05 May 2026

VICI Properties has increased its full-year adjusted funds from operations (AFFO) forecast, supported by continued expansion in experiential real estate assets. The company expects steady growth from its diversified portfolio, which includes major Las Vegas casinos and newer investments in leisure segments such as wellness resorts and indoor attractions. While quarterly earnings missed analyst expectations, revenue remained stable with a modest year-on-year increase. The updated outlook reflects confidence in long-term demand trends, where consumers are prioritising experiences over traditional goods, strengthening the company’s growth visibility.Read more

05 May 2026

Regency Centers has kept its full-year financial guidance unchanged, supported by steady leasing demand across its grocery-anchored retail portfolio. The company reported first-quarter performance in line with market expectations, reflecting stable occupancy and rental growth. Its focus on premium centres in high-income neighbourhoods continues to provide resilience despite broader economic uncertainties. The REIT maintained its annual FFO and core earnings projections, indicating confidence in sustained retail demand and consistent operational performance across its portfolio.Read more

05 May 2026

Emlak Konut REIT reported total sales revenue of 29.9 billion lira from residential units and land sales during the first quarter of the year. The company sold 1,623 independent units, generating 24.3 billion lira in pre-sales value, excluding VAT. Additionally, 25 land plots were sold for 5.5 billion lira. Sales to foreign buyers remained limited, with 21 units sold for 305.8 million lira. The update reflects steady transaction activity, supported by both housing demand and land monetisation efforts.Read more

05 May 2026

Mortgage rates in the US saw a slight increase in the past week, ending a month-long decline, according to data from the Mortgage Bankers Association. The average 30-year fixed-rate rose to 6.37%, while overall mortgage applications dipped due to a sharp fall in refinancing activity. However, purchase applications recorded a modest rise, supported by improved housing inventory. Despite rates easing from recent highs linked to geopolitical tensions, borrowing costs remain elevated compared to pre-conflict levels. Lenders are observing slower-than-usual seasonal demand, even as the Federal Reserve is expected to maintain current interest rate levels for the near term.Read more

05 May 2026

Equinix has increased its full-year revenue guidance and expects stronger performance in the coming quarter, supported by rising enterprise spending on AI infrastructure. However, its recent quarterly results fell short of market expectations, leading to a decline in its share price. While demand for data centre services remains strong, especially from AI-led workloads, the short-term miss highlights some pressure on performance. The company also continues to expand globally, including a recent acquisition move in the Nordic region to strengthen its data centre portfolio.Read more

05 May 2026

Mid-America Apartment Communities reported a marginal decline in its first-quarter core adjusted funds from operations, reflecting softer rental demand across key US housing markets. The company attributed this trend to rising apartment supply in cities like Austin, Memphis and Phoenix. Despite the dip, the REIT maintained a largely stable outlook for 2026, with only a minor adjustment to its earnings guidance. The performance highlights the ongoing supply-demand imbalance in certain residential markets, even as long-term fundamentals for rental housing remain steady.Read more

05 May 2026

Starwood Capital Group has temporarily suspended redemptions in its USD 22 billion real estate fund following a strategic review, citing ongoing market pressures. The move comes after redemption activity reduced the fund’s net asset value by 6% over the past year. The company has also lowered its distribution rate and indicated it will explore capital raising and asset sales. The fund, launched in 2018, remains largely occupied and continues to hold a diversified portfolio. The decision reflects broader stress in private markets, including private credit, due to global uncertainty and tighter financial conditions.Read more

05 May 2026

Lazard has agreed to acquire private equity advisory firm Campbell Lutyens for around USD 575 million, as part of its strategy to expand in private capital advisory. The deal will lead to the creation of a new division, Lazard CL, combining capabilities across fundraising, secondary advisory, and capital advisory in sectors such as infrastructure, private credit, private equity, and real estate. The transaction also includes a potential additional payout of up to USD 85 million based on performance. The move is expected to strengthen Lazard’s long-term growth strategy and contribute positively to earnings from 2027 onward.Read more

05 May 2026

Entergy has increased its four-year capital expenditure plan by around 33% to USD 57 billion, largely driven by rising demand from Meta’s data center expansion in Louisiana. The utility will build multiple gas-based power plants to support these projects, while also seeing strong growth in industrial power consumption. Higher data center activity has boosted sales and profits, though debt and operating costs have also increased. The company maintains that new regulatory structures will ensure data centers bear higher costs, potentially easing the burden on regular consumers.Read more

05 May 2026

Vulcan Materials reported a strong first-quarter performance, supported by steady demand for construction materials like crushed stone, sand, and gravel. Growth was driven by increased spending on public infrastructure, data centres, and energy projects. The company also benefited from favourable weather conditions across key markets, which supported higher shipments. Despite challenges such as rising energy costs and geopolitical pressures, Vulcan exceeded market expectations on both revenue and profit. Its performance reflects continued momentum in construction activity, especially in public sector projects.Read more