10 Feb 2026

Camden Property has projected full-year core funds from operations below analyst expectations due to declining new lease rates and modest revenue growth. The Texas-based REIT manages over 59,210 apartment homes nationwide. Fourth-quarter effective lease rates fell 5.3%, compared with a 4.7% drop a year earlier. The company expects 2026 core FFO between USD 6.60 and USD 6.90 per share, slightly below forecasts, and first-quarter FFO also under estimates. Despite these challenges, quarterly revenue rose 1.2%, and profit per share jumped to USD 1.44, showing some resilience.Read more

10 Feb 2026

Veris Residential is being urged by Erez Asset Management, which owns nearly 5% of the company, to explore a sale that could offer shareholders a premium of up to 70%. The investor highlighted the success of its CIO in selling a previous REIT and encouraged a formal review of strategic alternatives with public disclosure. Despite Veris efforts in asset sales, debt reduction, and operational improvements, its shares remain below net asset value. Analysts note market conditions and interest rate reductions may support accelerated real estate transactions.Read more

10 Feb 2026

Saudi Arabia's sovereign wealth fund, the Public Investment Fund (PIF), is expected to unveil its new 2026-2030 strategy later this week, according to sources familiar with the matter. The revised five-year roadmap for the USD 925 billion fund is understood to place stronger emphasis on industrial development, minerals, artificial intelligence and tourism, while scaling back or restructuring some high-cost real estate mega projects. Sources said the strategy was soft-launched with key investors and partners on the sidelines of a Riyadh conference earlier this week. The new approach is also expected to prioritise attracting capital from major global asset managers, reflecting growing fiscal pressures amid lower oil prices. The recalibration marks a notable shift within Saudi Arabia's Vision 2030 programme, under which several mega projects are currently under review.Read more

10 Feb 2026

Digital Realty Trust expects its annual FFO to surpass market estimates, driven by heightened demand for AI-related data center services. The Texas-based REIT serves a diverse clientele across technology, cloud, social networking, communications, and manufacturing sectors. It forecasts adjusted FFO between USD 7.90 and USD 8 per share, higher than the consensus of USD 7.45. In the last quarter of 2025, revenue reached USD 1.63 billion, with adjusted FFO of USD 1.86 per share, beating expectations. Analysts highlight that rising AI infrastructure needs are supporting the company's strong performance and future growth prospects.Read more

10 Feb 2026

Regency Centers anticipates its 2026 funds from operations to exceed analyst expectations, citing rising rents and steady leasing demand at its grocery-focused shopping centers. Its portfolio of 379 premium properties, concentrated in high-income neighborhoods, attracts top retailers like Kroger, Whole Foods, TJX, Kohl's, Albertsons, and Target. The company reported quarterly FFO of USD 1.17 per share, meeting estimates, and projects annual FFO between USD 4.83 and USD 4.87 per share. Peer Simon Property has also forecast higher FFO for the year, highlighting ongoing strength in rental income and occupancy in premium retail properties despite macroeconomic uncertainties.Read more

10 Feb 2026

Equity Residential anticipates 2026 FFO to fall slightly below analysts forecasts due to weak rental demand and continued high apartment supply. The Chicago-based REIT, which operates over 85,000 homes nationwide, saw new leases decline by 4.7% in the last quarter of 2025, with blended lease rates rising only 0.5%. Adjusted FFO for 2026 is projected between USD 4.02 and USD 4.14 per share, slightly under Wall Street expectations. Normalized FFO for the previous quarter met estimates, but diluted earnings per share decreased from the prior year.Read more

10 Feb 2026

Swan Defence and Heavy Industries Limited has secured a defence export order from the Government of the Sultanate of Oman to build a naval training ship for the Royal Navy of Oman. The 104-metre-long vessel will be delivered within 18 months and is designed to support advanced naval training at sea. It will accommodate up to 70 officer cadets and feature classrooms, training offices, an auditorium and modern navigation and communication systems. The ship will also be capable of helicopter operations. The order highlights India's growing capabilities in defence shipbuilding and exports, while strengthening maritime cooperation between India and Oman and reinforcing India's position in the global naval manufacturing landscape.Read more

10 Feb 2026

Dubai's residential real estate market is entering a defining phase in 2026 as developers face rising project completions and increasing pressure on profitability. According to fm Properties CEO Firas Al Msaddi, high land prices and slower sales momentum are prompting a slowdown in new project launches. While buyer protections remain strong, developers are becoming more selective as cash flows tighten. The market is now at a crossroads, with either land prices needing to soften or off-plan prices rising to maintain viability. With 40,000-50,000 home handovers expected in 2026, the focus is shifting to longer sales cycles, stable prices and tighter margins amid a large construction pipeline.Read more

09 Feb 2026

UK supermarket chain Morrisons is exploring options to raise up to GBP 1 billion through a property-backed financing transaction, secured against a portion of its freehold store portfolio, according to a media report. The process, which is at an early stage, is being advised by real estate consultancy CBRE and is not expected to involve a traditional sale-and-leaseback structure. The move comes as Morrisons looks to strengthen its balance sheet following a period of flat annual earnings, driven by rising operating costs. Owned by US private equity firm Clayton, Dubilier & Rice since 2021, the grocer has been undergoing a strategic overhaul aimed at improving competitiveness against larger UK peers and discount retailers. The potential financing highlights the continued role of grocery real estate as a stable collateral asset amid operational headwinds.Read more

09 Feb 2026

Skanska reported fourth-quarter operating profit slightly below market expectations, as weak housing demand across the Nordic region continued to affect property sales and development activity. While operating profit rose 11% year-on-year to SEK 2.98 billion, it fell short of analyst estimates amid persistently low consumer confidence in Sweden and neighbouring markets. The company indicated that residential construction and commercial property development remained subdued, with limited new project launches. In the US, Skanska highlighted continued stagnation in the commercial property market, citing low transaction volumes and investor caution linked to long-term interest rate levels. Although central banks have begun easing monetary policy, the company expects only a gradual recovery in Nordic and Central European housing markets during 2026, while the US commercial property sector is likely to remain under pressure for longer.Read more