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Sector-level sentiment and macro signals, built from public earnings calls.
Showing calendar 2026 Q1Free· the newest quarter (2026 Q2) is Pro.
Sector Sentiment Index · Calendar 2026 Q1
As of 2026 Q1, the Tellvest aggregate earnings-call sentiment for the Real Estate sector is 6.5/10 across 31 companies.
2024 Q4–2026 Q1. Each earlier point averages the available scores of this quarter’s 31-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q1
What management and analysts said on calls mapped to this calendar quarter.
| Signal | Companies | Direction breakdown |
|---|---|---|
| Consumer Demand | 13 | 211 |
| Housing | 13 | 7231 |
| Credit | 13 | 3613 |
| AI & Tech | 10 | 10 |
| Labor Market | 9 | 162 |
| Regulation Policy | 9 | 2331 |
| Enterprise Spending | 7 | 61 |
| CAPEX | 7 | 34 |
| Supply Chain | 3 | 111 |
| Trade & Tariffs | 3 | 111 |
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q1.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this sector for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Company | Sentiment |
|---|---|
| CSGP CoStar Group | 10/10 |
| CBRE CBRE Group | 10/10 |
| IRM Iron Mountain | 9/10 |
| EQIX Equinix | 8/10 |
| WELL Welltower | 8/10 |
| FRT Federal Realty Investment Trust | 8/10 |
| DLR Digital Realty | 8/10 |
| VTR Ventas | 8/10 |
| SPG Simon Property Group | 8/10 |
| PLD Prologis | 7/10 |
| KIM Kimco Realty | 7/10 |
| VICI Vici Properties | 7/10 |
| SBAC SBA Communications | 7/10 |
| O Realty Income | 7/10 |
| HST Host Hotels & Resorts | 7/10 |
| BXP BXP, Inc. | 6/10 |
| INVH Invitation Homes | 6/10 |
| REG Regency Centers | 6/10 |
| AMT American Tower | 6/10 |
| AVB AvalonBay Communities | 6/10 |
| DOC Healthpeak Properties | 6/10 |
| PSA Public Storage | 5/10 |
| CPT Camden Property Trust | 5/10 |
| ESS Essex Property Trust | 5/10 |
| MAA Mid-America Apartment Communities | 5/10 |
| UDR UDR, Inc. | 5/10 |
| EXR Extra Space Storage | 5/10 |
| VMRK Vivmark Residential | 5/10 |
| WY Weyerhaeuser | 5/10 |
| CCI Crown Castle | 3/10 |
| ARE Alexandria Real Estate Equities | 2/10 |
% 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.