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加拿大皇家銀行表示，STAG Industrial面臨大量租約到期和入住率下降的問題。

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-- 加拿大皇家銀行資本市場（RBC Capital Markets）週一在一份電子郵件報告中指出，STAG Industrial (STAG) 第一季度度租賃活動表現穩健，但仍面臨大量租約到期，預計整體入住率將有所下降。 該券商預計，STAG 2026 年的營運資金（FFO）為每股 2.64 美元，略微下調了 2027 年的預期至每股 2.81 美元，並給出了 2028 年每股 2.91 美元的預期。 該券商表示，2026 年的 FFO 預期反映了管理層指引範圍的高端，這意味著同店淨營業收入將保持健康成長，並伴隨新增投資活動。報告指出，2028 年的預期假設內生成長略有改善，外部成長與去年持平，但預期的債務再融資可能會使整體成長率下降 100 個基點。 該公司近期在達拉斯購入一塊地皮，將用於一項價值 3,800 萬美元、佔地 34 萬平方英尺的開發項目，預計收益率為 7.4%，券商補充道。 加拿大皇家銀行維持對 STAG Industrial 的「與行業持平」評級，目標價為 42 美元。

Price: $37.96, Change: $-0.62, Percent Change: -1.61%

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