The retail property sector is today undersupplied. Federal Realty Investment Trust owns the best assets in this sector, positioning it for solid growth. Even then, FRT is discounted, offering great risk-to-reward for investors.
FRT deepens its expansion push with the $153.3M acquisition of Omaha's Village Pointe, adding a high-traffic, premium open-air center to its portfolio.
FRT's premium markets, mixed-use strategy and expansion efforts highlight its strong growth positioning.
FRT's premium assets, record leasing and rising guidance set it apart as the stronger long-term retail REIT pick in this head-to-head comparison with O.
Federal Realty Investment Trust ( FRT ) Q3 2025 Earnings Call October 31, 2025 9:00 AM EDT Company Participants Jill Sawyer - Senior Vice President of Investor Relations Jan Sweetnam - Executive VP & Chief Investment Officer Wendy Seher - Executive VP, Eastern Region President and Chief Operating Officer Daniel Guglielmone - Executive VP, CFO & Treasurer Stuart Biel - Senior Vice President of Regional Leasing Conference Call Participants Juan Sanabria - BMO Capital Markets Equity Research Michael Goldsmith - UBS Investment Bank, Research Division Samir Khanal - BofA Securities, Research Division Alexander Goldfarb - Piper Sandler & Co., Research Division Michael Griffin - Evercore ISI Institutional Equities, Research Division Floris Gerbrand Van Dijkum - Ladenburg Thalmann & Co. Inc., Research Division Cooper Clark - Wells Fargo Securities, LLC, Research Division Viktor Fediv - Scotiabank Global Banking and Markets, Research Division Ravi Vaidya - Mizuho Securities USA LLC, Research Division Hong Zhang - JPMorgan Chase & Co, Research Division Omotayo Okusanya - Deutsche Bank AG, Research Division Linda Yu Tsai - Jefferies LLC, Research Division Kenneth Billingsley - Compass Point Research & Trading, LLC, Research Division Paulina Rojas Schmidt - Green Street Advisors, LLC, Research Division Presentation Operator Good day, and welcome to the Federal Realty Investment Trust Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.
FRT tops Q3 FFO and revenue estimates, driven by strong leasing gains and occupancy growth, and lifts its 2025 outlook.
The headline numbers for Federal Realty Investment Trust (FRT) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Federal Realty Investment Trust (FRT) came out with quarterly funds from operations (FFO) of $1.77 per share, beating the Zacks Consensus Estimate of $1.76 per share. This compares to FFO of $1.71 per share a year ago.
Ethic Inc. decreased its stake in Federal Realty Investment Trust (NYSE: FRT) by 40.5% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,861 shares of the real estate investment trust's stock after selling 2,632 shares during the
FRT is poised for third-quarter growth as demand for premium retail assets and mixed-use developments boosts revenues.
Federal Realty Investment Trust offers a 4.6% yield, strong balance sheet, and trades well below its historical valuation. FRT benefits from premier retail assets in affluent, high-density markets, driving robust leasing activity and solid rent growth. FRT maintains a strong balance sheet, BBB+ credit rating, and is executing strategic acquisitions and asset recycling for future growth.
Federal Realty Trust offers exposure to high-quality shopping centers with a strong dividend track record and attractive 4.7% yield. Despite concerns over leverage and e-commerce headwinds, FRT's focus on trophy assets and prime demographics provides insulation and growth potential. Management's broadened acquisition strategy and modest FFO growth guidance support a 7% forward return profile, making the stock appealing in a frothy market.