Sun Communities investor presentation outlines shift to North America-focused MH, RV portfolio

Sun Communities, Inc.

SUI

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Sun Communities outlined a shift to a “pure play” North America manufactured housing and RV owner, with 100% NOI from MH and RV post-UK sale.
All-cash UK platform sale valued at about USD 1.03 billion, expected to close in 2H 2026; pro forma North America MH and RV real property NOI seen at ~95%.
Renewed stock repurchase program of up to USD 1 billion.
FY2026 core FFO per share guidance midpoint USD 6.67; 2Q26E midpoint USD 1.75; 1Q26 core FFO per share USD 1.4.
FY2026 North America same property NOI growth guidance midpoint 4.7%; MH same property NOI growth midpoint 6.2%; 1Q26 North America same property NOI growth 6.3%.

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