Kimco Realty (KIM) Derives Support from Upcoming Catalysts in Second Half of 2026

Kimco Realty Corporation (NYSE:KIM) is one of the most favored real estate investment trusts according to Hedge Funds.

On January 13, Barclays analyst Richard Hightower reiterated his optimism for Kimco Realty Corporation (NYSE:KIM). He assigned an Overweight rating to the stock and lowered his target price from $27 to $25. Despite the revision, he still sees an upside of around 19%.

Hightower’s rating is part of Barclays’ broader adjustments to their 2026 outlook for real estate investment trusts. The firm still holds a Neutral stance towards REITs but expects positivity in apartments, single-family, and storage rentals.

On January 8, Michael Goldsmith from UBS reaffirmed his favorable outlook for Kimco Realty Corporation (NYSE:KIM). He assigned a Buy rating to the stock while lowering his target price estimates from $30 to $26.

Goldsmith’s revised estimates still lead to a 23.5% upside potential, backed by positive forecasts for healthcare, shopping centers, and coastal apartments. He expects bullish catalysts for REITs to emerge during the second half of 2026, with a more suitable macroeconomic and political backdrop.

Kimco Realty Corporation (NYSE:KIM) owns, operates, and develops mixed-use properties, as well as high-end open-air grocery-anchored retail properties. The company’s portfolio is heavily concentrated across suburban areas of metropolitan markets, such as Sun Belt cities and coastal markets with high barriers to entry.

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Disclosure: None. This article is originally published at Insider Monkey.