UDR, Inc. (NYSE: UDR ) has among the highest dividend yields in the apartment REIT sector. The stock may appeal to investors looking for value amidst a sector that has underperformed the broader market by a wide margin. I expect UDR to postJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles to ...

UDR (NYSE: UDR ) has among the highest dividend yields in the apartment REIT sector. The stock may appeal to investors looking for value amidst a sector that has underperformed the broader market by a wide margin. I expect UDR to post solidJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles to ...

UDR, Inc. (UDR), formerly known as United Dominion Realty Trust, Inc., is a leading multifamily real estate investment trust (REIT) that manages, acquires, and develops apartment communities in major U.S. cities. It owns over 60,000 apartment homes, emphasizing long-term value for investors and quality living experiences for residents. Founded in 1972, UDR has built a strong reputation for consistent performance and innovation in urban housing. The company is headquartered in Highlands Ranch, Colorado, an ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. UDR Inc. (NYSE:UDR) is a real estate investment trust that owns, operates, acquires, develops, and manages apartment communities across the U.S. It is set to report its Q3 2025 earnings on Oct. 29. Wall Street analysts expect the company to post EPS of $0.33, down from $0.62 in the prior-year period. According to Benzinga Pro, quarterly revenue is expected to reach $430.42 million, up from $418.09 million ...

DENVER--(BUSINESS WIRE)--UDR, Inc. (NYSE: UDR), a leading multifamily real estate investment trust, today announced that its Board of Directors declared a regular quarterly dividend on its common stock for the third quarter of 2025 in the amount of $0.43 per share, payable in cash on October 31, 2025 to UDR common stock shareholders of record as of October 9, 2025. The October 31, 2025 dividend will be the 212th consecutive quarterly dividend paid by the Company on its common stock. UDR also an. ...

Goldman Sachs analyst Julien Blouin has become cautious on the residential REIT sector, flagging a challenging setup for the second half of 2025 and into 2026. He pointed to weaker job growth, slowing migration trends in Sunbelt (south and southwest U.S.) markets, and rising supply forecasts as key headwinds that continue to cap pricing power despite steady absorption levels.DowngradesCamden Property Trust CPT was downgraded to Sell with a $106 price forecast, cut from $118, based on a 15.2x forward FFO mul ...

行业概述 - 行业包括拥有、开发和管理多种住宅物业的REITs 涵盖公寓、学生住房、预制屋和独栋住宅等类型 通过出租空间产生收入 [3] - 学生住房REITs专注于高校附近区域 需求与教育机构入学增长直接相关 部分公司聚焦特定区域或住房类型以应对本地市场动态 [3] 行业挑战 - 太阳带城市新公寓供应激增导致租金下降和入住率下滑 业主被迫通过优惠措施吸引租客 [1][4] - 宏观经济不确定性、关税政策及劳动力市场压力影响租户支付能力和投资者信心 [1][6] - 成本上升和收入压力限制租户负担能力 短期内为住宅地产行业增添风险 [7] 积极因素 - 人口结构驱动的家庭组建和高昂的购房成本支撑强劲租赁需求 租户保留率和续约增长表现良好 [2][8] - 独栋住宅相对成本优势增强多户住宅需求 业主通过物业升级和租户体验优化提升 retention [8][9] - 开发活动放缓有助于缓解供应过剩压力 为未来入住率和租金表现改善创造条件 [9] 财务表现 - 行业Zacks排名第161位 处于全行业后34%分位 短期前景黯淡 [11] - 2025年和2026年每股FFO预期分别下调3.2%和3.9% 反映分析师对增长信心减弱 [12] - 过去一年行业股价下跌16.6% 同期标普500上涨19.9% 金融板块上涨18.3% [14] 估值水平 - 行业远期12个月P/FFO为15.15倍 低于标普500的23.39倍PE 但高于金融板块的17.60倍PE [17] - 五年估值区间为13.61-26.19倍 中位数16.98倍 当前估值低于历史中值 [21] 重点公司 - Equity Residential - 重点布局波士顿、纽约、西雅图等核心城市 并向丹佛、亚特兰大等太阳带扩张 [22] - 2025年同店收入增长预期2.6-3.2% 物理入住率96.4% 第三季度混合租金增长指引2.2-2.8% [24] - 2025年每股FFO预期3.99美元（同比增长2.57%） 2026年4.17美元（同比增长4.55%） [25] 重点公司 - UDR - 持有60,535套公寓住宅 其中300套处于开发中 聚焦沿海和太阳带市场A/B级资产 [27] - 2025年第二季度租户周转率较低 技术应用提升运营效率 本年每股FFO预期上调至2.51美元 [28][29] 重点公司 - American Homes 4 Rent - 专注独栋住宅租赁市场 物业遍布30多个市场 三至四卧室户型为主 [31] - 租户中三分之二为 essential workers 或稳定行业从业者 平均入住天数达96% [33] - 2025年每股FFO预期1.86美元（同比增长5.08%） 2026年1.97美元（同比增长6.12%） [34]

UDR, Inc. (NYSE:UDR) is one of the Best Housing Stocks to Buy According to Hedge Funds. On September 3, BMO Capital reduced the price target on the company’s stock to $44 from $45, while keeping an “Outperform” rating, as reported by The Fly. As per the analyst, UDR, Inc. (NYSE:UDR)’s asking rents had the best sequential trends in August, despite the overall deceleration in the market rents. As per the company, a resilient employment market, continued growth in personal income, favorable relative affordabi ...

公司业绩表现 - 第二季度业绩超预期并上调指引 目前下半年趋势符合指引预期 [3] - 年初至今NOI增长在上市同行中排名第二 [3] - 在14个市场中有11个市场实现收入和NOI超越同行表现 [3] 运营管理重点 - 运营聚焦于可控因素及影响业务的因素 将由管理层在问答环节详细说明 [3] - 公司采用"赢家市场"策略衡量市场表现 [3] 会议参与情况 - 美国银行2025年全球房地产会议召开 住宅REITs分析师主持 [1] - 公司高管团队全员出席 包括首席执行官、首席财务官、首席运营官等关键管理人员 [1]

公司业绩表现 - 第二季度业绩超预期并上调指引 下半年趋势符合指引预期 [3] - 年初至今NOI增长在上市同行中排名第二 [3] - 在14个市场中有11个市场实现收入和NOI超越同行表现 [3] 运营管理重点 - 专注于可控运营因素及业务影响因素 [3] - 管理层将在问答环节详细阐述运营细节 [3]