REIT - Retail

Industry-level sentiment and macro signals, built from public earnings calls.

As of 2026 Q1, the Tellvest aggregate earnings-call sentiment for the REIT - Retail industry is 7.2/10 across 5 companies.

1-year performance — largest members & equal-weight index

+32%-11%0%

Sep 25Aug 26

SPG+20.0%YTD +15.9%O+7.3%YTD +10.0%KIM+6.9%YTD +17.3%REG+4.4%YTD +9.4%FRT+17.8%YTD +15.8%

Equal-weight industry (5)+11.3%YTD +13.7%SPY+20.2%YTD +12.8%

% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.

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Current-quarter sentiment, macro signals, and shifts as earnings season unfolds
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