$MAC

Outfront Media (NYSE:OUT), Weyerhaeuser (NYSE:WY), and Macerich (NYSE:MAC) are identified as oversold real estate stocks with RSI values near 30. OUT reported strong Q2 earnings but fell 4% in 5 days, closing at $28.64. WY posted mixed results, dropping 11% in a month, closing at $22.59. MAC priced $675M in notes, falling 5% in a month, closing at $23.03.

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Macerich (MAC) reported Q2 2026 results on an earnings call. Adjusted FFO was $0.35 per diluted share, with go-forward portfolio NOI up 3.8%. SNO pipeline was $124 million. Leased occupancy was 94% for the portfolio and 95.5% for the go-forward portfolio. Portfolio sales were $919 per sq ft, $954 for go-forward. The company said it has $372 million available for acquisitions.

MACERICH CO (MAC) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Exhibit 99.1 Macerich Announces Proposed Offering of Exchangeable Senior Notes SANTA MONICA, Calif., August 6, 2026 – The Macerich Company (NYSE: MAC) (“Macerich”) announced today that its operating partnership, The Macerich Partnership, L.P. (“Macerich Partnership”), intends to

J.P. Morgan Chase said it will invest to build $750 billion of housing over nine years, targeting 1 million affordable units and aiding 500,000 customers, including 200,000 first-time buyers. The article also cites BlackRock’s $1.63 billion multifamily purchase from Camden, Starwood Property Trust’s 95% net income drop to $6.6 million, and other real-estate earnings and leasing updates.

Macerich (NYSE: MAC) shares rose about 3.9% after Q2 results and retail mall outlooks. The company reported Q2 revenue of about $249.7M versus roughly $240M expected, and adjusted FFO of $0.35 versus $0.33 consensus, with NOI up 3.8% and occupancy at 94% to 95.5%. Analysts raised price targets into the $25 to $28 range.

Macerich (NYSE: MAC) priced an upsized $675 million offering of 2.25% exchangeable senior notes due 2031, up from $600 million. The notes settle Aug. 11, 2026, pay 2.25% semiannually, mature Aug. 15, 2031, and are exchangeable into MAC shares at an initial rate of 35.4761 shares per $1,000 principal. Net proceeds are about $659.1 million.

Macerich reported progress on its Path Forward 3.0 plan, with leasing completion at 88% versus a midyear 85% target. Management reiterated 2026 go-forward portfolio NOI growth of at least 3%, accelerating to 3.5%+ in 2H, and expects >8% NOI growth in 2027-28 as a $140 million SNO pipeline contributes rent. Net debt/adj. EBITDA improved to 7.3x. The company plans $372 million of unsettled forward equity for acquisitions and noted a $76 million loan default at 29th Street.

Macerich (a mall REIT) reported Q2 leased occupancy of 94% (up from 92% a year earlier) after signing about 1.3 million sq ft of new and renewal leases. Lease revenue was $233.4M and total revenue $249.7M. Adjusted FFO was $100.4M. Net loss narrowed to $27.1M from nearly $41M, helped by asset sales. Go-forward NOI rose 3.8% and the company cited $1.2B liquidity.

MACERICH CO (MAC) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Earnings Results & Supplemental Information For the Three and Six Months Ended June 30, 2026 The Macerich Company Earnings Results & Supplemental Information For the Three and Six Months Ended June 30, 2026 Table of Contents All information included in this supplemen