Brixmor Property Group

BRX

Market cap $9.52B

Brixmor Property Group remains a buy for durable income and steady growth, supported by strong tenant demand and leasing momentum. BRX delivers strong same-property NOI growth, driven by rent growth and robust leasing spreads, with a 27% blended cash rent spread. The $67M signed-not-open pipeline and $78M in redevelopment projects, with attractive incremental returns, underpin continued NOI and FFO expansion.

2CHYP is our high-yield REIT portfolio containing 15-20 stocks at any given time. Mispricing is common among REITs and serves as a means of capturing excess value. Current opportunities include mispriced REIT preferreds like Pebblebrook Preferred H and undervalued single-family rental REITs such as Invitation Homes.

REITs are poised for 6-7% earnings growth in coming years, outpacing the historical 3-4% average, with multiple sectors showing accelerating fundamentals. Shopping centers, healthcare (notably senior housing), and data centers are standout sectors, benefiting from robust private market demand, supply constraints, and AI-driven tailwinds. Office REITs see improving leasing, especially from AI-related demand, while quality bifurcation widens; overweight positions in BXP and CUZ reflect this thesis.

NEW YORK, July 1, 2026 /PRNewswire/ -- Brixmor Property Group Inc. (NYSE: BRX) ("Brixmor" or the "Company") announced today investment activity for the three and six months ended June 30, 2026. This activity reflects Brixmor's disciplined strategy of clustering its portfolio in attractive markets where the Company can leverage its platform to deliver long-term value and earnings growth, while harvesting assets where value has been maximized.

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Brixmor (BRX) have what it takes?

NEW YORK, June 18, 2026 /PRNewswire/ -- Brixmor Property Group Inc. (NYSE: BRX) ("Brixmor" or the "Company") announced today the release of its eighth annual Corporate Responsibility (CR) Report, which provides a comprehensive overview of the Company's CR strategy, initiatives, and 2025 performance. "This report highlights how central Corporate Responsibility is to how we operate and grow," stated Brian Finnegan, Chief Executive Officer and President.

NEW YORK, June 15, 2026 /PRNewswire/ -- Brixmor Property Group Inc. (NYSE: BRX) ("Brixmor" or the "Company") today announced with deep sadness the passing of former Chief Executive Officer James M. Taylor Jr., a transformative leader whose vision, integrity, and humanity left an enduring mark on the Company and the broader real estate industry.

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Brixmor (BRX) have what it takes?

NEW YORK, June 8, 2026 /PRNewswire/ -- Brixmor Property Group Inc. (NYSE: BRX) today announced that it will release its 2026 second quarter earnings on Monday, July 27, 2026 after the market close. Brixmor will host a teleconference on Tuesday, July 28, 2026 at 10:00 AM ET.

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