REIT News
AREIT Inc Posts 30% Revenue Surge and 36% Net Income Jump on Strategic Asset Infusions
AREIT Inc โ Philippines' first listed REIT โ delivered Q2 2026 revenue growth of 30% and H1 net income growth of 36%, with 90% portfolio occupancy, driven by strategic Ayala Land asset infusions. Strong BPO-driven office demand underpins Manila commercial real estate, supporting
Aug 23, 2026
๐บ๐ธ United StatesRealty Income Deploys $2.6 Billion in Q2 at 7.3% Yield; Launches Convertible Notes Offering
Realty Income (O) invested $2.6B in Q2 2026 at 7.3% initial cash yield; convertible senior notes due 2031 launched to diversify capital structure; 300bp spread over 10-year Treasuries sustains AFFO accretion.
Aug 13, 2026
UsNational Health Investors (NHI) Q2 Earnings Beat Suggests Healthcare REIT May Be Trading Below Fair Value
National Health Investors posted a Q2 2026 earnings beat driven by improving senior housing occupancy and inflation-linked rent escalations, with GuruFocus analysis suggesting the healthcare REIT may be undervalued relative to its portfolio quality and demographic tailwinds.
Aug 11, 2026
UsUWM Sues Two Harbors for More Than $500m Over Alleged Merger Fraud and Wilful Breach of Agreement
United Wholesale Mortgage filed a lawsuit against Two Harbors Investment Corp alleging willful merger agreement breach and fraud while Two Harbors pursued a competing CrossCountry Mortgage deal, seeking over $500m.
Aug 11, 2026
UsTPG Mortgage Investment Trust (MITT) Q2 Results: Dividend Sustainability Tested Amid Acquisition Speculation
MITT Q2 results kept dividend sustainability in focus for the mortgage REIT as TPG acquisition speculation added strategic optionality to an income-driven investment case under yield curve pressure.
Aug 11, 2026
๐บ๐ธ United StatesCherry Hill Mortgage Q2 EPS Misses at $0.04 vs $0.13 Estimate as Rate Pressure Weighs on REIT
Cherry Hill Mortgage Q2 EPS came in at $0.04, badly missing the $0.13 analyst estimate.
Aug 10, 2026
EarningsRHP Posts Strong Q2 EPS of $2.54; CBL Delivers Earnings Surge as REITs Outperform
Ryman Hospitality beat Q2 with $2.54 EPS and $749M revenue, while CBL delivered a strong Q2 earnings surge, both outperforming in a high-rate environment.
Aug 8, 2026
๐บ๐ธ United StatesMillrose Properties Enables $2.2B Homebuilder Acquisition Through Land Banking REIT Structure
Millrose Properties provided critical financial support for a $2.2 billion acquisition through a structured land banking and lot supply arrangement that leverages its unique homebuilder-aligned REIT model
Aug 8, 2026
๐บ๐ธ United StatesMillrose Properties Posts Q2 Revenue Miss but Sustains Dividend Growth Trajectory
Millrose Properties Q2 revenue misses analyst estimates as REIT faces near-term demand headwinds
Aug 5, 2026
๐บ๐ธ United StatesTwo Harbors Investment Acquisition Nears Completion Amid Mortgage REIT Valuation Hurdles
Two Harbors Investment (TWO) acquisition is approaching final stages despite valuation challenges from elevated interest rates and agency RMBS spread compression.
Aug 4, 2026
๐บ๐ธ United StatesFederal Realty Trust Marks 58th Straight Annual Dividend Hike, Cementing Dividend King Status
Federal Realty Trust declared its 58th consecutive annual dividend increase, a rare milestone.
Jul 19, 2026
PrologisPrologis Q2 Net Earnings Surge; Boosts FY26 Outlook
Prologis Q2 net earnings nearly doubled to $1.06 billion as logistics real estate demand stayed firm, prompting the REIT to raise its full-year 2026 earnings guidance.
Jul 17, 2026
Real EstateSmartStop-Sponsored Storage REITs Merge in All-Stock Deal Combining 37 Properties
Strategic Storage Trust VI and Strategic Storage Growth Trust III, both SmartStop Self Storage-sponsored non-listed REITs, announced an all-stock merger creating a portfolio of 37 wholly owned properties, eight joint ventures, and three DST programme interests.
Jul 15, 2026
๐บ๐ธ United StatesNational Storage Affiliates (NSA) Declares Special Dividend Amid Self-Storage Acquisition Plans
National Storage Affiliates Trust declared a special dividend alongside active acquisition planning, signalling management confidence in the REIT's cash generation capacity ahead of new portfolio investments.
Jul 14, 2026
๐บ๐ธ United StatesSila Realty Trust (SILA) Shareholders Approve Blue Owl Capital (OWL) Acquisition in Healthcare REIT Deal
Sila Realty Trust (SILA) shareholders approved the acquisition by Blue Owl Capital (OWL), advancing the healthcare REIT deal toward final close and narrowing the merger arbitrage spread as remaining deal risk shifts to regulatory approval timeline.
Jun 27, 2026
๐บ๐ธ United StatesTwo Harbors Investment Corp. (TWO) Faces Investor Opposition Over Merger Proposal
Two Harbors investors mount opposition campaign against proposed merger transaction.
Jun 23, 2026
๐บ๐ธ United StatesTerreno Realty Acquires $56.3 Million Industrial Property in Florida, Expanding Its Logistics Portfolio
Terreno Realty Corporation (TRNO), the industrial real estate investment trust focused on major coastal markets, acquired an industrial property in Florida for $56.3 million, continuing its disciplined expansion of logistics and distribution assets.
Jun 19, 2026
Realty IncomeRealty Income's 135 Dividend Increases: Inside the REIT Built Around Monthly Payouts
Realty Income has raised its dividend 135 times, positioning itself as a benchmark monthly-income REIT.
Jun 14, 2026