Sun Communities, Inc. (SUI) Q3 2026 Earnings Call Transcript

Sun Communities, Inc. ( SUI ) Q3 2026 Earnings Call October 27, 2026 11:00 AM EDT Company Participants Charles Young - CEO & Director John McLaren - President & COO Robert Garechana - Executive VP, CFO & Treasurer Aaron Weiss - Executive VP & Chief Investment Officer Conference Call Participants James Feldman - Wells Fargo Securities, LLC, Research Division Michael Goldsmith - UBS Investment Bank, Research Division Brad Heffern - RBC Capital Markets, Research Division Steve Sakwa - Evercore ISI Institutional Equities, Research Division Nicholas Joseph - Citigroup Inc., Research Division Jana Galan - BofA Securities, Research Division Jason Wayne - Barclays Bank PLC, Research Division John Kim - BMO Capital Markets Equity Research Adam Kramer - Morgan Stanley, Research Division Peter Abramowitz - Deutsche Bank AG, Research Division John Pawlowski - Green Street Advisors, LLC, Research Division Wesley Golladay - Robert W. Baird & Co. Incorporated, Research Division Presentation Operator Good morning, ladies and gentlemen.

Seeking Alpha • Oct 27, 2026

Sun Communities Reports Results for the Third Quarter of 2026

Net Income per Diluted Share of $1.00 for the Quarter, inclusive of a Net Loss from Discontinued Operations

GlobeNewsWire • Oct 26, 2026

Third Avenue Real Estate Value Fund Q3 2026 Portfolio Activity

Valuations seemed much more favorable for international property companies, particularly in comparison to some of the larger U.S. companies involved with senior housing and data centers. Along these lines, the Fund initiated positions in the common stock of Scentre Group and Home Depot during the quarter. Third Avenue Real Estate Value Fund trimmed back WESCO and Freddie Mac preferred, exited D.R. Horton, and extended its British Pound and Hong Kong Dollar hedges for portfolio management purposes.

Seeking Alpha • Oct 25, 2026

Sun Communities, Inc. Announces Date for Third Quarter 2026 Earnings Release and Conference Call

Southfield, MI, Oct. 19, 2026 (GLOBE NEWSWIRE) -- Sun Communities, Inc. (NYSE: SUI) (the “Company”), a real estate investment trust ("REIT") that owns and operates, or has an interest in, manufactured housing (“MH”) and recreational vehicle (“RV”) communities (collectively, the "properties"), announces it will release third quarter 2026 operating results after the market closes on Monday, October 26, 2026. The Company will host a conference call to discuss these results on Tuesday, October 27, 2026, at 11:00 A.M. ET.

GlobeNewsWire • Oct 19, 2026

AI Reality Check, Inflation Stress Test

U.S. equities stumbled as AI-bubble concerns overwhelmed otherwise resilient fundamentals, while September inflation ran hot but remained heavily energy-driven, complicating the Fed's path without clearly forcing an October hike. Treasuries rallied sharply despite hotter CPI and PPI, with the 2-Year reversing from 4.95% to 4.71% as dovish Fed signals and risk-off flows pushed October hike odds. Oil reemerged as the key macro pressure point, with WTI surging above $100 as Saudi and Hormuz risks intensified, threatening to reverse recent relief in gasoline and diesel prices.

Seeking Alpha • Oct 18, 2026

Mortgage Rates Squeeze FHA Buyers: 3 Housing Stocks to Watch

Mortgage rates just hit their highest level in nearly three years. First-time homebuyers are feeling it most, and that shift is opening a door for three housing stocks built around affordability.

MarketBeat • Oct 15, 2026

The REIT Market Is Crashing: Here Is What I Am Buying

REITs are selling off again as rates spike. Higher rates may create long-term rent growth upside. The best opportunities are in well-capitalized landlords.

Seeking Alpha • Sep 28, 2026

Fed Just Moved: 3 REITs That Win Most When Rates Rise

Some REITs may actually benefit from higher rates. Renting can become more attractive as mortgages get expensive. Floating-rate lending can turn higher rates into higher earnings.

Seeking Alpha • Sep 24, 2026

The Rate Shock That Didn't Break REITs

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.

Seeking Alpha • Sep 23, 2026

Sun Communities, Inc. Completes Sale of Park Holidays to Aermont Capital

Establishes Sun as a Leading North American Pure-Play MH and RV Platform; Provides Updates on Recent Share Repurchase Activity Establishes Sun as a Leading North American Pure-Play MH and RV Platform; Provides Updates on Recent Share Repurchase Activity

GlobeNewsWire • Sep 22, 2026