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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. |
|---|---|---|---|
| Floris Dijkum | Ladenburg Thalmann | 7 | 0% |
| Juan Sanabria | BMO Capital Markets | 6 | 0% |
| Mike Goldsmith | UBS | 6 | 0% |
| Todd Thomas | KeyBanc Capital Markets | 6 | 0% |
| Ron Kamdem | Morgan Stanley | 5 | 0% |
| Samir Khanal | Bank of America | 5 | 0% |
| Mike Mueller | JPMorgan | 5 | 0% |
| Paulina Rojas | Green Street | 5 | 0% |
| Craig Mailman | Citigroup | 4 | 0% |
| Mike Griffin | Evercore ISI | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Ladenburg Thalmann | 1 | 7 | 0% |
| Wells Fargo | 3 | 7 | 0% |
| UBS | 1 | 6 | 0% |
| Citigroup | 2 |
| 6 |
| 0% |
| BMO Capital Markets | 1 | 6 | 0% |
| JPMorgan | 2 | 6 | 0% |
| Bank of America | 2 | 6 | 0% |
| KeyBanc Capital Markets | 1 | 6 | 0% |
Regency Centers delivered Q1 same-property NOI growth of 4.4% with 3.5% base rent growth, as leased occupancy approached 97% with an unusual Q1 sequential uptick. The in-process development pipeline exceeded $600 million with blended returns above 9%. Full-year guidance was maintained with minor positive adjustments, and record-low bond execution was achieved at the lowest credit spread in company history.
Demand | Revenue Growth | Capex Investment | M&A | Competitive Dynamics | Pricing | Capital Allocation | Credit | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 6 | 6 | 1 | 2 | 1 | 1 | |
| 2025Q1 | 8 | 2 | 2 | 5 | 1 | 2 | 2 | 2 |
| 2025Q2 | 5 | 6 | 3 | 6 | 4 | 2 | 4 | 1 |
| 2025Q3 | 7 | 6 | 4 | 2 | 4 | 3 | 2 | 2 |
| 2025Q4 | 6 | 3 | 7 | 3 | 3 | 4 | 2 | 1 |
| 2026Q1 | 5 | 5 | 4 | 2 | 1 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 3 | 8 | 5 | 7 | 6 | 5 |
| Revenue Growth | 6 | 2 | 6 | 6 | 3 | 5 |
| Capex Investment | 6 | 2 | 3 | 4 | 7 | 4 |
| M&A | 1 | 5 | 6 | 2 | 3 | |
| Competitive Dynamics | 2 | 1 | 4 | 4 | 3 | 2 |
| Pricing | 1 | 2 | 2 | 3 | 4 | 1 |
| Capital Allocation | 2 | 4 | 2 | 2 | 1 | |
| Credit | 1 | 2 | 1 | 2 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
REG Regency Centers | 6 | +4.5% | |
| FRT Federal Realty Investment Trust | 8 | +10.3% | |
| KIM Kimco Realty | 7 | +4.0% | |
| O Realty Income | 7 | +12.2% | |
| SPG Simon Property Group | 8 | +19.3% |