Every material Form 8-K Equity Lifestyle Properties filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Equity LifeStyle Properties said Patrick Waite will succeed Marguerite Nader as President and Chief executive officer effective January 1, 2027, and Waite will also join the Board. Nader will remain on the Board as Executive Vice Chair, and David Eldersveld will become Chief Operating Officer, as part of a multi-year succession plan. The filing reports no financial results or guidance changes.
Nader ceases to be Vice Chairman and CEO on December 31, 2026 and becomes Executive Vice Chair of the Board on January 1, 2027.
Waite, 60, becomes President and CEO on January 1, 2027 and is elected to the Board, which increases from nine to ten directors.
Waite's approved 2027 base salary is $614,935, with bonus potential of 290% of base salary; Eldersveld's is $476,558, with bonus potential of 220%.
The Board declared a fourth quarter 2026 dividend of $0.5425 per share, payable January 8, 2027 to holders of record on December 24, 2026.
Equity LifeStyle Properties reported third-quarter 2026 results, with total revenues of $409.9 million, up from $393.3 million a year earlier. Net income per share fell to $0.45 from $0.50 after a $12.1 million deferred tax valuation allowance, while normalized FFO per share rose 4.6% to $0.79. Management kept the midpoint of its full-year 2026 normalized FFO guidance at $3.18 and gave a preliminary 2027 Core MH base rent growth assumption of approximately 5.1%.
Q3 net income per share was $0.45 versus $0.50; FFO per share was $0.72 versus $0.77, including a $12.1 million deferred tax valuation allowance.
Q3 normalized FFO per share was $0.79 versus $0.75; nine-month normalized FFO per share was $2.36 versus $2.27.
Full-year 2026 normalized FFO guidance is $3.15 to $3.21 per share, with the midpoint unchanged at $3.18; full-year net income guidance is $2.00 to $2.06 per share.
Preliminary 2027 Core MH base rent growth assumption is approximately 5.1%; Core RV annual rent growth assumption is approximately 4.7%.
Equity LifeStyle Properties reported second-quarter 2026 Normalized FFO of $0.74 per share, up 7.7% from $0.69 a year earlier and above the midpoint of its previous $0.69 to $0.75 guidance range. The company also raised the midpoint of its full-year 2026 Normalized FFO guidance to $3.18 from $3.17, while giving third-quarter Normalized FFO guidance of $0.76 to $0.82 per share.
Q2 2026 Normalized FFO was $0.74 per share versus $0.69 in Q2 2025; FFO was $0.77 versus $0.69.
Q2 2026 net income per share was $0.50, up 19.1% from $0.42 in Q2 2025.
Full-year 2026 Normalized FFO guidance midpoint is $3.18, up from $3.17; the range is $3.13 to $3.23.
Core income from property operations, excluding property management, rose 6.5% in Q2 2026 to $206.1 million.
Equity LifeStyle Properties reported first-quarter 2026 results on April 21, 2026. Normalized FFO per share rose 0.3% to $0.84, while net income per share fell 2.6% to $0.56, and the company trimmed its full-year 2026 Core RV and marina revenue growth outlook because of a delay in marina slip restoration.
Normalized FFO per share was $0.84 versus $0.83 a year earlier; net income per share was $0.56 versus $0.57.
Total revenues were $397.6 million versus $387.3 million in the first quarter of 2025.
Full-year 2026 Core RV and marina base rental income growth guidance midpoint was cut to 2.4% from 2.9%, attributed to a delay in slip restoration.
Second quarter 2026 Normalized FFO per share guidance is $0.69 to $0.75; full-year 2026 Normalized FFO per share guidance is $3.12 to $3.22.
Equity LifeStyle Properties approved a 2026 executive bonus plan on February 3, 2026, with bonus potential tied mainly to operational targets such as core MH and RV revenues and net operating income. The board also declared a first quarter 2026 dividend of $0.5425 per share, payable April 10, 2026, to holders of record on March 27, 2026.
CEO Marguerite Nader's bonus potential is 290% of annual salary; Patrick Waite, Paul Seavey and David Eldersveld are each set at 220%.
70% of bonus potential depends on operational targets; the remaining 30% is at the Compensation Committee's discretion based on strategic initiatives.
Total bonus potential may rise by up to an additional $889,804 if stretch goals are exceeded.
Quarterly dividend of $0.5425 per share, or $2.17 annualized, payable April 10, 2026.
Equity LifeStyle Properties reported fourth-quarter 2025 net income of $0.52 per share, up from $0.50, and normalized FFO of $0.79 per share, up 4.2% from $0.76. The board also set the 2026 annual dividend at $2.17 per share, a 5.3% increase over the $2.06 paid for 2025, and issued 2026 guidance of $3.12 to $3.22 in normalized FFO per share.
Q4 2025 net income per share $0.52 vs. $0.50 a year earlier; normalized FFO per share $0.79 vs. $0.76.
Full year 2025 normalized FFO per share $3.06, up 5.0%; net income per share $2.01, up 2.6%.
2026 full-year guidance: net income per share $2.06 to $2.16; normalized FFO per share $3.12 to $3.22.
2026 annual dividend of $2.17 per share, up $0.11 from $2.06 for 2025; quarterly amounts to be set by the board.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Equity Lifestyle Properties filing is on SEC EDGAR ↗. 8-K briefs of other companies →