• In late January 2026, ScanlanKemperBard, in partnership with RGA ReCap on behalf of Reinsurance Group of America, acquired the 513,275-square-foot Columbia River Collection industrial complex in Portland, while RGA also announced leadership changes including Simon Wainwright as executive vice president and Lauren Lowe as director of regulatory reporting.

• These moves, together with heightened attention ahead of RGA’s upcoming earnings release, highlight how the group is pairing real estate expansion with internal leadership continuity.

• With investors watching RGA’s upcoming earnings and its Portland industrial acquisition, we’ll now explore how this shapes the company’s investment narrative.

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For RGA, the core belief you need as a shareholder is that a global life reinsurer with experienced leadership can keep translating complex risk management into steady earnings and disciplined capital returns. The upcoming earnings release remains the key short term catalyst, especially after a year where earnings growth outpaced revenue and the share price lagged both the broader US market and the insurance sector. The Portland industrial acquisition, through RGA ReCap and SKB, looks incremental rather than transformative, but it reinforces the idea that RGA is willing to back real assets alongside its insurance book, which could modestly diversify earnings over time. The leadership appointments of Simon Wainwright and Lauren Lowe point to continuity in risk oversight and regulatory depth, important when profit margins are improving but return on equity is still relatively low.

But there is a less obvious concentration risk that existing shareholders should keep in mind. Reinsurance Group of America’s shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.

Investors in the Simply Wall St Community have published three fair value views for RGA, spanning roughly US$195 up to a very large US$677.98. That spread sits against a business where earnings growth forecasts are strong but recent share price performance has lagged, inviting you to weigh differing expectations for how current underwriting risks and real estate moves might feed into future returns.