-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：RioCan公佈第一季租賃收入為3.08億美元（年增3.9%），其中商業同店淨營業收入（NOI）較去年同期成長4.7%至1.56億美元，主要得益於合約租金階梯和續約價格差的提升。核心FFO為每單位0.39美元，與去年同期持平，但低於市場預期0.03美元，原因是NOI成長和單元回購抵銷了資產處置和利息支出增加的影響。本季租賃動能強勁，新租約價差達到創紀錄的58.5%，續約價差達到創紀錄的20.1%，零售物業承諾入住率接近滿租（98.6%），凸顯了巨大的按市值計價機會。管理層重申了 2026 年核心 FFO 指引為每股 1.60 美元至 1.62 美元，到 2028 年複合年增長率超過 3.5%。 RioCan 繼續進行策略性資本循環利用，完成了 4,700 萬美元的住宅資產處置，同時收購了 1.45 億美元的零售物業（Georgian Mall、Oakville Place），資本回流總額達到 7.05 億美元（按備考計算為 10.4 億美元），朝著 13 億美元的目標邁進。
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