BXP's stronger leasing and discounted valuation improve its setup, but uneven rents, development costs and refinancing risks temper the upside.

Strong demand for premium office space in US cities like New York is allowing landlords like BXP to push rents higher and regain leverage.

Kilroy Realty (NYSE:KRC) reported second-quarter funds from operations of $0.92 per diluted share and said leasing conditions continued to improve across its West Coast office and life science markets, supported by stronger tenant demand, reduced high-quality space availability and expanding renewal

Moby summary of Kilroy Realty Corporation's Q2 2026 earnings call

Kilroy Realty (KRC) delivered FFO and revenue surprises of +2.22% and -0.60%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Why Kilroy Realty Stock Is In Focus After Its Latest Earnings Kilroy Realty (KRC) is drawing attention after first quarter results showed a net loss, sizeable real estate impairment charges and a sharp reduction in full year 2026 earnings guidance compared with prior expectations. See our latest analysis for Kilroy Realty. The earnings miss, sizeable US$61.8m impairment charges, and sharply lower 2026 guidance have arrived alongside a 30 day share price return of 18.24% and a year to date...

Kilroy Realty Corp (KRC) reports its strongest first-quarter leasing results since 2017, with significant future growth visibility and strategic property dispositions.

Kilroy Realty (NYSE:KRC) executives said improving West Coast office fundamentals—particularly in San Francisco—helped drive the company’s strongest first-quarter leasing performance since 2017, while asset sales and a new Redwood City development joint venture reshaped capital allocation plans. Le

Over the last several quarters, fundamentals across our West Coast markets have meaningfully improved. As return-to-office momentum has intensified, space rationalizations by large users have abated, and the artificial intelligence ecosystem has created considerable new business formation and growth, all contributing to a resurgence in space requirements from rapidly scaling new companies and well-established players alike. Recent tenant behavior, both within our portfolio and across the markets in which we operate, points to a constructive dynamic around technological change with companies seeking to utilize AI to enhance their growth and augment their talented team, rather than automating simply to manage costs.