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16:00
Jul 28 ◎

UDR FY2026 Q2 Watch

UDR, Inc. (UDR) FY2026 Q2 Earnings Call

UDR ▾

Tom Toomey

Management raised full-year same-store growth and FFOA per share guidance, citing favorable industry fundamentals, strong execution, and an elongated leasing season, indicating a positive outlook.

"To begin, the fundamentals of the apartment industry have been favorable in 2026, specifically employment growth has exceeded consensus expectations. Housing affordability remains in favor of renting relative to home ownership, and new"

UDR WATCH

HIGH

14:00
Apr 30 ◎

UDR FY2026 Q1 Watch

UDR, Inc. (UDR) FY2026 Q1 Earnings Call

PLD SPG UDR MAA CPT ▾

Tom Toomey

Mentioned as an example of a large, dominant company that can influence its sector, contrasting with the fragmented apartment industry.

"Or prologists, where they have been able to influence logistics across the globe."

PLD WATCH

Tom Toomey

Used as a comparative example to highlight the differences in market control between the mall and apartment sectors.

"In the case of, you look at Simon Mall Company, they have a very good stranglehold on malls across the globe and are able to influence the customer."

SPG WATCH

Tom Toomey

The company maintained its prior full-year guidance despite a solid start, suggesting a 'wait-and-see' approach to the remainder of the year. Execution is on plan, but they are not raising expectations yet.

"we are maintaining our full year 2026 same store and earnings guidance, which we'll reassess next quarter"

UDR WATCH

Mike Lacey

Though UDR's overall Sunbelt lease rate growth turned positive in Q1, the trend retreated slightly in April to -2.5%, with weakness specific to Florida and Nashville, indicating that the widely-anticipated Sunbelt recovery is not uniform or fully underway yet. — This suggests that Sunbelt-heavy operators may face a slower, more uneven recovery than expected, with Florida and Nashville lagging.

"we have seen some of those markets retreat slightly over the past 30 days, going from about negative 1.5% in the first quarter to negative 2.5% in April."

MAA WATCH CPT WATCH NXRT WATCH

MED

15:00
Feb 10 ◎

UDR FY2025 Q4 Watch

UDR, Inc. (UDR) FY2025 Q4 Earnings Call

UDR ▾

Tom Toomey

Management is confident in continued operational momentum and improving fundamentals, driven by reduced supply, innovation, and strong operational execution, despite macro uncertainty.

"The positive operating momentum we achieved in the final months of 2025 has continued into 2026, with further acceleration in lease rate growth, coupled with high occupancy and outsized other income growth."

UDR WATCH

HIGH

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