Acadia Realty Trust Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
13.4%projected annual EPS growth
Analyst Coverage
7analysts covering
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 27 Oct 2026 |
Monitoring Framework
Key Performance Indicators
REIT Portfolio Economic Occupancy Quarterly9,410.0%Target: Continued sequential improvement driven by street and urban retail recovery
REIT Portfolio Same-Property NOI Growth Quarterly590.0%Target: 5.0% - 9.0%
Conforming GAAP Leasing Spreads on New Leases Quarterly50.0Target: Maintain strong double-digit positive spreads
FFO As Adjusted Per Share Quarterly0.3Target: $1.22 - $1.26
Watch Items
- Dilution from Forward Sale AgreementsTrigger: Physical settlement of the 9,000,000 common shares public offeringAction: Monitor the timing of settlement and ensure proceeds are deployed into accretive street retail acquisitions to offset near-term EPS/FFO dilution.
- Refinancing of Maturing DebtTrigger: Debt maturities scheduled for 2026 and 2027Action: Track execution of refinancing options and utilization of available extension options to mitigate rising interest expense.
- One-off Gains Impact on Net MarginTrigger: Decline in GAAP net income due to lack of repeatable asset sales (such as the $4.1 million gain on sale in Q1 2026)Action: Differentiate core operating performance (Same-Property NOI and FFO) from GAAP net income which was boosted by the $4.1 million gain on sale in Q1 2026.
Research as of 19 Jun 2026