Acquisition ProgramAnalyst highlights the plan to deploy about two billion dollars annually into accretive industrial and manufacturing acquisitions to expand cash flow and scale.
AFFOps And Earnings OutlookAnalyst projects mid-single-digit growth in adjusted funds from operations per share driven by contractual rent escalators and targeted acquisitions, and views 2026 as the first year of normalized earnings.
Portfolio StrategyAnalyst notes the company's refined portfolio strategy increasing exposure to industrial and warehouse properties, which should support stronger rental resilience and tenant demand.