Credit Rating For The Unrated (Part 12): CTO Realty Growth
CTO Realty Growth focuses on high-quality, retail-based properties in fast-growing U.S. markets with a strong asset base and stable income. The standout investment is CTO.PR.A, a 6.375% Series A cumulative preferred stock, currently yielding 7.49% with a robust change of control clause. Valuation metrics are attractive: forward P/FFO of 9.38, FFO yield of 5.3%, and an 8.78% common dividend yield, supporting income-focused investors.
CTO Realty Growth: This Near 9% Yield Is A Gift For Long-Term Investors
CTO Realty Growth offers a compelling long-term opportunity with a nearly 9% yield and a discounted valuation, despite recent price declines. Strategic acquisitions in fast-growing Sun Belt markets and ongoing portfolio repositioning set CTO up for strong future growth and upside. While tenant risk and occupancy remain concerns, CTO's solid balance sheet, safe dividend, and potential for AFFO growth support my bullish outlook.
I'm Locking 7-8% Yields For Future Retirement Income
I prefer high-yielding dividend stocks that enable me to redeploy cash at regular intervals. I highlight 2 such undervalued names that are poised to deliver potentially strong returns. Both have strong business models that have enabled them to grow their asset base, all while supporting hefty dividends for shareholders.
CTO Realty Growth: A High-Yield High-Growth Opportunity
I am bullish on CTO Realty Growth due to its undervaluation, strong financials, and strategic focus on high-growth Sun Belt markets. CTO's disciplined capital recycling strategy and high-yield acquisitions enhance portfolio quality and support sustainable long-term growth. The company's attractive 8.6% dividend yield, strong leasing activity, and SNO pipeline ensure stable income and future cash flow growth.
CTO Realty Growth, Inc. (CTO) Q1 2025 Earnings Call Transcript
CTO Realty Growth, Inc. (NYSE:CTO ) Q1 2025 Earnings Conference Call May 2, 2025 9:00 AM ET Company Participants Jenna McKinney - Director of Finance John Albright - President and Chief Executive Officer Phil Mays - Senior Vice President, Chief Financial Officer and Treasurer Conference Call Participants RJ Milligan - Raymond James Rob Stevenson - Janney Montgomery Scott Matthew Erdner - JonesTrading John Massocca - B. Riley Securities Gaurav Mehta - Alliance Global Partners Craig Kucera - Lucid Capital Markets Operator Good day, and thank you for standing by.
Here's What Key Metrics Tell Us About CTO Realty (CTO) Q1 Earnings
While the top- and bottom-line numbers for CTO Realty (CTO) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
CTO Realty (CTO) Q1 FFO and Revenues Beat Estimates
CTO Realty (CTO) came out with quarterly funds from operations (FFO) of $0.49 per share, beating the Zacks Consensus Estimate of $0.48 per share. This compares to FFO of $0.52 per share a year ago.
CTO Realty: Both The Ordinary And Series A Preferred Shares Flash Value
CTO Realty Growth is escalating its new lease spreads at speed and adding to its asset base in blocks. The REIT is sector-diversified, and strategic exposure to Alpine might unlock smoothed returns. Recent acquisitions suggest tactical prowess, with cap rates of circa 8.2% locked in.
Is the Options Market Predicting a Spike in CTO Realty Growth (CTO) Stock?
Investors need to pay close attention to CTO Realty Growth (CTO) stock based on the movements in the options market lately.
CTO Realty's Growth Is About To Kick In
CTO Realty Growth's stock dropped 7% due to a slight AFFO guidance miss for 2025, despite strong underlying fundamentals and growth prospects. The company has $5.2 million in SNO leases and expects significant AFFO accretion from these leases starting primarily in 2026. Replacement of bankrupt tenants is expected to yield 40%-60% higher rents, with new leases commencing in 2026, enhancing future revenue.
CTO Realty Growth: One Of My Favorite REITs Because Of Growth Potential
CTO Realty Growth is a standout REIT with a focus on high-quality, multi-tenant assets in economically strong areas, showing significant revenue and EBITDA growth. CTO trades at a discount to book value, offers a nearly 8% dividend yield, and has a high occupancy rate exceeding 93%. Risks include sensitivity to interest rates and regional economic dependence, but potential Fed rate cuts could lower borrowing costs and boost property values.
CTO Realty Preferred Stock: 7.5% Yield And 15% Discount Make It A Buy
CTO Realty Growth Preferred Series A Stock offers a 7.5% yield, trades at a 15% discount to par, and provides strong income protection. CTO's strategic investments in high-growth markets and diversified, e-commerce resilient portfolio ensure long-term resilience and robust performance. The preferred series CTO.PR.A is cumulative and is well-covered by cash flow, making it a reliable income source over common dividends.
