Besides Wall Street's top-and-bottom-line estimates for UDR (UDR), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.
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UDR expands its LaSalle JV by $230M to $850M, adding 974 units and unlocking about $200M in cash to boost flexibility and long-term growth.
UDR Inc. (UDR) is a well-managed Apartment REIT offering a reliable 4.9% yield, trading at a 23% discount to fair value. UDR benefits from strong tenant retention, stable A- and B-quality suburban assets, and steady NOI growth, supported by macro tailwinds favoring multifamily rentals. Balance sheet metrics are solid, with a 28% debt ratio, sector-best 3.4% weighted average interest rate, and prudent debt maturity profile.
UDR, Inc. ( UDR ) Q3 2025 Earnings Call October 30, 2025 12:00 PM EDT Company Participants Trent Trujillo - Vice President of Investor Relations Tom Toomey - Chairman, President & CEO Michael Lacy - Senior VP & COO David Bragg - Senior VP & CFO Christopher Van ens Andrew Cantor Conference Call Participants Nicholas Joseph - Citigroup Inc., Research Division Sanketkumar Agrawal - Evercore ISI Institutional Equities, Research Division James Feldman - Wells Fargo Securities, LLC, Research Division Richard Hightower - Barclays Bank PLC, Research Division Jana Galan - BofA Securities, Research Division Austin Wurschmidt - KeyBanc Capital Markets Inc., Research Division Ami Probandt - UBS Investment Bank, Research Division Adam Kramer - Morgan Stanley, Research Division John Pawlowski - Green Street Advisors, LLC, Research Division Alexander Goldfarb - Piper Sandler & Co., Research Division Julien Blouin - Goldman Sachs Group, Inc., Research Division John Kim - BMO Capital Markets Equity Research Alex Kim - Zelman & Associates LLC Presentation Operator Ladies and gentlemen, greetings, and welcome to the UDR Inc. Third Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
UDR posts higher Q3 FFOA and raises full-year guidance, fueled by rent growth and resilient same-store NOI performance.
UDR's diversified portfolio and tech upgrades are set to lift Q3 performance, though rising rental supply may have tempered gains.
Despite a stable operating performance, UDR shares have meaningfully underperformed the broader market. While new supply has hampered rent growth, a falloff in supply from 2026 and beyond is supportive of stronger rent and NOI growth. UDR trades at a discount to its own historical trading range, multifamily peers, and recent private market transactions, suggesting shares are meaningfully undervalued.
UDR is a high-quality multifamily REIT trading at a discounted valuation with a diversified portfolio and strong operating fundamentals. Recent results show above-guidance revenue and NOI growth, improved tenant retention, and disciplined cost management, supporting a reliable 4.4% dividend yield. Supply headwinds in Sunbelt markets are expected to ease, positioning UDR for a return to mid-single-digit FFO growth and potential valuation upside.
UDR, Inc. (NYSE:UDR ) Q2 2025 Earnings Conference Call July 31, 2025 12:00 PM ET Company Participants Joseph D. Fisher - Chief Investment Officer & President Michael D.
UDR posts better-than-expected Q2 results and lifts 2025 FFOA guidance, fueled by higher lease rates and NOI growth.
Although the revenue and EPS for UDR (UDR) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.