-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将12个月目标价上调1美元至27美元，基于2026年FFO预期，预期市盈率（P/FFO）为14.4倍，高于其三年平均市盈率12.6倍，与零售同业平均水平（14.8倍）持平。我们将2026年FFO预期上调0.02美元至1.87美元，并将2027年FFO预期上调0.02美元至1.93美元。第一季度新租约租金增长强劲，达到23.8%，凸显了KIM旗下物业目前的旺盛需求。新租约的增长推动已签约但尚未开业的物业储备达到创纪录的7700万美元。管理层表示，租户的信用状况是他们记忆中最强劲的，这证明了KIM近年来在选择受电商竞争影响较小的租户方面所做的努力。我们持续看到KIM将低增长资产和土地租赁权进行再利用，所得款项用于1031条款下的资产置换收购。2026年到期的债务较高，我们预计2026年下半年将有8亿美元的再融资，利率将上调100-125个基点。
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