SUI News Update: Funds Move from SUI to TAP as Fintech Surpasses Conventional REITs

Sun Communities Inc. (NYSE: SUI), a REIT focused on manufactured homes and RV resorts, experienced a 13.1% drop in its share price this week as markets reacted to concerns about an upcoming $103 million token unlock and wider economic uncertainty, according to

. Even though the company posted strong core funds from operations (FFO) for the third quarter of 2025 at $2.28 per share—beating its own forecasts—investors remain cautious, as detailed in the . SUI’s results show solid performance, with net operating income (NOI) in North America rising 5.4% year-over-year and a 98% occupancy rate in its manufactured housing division, according to . However, the stock’s 5.1% decline over the past month and a Z-score approaching critical levels, as mentioned in that article, have intensified worries about its resilience in a challenging economic environment.

The REIT faces several hurdles. It has raised its full-year 2025 FFO outlook to $6.59–$6.67 per share (as noted in the Bitget report), reflecting prudent financial management and $500 million in share buybacks (from the Q3 2025 earnings transcript). Yet, revenue from transient RV sites fell 7.8% due to intentional site conversions, and home sales in the UK—a key growth driver for SUI—have weakened amid a broader economic slowdown (as discussed in that Bitget article). Analyst opinions are mixed: Evercore ISI upgraded

to “Outperform” with a $141 price objective (as referenced in the Bitget report), while other analysts warn of ongoing volatility across the sector, as highlighted in that Bitget article.

In contrast, Digitap ($TAP), a cryptocurrency project with a fintech focus, has soared 114% this week, according to

, benefiting from investors’ growing skepticism toward traditional assets like SUI. The platform, which merges banking and crypto services and offers a Visa-supported debit card, has raised more than $1.2 million, selling 82 million tokens at $0.0268 each, as reported by