Investors are eyeing second-quarter earnings, looking for outperformers that can boost stock prices. Realty Income Corporation (O), Americold Realty Trust, Inc. (COLD), and Plymouth Industrial REIT, Inc. (PLYM) are expected to release strong earnings reports in a resilient real estate sector. REITs show stability amid market challenges, offering potential for growth and stable returns.

In the U.S. industrial real estate sector, net absorption in the second quarter of 2025 remained steady at 29.6 million square feet, reflecting sustained demand despite economic uncertainty. Vacancy rates rose to 7.1%, while industrial rent growth slowed to 2.6%. Retail property availability and construction completions were affected by bankruptcies and cautious development strategies.

Realty Income Corporation is set to release second-quarter earnings on August 6, focusing on steady performance driven by a diverse portfolio and tenant base. Americold Realty Trust Inc., with a strong focus on cold storage facilities, is expected to benefit from the rise in demand for temperature-controlled warehouses. Plymouth Industrial REIT is expected to show positive results from strategic acquisitions and leasing activities.

Using the Zacks methodology, investors can identify stocks with earnings surprise potential. Realty Income, Americold Realty Trust, and Plymouth Industrial REIT are positioned to deliver positive surprises this earnings season. The companies’ strong fundamentals and strategic growth approaches make them attractive options for investors seeking value and growth opportunities in the REIT sector.

Read more at Nasdaq.: 3 REITs to Watch for Potential Upside This Earnings Season