Key Takeaways Equity Residential is expected to post 2.06% FFO per share growth and a 4.78% revenue increase in Q2 2025.EQR may have benefited from high occupancy, tech-enabled operations and affluent submarket acquisitions.High rental supply may have posed a challenge, but robust demand helped sustain performance and stability.Equity Residential (EQR) is slated to report second-quarter 2025 results after the closing bell on Aug. 4. The company’s quarterly results are likely to reflect growth in both revenu ...

业绩总结 - 2025年第二季度每股综合损失为$(2.13)，相较于上季度的$(0.21)有所增加[6] - 2025年第二季度的经济回报率为(14.5)%，不包括损失应计的经济回报率为(1.4)%[6] - 2025年第二季度的损失应计为$199.9百万，相当于每股$1.92[6] - 2025年第二季度的净利息和服务收入为$136.4百万，运营费用为$(102.5)百万[22] - 综合收益在2025年第二季度为-2.218亿美元，显示出市场波动的影响[74] 用户数据 - 2025年第二季度的贷款服务总数为844,653笔[14] - 2025年第二季度的直接对消费者贷款发放总额为$48.6百万[13] - 60天以上逾期率保持在0.8%，显示出良好的资产质量[50] - 30年固定利率贷款中，60天以上逾期贷款比例为0.9%[81] 投资组合与市场表现 - 截至2025年6月30日，公司的投资组合总额为$14.4亿，债务与股本比率为7.0倍[6] - 截至2025年6月30日，投资组合的总市场价值为85.63亿美元，投资资本的静态回报估计为11%[51] - 总投资资本的回报率为8.8%，扣除公司和税务费用后为6%[51] - 抵押贷款服务权的UPB在2025年第二季度末为198,823百万美元，较第一季度的196,773百万美元有所增加[82] 融资与成本 - 2025年第二季度的平均收益率为5.72%，融资成本为4.43%[79] - 公司在2025年第二季度的融资总额为10,175.6百万美元，其中23.2%为30天内到期的回购协议[83] - 公司在利率互换中，支付方的名义金额为13,679百万美元，平均固定支付利率为3.830%[85] 市场动态与前景 - MSR市场仍然受到支持，银行和非银行投资组合积极竞标，供应量下降约30%[45] - TWO的MSR组合中，只有0.7%的UPB在当前6.75%的利率下具有50个基点或更多的再融资激励[45] - 加权平均3个月CPR从第一季度的4.2%上升至5.8%[50] - 预计每股基本普通股的静态回报估计反映了当前市场条件下的投资组合表现预期[89] 负面信息与损失准备 - 截至2025年6月30日，公司在诉讼中确认的损失准备金为1.999亿美元，其中包括1.398亿美元的终止费[88] - 公司的未偿还借款的加权平均到期时间为4.6个月[95]

《每日经济新闻》获悉，随着公募基金二季报披露完毕，公募REITs也交出了今年二季度的"成绩 单"。 根据Wind数据，目前全市场已上市的公募REITs中，公开披露经营数据的有66只，有可比数据的则 为62只。其中，二季度营收超过1亿元的产品共有13只，环比增长的仅有28只，还有34只产品营收环比 下滑。大多数产品都实现了盈利，其中1只产品单季度净利润破亿元，还有23只产品净利润超过1000万 元。另外，从可分配金额来看，环比上涨的共有36只，其中单季度可供分配金额过亿元的产品有5只。 根据申银万国证券的数据，二季度公募REITs整体营收同环比下滑2.6%、5.8%，可供分配金额同比 提升4.1%、环比下降8.7%。从业绩表现来看，保障房和消费最为稳健；仓储物流可供分配金额同比分 化、环比均上行，能源类受季节扰动较大，产业园业绩则下滑较为明显。 公募REITs二季报经营情况出炉，13只产品单季度营收破亿元 根据Wind数据和基金二季报，目前全市场已上市的公募REITs中，公开披露经营数据的有66只，有 可比数据的为62只。 其中，二季度营收过亿元的产品共有13只，其中交通基础设施占绝大多数。去年12月成立并上市 ...

For the quarter ended June 2025, Welltower (WELL) reported revenue of $2.55 billion, up 39.6% over the same period last year. EPS came in at $1.28, compared to $0.42 in the year-ago quarter.The reported revenue represents a surprise of +2.11% over the Zacks Consensus Estimate of $2.5 billion. With the consensus EPS estimate being $1.22, the EPS surprise was +4.92%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectati ...

Curbline Properties (CURB) Q2 2025 Earnings Call July 28, 2025 05:00 PM ET Company ParticipantsStephanie Ruys de Perez - VP - Capital Markets & Asset ManagementDavid Lukes - President & CEO - Curbline Properties and Site CentersConor Fennerty - EVP, CFO & TreasurerRonald Kamdem - MD & Head - US REITs and CRE ResearchFloris van Dijkum - MD & Equity ResearchMichael Muller. - Venture CapitalistConference Call ParticipantsCraig Mailman - Director & Equity Research AnalystTodd Thomas - MD & Equity Research Analy ...

Curbline Properties (CURB) Q2 2025 Earnings Call July 28, 2025 05:00 PM ET Speaker0Hello, and welcome to the Curbline Properties Corp. Second Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer I would now like to turn the conference over to Stephanie Rausch de Peres, Vice President of Capital Markets. You may begin.Speaker1Thank you. Good evening, and welcome to CurbLine Pro ...

Consolidated Results of Operations - Three-Month Periods Ended June 30, 2025 and 2024:KING OF PRUSSIA, Pa., July 28, 2025 /PRNewswire/ -- Universal Health Realty Income Trust (NYSE:UHT) announced today that for the three-month period ended June 30, 2025, net income was $4.5 million, or $.32 per diluted share, as compared to $5.3 million, or $.38 per diluted share, during the second quarter of 2024.The decrease in our net income of $784,000, or $.06 per diluted share, during the second quarter of 2025, as co ...

- Delivered Record Small Shop Occupancy and Highest New Lease ABR in Company History - - Updated Nareit FFO and Same Property NOI Growth Expectations For 2025 - NEW YORK, July 28, 2025 /PRNewswire/ -- Brixmor Property Group Inc. (NYSE: BRX) ("Brixmor" or the "Company") announced today its operating results for the three and six months ended June 30, 2025.  For the three months ended June 30, 2025 and 2024, net income attributable to Brixmor Property Group Inc. was $0.28 per diluted share and $0.23 per dilut ...

TOLEDO, Ohio, July 28, 2025 /PRNewswire/ -- Welltower Inc. (NYSE:WELL) today announced results for the quarter ended June 30, 2025.Second Quarter and Other Recent Highlights Reported net income attributable to common stockholders of $0.45 per diluted share Reported quarterly normalized funds from operations attributable to common stockholders of $1.28 per diluted share, an increase of 21.9% over the prior year Reported total portfolio year-over-year same store NOI ("SSNOI") growth of 13.8%, driven by SSNOI ...

Key Takeaways Equinix is expected to report Q2 revenue growth, driven by demand for digital infrastructure services.Colocation and interconnection revenues are projected to rise 4.6% and 6.7% year over year, respectively.Despite top-line growth, EQIX's AFFO per share may dip 0.3% due to increased interest expenses.Equinix, Inc. (EQIX) is scheduled to report second-quarter 2025 results on July 30, after market close. While the company’s quarterly results are likely to display a year-over-year rise in revenue ...