Key Takeaways Federal Realty posts record leasing and raises guidance, underscoring resilient tenant demand. FRT's affluent market focus and recent acquisitions support rent growth and mixed-use expansion momentum.Realty Income maintains high occupancy and global diversification.Retail REITs have been a picture of resilience in a high-rate environment, with property-level fundamentals proving stronger than many expected. Two of the sector’s most established names — Realty Income Corporation (O) and Federal ...