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Sun Communities (SUI) investor relations material
Sun Communities Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company highlights
Leading owner and operator of manufactured housing and RV communities with a high-quality, well-located, and affordable portfolio.
Strong cash flow generation and consistent long-term NOI growth with a low-leverage, investment-grade balance sheet.
Portfolio overview
Operates ~179,000 sites across 515 communities, including 295 MH communities (~101,000 sites, 97%+ occupancy) and 166 RV communities (~57,000 sites, ~60% annual sites).
UK operations include 54 parks with ~22,000 sites, ~80%+ annual sites.
Financial performance and guidance
Real property NOI is the primary results driver, with MH accounting for ~65% of real property NOI.
Rental income generates 92% of consolidated NOI for 2025.
1Q26 Core FFO per share was $1.40; FY26E Core FFO per share midpoint is $6.97.
1Q26 North America same property NOI growth was 6.3%; FY26E guidance is 4.7%.
- Core FFO per share rose to $1.40, beating guidance, as revenue and NOI grew in Q1 2026.SUI
Q1 20263 May 2026 - Virtual meeting to vote on directors, executive pay, and auditor ratification on May 12, 2026.SUI
Proxy filing31 Mar 2026 - 2025 saw strategic transformation, Board refreshment, and enhanced ESG and compensation practices.SUI
Proxy filing30 Mar 2026 - Business transformation, digital strategy, and disciplined capital allocation drive growth.SUI
Citi’s Miami Global Property CEO Conference 20262 Mar 2026 - Strong FY25 performance, high occupancy, and strategic capital moves drive long-term growth.SUI
Investor presentation26 Feb 2026 - Core FFO and NOI growth exceeded guidance, with strong capital returns and a positive 2026 outlook.SUI
Q4 202525 Feb 2026 - Strong NOI growth, high occupancy, and strategic capital returns drive performance.SUI
Investor presentation16 Feb 2026 - Strong NOI growth, high occupancy, and strategic capital moves underpin robust 2025 outlook.SUI
Investor presentation16 Feb 2026 - Q2 net income $52.1M, Core FFO $1.86/share; MH, marina, UK strong, RV soft, leverage reduced.SUI
Q2 20242 Feb 2026
Next Sun Communities earnings date
Next Sun Communities earnings date
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