Picking A Winner In Industrial REITs
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.
EastGroup Properties (EGP)'s Technical Outlook is Bright After Key Golden Cross
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. (EGP) Q3 2025 Earnings Call Transcript
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.
EastGroup Properties (EGP) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for EastGroup Properties (EGP) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
EastGroup Properties (EGP) Q3 FFO Lag Estimates
EastGroup Properties (EGP) came out with quarterly funds from operations (FFO) of $2.27 per share, missing the Zacks Consensus Estimate of $2.28 per share. This compares to FFO of $2.13 per share a year ago.
2 'Wide Moat' REITs That Are Hard To Beat
I focus on 'wide moat' REITs with durable competitive advantages and strong valuation discounts for superior risk-adjusted returns. Equity LifeStyle boasts resilient demand drivers, high switching costs, robust brand engagement, and a stellar financial track record, now trading at multi-year lows. EastGroup leverages network-effect clusters, diversified tenants, and disciplined development, offering strong growth, a fortress balance sheet, and attractive valuation.
EastGroup Properties, Inc. (EGP) Q2 2025 Earnings Call Transcript
EastGroup Properties, Inc. (NYSE:EGP ) Q2 2025 Earnings Conference Call July 24, 2025 11:00 AM ET Company Participants Brent W. Wood - Executive VP, CFO & Treasurer Casey Edgecombe - Corporate Participant Marshall A.
EastGroup Properties (EGP) Reports Q2 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for EastGroup Properties (EGP) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
EastGroup Properties (EGP) Beats Q2 FFO and Revenue Estimates
EastGroup Properties (EGP) came out with quarterly funds from operations (FFO) of $2.21 per share, beating the Zacks Consensus Estimate of $2.2 per share. This compares to FFO of $2.05 per share a year ago.
EastGroup Properties: Recycling Rents To Drive Growth
EastGroup Properties remains a solid Sunbelt industrial REIT, benefiting from strong markets and resilient demand for smaller, diversified industrial spaces. While management's focus on absolute growth causes dilution, rising implied cap rates and robust re-leasing spreads make shares a reasonable long-term store of value. The company boasts a 32-year uninterrupted dividend history, with a current 3.3% yield and continued FFO and dividend growth prospects.
EastGroup Properties, Inc. (EGP) Q1 2025 Earnings Call Transcript
EastGroup Properties, Inc. (NYSE:EGP ) Q1 2025 Earnings Conference Call April 24, 2025 11:00 AM ET Company Participants Marshall Loeb - President and CEO Brent Wood - CFO Conference Call Participants Blaine Heck - Wells Fargo Samir Khanal - Bank of America Craig Mailman - Citi Alexander Goldfarb - Piper Sandler John Kim - BMO Capital Markets Vikram Malhotra - Mizuho Securities Ronald Kamdem - Morgan Stanley Todd Thomas - KeyBanc Capital Markets Omotayo Okusanya - Deutsche Bank Mick Mueller - JPMorgan Rich Anderson - Wedbush Michael Carroll - RBC Capital Markets Michael Griffin - Evercore ISI Vince Tibone - Green Street Nick Thillman - Baird Brendan Lynch - Barclays Operator Good morning, ladies and gentlemen, and welcome to the EastGroup Properties' First Quarter 2025 Earnings Conference Call and Webcast. At this time, all lines are in listen-only mode.
Compared to Estimates, EastGroup Properties (EGP) Q1 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for EastGroup Properties (EGP) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
