Reminder: Analyst Access: In 30 minutes: 2Q26 REIT Earnings Preview Webinar

Research evidence excerpt

Reminder: Analyst Access: In 30 minutes: 2Q26 REIT Earnings Preview Webinar

Companies Under Coverage

U.S. Communications Infrastructure Industry View: NEUTRAL

Company Ticker Rating Analyst

American Tower Corp. AMT Equal Weight Brendan Lynch, CFA

Blackstone Digital Infrastructure BXDC Overweight Brendan Lynch, CFA

Trust

Crown Castle International Corp. CCI Equal Weight Brendan Lynch, CFA

Digital Realty Trust, Inc. DLR Equal Weight Brendan Lynch, CFA

Equinix, Inc. EQIX Equal Weight Brendan Lynch, CFA

Iron Mountain Inc. IRM Overweight Brendan Lynch, CFA

SBA Communications Corp. SBAC Overweight Brendan Lynch, CFA

Uniti Group Inc. UNIT Equal Weight Brendan Lynch, CFA

Ratings as of 21 July 2026

U.S. REITs Industry View: NEUTRAL

Agree Realty Corp. ADC Equal Weight Richard Hightower

American Healthcare REIT, Inc. AHR Overweight Richard Hightower

American Homes 4 Rent AMH Equal Weight Richard Hightower

Americold Realty Trust COLD Underweight Brendan Lynch, CFA

Apple Hospitality REIT APLE Equal Weight Richard Hightower

Avalonbay Communities AVB Equal Weight Richard Hightower

BXP BXP Overweight Brendan Lynch, CFA

Camden Property Trust CPT Equal Weight Richard Hightower

CBRE Group, Inc. CBRE Overweight Brendan Lynch, CFA

Cousins Properties CUZ Overweight Brendan Lynch, CFA

CubeSmart CUBE Overweight Brendan Lynch, CFA

Cushman & Wakefield CWK Equal Weight Brendan Lynch, CFA

DiamondRock Hospitality Co. DRH Equal Weight Richard Hightower

Eastgroup Properties Inc. EGP Overweight Brendan Lynch, CFA

Equity Lifestyle Properties ELS Equal Weight Jason Wayne, CFA

Equity Residential EQR Equal Weight Richard Hightower

Essential Properties Realty Trust EPRT Overweight Richard Hightower

Essex Property Trust ESS Equal Weight Richard Hightower

Extra Space Storage EXR Overweight Brendan Lynch, CFA