ELS · Equity Lifestyle Properties Inc
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDAre non-GAAP | $383.71M | Six Months Ended June 30, 2026 | — |
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| Common Shares and OP Units, end of the period | 200.41M | June 30, 2026 | — |
| Core MH base rental income increase | 5.8% | Quarter Ended June 30, 2026 | — |
| Core portfolio growth of income from property operations, excluding property management non-GAAP | 6.5% | Quarter Ended June 30, 2026 | — |
| Core property operating expenses increase, excluding property management | 2.9% | Quarter Ended June 30, 2026 | — |
| EBITDAre non-GAAP | $388.74M | Six Months Ended June 30, 2026 | — |
| FAD for Common Stock and OP Unit holders non-GAAP | $121.6M | Quarter Ended June 30, 2026 | — |
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| FFO per Common Share and OP Unit - Fully Diluted non-GAAP | $0.77 | June 30, 2026 | — |
| Fixed charges non-GAAP | 5.6 | June 30, 2026 | — |
| Income from property operations, excluding property management non-GAAP | $436.56M | Six Months Ended June 30, 2026 | — |
| Income from property operations, excluding property management - Core Portfolio non-GAAP | $206.1M | Quarter Ended June 30, 2026 | — |
| Income from property operations, excluding property management - Non-Core Portfolio non-GAAP | $2.9M | Quarter Ended June 30, 2026 | — |
| Insurance proceeds due to catastrophic weather events, net non-GAAP | $7.1M | Quarter Ended June 30, 2026 | — |
| Interest coverage non-GAAP | 5.6 | June 30, 2026 | — |
| Membership Campground Count | 82 | Six Months Ended June 30, 2026 | — |
| Membership Campground RV Site Count | 26,000 | Six Months Ended June 30, 2026 | — |
| MH sites | 75,900 | As of June 30, 2026 | — |
| Monthly base average rent per site | $952 | Six Months Ended June 30 | — |
| Normalized FFO per Common Share and OP Unit - Fully Diluted non-GAAP | $0.74 | June 30, 2026 | — |
| Occupied sites, ending | 68,711 | Quarters Ended June 30 | — |
| Properties | 453 | As of June 30, 2026 | — |
| Sites | 173,559 | As of June 30, 2026 | — |
| Total debt / Adjusted EBITDAre non-GAAP | 4.4 | June 30, 2026 | — |
| Total Memberships | 107,857 | Six Months Ended June 30, 2026 | — |
| Total occupied rental sites | 2,146 | Quarters Ended June 30, 2026 | — |
| Total sites | 173,600 | As of June 30, 2026 | — |
| Total sites, ending | 73,311 | Quarters Ended June 30 | — |
| Utility recovery rate | 50.4% | Six Months Ended June 30 | — |
| Weighted average Common Shares and OP Units outstanding - Fully Diluted | 200.21M | June 30, 2026 | — |
| Annual RV occupancy increase (net) | 506 | second half of 2025 | — |
| Core Annual RV and marina base rental income increase | $12.2M | year ended December 31, 2025 | — |
| FFO available for Common Stock and OP Unit holders non-GAAP | $156.7M | Q4 2025 | — |
| Normalized FFO available for Common Stock and OP Unit holders non-GAAP | $157.6M | Q4 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
REIT - Residential — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ELS
this stock
Equity Lifestyle Properties Inc
|
$12.68B | +8.4% | +0.3% | 32.7 | 3.9% |
|
AVB
Avalonbay Communities Inc
|
$26.28B | +1.5% | +4.4% | 25.2 | 2.6% |
|
VMRK
Vivmark Residential
|
$24.01B | +2.1% | +4.8% | 27.7 | 2.8% |
|
ESS
Essex Property Trust, Inc.
|
$18.39B | +9.8% | +6.4% | 44.6 | 3.5% |
|
INVH
Invitation Homes Inc.
|
$17.84B | +8.7% | +4.2% | 27.7 | 2.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ELS | +2.8% | +0.4% | -3.1% | +1.0% | +8.5% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +3.2% | -2.5% | -14.6% | -1.9% | -4.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.