size in Texas.
AvalonBay Communities: Buy And Sleep Tight
AvalonBay Communities offers "sleep well at night" qualities through a strong balance sheet and strategic focus on suburban markets with limited new supply. AVB's operational efficiencies and robust development pipeline, supported by pre-funded equity, position it for sustained growth and attractive deal terms. The stock's forward P/FFO of 19.3 is below its historical average, making it reasonably attractive despite not being a deep bargain.
AvalonBay Communities, Inc. (AVB) Q4 2024 Earnings Call Transcript
AvalonBay Communities, Inc. (NYSE:AVB ) Q4 2024 Earnings Conference Call February 6, 2025 1:00 PM ET Company Participants Jason Reilley – Vice President-Investor Relations Ben Schall – President and Chief Executive Officer Kevin O'Shea – Chief Financial Officer Sean Breslin – Chief Operating Officer Matt Birenbaum – Chief Investment Officer Conference Call Participants Eric Wolfe – Citibank Jamie Feldman – Wells Fargo Austin Wurschmidt – KeyBanc Capital Markets Jeff Spector – Bank of America Nick Yulico – Scotiabank John Pawlowski – Green Street Advisors Adam Kramer – Morgan Stanley Rich Hightower – Barclays Alexander Goldfarb – Piper Sandler Rich Anderson – Wedbush Securities Michael Goldsmith – UBS Alex Kim – Zelman and Associates Operator Good afternoon, ladies and gentlemen, and welcome to AvalonBay Communities Fourth Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
AvalonBay Q4 FFO & Revenues Miss Estimates, Dividend Raised
Higher expenses hurt AVB's Q4 results. However, a rise in same-store residential revenues and NOI offers some support.
AvalonBay (AVB) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for AvalonBay (AVB) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
AvalonBay Communities (AVB) Misses Q4 FFO and Revenue Estimates
AvalonBay Communities (AVB) came out with quarterly funds from operations (FFO) of $2.80 per share, missing the Zacks Consensus Estimate of $2.83 per share. This compares to FFO of $2.74 per share a year ago.
The Ten Commandments Of REIT Investing
The Chilton REIT Strategy, founded by Bruce Garrison, has achieved an annualized total return of +9.3% gross of fees over 20 years. Successful REITs are characterized by strong management, a focused strategy, high insider ownership, and financial strength, as outlined in 'The Ten Commandments of REIT Investing.' Public REITs, with superior balance sheets and access to capital, are well-positioned to outperform private equity alternatives in a higher interest rate environment.
