Latest EXR news

The Rate Shock That Didn't Break REITs

Seeking Alpha · Wed, 23 Sep 2026 11:34:22 -0400

REITs are refusing to break despite another rate shock: the 10-Year Treasury reached 5%, yet REITs remain higher by roughly 7% in 2026 as the once-dominant rate correlation weakens further. Solid fundamentals are increasingly doing the heavy lifting, with healthy property-level cash flows, improving earnings visibility, strong dividend coverage, and better balance sheets helping REITs absorb the rate shock. Cooling supply increasingly reinforces fundamentals: excluding Data Centers, REIT development pipelines are roughly 40% below their 2022 peak and 2019 levels; Data Centers remain the exception at seven times 2019 levels.

The REIT Conundrum

Seeking Alpha · Sun, 20 Sep 2026 08:00:00 -0400

REITs have evolved into a larger, more diversified, and better-capitalized asset class, now less sensitive to Treasury yields than in prior cycles. Modern REITs feature lower leverage (34.4% debt), predominantly fixed-rate, long-maturity debt, and strong liquidity, supporting resilience amid higher rates. Supply constraints and rising replacement costs create durable moats for select REIT sectors, especially those with HALO (Heavy Assets, Low Obsolescence) characteristics.

Extra Space Storage: A Great REIT At The Wrong Time

Seeking Alpha · Fri, 18 Sep 2026 23:23:03 -0400

Extra Space Storage remains a Hold, with a balanced risk-reward despite solid operational performance and a recent guidance boost. EXR delivered 4.88% YoY core FFO per share growth and maintains strong same-store occupancy at 94.2%, supporting incremental rate increases. Management raised 2026 Core FFO guidance and acquisition targets, but macroeconomic headwinds and rising rates may limit upside.

What Makes Extra Space Storage (EXR) a New Buy Stock

Zacks Investment Research · Tue, 15 Sep 2026 13:00:54 -0400

Extra Space Storage (EXR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Buy 5 S&P500 IDEAL 'Safer' September Dividend Dogs

Seeking Alpha · Wed, 09 Sep 2026 08:27:10 -0400

Five S&P 500 stocks—VICI, PFE, VZ, T, F—offer 'safer' high yields, with free cash flow covering dividends and dividends from $1K invested exceeding share prices. Analyst projections indicate the top ten S&P 500 dividend dogs could deliver average net gains of 24.11% by September 2027, with risk/volatility 36% below the market. Dividend dog strategy favors contrarian buys on price pullbacks; most top-yielding stocks become attractive as market corrections bring yields in line with share prices.

Why Is Extra Space Storage (EXR) Down 5.7% Since Last Earnings Report?

Zacks Investment Research · Thu, 27 Aug 2026 12:36:04 -0400

Extra Space Storage (EXR) reported earnings 30 days ago. What's next for the stock?

Extra Space Storage Announces Executive Leadership Transition

PRNewsWire · Mon, 24 Aug 2026 06:30:00 -0400

Joe Margolis to Retire; Noah Springer to Become Extra Space Storage's Chief Executive Officer Effective January 1, 2027 SALT LAKE CITY, Aug. 24, 2026 /PRNewswire/ -- Extra Space Storage Inc. (NYSE: EXR) (the "Company") today announced that Noah Springer, President, will become the Company's next chief executive officer, effective January 1, 2027. Current CEO Joe Margolis, will retire at the end of the year and serve as an adviser to Extra Space Storage's Board of Directors.

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