-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：REG公布第一季度营收为4.13亿美元（同比增长8.3%，环比增长2.0%），其中租赁和物业收入为4.03亿美元，超出市场预期300万美元。不计终止费，同店净营业收入（NOI）达到2.86亿美元，同比增长4.4%，基本租金增长对本季度整体NOI贡献了3.6%。公司第一季度完成了150万平方英尺的可比新租/续租，现金增长12.1%（直线法增长24.3%），但低于第四季度完成的170万平方英尺。尽管第一季度业绩强劲，管理层仍维持2026年全年同店NOI增长3.25%-3.75%的预期。租金价差环比基本持平，表明REG旗下物业组合的入住率可能已接近峰值。强劲的租金价差和持续的净营业收入增长反映了以超市为主力店的零售物业市场的持续强劲，但租赁量的环比下降可能预示着未来市场活跃度将有所放缓。
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