CTO Realty Growth: The 10x REIT Hiding In The Discount Aisle
CTO Realty Growth delivered a robust quarter: 16.5% revenue growth, 17.8% core FFO/share growth, and raised guidance across four metrics. CTO trades at a 10.4x 2026 core FFO multiple and a 6.92% dividend yield, well below peer REIT multiples of 13–19x, presenting a persistent valuation gap. The next 18 months of growth are largely contracted, driven by $6.3M signed-not-open rent and a strong leasing pipeline, with capital recycling at attractive spreads.
Best Income Stocks to Buy for August 6th
CTO, ING and TXN made it to the Zacks Rank #1 (Strong Buy) income stocks list on August 6th, 2026.
CTO Realty Growth: Review Of Q2 2026 Results And Credit Profile
CTO Realty Growth reported stable Q2 2026 results, with assets of $1.4B, debt of $659M, and improved leasing activity. CTO's common stock trades at a 19% YTD and 33% YoY premium, with a price-to-book of 1.24, leading to a 'hold' stance. CTO.PR.A preferred shares yield 7.45%, aligning with Ba1-rated REIT peers, but lack the safety of investment-grade alternatives.
CTO Realty Growth: This 6.8%-Yielding REIT Is Still In Growth Mode
CTO Realty Growth is a growth-focused REIT specializing in Class A shopping centers with strong tenant diversification and high occupancy rates above 95%. CTO's balance sheet remains healthy, with net debt to adjusted EBITDA at 5.8x and fixed charge coverage of 3.1x, supporting ongoing investment activity. Recent acquisitions and preferred equity investments deliver initial yields of 12%, while property sales at a 6.7% exit cap rate highlight lucrative capital recycling.
CTO Realty Growth Q2 Earnings Call Highlights
CTO Realty Growth NYSE: CTO reported higher second-quarter funds from operations and raised its full-year outlook, citing strong shopping-center leasing, same-property net operating income growth, acquisitions and structured investments.
What Makes CTO Realty (CTO) a Good Fit for 'Trend Investing'
CTO Realty (CTO) made it through our "Recent Price Strength" screen and could be a great choice for investors looking to make a profit from stocks that are currently on the move.
CTO Realty Growth: Hold Common Stock For Dividend, Buy Preferred For 7.5% Yield
CTO Realty Growth is a small REIT with 22 properties / 5.9M sq ft of open-air shopping centers, focused on fast-growing Southeast and Southwest U.S. markets. Q1 2026: Core FFO $0.52/share, AFFO $0.56/share, revenue up to $41.2M, and full-year guidance was raised. Dividend yield is ~7.4%, uncut since 2022, while the stock trades at ~10x forward FFO - below the sector average of 14-18x for peers.
CTO Realty Growth, Inc. (CTO) Shareholder/Analyst Call Prepared Remarks Transcript
CTO Realty Growth, Inc. (CTO) Shareholder/Analyst Call Prepared Remarks Transcript
CTO Realty Growth: 7.6% Yield With Approaching Call - Bargain Or Trap?
CTO Realty Growth is a small-cap REIT focused on shopping centers in high-growth Southern U.S. markets, offering stable rents and an unsecured balance sheet. CTO.PR.A preferred stock yields 7.6%, trades below par, and faces a call date in July 2026, presenting potential capital gain upon redemption. CTO's financials show an asset coverage ratio near 200%, but high leverage (debt/EBITDA ~8) places it in speculative territory per Moody's methodology.
CTO Realty Growth: A 7.46% Yield, Double-Digit FFO Growth, And A Setup Being Ignored
CTO Realty Growth, Inc. remains compelling, with robust Q1 results, double-digit FFO/AFFO growth, and a 7.46% dividend yield. CTO trades at 9.2x forward FFO, with operational catalysts including a $6.2M SNO pipeline and outparcel projects targeting 10–12% yields. Leasing spreads averaged 14% in Q1, portfolio occupancy is 95.4%, and management raised full-year guidance across key metrics.
CTO Realty Growth: Why Bears Have Been Wrong So Far About A Dividend Cut
CTO Realty Growth maintains a robust 8% dividend yield, with 129% coverage from core FFO and strong adjusted FFO growth guidance for 2026. CTO's retail portfolio expansion, high leasing spreads, and record 95.9% leased occupancy underpin adjusted FFO set to grow by 8% year-over-year in 2026. Recent acquisitions and disciplined capital allocation have grown CTO's portfolio to 5.5 million square feet, with 2025 investments yielding an initial 9% cash return.
CTO Realty Growth: Shopping For Undervalued Shares Of This Growing REIT In Southeast
CTO Realty Growth (CTO) has outperformed, rising over 9% in the past month and 19% since my August 2025 buy rating, which gets reaffirmed today. CTO's portfolio focuses on high-growth southeastern U.S. markets, leveraging demographic trends and recent acquisitions like the 98%-leased Palms Crossing in Texas. Portfolio expansion, a high dividend yield with adequate coverage underpin my continued bullish outlook despite recent market volatility and geopolitical recession concerns.
