REITs are projected to achieve 6-7% earnings growth in the coming years, surpassing the historical average of 3-4%. Key sectors driving this growth include shopping centers, healthcare (especially senior housing), and data centers, supported by strong private market demand, supply limitations, and AI-related trends. Office REITs are also improving due to increased leasing from AI-driven demand, with selective investments in quality assets. Other sectors like self-storage and triple net leases offer attractive opportunities, while single-family rentals and multifamily housing face challenges from regulatory uncertainties and slow rent growth.
Itron reported a strong Q2 2026 with non-GAAP EPS of $1.59, beating analyst estimates by 22.31% for the fourth straight quarter. Revenue fell 7% to $562.9 million due to timing of project deployments, but annual recurring revenue rose 21% to $417 mil...
FirstEnergy Corp. will report Q2 2026 earnings on July 28, with analysts expecting EPS around $0.50 and revenue near $3.51 billion, driven by rising demand from data centers and industrial clients. The company is investing $36 billion from 2026 to 20...
Saviynt has exceeded $300 million in annual recurring revenue and grown bookings by over 80%, driven by rising demand for identity security amid AI adoption. The company launched Zuma, a new AI identity security platform that offers real-time visibil...
JPMorgan ETFs (Ireland) ICAV has notified shareholders about upcoming changes to multiple bond sub-funds, including EUR Aggregate Bond Active UCITS ETF, EUR Government Bond Active UCITS ETF, Global Government Bond Active UCITS ETF, and Global IG Corp...
CMS Energy is refocusing its business by divesting non-utility renewables to concentrate on its core regulated utility operations. In Q2 2026, the company reported earnings per share of $0.37, slightly above analyst expectations, but revenue fell sho...
