-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：AVB公佈了2026年第一季業績，FFO為2.83美元，與去年同期持平，但比市場預期高出0.03美元。租金收入較去年同期成長3.3%，而營運支出飆升4.7%，導致同店淨營業收入較去年同期成長僅0.2%，成長疲軟。同店入住率與去年同期持平，為96.1%，去年同期為96.0%。員工流動率從32.1%下降至31.6%。我們看好AVB的投資組合，其80%的資產配置在東岸（35%）和西岸（45%）的優質市場。我們正在密切關注其在陽光地帶的20%投資，該區域目前面臨新的供應壓力。該信託基金預計2026年第二季每股FFO為2.72美元至2.82美元，2026年全年同店淨營業收入成長率預計介於-0.7%至+1.3%之間。 AVB目前有價值33.9億美元的社區開發案正在進行中，目標市場為郊區。我們認為94億美元的總債務在可控範圍內。新英格蘭和中大西洋地區的公用事業支出較去年同期飆升12.5%，反映出持續的通膨壓力。儘管面臨這些成本方面的挑戰，我們相信公司仍有足夠的財務靈活性來為高進入門檻的沿海市場的開發項目提供資金。
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