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Regency Centers Corporation (REG) Highlights Resilient Retail Fundamentals and Long-Term Growth Strategy

Regency Centers Corporation (NASDAQ:REG) is one of Goldman Sachs’ top REIT stock picks. Regency Centers Corporation (NASDAQ:REG) reported strong fourth-quarter and full-year 2025 results on February 5, 2026, alongside initial 2026 guidance. Q4 net income rose to $1.09 per diluted share from $0.46 a year earlier, while full-year net income increased to $2.82 per share. The company delivered solid operating performance, with Nareit FFO of $1.17 per share in Q4 and $4.64 for the year, and Core Operating Earnings of $1.12 in Q4 and $4.41 for 2025.

Portfolio fundamentals remained healthy, highlighted by 5.3% full-year same-property NOI growth and leasing activity of 6.8 million square feet at double-digit cash rent spreads. Occupancy in the same-property portfolio improved sequentially to 96.5%. Regency was also active on the capital allocation front, starting $318 million of development and redevelopment projects in 2025 and completing $212 million, while maintaining conservative leverage of 5.1x net debt to EBITDAre and $1.4 billion of available liquidity.

Looking ahead, Regency’s 2026 outlook is mixed. While net income per share is expected to decline to $2.35–$2.39, both Nareit FFO and Core Operating Earnings are projected to grow, supported by continued development investment and portfolio strength. Same-property NOI growth is expected to moderate to 3.25%–3.75%, reflecting a more normalized growth environment after a strong 2025.

On January 31, Regency Centers expanded its footprint in Long Island with the purchase of the Mount Sinai Shopping Center. The shopping center will be rebranded as Crystal Brook Corner, affirming the company’s strategy of acquiring and developing high-quality, grocery-anchored retail properties in affluent suburbs.

The company has already allocated $15 million for the redevelopment of the property that houses Whole Foods, the Amazon grocery chain.

Regency Centers Corporation (NASDAQ:REG) is a REIT that owns and develops quality, grocery-anchored shopping centers in key suburbs, focusing on necessity retail and community needs in major US markets.

While we acknowledge the potential of REG to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than REG and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 14 Best NYSE Penny Stocks to Buy Now and 10 Best 52-Week Low Blue Chip Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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