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Real Estate

Simon Property Group, Inc. (SPG): High cash generation supporting redevelopment-focused investment posture
Real Estate

Simon Property Group, Inc. (SPG): High cash generation supporting redevelopment-focused investment posture

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Equinix, Inc. (EQIX): Rising revenue with pressured margins and cash conversion
Real Estate

Equinix, Inc. (EQIX): Rising revenue with pressured margins and cash conversion

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American Tower Corporation (AMT): Margin expansion with rising cash generation and returns
Real Estate

American Tower Corporation (AMT): Margin expansion with rising cash generation and returns

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Welltower Inc. (WELL): Expanding healthcare REIT with rising cash conversion
Real Estate

Welltower Inc. (WELL): Expanding healthcare REIT with rising cash conversion

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Prologis, Inc. (PLD): Margin structure strengthens despite modest revenue expansion
Real Estate

Prologis, Inc. (PLD): Margin structure strengthens despite modest revenue expansion

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