US Sector Earnings Intelligence

Real Estate earnings map

Forward reporting exposure, estimate delivery, earnings growth and company-level event concentration.

Forward window13 Aug to 11 Nov 202649 matched companies

Group read

Delivery and earnings growth are broadly constructive

76% of companies with measured latest results beat estimates, while 60% show positive year-on-year EPS growth. Real Estate carries the largest forward market-cap exposure.

Forward events49next 90 days
Market-cap exposure$533.4Bmatched companies
Latest beat breadth76%latest measured quarter
Positive EPS growth60%year on year

Forward exposure

Real Estate reporting load by date

Count and matched market cap

Delivery

Latest result breadth

76%beat breadth

Timing

Session certainty

69%estimate coverage

Growth breadth

Positive versus contracting

Company size

Capital at risk by tier

Company attention queue

Most consequential upcoming reports

Ordered by market capitalisation so the largest potential peer and index read-through appears first.

18 shown
PLDPrologis IncReit - Industrial
14 Oct62 days
Event risk38/100Moderate
Market cap$133.8BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth22.0%year on year
Open earnings dossier
AMTAmerican Tower CorpReit - Specialty
27 Oct75 days
Event risk38/100Moderate
Market cap$87.1BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth161.3%year on year
Open earnings dossier
DLRDigital Realty Trust IncReit - Specialty
22 Oct70 days
Event risk38/100Moderate
Market cap$68.6BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth-42.2%year on year
Open earnings dossier
CCICrown CastleReit - Specialty
21 Oct69 days
Event risk22/100Contained
Market cap$39.9BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth-year on year
Open earnings dossier
AVBAvalonBay Communities IncReit - Residential
28 Oct76 days
Event risk38/100Moderate
Market cap$26.4BTime unconfirmed
Beat rate38%up to 8 quarters
EPS growth-11.3%year on year
Open earnings dossier
EQREquity ResidentialReit - Residential
21 Oct69 days
Event risk32/100Moderate
Market cap$25.3BTime unconfirmed
Beat rate25%up to 8 quarters
EPS growth-13.5%year on year
Open earnings dossier
BEKEKe Holdings IncReal Estate Services
25 Aug12 days
Event risk51/100Elevated
Market cap$18.2BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth-24.4%year on year
Open earnings dossier
NLYAnnaly Capital Management, Inc.Reit - Mortgage
21 Oct69 days
Event risk16/100Contained
Market cap$15.9BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth304.4%year on year
Open earnings dossier
CSGPCoStar Group IncReal Estate Services
27 Oct75 days
Event risk24/100Contained
Market cap$13.1BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth-28.9%year on year
Open earnings dossier
ELSEquity Lifestyle Properties IncReit - Residential
21 Oct69 days
Event risk18/100Contained
Market cap$12.5BTime unconfirmed
Beat rate38%up to 8 quarters
EPS growth9.3%year on year
Open earnings dossier
AGNCAGNC Investment Corp.Reit - Mortgage
19 Oct67 days
Event risk38/100Moderate
Market cap$11.9BTime unconfirmed
Beat rate38%up to 8 quarters
EPS growth487.8%year on year
Open earnings dossier
EGPEastGroup Properties IncReit - Industrial
22 Oct70 days
Event risk16/100Contained
Market cap$10.9BTime unconfirmed
Beat rate50%up to 8 quarters
EPS growth28.9%year on year
Open earnings dossier
FRFirst Industrial Realty Trust IncReit - Industrial
21 Oct69 days
Event risk38/100Moderate
Market cap$8.5BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth34.4%year on year
Open earnings dossier
REXRRexford Industrial Realty IncReit - Industrial
14 Oct62 days
Event risk38/100Moderate
Market cap$8.4BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth-year on year
Open earnings dossier
EPRTEssential Properties Realty Trust IncReit - Retail
21 Oct69 days
Event risk18/100Contained
Market cap$6.6BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth19.7%year on year
Open earnings dossier
FSVFirstService CorpReal Estate Services
22 Oct70 days
Event risk21/100Contained
Market cap$6.2BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth13.4%year on year
Open earnings dossier
PECOPhillips Edison & Co IncReit - Retail
22 Oct70 days
Event risk38/100Moderate
Market cap$5.6BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth108.7%year on year
Open earnings dossier
FRMIFermi Inc.Reit - Specialty
13 Aug0 days
Event risk60/100Elevated
Market cap$4.5BBefore the open
Beat rate0%up to 8 quarters
EPS growth-year on year
Open earnings dossier

Forward company tape

Real Estate upcoming earnings reports

49 shown

Interpretation

How to read group earnings intelligence

Calendar concentration

Counts show operational density. Market-cap exposure identifies dates with greater potential for peer and index read-through.

Delivery breadth

Only the latest measured result per matched company enters the breadth split, preventing long-history companies from dominating.

Growth breadth

Positive year-on-year EPS growth is kept separate from estimate surprise because growth and expectations answer different questions.

Decision use

The page helps prioritise research and event risk. It does not determine whether to buy, sell or expect a directional reaction.

Evidence context