Sunlight Over the Mountains

Re-Launching on the Apartment REITs

Thursday, September 5, 2024

Apartments Company-Specific Company-Specific Apartments

Within our research coverage of the public apartment REITs, we offer reports that are incremental to our recurring publications and intertwine our sector conclusions with company-specific dynamics. These include broad-based earnings previews, adjustments to our financial models and updated perspectives on valuation.

Related reports

Thursday, January 23, 2025

Blueprint for the Apartment REIT Stocks: Downgrading Sector to Underweight
Monday, November 11, 2024

Themes in Focus Post Apartment REIT Results: An Elongated Path to Recovery
Tuesday, August 6, 2024

Themes in Focus Post Apartment REIT Results: Gradual Ascent Up the Mountain
Monday, May 6, 2024

Themes in Focus Post Apartment REIT Results: Resilience Amidst Seasonal Shifts
Monday, February 12, 2024

Themes in Focus Post Apartment REIT Results: High Supply Pressuring Fundamentals
Tuesday, November 7, 2023

Apartment REIT 3Q23 Post Earnings Update: Pricing Power Weakness Makes for Tough Revenue Outlook
Thursday, September 14, 2023

Apartment REIT Operating Metrics Update: Downside to Current Outlook Emerging Already
Wednesday, June 7, 2023

Residential REIT May Operating Metrics: Growth Favoring Single-Family as Apartment Trends Slowing
Thursday, May 11, 2023

Themes In Focus Post Apartment REIT Results: Shifting Landscape Points to Decelerating Trajectory
Friday, November 19, 2021

Climbing Up the Slide: Capturing Loss-to-Lease Before Headwinds Emerge
Friday, October 29, 2021

AIRC and CPT 3Q21 Takeaways: Walking and Chewing Gum
Thursday, October 28, 2021

AVB and MAA 3Q21 Takeaways: Guidance Lifted After Robust Quarter