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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| John Kim | BMO Capital Markets | 10 questions · 20% challenging |
| Steve Sakwa | Evercore ISI | 10 questions · 0% challenging |
| Alexander Goldfarb | Piper Sandler | 10 questions · 0% challenging |
| Eric Wolfe | Citigroup | 9 questions · 0% challenging |
| Haendel St. Juste | Mizuho Securities | 9 questions · 11% challenging |
| Jamie Feldman | Wells Fargo | 9 questions · 0% challenging |
| Brad Heffern | RBC Capital Markets | 8 questions · 13% challenging |
| Adam Kramer | Morgan Stanley | 8 questions · 0% challenging |
| John Pawlowski | Green Street | 8 questions · 0% challenging |
| Rich Hightower | Barclays | 7 questions · 14% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Green Street | 2 analysts | 12 questions · 0% challenging |
| Citigroup | 2 analysts | 11 questions · 0% challenging |
| BMO Capital Markets | 1 analyst | 10 questions · 20% challenging |
| Piper Sandler | 1 analyst | 10 questions · 0% challenging |
| Evercore ISI | 1 analyst | 10 questions · 0% challenging |
| Mizuho Securities | 1 analyst | 9 questions · 11% challenging |
| Bank of America | 2 analysts | 9 questions · 0% challenging |
| UBS | 2 analysts | 9 questions · 0% challenging |
Equity Residential posted Q1 2026 same-store revenue growth of 2.5% with results meeting expectations, as San Francisco and New York continued to exceed already high expectations. Portfolio net effective pricing was up 4% since January, though Boston and Seattle started below expectations. Management maintained 2026 guidance unchanged at the same-store revenue midpoint of 2.5% and NFFO midpoint of $4.08, while the share buyback program reached $500M and development restarted with two Atlanta projects.
Pricing | Demand | Revenue Growth | Capital Allocation | Competitive Dynamics | Labor Market | Regulation Policy | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 6 | 10 | 7 | 6 | 2 | 4 | 2 |
| 2025Q1 | 6 | 9 | 4 | 2 | 4 | 4 | 1 | 4 |
| 2025Q2 | 6 | 6 | 5 | 6 | 4 | 2 | 2 | 2 |
| 2025Q3 | 11 | 6 | 8 | 5 | 3 | 3 | 1 | |
| 2025Q4 | 4 | 3 | 4 | 5 | 1 | 1 | 1 | 1 |
| 2026Q1 | 10 | 7 | 5 | 6 | 5 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Pricing | 8 | 6 | 6 | 11 | 4 | 10 |
| Demand | 6 | 9 | 6 | 6 | 3 | 7 |
| Revenue Growth | 10 | 4 | 5 | 8 | 4 | 5 |
| Capital Allocation | 7 | 2 | 6 | 5 | 5 | 6 |
| Competitive Dynamics | 6 | 4 | 4 | 3 | 1 | 5 |
| Labor Market | 2 | 4 | 2 | 3 | 1 | |
| Regulation Policy | 4 | 1 | 2 | 1 | 1 | 1 |
| Macroeconomic | 2 | 4 | 2 | 1 | 1 |
What VMRK said about other companies on its FY2026 Q1 call, and what other companies said about VMRK on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Now some of that could be from the Microsoft return-to-office kind of policy change early in the first quarter that we saw.”
Equity Residential cites Microsoft's return-to-office policy as a possible driver of housing demand in the Bellevue/Redmond submarket.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Net margin | FCF |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $767M | +5.4% | $1.10 | +34.1% | 54.7% | — |
| FY2025 Q1 | $761M | +4.1% | $0.67 | -13.0% | 33.7% | — |
| FY2025 Q2 | $769M | +4.7% | $0.50 | +6.4% | 25.0% | — |
| FY2025 Q3 | $782M | +4.6% | $0.76 | +100.0% | 36.9% | — |
| FY2025 Q4 | $782M | +2.0% | $1.00 | -9.1% | 48.9% | — |
| FY2026 Q1Selected | $780M | +2.5% | $0.24 | -64.2% | 11.6% | — |
| FY2026 Q2 | $785M | +2.1% | $0.30 | -40.0% | 14.5% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q1 2026Earnings call Apr 29, 2026
FY2026 Q1 in brief
Equity Residential posted Q1 2026 same-store revenue growth of 2.5% with results meeting expectations, as San Francisco and New York continued to exceed already high expectations.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Vivmark Residential (VMRK), FY2026 Q1: 5/10. Scores: Vivmark Residential’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: VMRK daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +2.50% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| VMRKVivmark Residential | 5 | +2.5% | San Francisco and New York Exceeding Already High Expectations | |
| CPTCamden Property Trust | 5 | +0.1% | California Sale Progressing with Single Buyer in Diligence | |
| ESSEssex Property Trust | 5 | +1.5% | Q1 core FFO exceeds high end of guidance by $0.11 on revenue and expense beats | |
| INVHInvitation Homes | 6 | +8.8% | Results in line but tough Q1 2025 comps pressure YoY metrics | |
| MAAMid-America Apartment Communities | 5 | +0.8% | Core FFO of $2.13 beat guidance by $0.02 driven by expense management and timing items | |
| UDRUDR, Inc. | 5 | +0.9% | Q1 results in line with expectations as 2026 off to solid start |
San Francisco and New York Exceeding Already High Expectations
California Sale Progressing with Single Buyer in Diligence
Q1 core FFO exceeds high end of guidance by $0.11 on revenue and expense beats
Results in line but tough Q1 2025 comps pressure YoY metrics
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| VMRK | 7 | 6 | 7 | 5 | 6 | 5 |
| CPT | 6 | 6 | 6 | 6 | 6 | 5 |
| ESS | 7 | 6 | 7 | 6 | 7 | 5 |
| INVH | 7 | 6 | 6 | 7 | 7 | 6 |
| MAA | 5 | 5 | 5 | 4 | 6 | 5 |
| UDR | 6 | 5 | 6 | 6 | 5 | 5 |
Core FFO of $2.13 beat guidance by $0.02 driven by expense management and timing items
Q1 results in line with expectations as 2026 off to solid start