-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结了他们的观点如下：ESS公布了稳健的2025年第一季度业绩，每股FFO为4.17美元，比市场预期高出0.21美元，同店收入增长2.9%。由于租金收入达到4.82亿美元，现金净营业收入同比增长4.3%，平均月租金上涨2.2%至2719美元。我们认为，西海岸多户住宅市场呈现温和增长态势，其中北加州引领复苏，同店收入增长3.9%，其次是西雅图都会区（2.3%）和南加州（2.2%）。管理层重申了2026年业绩指引，预计每股FFO为15.69美元至16.19美元，同店收入增长1.7%至3.1%。 ESS将年度股息提高0.8%至每股10.36美元，连续第32年上调，同时年初至今已回购6190万美元股票。我们看好该投资组合在西海岸市场持续复苏背景下的表现，但运营支出增速仍高于收入增速，达到2.5%至3.5%。这导致现金净营业收入同比增长仅为0.8%至3.4%，中值为2.1%。
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