
ELS Stock Forecast & Price Target
ELS Analyst Ratings
Bulls say
Equity Lifestyle Properties benefits from a robust portfolio of 455 properties, with a strategic focus on the Sunbelt region, where demographic trends favor the company's age-restricted communities. The company's strong growth in funds from operations (FFO) is underscored by its position as the largest manufactured housing and recreational vehicle operator in the U.S., providing ample opportunities for further development and acquisitions. Additionally, the integration of a 5% premium to its net asset value (NAV) reflects confidence in Equity Lifestyle's ability to capitalize on these favorable market dynamics.
Bears say
Equity Lifestyle Properties faces a negative outlook due to a decline in normalized FFO/share estimates for 2025 and 2026, attributed to weaker annual RV assumptions, despite some expense reductions. The company has reported a significant drag on RV and marina occupancy, with approximately 90 basis points of pressure observed in 2Q25, leading to a downward adjustment of 70 basis points in annual guidance for this segment. Furthermore, uncertainty surrounding the impact of new visa fees during the peak snowbird season raises additional concerns regarding future revenue performance and occupancy rates.
This aggregate rating is based on analysts' research of Equity LifeStyle Properties and is not a guaranteed prediction by Public.com or investment advice.
ELS Analyst Forecast & Price Prediction
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