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加拿大皇家银行表示，STAG Industrial面临大量租约到期和入住率下降的问题。

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-- 加拿大皇家银行资本市场（RBC Capital Markets）周一在一份电子邮件报告中指出，STAG Industrial (STAG) 第一季度租赁活动表现稳健，但仍面临大量租约到期，预计整体入住率将有所下降。 该券商预计，STAG 2026 年的运营资金（FFO）为每股 2.64 美元，略微下调了 2027 年的预期至每股 2.81 美元，并给出了 2028 年每股 2.91 美元的预期。 该券商表示，2026 年的 FFO 预期反映了管理层指引范围的高端，这意味着同店净营业收入将保持健康增长，并伴有新增投资活动。报告指出，2028 年的预期假设内生增长略有改善，外部增长与去年持平，但预计的债务再融资可能会使整体增长率下降 100 个基点。 该公司近期在达拉斯购入一块地皮，将用于一项价值 3800 万美元、占地 34 万平方英尺的开发项目，预计收益率为 7.4%，券商补充道。 加拿大皇家银行维持对 STAG Industrial 的“与行业持平”评级，目标价为 42 美元。

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

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