Kilroy Realty: 3 Key Takeaways for Long-Term Investors

Third-quarter leasing volume reached 815,000 square feet across 45 separate transactions. Signed but uncommenced leases represent $101 million of contractually obligated base rent.

The Motley Fool • Oct 26, 2026

Kilroy Realty: A High Yield Recovery Play

Kilroy Realty Corp. remains undervalued at 10.4x forward P/FFO and offers a 5.8% yield. KRC demonstrates strong leasing momentum, with Q3 leased occupancy rising to 83% and rent growth of 31% GAAP and 10% on a cash basis. A substantial signed-not-commenced lease pipeline and AI/life science tenant demand position KRC in a return to growth.

Seeking Alpha • Oct 26, 2026

Kilroy Realty Q3 Earnings Call Highlights

Kilroy Realty NYSE: KRC reported third-quarter leasing activity that management described as its strongest in years, driven by broad demand across its West Coast office and life science markets. The company signed approximately 815,000 square feet of new and renewal leases during the quarter, lifting year-to-date leasing volume to more than 1.75 million square feet, up nearly 44% from the first nine months of 2025.

MarketBeat • Oct 23, 2026

Kilroy Realty Corporation (KRC) Q3 2026 Earnings Call Transcript

Kilroy Realty Corporation ( KRC ) Q3 2026 Earnings Call October 23, 2026 1:00 PM EDT Company Participants Angela Aman - CEO & Director Eliott Trencher - Executive VP, Chief Investment Officer, Interim CFO & Treasurer A. Paratte - Executive VP & Chief Leasing Officer Conference Call Participants Jana Galan - BofA Securities, Research Division Seth Bergey - Citigroup Inc., Research Division Steve Sakwa - Evercore ISI Institutional Equities, Research Division Blaine Heck - Wells Fargo Securities, LLC, Research Division Nicholas Yulico - Scotiabank Global Banking and Markets, Research Division Anthony Paolone - JPMorgan Chase & Co, Research Division Caitlin Burrows - Goldman Sachs Group, Inc., Research Division Michael Carroll - RBC Capital Markets, Research Division Peter Abramowitz - Deutsche Bank AG, Research Division Dylan Burzinski - Green Street Advisors, LLC, Research Division John Kim - BMO Capital Markets Equity Research Upal Rana - KeyBanc Capital Markets Inc., Research Division Presentation Angela Aman CEO & Director As the innovation economy and supporting ecosystem experienced record growth against a backdrop of shrinking high-quality availability.

Seeking Alpha • Oct 23, 2026

Kilroy Realty Corporation Reports Third Quarter Financial and Operational Results

LOS ANGELES--(BUSINESS WIRE)--Kilroy Realty Corporation (NYSE: KRC) (“Kilroy” or the “Company”) today reported financial and operational results for the third quarter ended September 30, 2026. “Momentum in our West Coast markets continued to accelerate in the third quarter, with over 800,000 square feet of long-term leases signed, representing one of the Company's highest quarterly leasing volumes since 2019,” said Angela Aman, Chief Executive Officer. “The breadth of activity was particularly.

Business Wire • Oct 22, 2026

Kilroy Realty (KRC) Q3 FFO Lag Estimates

Kilroy Realty (KRC) came out with quarterly funds from operations (FFO) of $0.88 per share, missing the Zacks Consensus Estimate of $0.89 per share. This compares to FFO of $1.09 per share a year ago.

Zacks Investment Research • Oct 22, 2026

Trick Or Treat, I'm Buying These Investment-Grade REITs

REITs continue to demonstrate resilient fundamentals, with growing earnings and dividend payouts, making current valuations attractive for long-term income investors. Premium Class A office properties are commanding record rents in select markets, while prime retail locations continue to see strong rental growth. We discuss 2 investment-grade REITs with high-quality portfolios, offering 6% yields.

Seeking Alpha • Oct 20, 2026

You Can't Buy Pelosi's New Office Tower Stake. These 2 Stocks Are the Closest Thing

Nancy Pelosi just bought into a private San Francisco office tower you cannot touch, but two beaten-down public REITs give ordinary investors a way to bet on the same recovery without needing a congressional salary.

24/7 Wall Street • Oct 14, 2026

Why I Am Buying REITs Hand Over Fist

In January, consensus was to sell BDCs and buy REITs for impending rate cuts; today, it's inverted into panic-selling REITs over Treasury rate spikes, creating a textbook contrarian buying window. According to Blackstone, new commercial construction across multifamily, industrial, and office assets has plunged to near 12-year lows due to high financing hurdles and a rise in construction costs. Leases signed during the zero-interest-rate era often had fixed or capped annual escalators. As they expire, landlords can now reset rents to market levels, capturing years of pent-up market rent increases.

Seeking Alpha • Oct 6, 2026

It's Always Sunny When Your Income Is Higher

Elevated interest rates and stricter bank lending standards have halted speculative ground-up construction, setting up the commercial real estate sector for a multi-year supply deficit. High financing costs paired with persistent labor and materials inflation mean new construction requires significantly higher market rents to achieve an acceptable development yield, protecting the pricing power of landlords. For the first time since 2019, net office absorption has turned positive; with virtually no new Class A space breaking ground, demand for large contiguous spaces is tilting negotiating leverage.

Seeking Alpha • Oct 3, 2026