Loading…
Loading…
Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Alex Goldfarb | Piper Sandler | 8 | 13% |
| Jamie Feldman | Wells Fargo | 7 | 0% |
| Rich Hightower | Barclays | 7 | 0% |
| John Kim | BMO Capital Markets | 6 | 33% |
| Brad Heffern | RBC Capital Markets | 6 | 17% |
| Haendel Juste | Mizuho Securities | 6 | 33% |
| Alex Kim | Zelman & Associates | 6 | 0% |
| Eric Wolfe | Citigroup | 5 | 0% |
| Steve Sakwa | Evercore ISI | 5 | 0% |
| Austin Wurschmidt | KeyBanc Capital Markets | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Piper Sandler | 2 | 9 | 22% |
| Wells Fargo | 1 | 7 | 0% |
| Citigroup | 2 | 7 | 0% |
| Barclays | 1 |
| 7 |
| 0% |
| BMO Capital Markets | 1 | 6 | 33% |
| Mizuho Securities | 1 | 6 | 33% |
| RBC Capital Markets | 1 | 6 | 17% |
| Bank of America | 2 | 6 | 0% |
Camden delivered Q1 core FFO of $1.70 per share, exceeding the midpoint of guidance by $0.04, though guidance was reaffirmed at a $6.75 midpoint as the beat was timing-related. Bad debt reached its lowest level since the onset of COVID at less than 40 basis points. April blends improved 100 basis points with green shoots emerging, and supply was down 50% from peak with completions on a clear decline path. The California sale was progressing with a single buyer in diligence.
Revenue Growth | Capital Allocation | Competitive Dynamics | Demand | Pricing | M&A | Macroeconomic | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 5 | 4 | 5 | 2 | 2 | 1 | 3 |
| 2025Q1 | 6 | 5 | 2 | 5 | 5 | 2 | 2 | 2 |
| 2025Q2 | 9 | 2 | 5 | 6 | 4 | 1 | 5 | 2 |
| 2025Q3 | 6 | 5 | 7 | 5 | 4 | 2 | 3 | 1 |
| 2025Q4 | 8 | 5 | 3 | 2 | 4 | 4 | 2 | 3 |
| 2026Q1 | 4 | 5 | 6 | 2 | 5 | 3 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 4 | 6 | 9 | 6 | 8 | 4 |
| Capital Allocation | 5 | 5 | 2 | 5 | 5 | 5 |
| Competitive Dynamics | 4 | 2 | 5 | 7 | 3 | 6 |
| Demand | 5 | 5 | 6 | 5 | 2 | 2 |
| Pricing | 2 | 5 | 4 | 4 | 4 | 5 |
| M&A | 2 | 2 | 1 | 2 | 4 | 3 |
| Macroeconomic | 1 | 2 | 5 | 3 | 2 | 1 |
| Capex Investment | 3 | 2 | 2 | 1 | 3 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CPT Camden Property Trust | 5 | +0.1% | |
| AVB AvalonBay Communities | 6 | +3.3% | |
| EQR Equity Residential | 5 | +2.5% | |
| ESS Essex Property Trust | 5 | +1.5% | |
| INVH Invitation Homes | 6 | +8.8% | |
| MAA Mid-America Apartment Communities | 5 | +0.8% | |
| UDR UDR, Inc. | 5 | +0.9% |