Earnings season reveals retail REITs stabilizing in Q4 2025, supported by steady consumer demand and disciplined growth. Cushman’s report highlights positive retail demand, low vacancy rates, and limited new supply. Leasing improves, with rents increasing to $25.29 psf. Expect steady retail real estate performance in 2026, with vacancy below 6% and rent growth at 2-2.5%.

Simon Property Group, Regency Centers, Kimco Realty, and Federal Realty Investment Trust are set to report Q4 results. Simon Property benefits from high-quality assets and omnichannel focus. Regency Centers’ steady results are supported by premium shopping centers. Kimco’s strong tenant base and mixed-use developments enhance growth. Federal Realty’s upscale assets and acquisitions drive revenue growth.

Simon Property, Regency Centers, Kimco, and Federal Realty are expected to deliver positive surprises this earnings season. Simon Property’s Q4 revenue estimate is $1.63 billion. Regency Centers’ Q4 revenue estimate is $398.94 million. Kimco’s Q4 revenue estimate is $537.59 million. Federal Realty’s Q4 revenue estimate is $328.96 million.

The Zacks methodology combines Zacks Rank and Earnings ESP for stock selection. Stocks like Simon Property, Regency Centers, Kimco, and Federal Realty have the potential for positive surprises. Simon Property reports on Feb. 2. Regency Centers reports on Feb. 5. Kimco reports on Feb. 12. Federal Realty reports on Feb. 12.

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Read more at Nasdaq MarketSite: Retail REITs That Appear Well Poised to Surpass Q4 Expectations