CTO offers a near 8.4% dividend yield, with a clear path to gradual FFO growth, as signed leases begin contributing through 2026 and 2027. Leasing trends are solid, with higher rents and anchor re-leasing progress supported by a $5.5M SNO pipeline that strengthens recurring income. Value add execution is visible, with upgraded tenant mix and occupancy approaching 85% showing better property quality and stronger market positioning.
The Dividend Harvesting Portfolio reached $31,778.58, generating $2,687.49 in forward annual dividend income and a 31.32% return on invested capital. I added to CTO Realty Growth, citing its 9.67% yield, discounted valuation, and strong fundamentals ahead of a likely Fed rate cut. Earnings season and potential Fed rate cuts could drive further gains, benefiting high-yield holdings and supporting a bullish outlook for the portfolio.
CTO Realty Growth, Inc. ( CTO ) Q3 2025 Earnings Call October 29, 2025 9:00 AM EDT Company Participants Jenna McKinney John Albright - President, CEO & Director Philip Mays - Senior VP, CFO & Treasurer Conference Call Participants Robert Stevenson - Janney Montgomery Scott LLC, Research Division Matthew Erdner - JonesTrading Institutional Services, LLC, Research Division Craig Kucera - Lucid Capital Markets, LLC, Research Division Gaurav Mehta - Alliance Global Partners, Research Division John Massocca - B. Riley Securities, Inc., Research Division Presentation Operator Ladies and gentlemen, thank you for standing by.
| Diversified REITs Industry | Real Estate Sector | John P. Albright CEO | XBER Exchange | US22948Q1013 ISIN |
| US Country | 37 Employees | 11 Dec 2025 Last Dividend | 1 Jul 2022 Last Split | - IPO Date |
CTO Realty Growth, Inc. is a distinguished entity within the realm of real estate investment, marking its presence as a publicly traded real estate investment trust (REIT). The company's strategic focus is on the acquisition, ownership, and operation of premier retail-based properties. These properties are predominantly situated in areas of the United States characterized by higher growth, ensuring that the investments CTO Realty Growth makes are poised for appreciation in value and potential profitability. Beyond its direct operations, CTO Realty Growth extends its expertise in real estate management and investment through an external management role and significant ownership in Alpine Income Property Trust, Inc. (NYSE: PINE), which is also a publicly traded net lease REIT. This dual approach underscores CTO Realty Growth's commitment to diversification and expansion within the highly competitive real estate sector.
CTO Realty Growth, Inc. specializes in the ownership and operation of high-quality, retail-based properties. These properties serve as the core asset of the company's portfolio and are strategically located in markets across the United States that demonstrate potential for higher growth. The selection of these properties is reflective of the company's expertise in identifying real estate with strong income-generating potential and appreciation prospects.
In addition to its primary business of property ownership and operation, CTO Realty Growth has extended its professional scope to include external management services. These services are directed towards real estate investment entities like Alpine Income Property Trust, Inc. (NYSE: PINE). Through this service, CTO Realty Growth leverages its industry knowledge and management expertise to oversee the operations, strategic planning, and growth initiatives of other REITs, demonstrating its versatility and capability in real estate management.
A pivotal aspect of CTO Realty Growth's strategic investment approach includes holding a meaningful interest in Alpine Income Property Trust, Inc. (NYSE: PINE), a publicly traded net lease REIT. This ownership is not merely financial but is a strategic alliance that allows CTO Realty Growth to participate actively in the management and decision-making processes of Alpine Income Property Trust. This collaboration enables both entities to leverage each other's strengths, thereby facilitating growth, expanding their market presence, and enhancing shareholder value through diversified investment opportunities.