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 7,372 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
78% more call options, than puts
Call options by funds: $746K | Put options by funds: $420K
27% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 52
25% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]
11% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 169
1% more funds holding
Funds holding: 480 [Q3] → 487 (+7) [Q4]
0.3% less ownership
Funds ownership: 99.92% [Q3] → 99.63% (-0.3%) [Q4]
5% less capital invested
Capital invested by funds: $13.3B [Q3] → $12.7B (-$612M) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$68
1%
upside
Avg. target
$73
9%
upside
High target
$80
19%
upside
5 analyst ratings
3 positive
60%
2 neutral
40%
0 negative
0%
RBC Capital Brad Heffern 57% 1-year accuracy 21 / 37 met price target | 1%upside $68 | Sector Perform Maintained | 29 Jan 2025 |
Baird Wesley Golladay 29% 1-year accuracy 2 / 7 met price target | 9%upside $73 | Outperform Maintained | 28 Jan 2025 |
Evercore ISI Group Steve Sakwa 46% 1-year accuracy 23 / 50 met price target | 9%upside $73 | In-Line Maintained | 28 Jan 2025 |
Deutsche Bank Omotayo Okusanya 62% 1-year accuracy 8 / 13 met price target | 9%upside $73 | Buy Upgraded | 21 Jan 2025 |
Jefferies Peter Abramowitz 33% 1-year accuracy 4 / 12 met price target | 19%upside $80 | Buy Upgraded | 2 Jan 2025 |
Financial journalist opinion
Based on 5 articles about ELS published over the past 30 days
Positive
Seeking Alpha
1 week ago
Dividends Are The Future - Why I'm Betting Big On These Value Plays
I expect a market rotation from growth to value stocks, driven by inflation stability, fading AI tailwinds, and attractive valuations in value sectors. Dividend stocks, especially in energy and REITs, offer diversification and strong risk/reward potential, with consistent cash flow and growth opportunities. While risks like rate cuts or a recession exist, my picks are positioned to perform well even if growth outperforms.
Neutral
PRNewsWire
2 weeks ago
ELS To Participate At Citi CEO Conference
CHICAGO , Feb. 28, 2025 /PRNewswire/ -- Equity LifeStyle Properties, Inc. (NYSE: ELS) (referred to herein as "we," "us," and "our") today announced that we will participate at the Citi 2025 Global Property CEO Conference. Members of our executive management team, including our President and CEO Marguerite Nader, will participate in a roundtable discussion followed by a question and answer session on Monday, March 3, 2025 at 3:35 PM Eastern Time.
Neutral
Seeking Alpha
2 weeks ago
From Real Property To Intellectual Property: My 15 Years On Seeking Alpha
Over nearly 15 years, I've written 4,300-plus Seeking Alpha articles, focusing on REITs and income stocks, emphasizing principal preservation and "SWAN investing." My journey included covering the evolution of the U.S. equity REIT sector, highlighting companies like STAG Industrial, Digital Realty, and Realty Income. Inspired by mentors and collaborations, I expanded my research to various asset classes, building a larger audience and scaling research businesses like iREIT and Dividend Kings.
Positive
Seeking Alpha
3 weeks ago
3 Of My Best Dividend Picks For A Huge Economic Shift
The economy is shifting, creating risks and opportunities for dividend investors. I'm focusing on stocks built to thrive in changing conditions. These picks offer strong fundamentals, reliable income, and the ability to adapt. Their business models position them well for long-term success. While uncertainty looms, I see this as a chance to lock in great dividends. These stocks align with my strategy and should reward patient investors.
Positive
Seeking Alpha
4 weeks ago
The Silent Wealth Killer: My Go-To Dividend Stocks To Beat Inflation
Inflation erodes purchasing power, making it crucial to invest in equities, which historically outperform cash over the long term despite volatility. My thesis is that inflation will stay "higher for longer" due to factors like energy costs, labor market tightness, and deglobalization. To combat inflation, I recommend investing in sectors with strong pricing power like energy and real estate, which have historically outperformed during inflationary periods.
Positive
Seeking Alpha
1 month ago
Sleep Like A King, Earn Like A Pro: 2 Big Dividend Ideas For Income And Wealth
I once thought holding cash for a market crash was smart, but waiting for crashes is a risky game. Inflation devalues cash much faster than investing. Market timing is tough. Predicting corrections consistently is nearly impossible, and staying invested can prevent the damage inflation causes to your purchasing power. Instead of waiting for the "perfect" moment, I focus on consistent investing in resilient infrastructure and public real estate that outperforms the market.
Positive
Seeking Alpha
1 month ago
4 Dividend Stocks To Help You Reach Your Retirement Goals
Dividend income is key to financial security in retirement. I focus on stocks with strong yields, reliable growth, and long-term resilience. These picks offer a mix of stability, compounding potential, and inflation protection - essential traits for a lasting, stress-free income stream. My selections are built for both income and peace of mind. No guesswork, just proven dividend power to help secure a lifetime of financial freedom.
Neutral
PRNewsWire
1 month ago
ELS Declares First Quarter 2025 Dividend
CHICAGO , Feb. 6, 2025 /PRNewswire/ -- On February 4, 2025, the Board of Directors (the "Board") of Equity LifeStyle Properties, Inc. (NYSE:ELS) (referred to herein as "we," "us," and "our") declared a first 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 April 11, 2025 to stockholders of record at the close of business on March 28, 2025.
Positive
Seeking Alpha
1 month ago
Passive Income For Life: 3 Dividend Stocks To Retire On Forever
I focus on long-term investments that thrive in any market, minimizing portfolio turnover. My strategy avoids frequent trading, favoring high-quality assets. Despite overwhelming headlines, market timing is difficult. History shows balanced portfolios perform well across political shifts, and investing at highs often works. I highlight three retirement-friendly stocks offering stability, income, and growth. One is a high-yield favorite, another is defensive, and one is a top REIT.
Negative
Seeking Alpha
1 month ago
Volatility Is Back
US equity markets posted modest declines this week amid a "DeepSeek" tumble, while interest rates declined to six-week lows as markets responded to the pause in the Fed's rate-cutting cycle. The Nasdaq 100 was the center of the action this week, dipping 1.4% on concern over potential competition from Chinese startup DeepSeek, which sparked a sharp sell-off in AI-darlings. Real estate equities were among the stronger performers for a third-straight week, buoyed by easing interest rates and by a relatively solid start to REIT earnings season.
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