$CPT

Military.com reports the U.S. Army and Air Force are conditionally selecting commercial developers to build AI data centers on military land under Enhanced Use Leases. Carlyle was conditionally selected for Fort Bliss, Texas, and CyrusOne (KKR/BlackRock funds) for Dugway, Utah, each estimated near $2B. Sites at Fort Hood and Fort Bragg are under consideration, with water and power requirements and a House bill proposal restricting certain China-linked components.

Enverus Intelligence Research said U.S. upstream M&A slowed in 2Q 2026 to $9.1 billion, down 76% quarter on quarter, citing crude volatility. Over 40% of deal value came from the BLM New Mexico lease sale, with receipts over $4 billion. Top deals included Devon and BLM ($2.6B) and Shell with Talos/Ridgewood ($1.7B).

Multifamily REIT executives said renter demand is holding up as new apartment supply begins to peak, citing stronger absorption and moderating deliveries on Q2 earnings calls. MAA highlighted resilient demand and declining deliveries. AvalonBay and Equity Residential proposed a merger. Camden sold a 11-community California portfolio for about $1.62B. Q2 core FFO per share: AVB $2.86, CPT $1.68, ELS $1.00, MAA $2.08, UDR $0.60, ES $4.08, UDR $0.60, CPC $1.27.

Australia’s S&P/ASX 200 rose marginally in early trade as investors awaited Iran negotiation outcomes. Brent eased near $79/bbl. Technology stocks led, with Xero and WiseTech Global higher. Droneshield gained after JPMorgan Chase increased its stake. REITs moved: Charter Hall Social Infrastructure REIT up on a 27.5% profit rise; Centuria Office REIT down despite a 379% profit jump.

CAMDEN PROPERTY TRUST (CPT) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. cpt-20260803 0000906345 false 0000906345 2026-08-03 2026-08-03 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported):

Camden Property Trust reported Q2 2026 progress on a $3.25B capital reallocation plan, selling an 11-community California portfolio for $1.625B. It used $694M for share repurchases and $645M for Sunbelt acquisitions. Core FFO guidance midpoint was reaffirmed at $6.75/share. Same-store NOI improved 30 bps, July occupancy was 95.8%, and it plans to deploy remaining $200M proceeds by late Q4.

00:24Camden Property Trust Reports Lower Q2 Revenue And EarningsWASHINGTON (dpa-AFX) - Camden Property Trust (CPT) on Thursday, reported lower second-quarter revenue and profit. Property revenue came at $392.9 million, down slightly from $396.5 million in... ► Artikel lesenDoCAMDEN PROPERTY TRUST - 8-K, Current ReportMoCamden Property to Post Q2 Earnings: What Should Investors Know?09.07.What You Need To Know Ahead of Camden Property's Earnings Release

CAMDEN PROPERTY TRUST (CPT) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.2 3 exhibit992supplement2q26.htm EX-99.2 Document CAMDEN TABLE OF CONTENTS Page Press Release Text 3 Financial Highlights 4 Operating Results 5 Funds from Operations 6 Balance Sheets 7 Portfolio Statistics 8 Components of Property Net Operating Income 9 Sequential Component

The U.S. Army and Air Force are using Enhanced Use Lease to open underutilized land for commercial AI hyperscale data centers. In late March, they conditionally selected Carlyle for Fort Bliss, Texas, and CyrusOne (KKR and BlackRock funds) for Dugway, Utah, each estimated near $2B. Projects face conditional terms on water, power, and community outreach, and Congress is debating security and environmental rules.

The article highlights three apartment REITs, citing dividend updates and operating metrics tied to slowing housing starts. Mid-America Apartment Communities (MAA) extended its 128th consecutive quarterly dividend, with a 2026 quarterly rate of $1.53 and forward yield around 4.3%. Equity Residential (EQR) raised its dividend to $2.81 annually and reported Q1 2026 resident turnover of 7.8%. Camden Property Trust (CPT) raised 2026 EPS midpoint to $0.66 and guided Core FFO to $6.60-$6.90.