Essex Property Trust (NYSE: ESS) held its Q4 2025 earnings call, discussing full-year 2025 performance, 2026 outlook, and market conditions. The company achieved strong revenue and FFO per share growth in 2025, driven by Northern California’s tech expansion and limited housing supply. For 2026, ESS anticipates stable economic growth, reduced housing supply, and solid blended rent growth, with Northern California and Seattle expected to outperform, despite potential headwinds from structured finance portfolio redemptions.
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Essex Property Trust, Inc. (NYSE:ESS) Q4 2025 Earnings Call Transcript
Essex Property Trust (NYSE: ESS) held its Q4 2025 earnings call, discussing full-year 2025 performance, 2026 outlook, and market conditions. The company achieved strong revenue and FFO per share growth in 2025, driven by Northern California’s tech expansion and limited housing supply. For 2026, ESS anticipates stable economic growth, reduced housing supply, and solid blended rent growth, with Northern California and Seattle expected to outperform, despite potential headwinds from structured finance portfolio redemptions.