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• Essex's Northern California same-propertyRevenuegrew 4.4%, driven by technology sector demand, while its Southern California growth lagged at just 1.5%.
• The 21st Century ROAD to Housing Act, effective from July 2026, bars large institutional investors from buying existing single-family homes, reshaping how Invitation Homes can grow.
• Kimco's leased occupancy reached 96.4% with a 400 basis point gap to economic occupancy representing $75 million of future annual rent not yet flowing to earnings.
• MAA's new leases were signed 5.3% below the previous rent while renewals rose 5.2%; Camden's new leases fell 3.3% while renewals rose 2.8%.
• Realty Income's weighted averageLeaseterm is about 8.6 years across 15,588 properties, while VICI's is 39.6 years across just 103 experiential assets.
• Prologis signed a record more than 67 million square feet of leases with rent change on rollover of 36.9% on a net effective basis.
• Extra Space grew same-storeRevenue2.4% while Public Storage's slipped 0.6%, even as Public Storage posted its first positive move-in rent growth since 2021.
• Simon absorbed about one million square feet returned by bankrupt retailers, chiefly Saks Off Fifth, yet held occupancy at 96.0% with base minimum rent up 6.3%.
• BXP signed about 1.8 million square feet of leases at 129% of its ten-year second-quarter average, raising full-year 2026 FFO guidance to $6.99-$7.05 per share.
• Global mobile data traffic rose 23% year over year, but American Tower's US organic tenant billings growth slowed to 0.7% and Crown Castle's site rentalRevenuefell 4.1% due to DISH churn.
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