INDUSTRY RESEARCH HUB
Real Estate Industry Evidence and Company Research
Track company disclosures, management commentary and research themes across the real estate industry.
Foreign research
M Idea August 5, 2026 12:13 AM GMT Wynn Macau, Limited | Asia Pacific Morgan Stanley Asia Limited+ Praveen K Choudhary Equity Analyst Research Tactical Idea We believe the share price will rise relative to the country index over the next 60 days. …
SmartStop Good Expense Trends Help Drive 2Q FFO Upside and Guidance Increase2026-08-05 · JPMorganJ P M O R G A N North America Equity Research 05 August 2026 SmartStop Good Expense Trends Help Drive 2Q FFO Upside and Guidance Increase Underweight SMA, SMA US Price (05 Aug 26):$33.85 REITs …
Cushman & Wakefield 2Q Top Line/EBITDA Beat, Guidance Raised; Strong Leasing Offset Particularly Weak Capital Markets2026-08-05 · JPMorganJ P M O R G A N North America Equity Research 05 August 2026 Cushman & Wakefield 2Q Top Line/EBITDA Beat, Guidance Raised; Strong Leasing Offset Particularly Weak Capital Markets Neutral CWK, CWK US Price (04 Aug 26):$14.08 REITs & Real Estate Services …
Eli Lilly & Company Another Strong Quarter, Continue to See Upside from Here2026-08-05 · JPMorganJ P M O R G A N North America Equity Research 05 August 2026 Eli Lilly & Company Another Strong Quarter, Continue to See Upside from Here Exiting LLY’s 2Q results and our catch-up with the company, we continue to see …
Pidilite Industries Consistent execution with a resilient diversified portfolio at play; stay OW2026-08-05 · JPMorganJ P M O R G A N Asia Pacific Equity Research 06 August 2026 Pidilite Industries Consistent execution with a resilient diversified portfolio at play; stay OW Overweight PIDI.NS, PIDI IN Price (05 Aug 26):Rs1,665.00 ▲Price Target (Sep-27):Rs1,820.00 …
APR Strong 2Q results lift visibility on global scale-up; raise PT to W560K2026-08-05 · JPMorganJ P M O R G A N Asia Pacific Equity Research 06 August 2026 APR Strong 2Q results lift visibility on global scale-up; raise PT to W560K Overweight 278470.KS, 278470 KS Price (05 Aug 26):W360,500 ▲Price Target (Dec-27):W560,000 Prior (Jun-27):W520,000 …
Elanco Animal Health Inc. 2Q Takeaways: Raising Estimates After Strong Qtr/Encouraging Zenrelia Uptake2026-08-05 · JPMorganJ P M O R G A N North America Equity Research 05 August 2026 Elanco Animal Health Inc. 2Q Takeaways: Raising Estimates After Strong Qtr/ Encouraging Zenrelia Uptake Overweight ELAN, ELAN US Price (04 Aug 26):$25.60 ▲Price Target (Dec-26):$33.00 …
Fresnillo Plc YTD de-rating despite improving project portfolio & strong cash returns potential; stay OW2026-08-05 · JPMorganC A Z E N O V E Europe Equity Research 06 August 2026 Fresnillo Plc YTD de-rating despite improving project portfolio & strong cash returns potential; stay OW After achieving a significant re-rating and outperformance over 2025, FRES has …
Qiagen N.V. 2Q26 First Take: Top- and Bottom-line Beat Led by Sample Tech; 2026 Guide Reiterated2026-08-05 · JPMorganJ P M O R G A N North America Equity Research 05 August 2026 Qiagen N.V. 2Q26 First Take: Top- and Bottom-line Beat Led by Sample Tech; 2026 Guide Reiterated Overweight QGEN, QGEN US Price (05 Aug 26):$41.95 Life Science Tools & Diagnostics …
Healthpeak Properties Inc 2Q ahead with a small guidance increase; Significant capital recycling and slightly higher lab occupancy2026-08-05 · JPMorganJ P M O R G A N North America Equity Research 05 August 2026 Healthpeak Properties Inc 2Q ahead with a small guidance increase; Significant capital recycling and slightly higher lab occupancy Neutral DOC, DOC US Price (04 Aug 26):$21.62 REITs …
