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15:00
Jul 30 ◎
Jul 30 ◎
WFM
KR
TJX
GELC
REG
▾
HIGH
Whole Foods is anchoring a new Regency development, indicating continued expansion appetite from the premium grocer in high-growth Sunbelt submarkets.
"This $55 million ground-up project will be anchored by Whole Foods and TJ Maxx, located within a vibrant master plan community in a strong suburb of Jacksonville."
WFM WATCH
Kroger has opened a new store in a Regency development, contributing to early NOI generation and validating the development pipeline.
"This includes the recent early openings of Trader Joe's at Golden Hills in Central California and Kroger at Westchester Plaza in Cincinnati."
KR WATCH
Trader Joe's has opened a new store in a Regency development, indicating continued demand for space from high-quality grocers.
"This $55 million ground-up project will be anchored by Whole Foods and TJ Maxx, located within a vibrant master plan community in a strong suburb of Jacksonville."
TJX WATCH
Regency has no direct exposure to the proposed Kroger-Giant Eagle combination, mitigating any potential overlap risk in their portfolio.
"Yeah, Giant Eagle is Pittsburgh-based, and that is the announcement with Kroger, of which we don't own any Giant Eagles in our portfolio."
GELC WATCH
Management raised full-year guidance for NOI and core EPS growth, driven by strong leasing demand, low supply, and a growing development pipeline, signaling robust forward-looking fundamentals.
"Our favorable year-to-day performance and enhanced visibility into the second half of the year gives us the confidence to raise our full-year forecasts for same property and total NOI growth. And we now expect core operating earnings per"
REG WATCH
HIGH
15:00
Apr 30 ◎
Apr 30 ◎
SWY
WFM
PUSH
TJX
ROST
▾
HIGH
Safeway is a key tenant in Regency's development pipeline, indicating their continued store expansion and anchor role in new projects.
"including Oakley Shops at Laurel Fields, a Safeway-anchored neighborhood center we developed ground-up in the Bay Area."
SWY WATCH
Whole Foods is anchoring multiple high-profile redevelopment projects, signalling aggressive expansion and commitment to new store openings.
"We also started another $73 million of new projects this quarter, including Crystal Brook Corner, a redevelopment on Long Island."
WFM WATCH
Publix's continued expansion into redevelopment projects with Regency demonstrates retailer demand for high-quality locations.
"We signed a Publix deal for a redevelopment in the first quarter."
PUSH WATCH
TJX's leasing activity with Regency highlights demand for off-price retail space.
"And then a lot of the obvious names that you hear about, Ross, TJX, Burlington, Ulta, et cetera."
TJX WATCH
Ross Stores is an active tenant, expanding or renewing leases in Regency's centers.
"And then a lot of the obvious names that you hear about, Ross, TJX, Burlington, Ulta, et cetera."
ROST WATCH
Burlington Stores is an active tenant, indicating demand for value-oriented retail space.
"And then a lot of the obvious names that you hear about, Ross, TJX, Burlington, Ulta, et cetera."
BURL WATCH
Ulta Beauty is a tenant, with continued demand for space.
"And then a lot of the obvious names that you hear about, Ross, TJX, Burlington, Ulta, et cetera."
ULTA WATCH
PGA Tour Superstore is expanding, with new store openings as an anchor tenant.
"We signed a PGA Superstore."
PGA WATCH
Teso Life is an expanding retailer, opening its first location with Regency.
"We are bringing our first TESO life to a Virginia project that they're on rapid expansion throughout."
TESO WATCH
Management's tone is confident and upbeat, emphasizing operational strength, durable growth, and strong development pipeline. Full-year guidance maintained at healthy levels, indicating sustained momentum.
"We are off to an outstanding start to the year, building on the positive momentum from last year."
REG WATCH
HIGH
16:00
Feb 06 ◎
Feb 06 ◎
N/A
JWN
TJX
AMZN
KR
▾
HIGH
Trader Joe's is signing new leases, indicating continued physical retail expansion.
"Our gross releasing activity in the quarter was significant, signing leases with Whole Foods, Sprouts, and Trader Joe's, among others."
N/A WATCH
Nordstrom Rack is showing meaningful engagement in leasing, indicating expansion in the off-price retail segment.
"Beyond grocers, we're continuing to see meaningful engagement and momentum from other anchor tenants, such as TJX, Nordstrom Rack, Alta, Ross, Burlington, and Williams-Sonoma, to name a few."
JWN WATCH
TJX is a key anchor tenant showing continued appetite for new space.
"Beyond grocers, we're continuing to see meaningful engagement and momentum from other anchor tenants, such as TJX, Nordstrom Rack, Alta, Ross, Burlington, and Williams-Sonoma, to name a few."
TJX WATCH
Amazon Fresh closures offer potential re-leasing opportunities at pre-existing leases with 'significant term' remaining underwritten by Amazon's credit. — This could lead to improved rental rates or redevelopment opportunities in high-quality retail assets, benefiting the landlord and potentially a new tenant (grocers like Kroger or Albertsons) seeking market entry.
"Short answer is Amazon still owns Whole Foods, and we are really encouraged that with this announcement that they're leaning in even more into expanding Whole Foods, one of our best customers."
AMZN WATCH
Amazon Fresh closures offer potential re-leasing opportunities at pre-existing leases with 'significant term' remaining underwritten by Amazon's credit. — This could lead to improved rental rates or redevelopment opportunities in high-quality retail assets, benefiting the landlord and potentially a new tenant (grocers like Kroger or Albertsons) seeking market entry.
"There is significant term remaining on those leases. It is Amazon credit. And we're going to be patient"
KR WATCH
ACI WATCH
Sprouts is actively expanding and signing new leases, indicating strong demand for physical store space and continued growth.
"Our gross releasing activity in the quarter was significant, signing leases with Whole Foods, Sprouts, and Trader Joe's, among others."
SFM WATCH
Ross Stores is showing strong leasing interest, highlighting demand for off-price retail space.
"Beyond grocers, we're continuing to see meaningful engagement and momentum from other anchor tenants, such as TJX, Nordstrom Rack, Alta, Ross, Burlington, and Williams-Sonoma, to name a few."
ROST WATCH
Williams-Sonoma is showing momentum to expand physical footprint, indicating confidence in the retail sector.
"Beyond grocers, we're continuing to see meaningful engagement and momentum from other anchor tenants, such as TJX, Nordstrom Rack, Alta, Ross, Burlington, and Williams-Sonoma, to name a few."
WSM WATCH
Management is confident heading into 2026, citing strong leasing demand, record occupancy, and a robust development pipeline that provides visibility for future growth.
"We delivered strong same-property NOI earnings and dividend growth driven by robust operating fundamentals and disciplined accretive capital allocation."
REG WATCH
HIGH
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