Want to see KIM full AI Analyst Report?
Revenue by Segment
Breakdown of revenue by source—such as rent, management fees, and joint-venture income—showing which parts of the business drive cash flow and which are more cyclical or one-time. Useful to assess concentration risk and where future growth is coming from.Rental-property revenue has meaningfully accelerated recently—driven not just by portfolio growth but by outsized leasing momentum and higher minimum rents converting from a record signed-but-not-open pipeline—explaining why management tightened FFO and same-site NOI guidance. Management & other fee income, while much smaller, is trending up consistent with JV/structured-investment activity and redevelopment optionality. The upside looks operationally durable, but second-half refinancing risk and the public/private cap‑rate gap could limit valuation rerating or slow transaction-driven upside.
Date | Rental Properties | Management & Other Fee Income |
|---|---|---|
Jun 30, 2026 | $546.42M | $4.38M |
Mar 31, 2026 | $552.81M | $5.20M |
Dec 31, 2025 | $538.07M | $4.38M |
Sep 30, 2025 | $531.11M | $4.75M |
Jun 30, 2025 | $520.93M | $4.25M |
Mar 31, 2025 | $531.29M | $5.34M |
Dec 31, 2024 | $521.06M | $4.33M |
Sep 30, 2024 | $502.88M | $4.76M |
Jun 30, 2024 | $496.22M | $4.01M |
Mar 31, 2024 | $498.90M | $4.85M |