Keikyu (9006) 1Q results: FY2026 starts in line with guidance and estimates; this fiscal year, real estate sales to be concentrated in 2H2026-08-05 · JPMorganJ P M O R G A N Asia Pacific Equity Research 05 August 2026 Keikyu (9006) 1Q results: FY2026 starts in line with guidance and estimates; this fiscal year, real estate sales to be concentrated in 2H Underweight 9006.T, 9006 JP Price (05 Aug 26):¥1,517 …
Coupang 2Q slight margin miss, Mixed guidance, Await rapid recovery from 4Q2026-08-05 · JPMorganJ P M O R G A N Asia Pacific Equity Research 05 August 2026 Coupang 2Q slight margin miss, Mixed guidance, Await rapid recovery from 4Q Overweight CPNG, CPNG US Price (04 Aug 26):$16.78 ▼Price Target (Dec-26):$24.00 Prior (Dec-26):$26.00 …
Choice Hotels International, Inc. First Look at 2Q26 Results2026-08-05 · JPMorganJ P M O R G A N North America Equity Research 05 August 2026 Choice Hotels International, Inc. First Look at 2Q26 Results Neutral CHH, CHH US Price (04 Aug 26):$108.61 Gaming & Lodging CHH’s 2Q26 adj EBITDA of $175m was in line with JPMe $175m (Street high) …
Global Payments 2Q First Look – In-Line Results; FY26 Guide Trimmed on ME Conflict, in Line w/ JPMe2026-08-05 · JPMorganJ P M O R G A N North America Equity Research 05 August 2026 Global Payments 2Q First Look – In-Line Results; FY26 Guide Trimmed on ME Conflict, in Line w/ JPMe Neutral GPN, GPN US Price (04 Aug 26):$88.25 Payments, Processors & IT Services …
Primary-source evidence
Digital Realty reported strong Q2 2026 results with revenue growth driven by data center demand. The company completed acquisitions including Astra Enterprise Park and raised capital via ATM program.…
10-Q2026-07-29 · SEC EDGAR · 10-QVulcan Materials reported Q2 2026 revenue of $2,155.8M, up 3% YoY, and net earnings of $323.4M, or $2.48 per diluted share, up 2.5%. Adjusted EBITDA was $654.0M, down 1%. The company reiterated its full-year Adjusted EBITDA guidance of $2.4-$2.6B.…
10-Q2026-07-29 · SEC EDGAR · 10-QCoStar Group's Q2 2026 revenue rose 18% to $925M, with net income of $55M vs $6M a year ago. Residential segment grew 33% driven by the Domain acquisition. The company completed acquisitions of Domain and Matterport for $1.9B each.…
8-K2026-05-13 · SEC EDGAR · 8-KCigna Group filed an 8-K on May 13, 2026, reaffirming its full-year 2026 adjusted income from operations outlook of at least $30.35 per share. The outlook was previously disclosed on April 30, 2026, and will be reiterated in upcoming investor meetings.…
10-Q2026-04-29 · SEC EDGAR · 10-QVulcan Materials reported Q1 2026 revenue of $1,755.9M, up 7% YoY; net earnings of $165.5M, up 28%; adjusted EBITDA of $447.1M, up 9%. Aggregates shipments rose 5% and prices increased 3.5%.…
10-Q2026-04-22 · SEC EDGAR · 10-QCSX reported Q1 2026 revenue of $3,482 million, up 1.7% YoY, and net earnings of $807 million, up 24.9%. Operating income rose 20.4% to $1,253 million, driven by lower expenses and a property disposition gain.…
8-K2026-02-27 · SEC EDGAR · 8-KCigna Group filed an 8-K on Feb 27, 2026, reaffirming its 2026 adjusted EPS outlook of at least $30.25. The outlook was previously disclosed on Feb 5, 2026, and will be reiterated in upcoming investor meetings.…
Questions this evidence can help answer
- Which real estate companies are changing their outlook?
- Which operating and risk themes recur across sources?
- Where is primary evidence diverging from market narratives?