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JBG SMITH: Sell Now, Maybe Buy Later
Seeking Alpha· 2025-06-11 20:19
Office REITs were one of the main losers of REIT earnings season , according to Hoya Capital, the leading source for sector-level REIT analysis. After a very strong Q4, office leasing volumes for Q1 2025 were disappointing. Rent spreads andAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compen ...
Service Properties Trust: Sinking In A Swamp Of Debt
Seeking Alpha· 2025-05-30 19:30
酒店REITs行业表现 - 酒店REITs成为第一季度REIT财报季中表现最差的板块 15家美国酒店REITs中有7家(近半数)下调了FFO指引[1] - 行业面临预订量疲软问题 主要由于不确定性增加导致远期预订走弱 团体预订尤其低迷[1] 运营数据变化 - 客房价格数据未在原文中明确提及 但整体行业压力体现在FFO指引下调这一核心指标上[1] 注 原文中分析师披露、评级说明及平台免责声明等内容已按要求全部排除 仅保留实质性行业分析内容