-- 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:REG公佈第一季營收為4.13億美元(年增8.3%,季增2.0%),其中租賃和物業收入為4.03億美元,超出市場預期300萬美元。不計終止費,同店淨營業收入(NOI)達到2.86億美元,年增4.4%,基本租金成長對本季整體NOI貢獻了3.6%。該公司第一季完成了150萬平方英尺的可比較新租/續租,現金成長12.1%(直線法成長24.3%),但低於第四季完成的170萬平方英尺。儘管第一季業績強勁,管理層仍維持2026年全年同店NOI成長3.25%-3.75%的預期。租金價差較上季基本持平,顯示REG旗下物業組合的入住率可能已接近高峰。強勁的租金價差和持續的淨營業收入成長反映了以超市為主力店的零售物業市場的持續強勁,但租賃量的環比下降可能預示著未來市場活躍度將有所放緩。
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