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Regency Centers Corporation (REG) Presents at Nareit REITweek: 2026 Investor Conference Transcript

June 3, 2026
in Market & News
Reading Time: 2 mins read
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Regency Centers Corporation (REG) Presents at Nareit REITweek: 2026 Investor Conference Transcript
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Michael Griffin
Evercore ISI Institutional Equities, Research Division

Welcome, everybody. For those of you who don’t know me, my name is Michael Griffin. I’m a senior REIT analyst for Evercore ISI covering the retail REITs. I’m pleased to be joined by senior management from large-cap shopping center Regency Centers. And I’ll turn it over right now to President and CEO, Lisa Palmer, for some quick remarks. I’ve got some questions here, and there are mics up here, so feel free to jump in during the Q&A.

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So Lisa and team, thank you very much.

Lisa Palmer
President, CEO & Director

Thank you, Griff. Good afternoon, everyone. I will keep these short because I’m certain that Griff’s questions are going to be better than anything I may say to you. Joining me today, I have Mike Mas, our CFO; and Alan Roth, our Chief Operating Officer, East Region President.

Consistent with our most recent earnings call, we are off to another really strong start in 2026. We delivered meaningful growth in both same-property NOI and earnings in the first quarter, and that’s driven by healthy operating fundamentals and disciplined accretive capital allocation.

These results really are a reflection of the disciplined strategy that we pursued over many years. We own high-quality centers in some of the country’s most attractive suburban trade areas, anchored by leading grocers and other retailers that importantly serve consumers’ daily needs. Those characteristics continue to support strong tenant demand, healthy leasing activity and meaningful rent growth across the portfolio. And really

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