BXP

Ventas (VTR) is set to report Q3 2026 results on October 27, with revenues projected to rise 18.3% and FFO per share up 11.4% year-over-year. Strong senior housing occupancy and long-term leases should support growth, but high interest expenses and declining triple-net rental income may weigh on results. The company has an Earnings ESP of +0.70% and Zacks Rank #3, suggesting a potential FFO beat.

Welltower, a healthcare REIT, is scheduled to report Q3 2026 results on October 26 with expected year-over-year revenue growth of 35% to $3.63 billion and normalized FFO per share growth of 22.4% to $1.64. Strong senior housing demand and muted new supply are expected to support performance, though high interest expenses may be a headwind. The company has a positive Earnings ESP of +0.30% and Zacks Rank #2 (Buy), suggesting potential for an FFO beat.

Vornado Realty Trust's Manhattan office portfolio shows improving fundamentals with occupancy rising to 92.2% in June 2026 and strong leasing demand at $107.24 per sq. ft. The company is strategically investing in premium properties like 350 Park Avenue and Park Avenue Plaza while maintaining $2 billion in liquidity. However, heavy concentration in New York City, substantial debt obligations, and rising interest expenses pose significant challenges to earnings growth.

Prologis (PLD) reported Q3 2026 core FFO of $1.60 per share, up 7.4% year-over-year and beating consensus estimates. Rental revenues grew 7.4% to $2.21B, while average occupancy improved to 95.1%. The company narrowed 2026 core FFO guidance to $6.25-$6.29 and raised development starts guidance to $5.0-$5.75B, reflecting strong operational performance and capital deployment plans.