Sun Communities (SUI.N): Actions Speak Louder; Thoughts on SUI‘s2Q26 Earnings Report-20260728

Flash | 28 Jul 2026 02:17:03 ET │ 11 pages Sun Communities (SUI.N) Actions Speak Louder; Thoughts on SUI's 2Q26 Earnings Report CITI'S TAKE We thought this was a positive report from SUI for the following reasons: 1) the dilution from the UK exit is likely 50-70bps less than Citi originally estimated (link), as SUI is assuming ~$86m of full-year UK FFO contribution in 2026 guidance versus our assumption of ~$92M (resulting in less core FFO loss next year from the eventual sale), 2) SUI raised its core FFO g ...

Sun Communities (SUI.N): Actions Speak Louder; Thoughts on SUI‘s2Q26 Earnings Report-20260728 - Reportify