-- 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：EQR公布2026年第一季度FFO为0.99美元，超出市场预期0.02美元，但7.8亿美元的租赁收入略低于预期。公司综合租赁率1.5%与去年同期持平，新租约率下降2.8%，部分原因是激励措施，但强劲的续租率（4.7%）抵消了这一降幅。我们维持“持有”评级，原因是运营费用压力将抑制2026年现金净营业收入（NOI）的增长。管理层预计2026年同店收入增长1.2%-3.2%，费用增长3.0%-4.0%，现金NOI增长0.5%-2.5%，预计2026年下半年将表现强劲。EQR的沿海市场战略持续展现价值，其中旧金山以6.5%的收入增长领跑，纽约以4.6%的增长紧随其后，而丹佛（-5.9%）和亚特兰大（-2.0%）等扩张市场则面临新的供应压力。EQR拥有高端沿海市场，这些市场新增供应有限，赋予其定价权，但较高的运营成本仍然是一个风险。EQR的在建项目总额为8.63亿美元，建成后将拥有1824套公寓。计划于2026年收购价值1.65亿美元的物业。
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