Equity Lifestyle Properties
About: Equity Lifestyle Properties is a residential REIT that focuses on owning manufactured housing, residential vehicle communities, and marinas. The company currently has a portfolio of 452 properties across the U.S. with a higher concentration in the Sunbelt region with 38% of the company's properties located in Florida, 12% in Arizona, and 8% in California. Equity Lifestyle targets owning properties in attractive retirement destinations with over 70% of the company's properties either being age-restricted or having an average resident age over 55.
Employees: 3,800
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1,845% more call options, than puts
Call options by funds: $1.17M | Put options by funds: $60K
62% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 45
14% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 182
4% more funds holding
Funds holding: 492 [Q4 2024] → 514 (+22) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 5 (+0) [Q1 2025]
5% less capital invested
Capital invested by funds: $12.7B [Q4 2024] → $12.1B (-$603M) [Q1 2025]
4.94% less ownership
Funds ownership: 99.72% [Q4 2024] → 94.78% (-4.94%) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$70
12%
upside
Avg. target
$75
19%
upside
High target
$80
28%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
Barclays Anthony Powell | 12%upside $70 | Equal-Weight Initiated | 29 May 2025 |
Truist Securities Anthony Hau | 14%upside $71 | Buy Maintained | 1 May 2025 |
BMO Capital Juan Sanabria | 23%upside $77 | Outperform Maintained | 22 Apr 2025 |
Jefferies Peter Abramowitz | 28%upside $80 | Buy Initiated | 8 Apr 2025 |
Financial journalist opinion
Based on 5 articles about ELS published over the past 30 days
Positive
Seeking Alpha
1 day ago
Why I Will Never Retire
Retirement is often misunderstood; rather than a cliff, it should be an off-ramp to more meaningful, flexible work and personal fulfillment. Research shows that abrupt retirement can negatively impact health, purpose, and longevity; maintaining meaningful work and community is crucial. Financial independence should be about gaining the freedom to design a fulfilling life, not simply quitting work altogether.
Positive
Seeking Alpha
3 days ago
Equity LifeStyle: Buying Opportunity Near 52-Week Low
Equity LifeStyle Properties offers stable income and growth, benefiting from limited new supply and strong tenant retention in manufactured housing. ELS demonstrates solid operational performance with high occupancy, resilient rental income growth, and a well-managed balance sheet supporting a safe 3.3% yield. The current valuation is attractive, trading below its historical average P/FFO, making now a compelling entry point for long-term investors.
Positive
Seeking Alpha
1 week ago
5 REITs I'm Buying As Housing And Labor Market Downturns Begin
Despite positive market sentiment, economic headwinds are growing, with cracks forming in the housing and labor markets, signaling the potential for a mild downturn. REITs are attractively valued now due to their rate sensitivity, discounted valuations, and solid free cash flow growth prospects amid likely falling interest rates. I am buying five high-quality, low-leverage REITs, each offering strong dividend growth and sector leadership.
Positive
Seeking Alpha
1 week ago
Your Retirement Starts Here: 2 Dividend Gems I'd Trust With My Future
Inflation is sticking around, hitting essentials like food hard. People are stressed, and it's no wonder, as basic living is now a budgeting battle. I believe we can fight back with two stocks built for this reality. They offer high, growing income and are built to last even in rough markets. These picks help beat inflation, protect income, and grow wealth over time. They're my go-to tools for building long-term financial strength for retirees and everyone looking for quality.
Neutral
24/7 Wall Street
2 weeks ago
10 Dividend Stocks With Yields Increasing Today
Dividend yields are rising on these 10 stocks. Dividend yields tend to on one of two occasions: the company is raising the dividend payout or the share price is sinking.
Positive
Seeking Alpha
1 month ago
Built To Last: 2 Of My Favorite Dividend Stocks For The Next Decade
The market has rebounded sharply from April's chaos, and my strategy of buying cyclical value stocks has paid off with a strong portfolio recovery. While recession risks have faded, I'm rebuilding my cash position and focusing on quality stocks with value, safety, and strong dividend growth potential. In this article, I highlight two standout stocks that fit my long-term strategy and could thrive even in a mixed economic environment.
Neutral
PRNewsWire
1 month ago
ELS Declares Second Quarter 2025 Dividend
CHICAGO , April 29, 2025 /PRNewswire/ -- On April 29, 2025, the Board of Directors (the "Board") of Equity LifeStyle Properties, Inc. (NYSE:ELS) (referred to herein as "we," "us," and "our") declared a second quarter 2025 dividend of $0.515 per common share, representing, on an annualized basis, a dividend of $2.06 per common share. The dividend will be paid on July 11, 2025 to stockholders of record at the close of business on June 27, 2025.
Neutral
PRNewsWire
1 month ago
Equity LifeStyle Properties, Inc. Names Marguerite Nader as Vice Chairman and Promotes Patrick Waite to President
CHICAGO , April 29, 2025 /PRNewswire/ -- Equity LifeStyle Properties, Inc. (NYSE:ELS) (referred to herein as the "Company," "we," "us," and "our") announced today that the Board of Directors (the "Board") has named Marguerite Nader as Vice Chairman of the Board and promoted Patrick Waite as President, both effective immediately. Ms. Nader will continue serving as Chief Executive Officer, and Mr.
Positive
Seeking Alpha
1 month ago
Tensions Ease Ahead Of Critical Week
US equity markets resumed their recovery this week from the "liberation day" plunge after the White House negotiated trade deals with several nations and indicated plans to ease China tariffs. Trimming its drawdown to around 10% from its mid-February highs, the S&P 500 rallied 4.6% this week - erasing an early-week dip with four-straight days of gains. After posting significant outperformance last week, real estate equities were among the laggards this week despite a solid start to REIT earnings season and a much-needed retreat in benchmark rates.
Positive
Seeking Alpha
1 month ago
6 Dividend Growth Stocks I'm Buying As The Trade War Hits Stalemate
Tariffs, especially on China, remain a significant risk, causing market uncertainty, potential shortages, inflation, and economic strain, despite the potential for reductions. Recession odds for 2025 have dipped but remain elevated due to lingering trade policy uncertainty and reduced business investment. I remain fully invested and am currently buying REITs, a blue-chip asset manager, market-leading utility, and high-quality tech stock, anticipating rate cuts and eventual market recovery.
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