Equity Lifestyle Properties (ELS)
NYSEReal EstateReit - ResidentialSnapshot 2026-11-05
$62.98+0.77%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - ResidentialSnapshot 2026-11-05
QuarterlyIQ Insights · ELS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within real estate on a research-validated quality screen. As of 2026-11-04.
The screen ranks ELS against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 2 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated neutral grew net income 51% of the time over the next year (vs 56% for the rest of the cohort, n=3680).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 75% of the last 4 guided quarters · 29.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Full year 2026 guidance ranges, including Core portfolio growth rate ranges, have been narrowed to reflect actual results for the nine months ended September 30, 2026, leaving only fourth quarter res…
Stated in 3 of 4 supplied quarters. Management reported: “Full year 2026 guidance ranges, including Core portfolio growth rate ranges, have been narrowed to reflect actual results for the nine months ended September 30, 2026, leaving only fourth quarter results subject to estimate.” “Our guidance provided on July 22, 2026 factored in a Core RV and marina annual base rental income growth rate range of 4.3% to 5.3% for full year 2026.”
“Full year 2026 guidance ranges, including Core portfolio growth rate ranges, have been narrowed to reflect actual results for the nine months ended September 30, 2026, leaving only fourth quarter res…”
“[TABLE] ($ in millions, except per share data) | 2026 || Third Quarter | Full Year || Net Income per Common Share | $0.48 to $0.54 | $2.05 to $2.15 || FFO per Common Share and OP Unit | $0.76 to $0.8…”
“Core Portfolio • Core portfolio generated growth of 4.8% in income from property operations, excluding property management, for the year ended December 31, 2025, compared to the year ended December 3…”
Core RV and marina annual base rental income fourth quarter 2026 growth rate range is 4.9% to 5.5% and the full year 2026 growth rate range is 4.7% to 5.3%.
Stated in 2 of 4 supplied quarters. Management reported: “Core RV and marina annual base rental income fourth quarter 2026 growth rate range is 4.9% to 5.5% and the full year 2026 growth rate range is 4.7% to 5.3%.” “Core RV and marina annual base rental income third quarter 2026 growth rate range is 4.6% to 5.2% and the full year 2026 growth rate range is 4.3% to 5.3%.”
“Core RV and marina annual base rental income fourth quarter 2026 growth rate range is 4.9% to 5.5% and the full year 2026 growth rate range is 4.7% to 5.3%.”
Full year 2026 guidance ranges, including Core portfolio growth rate ranges, have been narrowed to reflect actual results for the nine months ended September 30, 2026, leaving only fourth quarter res…
Stated in 2 of 4 supplied quarters. Management reported: “Full year 2026 guidance ranges, including Core portfolio growth rate ranges, have been narrowed to reflect actual results for the nine months ended September 30, 2026, leaving only fourth quarter results subject to estimate.” “Actual results could vary materially from management’s estimate if any of our assumptions are incorrect.”
2026 Dividends Our Board of Directors has approved setting the annual dividend rate for 2026 at $2.17 per share of Common Stock, an increase of 5.3%, or $0.11, over the current $2.06 per share of Com…
Stated in 1 of 4 supplied quarters. Management reported: “2026 Dividends Our Board of Directors has approved setting the annual dividend rate for 2026 at $2.17 per share of Common Stock, an increase of 5.3%, or $0.11, over the current $2.06 per share of Common Stock for 2025.” “• 7.9% dividend increase in 2025 contributes to 5-year compounded annual dividend growth of 8.5%.”
Increase manufactured housing base rental income and occupied sites through rate growth and community occupancy.
Over the trailing year it converted 1.64x of net income into operating cash flow. Historically, Real Estate names rated neutral grew net income 57% of the time over the next year (vs 47% for the rest of the cohort, n=2917).
Most sensitive to real (inflation-adjusted) rates and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, the broad stock market, Fed net liquidity (low R² over the window).
18 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=3851).
Not investment advice. As of 2026-11-05.
“Core RV and marina annual base rental income third quarter 2026 growth rate range is 4.6% to 5.2% and the full year 2026 growth rate range is 4.3% to 5.3%.”
“Full year 2026 guidance ranges, including Core portfolio growth rate ranges, have been narrowed to reflect actual results for the nine months ended September 30, 2026, leaving only fourth quarter res…”
“[TABLE] ($ in millions, except per share data) | 2026 || Third Quarter | Full Year || Net Income per Common Share | $0.48 to $0.54 | $2.05 to $2.15 || FFO per Common Share and OP Unit | $0.76 to $0.8…”
“2026 Dividends Our Board of Directors has approved setting the annual dividend rate for 2026 at $2.17 per share of Common Stock, an increase of 5.3%, or $0.11, over the current $2.06 per share of Com…”