CTO Realty Growth: 8% Yield Backed By Strong Leasing Momentum (Downgrade)
CTO Realty Growth remains a compelling value, offering a 7.8% dividend yield and trading at a forward P/FFO of 9.7. CTO's Sunbelt-focused portfolio has record occupancy, robust rent spreads, and strong demographic tailwinds in high-income markets. CTO trades at a meaningful discount to peers and history, supporting a "Buy" rating for income and value-focused investors.
CTO Realty Growth, Inc. (CTO) Q4 2025 Earnings Call Transcript
CTO Realty Growth, Inc. (CTO) Q4 2025 Earnings Call Transcript
CTO Realty Growth Preferred: Is 7.4% Enough?
According to Moody's methodology, CTO Realty is positioned around Ba3, which places it in the lower investment-grade/high speculative range. The preferred stock, CTO.PR.A, rated B2, offers a current yield of ~7.4%, which does not adequately compensate for the risk taken compared to available alternatives. CTO has ~97% unencumbered assets and asset coverage above 200%, which supports capital stability. However, high leverage and cyclical exposure increase credit risk.
CTO Realty Growth: Buy A High-Quality REIT Offering 8.4% Yield
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.
Dividend Harvesting Portfolio Week 243: $24,300 Allocated, $2,687.49 In Projected Dividends
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 Transcript
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.
CTO Realty (CTO) Beats Q3 FFO and Revenue Estimates
CTO Realty (CTO) came out with quarterly funds from operations (FFO) of $0.5 per share, beating the Zacks Consensus Estimate of $0.49 per share. This compares to FFO of $0.51 per share a year ago.
Best Value Stocks to Buy for Oct. 22
CTO, UVE and MMS made it to the Zacks Rank #1 (Strong Buy) value stocks list on Oct. 22, 2025.
CTO Realty Growth: This Beaten-Up High REIT Is Still Interesting, Yielding Over 9%
CTO Realty Growth offers a compelling value, trading at a near 10% discount to book value and yielding 9.67%. CTO's portfolio of open-air shopping centers in high-growth markets continues to drive strong revenue and EBITDA growth, with fully covered dividends. Despite recent share price declines and mixed Q2 results, the REIT's strategic asset repositioning and robust leasing activity support a bullish long-term outlook.
CTO Realty Growth: Retail Is Still Alive And Kicking, And This REIT Proves It
CTO Realty Growth gets a buy rating for my initial coverage, agreeing with the analyst consensus. Positives include a growing portfolio and development pipeline, a high dividend yield above 9%, positive operating cashflow, and geographic diversification across the southern US. The balance sheet risk factors remain modest in comparison to similar peers.
CTO Realty Growth, Inc. (CTO) Q2 2025 Earnings Call Transcript
CTO Realty Growth, Inc. (NYSE:CTO ) Q2 2025 Earnings Conference Call July 30, 2025 9:00 AM ET Company Participants Jenna McKinney - Corporate Participant John P. Albright - President, CEO & Director Philip R.
CTO Realty (CTO) Q2 FFO Lag Estimates
CTO Realty (CTO) came out with quarterly funds from operations (FFO) of $0.47 per share, missing the Zacks Consensus Estimate of $0.49 per share. This compares to FFO of $0.48 per share a year ago.
