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 7,407 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
78% more call options, than puts
Call options by funds: $746K | Put options by funds: $420K
33% more first-time investments, than exits
New positions opened: 69 | 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: 188 | Existing positions reduced: 169
2% more funds holding
Funds holding: 479 [Q3] → 490 (+11) [Q4]
2.27% more ownership
Funds ownership: 97.37% [Q3] → 99.64% (+2.27%) [Q4]
2% less capital invested
Capital invested by funds: $13B [Q3] → $12.7B (-$271M) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$68
4%
upside
Avg. target
$74
14%
upside
High target
$80
22%
upside
6 analyst ratings
4 positive
67%
2 neutral
33%
0 negative
0%
Jefferies Peter Abramowitz 19% 1-year accuracy 3 / 16 met price target | 22%upside $80 | Buy Initiated | 8 Apr 2025 |
BMO Capital Juan Sanabria 22% 1-year accuracy 2 / 9 met price target | 19%upside $78 | Outperform Upgraded | 4 Apr 2025 |
RBC Capital Brad Heffern 44% 1-year accuracy 16 / 36 met price target | 4%upside $68 | Sector Perform Maintained | 29 Jan 2025 |
Baird Wesley Golladay 0% 1-year accuracy 0 / 6 met price target | 12%upside $73 | Outperform Maintained | 28 Jan 2025 |
Evercore ISI Group Steve Sakwa 35% 1-year accuracy 17 / 48 met price target | 12%upside $73 | In-Line Maintained | 28 Jan 2025 |
Financial journalist opinion
Based on 6 articles about ELS published over the past 30 days
Neutral
PRNewsWire
4 days ago
Equity LifeStyle Properties, Inc. Announces First Quarter 2025 Earnings Release and Conference Call
CHICAGO , April 15, 2025 /PRNewswire/ -- Equity LifeStyle Properties, Inc. (NYSE:ELS) (referred to herein as the "Company," "we," "us," and "our") announced today that the Company's first quarter 2025 earnings will be released on Monday, April 21, 2025 after market close. The Company's executive management team will host a conference call and audio webcast on Tuesday, April 22, 2025 at 11:00 a.m.
Positive
Investopedia
1 week ago
REITs Could Be Poised To Outperform Market in an Uncertain Economic Climate, UBS Says
Real estate investment trusts (REITs) have outperformed the broader market and could maintain their edge in an uncertain economic environment, UBS analysts said Wednesday.
Positive
Seeking Alpha
2 weeks ago
Equity LifeStyle Properties: Fairly Valued With A Secure Dividend
Shares of Equity LifeStyle Properties are rated a "hold" due to limited price upside and some negative impact from seasonal RV rentals. ELS's stable cash flows from annual contracts and diverse property portfolio provide insulation from economic variability, making it appealing amid market uncertainty. The company has a strong balance sheet with well-staggered debt, supporting ongoing dividend growth despite modest revenue and income growth projections for 2025.
Positive
Seeking Alpha
2 weeks ago
Paychecks, Not Panic - 3 Dividend Stocks Too Good To Ignore
The S&P 500's dip isn't as bad as headlines suggest, as it follows two strong years. Bearish sentiment is high, but I'm focusing on low-volatility value stocks with dividends. My picks include a defensive REIT, a Dividend King, and a discounted tech giant. They offer resilience and upside despite market noise. Risks like recession or AI disruption exist, but these stocks are built to weather uncertainty. I own one - the others are on my watch list.
Positive
Seeking Alpha
3 weeks ago
8 Upcoming Dividend Increases, Including A King
Highlighting eight companies with upcoming dividend increases, four exceeding 10%, and an average increase of 11.4%, median at 9%. My investment strategy focuses on buying, holding, and expanding stakes in companies with consistent dividend growth and benchmark-beating performance. The list is curated using data from the "U.S. Dividend Champions" spreadsheet and NASDAQ, ensuring a minimum of five years of dividend growth.
Positive
Seeking Alpha
3 weeks ago
The Fantastic 4: My Favorite REITs For Growth And Income
Diversification is key in 2025. While the S&P 500 struggles, real estate outperforms, offering stability and income through REITs. Macro matters in real estate. With limited moats, REITs thrive on favorable trends. I focus on sectors like industrial, multi-family, and retail for growth. My top REITs blend income and growth. Backed by strong fundamentals and tailwinds, they're my go-to picks for long-term returns in a volatile market.
Positive
Seeking Alpha
1 month 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
1 month 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
1 month 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
1 month 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.
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