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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Kimco Realty
Kimco Realty (KIM) investor relations material
Kimco Realty BofA NY Global Real Estate Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.BofA NY Global Real Estate Conference 2026 summary15 Sep, 2026
Operating environment and portfolio transformation
Retail sector supply remains extremely limited, with only 0.2% of stock under construction, supporting high occupancy and leasing momentum.
Small shop occupancy reached an all-time high of 93%, while anchor occupancy remains 110 basis points below its peak, indicating further upside.
Portfolio transformation has increased grocery-anchored centers to 87%, with 28 grocery stores under construction, enhancing merchandising and traffic.
Traffic counts are up over 3% year-over-year, driven by convenience and necessity-based retail, with diverse tenant demand including medical and wellness uses.
9% of Annual Base Rent comes from flat ground leases, providing opportunities to recycle capital into higher-growth assets.
Financial performance and capital allocation
Achieved over 5% FFO growth and 3% same-site NOI growth for three consecutive years, supported by an A-/A3 credit rating.
SNO (signed but not open) pipeline represents 400 basis points of occupancy and $75 million in untapped annual base rent.
Asset sales at low cap rates (around 5%) allow reinvestment at higher yields, with ground lease dispositions expected to reach $150 million this year.
Multifamily entitlements (over 12,000 units) are monetized through joint ventures and sales, using 1031 exchanges to defer taxes and redeploy capital.
Structured investment program delivers high single-digit to low double-digit yields, with rights of first offer on quality assets.
Market dynamics and growth levers
Retailers are aggressively pursuing store openings through 2027–2028, with high retention rates and improved economics for landlords.
Lease terms have become more landlord-friendly, with reduced co-tenancy provisions and increased percentage rents.
Mark-to-market opportunity remains significant, with 65% of anchor rents below market and limited new supply constraining competition.
Growth levers include structured investments, redevelopment, multifamily monetization, and asset management to enhance margins and NOI.
Balance sheet strength and liquidity enable opportunistic buybacks and capital deployment, while maintaining A-/A3 ratings.
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Latest events from Kimco Realty
- Record occupancy and 4.5% FFO growth with raised 2026 outlook and strong capital actions.KIM
Q2 2026 - Strong leasing, high occupancy, and strategic growth drive robust performance and future outlook.KIMNareit REIT Week: 2024 Investor Conference
- High occupancy, robust demand, and capital recycling drive strong, consistent earnings growth.KIMNareit REITweek: 2026 Investor Conference
- High demand, tight supply, and evolving retail trends drive growth in open-air shopping centers.KIMBernstein 42nd Annual Strategic Decisions Conference
- FFO and net income rose, with record occupancy and tightened 2026 guidance.KIMQ1 2026
- Record FFO and occupancy in 2025 set up for further growth and strong cash flow in 2026.KIMQ4 2025
- FFO/share up 5.1% YoY, record occupancy, and raised 2024 guidance after RPT integration.KIMQ2 2024
- Record occupancy, higher FFO, and raised 2024 guidance highlight strong performance.KIMQ3 2024
- Q4 FFO/share up 7.7% with strong leasing, RPT integration, and high occupancy; positive 2025 outlook.KIMQ4 2024
Next Kimco Realty earnings date
Q3 202629 Oct, 2026
Kimco Realty
Next Kimco Realty earnings date
Q3 202629 Oct, 2026
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Frequently asked questions
Shopping Center Focused REIT
Kimco Realty Corporation is an American real estate investment trust (REIT) The company specializes in the ownership, management, and development of open-air shopping centers anchored by grocery stores. These properties are strategically located in areas with high consumer traffic and communities with strong economic fundamentals. The company is headquartered in Jericho, New York, and its shares are listed on the NYSE.
Cooper and Kimmel
Kimco was founded in 1960 by Milton Cooper and Martin Kimmel. It started as a small real estate enterprise focusing on developing neighborhood shopping centers, typically anchored by a well-known supermarket. The company capitalized on suburban expansion across the U.S. and the subsequent growing demand for conveniently located retail spaces. While the retail industry has had to adapt to the rise of E-commerce, Kimco responded by adapting its strategy, focusing on high-quality shopping centers in key markets and divesting from non-core properties. It also focused on the development of shopping centers that were e-commerce resistant, focusing on businesses that provided experiences or services not easily replicated online, like restaurants or fitness centers.
The Retail Locations
The company specializes in the ownership, management, and development of shopping centers. Its portfolio primarily consists of open-air, neighborhood, and community shopping centers, often anchored by supermarkets, discount department stores, or drugstores. Some examples of tenants that lease locations from the company include national chains such as Planet Fitness, Kroger, and Walmart. These centers are strategically located in high-traffic areas, frequently at major intersections or close to residential neighborhoods, to ensure visibility and accessibility to consumers.
Kimco is a REIT
Kimco operates as a Real Estate Investment Trust (REIT), a structure that entails specific financial and operational practices. As a REIT, Kimco primarily earns income through leasing space in its properties to tenants. The REIT structure mandates that the company distribute at least 90% of its taxable income to shareholders in the form of dividends, which makes it attractive to investors seeking regular income.
This model offers tax advantages; REITs are generally exempt from corporate income tax on earnings distributed as dividends, avoiding double taxation. To qualify as a REIT, Kimco must adhere to certain requirements, including investing at least 75% of its total assets in real estate and deriving at least 75% of its gross income from rents or mortgage interest.