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Industry top-down

REIT - Residential

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

21 companiesMedian revenue YoY: +2.9%EPS beat rate: —

AI industry top-down

Overall, the REIT - Residential sector shows stagnant revenue growth. The median revenue YoY was 0.74%, with most companies recording low single-digit growth or experiencing declines. However, CPT and BHM achieved high revenue growth, indicating significant company-specific variations. EPS growth rates also varied significantly by company, with AVB, INVH, and MAA showing double-digit increases, while ESS, CPT, and IRT experienced significant declines. This suggests that performance disparities among individual companies within the sector are deepening.

  • Revenue growth stagnation for most companies: median of 0.74% recorded
  • Strong EPS growth for some companies: double-digit increases including AVB, INVH, MAA
  • Deepening performance disparities among companies: significant differences in revenue and EPS growth rates
Where companies diverge: Extreme differences in revenue growth rates: CPT, BHM show high growth, while INVH, AIV show significant declines · Divergent EPS growth trends: Some companies show increases, while others show significant declines

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
AVBAVALONBAY COMMUNITIES INCFY2026 Q1$1.74M-3.0%$1.66+36.1%—
ESSESSEX PROPERTY TRUST, INC.FY2026 Q2$2.32M+4.3%$0.97-71.8%—
INVHInvitation Homes Inc.FY2026 Q2$49.46M-92.7%$0.37+60.9%—
SUISUN COMMUNITIES INCFY2026 Q1$507.9M+8.0%$-0.07——
MAAMID AMERICA APARTMENT COMMUNITIES INC.FY2026 Q1$553.73M+0.8%$1.06-31.2%—
UDRUDR, Inc.FY2026 Q1$2.53M+19.7%$0.57+147.8%—
ELSEQUITY LIFESTYLE PROPERTIES INCFY2026 Q1$397.62M+2.7%$0.56-1.8%—
CPTCAMDEN PROPERTY TRUSTFY2026 Q2$3.13M+18.9%$0.18-75.7%—
JANJanus Living, Inc.FY2026 Q2$216.46M—$0.05——
MRPMillrose Properties, Inc.FY2026 Q2$196.85M+32.1%$0.76+11.8%—
IRTINDEPENDENCE REALTY TRUST, INC.FY2026 Q2$167.24M+3.1%$0.01-66.7%—
UMHUMH PROPERTIES, INC.FY2026 Q2$71.64M+7.5%$0.05+66.7%—
NXRTNexPoint Residential Trust, Inc.FY2026 Q2$64.61M+2.3%$-0.34——
CSRCENTERSPACEFY2026 Q2$65.78M-4.0%$-0.07——
AIVAPARTMENT INVESTMENT & MANAGEMENT COFY2025 Q3$35.13M-33.9%$2.04——
BRTBRT Apartments Corp.FY2026 Q1$24.61M+2.1%$-0.14——
FREVSFIRST REAL ESTATE INVESTMENT TRUST OF NEW JERSEY, INC.FY2026 Q3$7.54M+4.0%$2.69——
ELMEElme CommunitiesFY2025 Q3$62.1M+1.7%$-1.40——
BHMBluerock Homes Trust, Inc.FY2026 Q2$19.33M+15.0%$-0.90——
MAA-PIMID AMERICA APARTMENT COMMUNITIES INC.FY2026 Q1$553.73M+0.8%$1.06-31.2%—
UMH-PDUMH PROPERTIES, INC.FY2026 Q2$71.64M+7.5%$0.05+66.7%—

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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