About UDR, Inc. DENVER--(BUSINESS WIRE)--UDR, Inc. (the "Company†) (NYSE: UDR), a leading multifamily real estate investment trust, announced today that it will release its fourth quarter and full-year 2025 financial results on Monday, February 9, 2026, after the market closes. A webcast and conference call that will be open to the public will be held on Tuesday, February 10, 2026, at 12:00 p.m. Eastern Time. Domestic: 1-877-423-9813 International: 1-201-689-8573 To access a playback of the conference cal ...

DENVER--(BUSINESS WIRE)--UDR, Inc. (the "Company†) (NYSE: UDR), a leading multifamily real estate investment trust, reported today the tax status of its 2025 distributions paid to shareholders. The following table summarizes the nature of these cash distributions per share and provides the appropriate Form 1099-DIV box number: | | | | | Box 2a | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | Box 1a 1Box 1b | Total | 2Box 2b | 1Box 2e 2Box 2f | Box 3 | 1Box 5 | | Record Payment | | ...

Group 1 - LaSalle Investment Management focuses on partnering with experienced operators for value-add investments in U.S. housing markets, targeting well-located multifamily assets for operational improvements and long-term value creation [3][4] - In July 2023, LaSalle and UDR formed a joint venture worth $510 million to acquire high-quality communities with operational upside, which expanded to $850 million by December 2025 [5] - UDR will maintain 51% ownership of the contributed apartment communities and will leverage the joint venture's total debt to approximately 33% [6] Group 2 - UDR is set to receive around $200 million in cash from the joint venture transaction, which will be allocated for share repurchases, debt repayment, and general corporate purposes [7] - LaSalle completed a $250 million co-investment with Cortland Enhanced Value Fund VI into a portfolio of 19 multifamily properties acquired for $1.6 billion, supporting value-add repositioning [8] - The investment represents 34% of the equity in a nearly 6,000-unit portfolio located in metro Atlanta, Washington, D.C., and Northern Virginia, with Cortland managing the properties [8]

Core Viewpoint - UDR, Inc. is a multifamily real estate investment trust (REIT) with a market cap of $12.1 billion, focusing on high-quality apartment communities across the U.S. and is expected to announce its fiscal Q4 earnings for 2025 soon [1] Financial Performance - Analysts expect UDR to report an FFO of $0.64 per share for fiscal Q4 2025, reflecting a 1.6% increase from $0.63 per share in the same quarter last year [2] - For FY2025, the expected FFO is $2.54 per share, which is a 2.4% increase from $2.48 per share in fiscal 2024 [3] Stock Performance - UDR's shares have declined by 10.4% over the past 52 weeks, underperforming the S&P 500 Index's return of 17.1% and the Real Estate Select Sector SPDR Fund's marginal increase during the same period [4] - The company has faced challenges due to weaker rental and rent-growth trends in key markets and elevated new apartment supply, which have affected rent and net operating income momentum [5] Analyst Ratings - Wall Street analysts have a "Moderate Buy" rating for UDR, with 24 analysts covering the stock: 7 recommend "Strong Buy," 15 suggest "Hold," and 2 indicate "Strong Sell." The mean price target is $40.30, suggesting a potential upside of 9.5% from current levels [6]

DENVER--(BUSINESS WIRE)--UDR, Inc. (the "Company†) (NYSE: UDR), a leading multifamily real estate investment trust, announced today the appointment of Ellen M. Goitia to its Board of Directors, effective January 1, 2026. Ms. Goitia will serve as an independent director and has been appointed to the Nominating and Governance Committee and the Audit and Risk Management Committee. Her appointment was executed under the Board of Directors' long-term succession plan with respect to director refreshment and exp ...

Core Insights - The company is launching a promotional offer for new members, providing a $100 discount and a 30-day money-back guarantee to encourage sign-ups for the year 2026 [1] - The company has released its Top Picks for 2026, indicating a focus on identifying profitable investment opportunities [1] - The company invests over $100,000 annually in research to find the most lucrative opportunities, which has resulted in over 500 five-star reviews [1] Promotional Details - The limited-time offer is designed to attract new members and is positioned as a risk-free opportunity [2] - The urgency of the offer is emphasized by stating that it ends soon, encouraging immediate action from potential members [2]

Core Insights - U.S. apartment demand has decelerated in Q3 2025, with occupancy falling and rent cuts persisting across the market [1][4] - Despite the current challenges, there is optimism for residential REITs like Essex Property Trust, UDR, and Camden Property Trust in 2026 due to favorable demographic trends and easing supply pressures [2][10] Apartment Market Overview - U.S. apartment occupancy decreased by 10 basis points year-over-year to 94.8% in November 2025, marking the first annual decline since August 2024 [4] - Effective asking rents dropped 0.4% in November and 0.7% annually, with the average effective rent at $1,852 [4] - Rent growth is softening as owners adopt defensive leasing strategies, focusing on maintaining occupancy rather than increasing rents [3] Regional Performance - Rent cuts have varied by region, with the most significant declines in Southern and Western markets, while tech-focused coastal cities like San Francisco and New York have seen slight rent increases [6][7] - Cities like Tampa, Nashville, and Las Vegas are also experiencing softening, while St. Louis has emerged as a top-performing city [6][7] Economic Conditions - Macroeconomic conditions are mixed, with positive but slowing employment growth; job growth is expected to remain soft in 2026, but the unemployment rate is low enough to support wage increases [8] - Despite concerns about tariffs, inflation is largely under control, which may benefit the multifamily housing sector [8] Outlook for REITs - The long-term outlook for multifamily housing remains healthy, supported by rising household formation and limited homeownership affordability [9] - Essex Property Trust (ESS) expects 2026 revenues of $1.96 billion, a 3.7% year-over-year increase, with a core FFO per share of $16.28, indicating 1.9% growth [14] - UDR anticipates 2026 revenues of $1.75 billion, reflecting a 2.9% year-over-year rise, with a core FFO per share of $2.56, implying a 1.1% increase [17] - Camden Property Trust (CPT) projects 2026 revenues of $1.61 billion, a 2.2% year-over-year rise, with a core FFO per share of $6.94, indicating a 1.4% increase [20]

Core Insights - UDR Inc. has expanded its joint venture with LaSalle Investment Management by an additional $230 million, increasing the total size of the JV to approximately $850 million, which enhances UDR's financial flexibility and supports long-term growth [2][5] Group 1: Joint Venture Expansion - The transaction involves UDR contributing four additional apartment communities totaling 974 units, bringing the total number of units in the joint venture to 2,564, which provides geographical diversification and stable returns [3][7] - UDR will maintain a 51% ownership stake in the newly added communities and will encumber these assets with 50% debt, raising the total JV-level leverage to nearly 33% [4][7] Group 2: Financial Implications - UDR expects to receive around $200 million in cash proceeds from the transaction, which will be used for share repurchases, debt repayment, and general corporate purposes [4][7] - The expanded partnership positions UDR for growth by creating a platform for further acquisitions or expansions while sharing risk with a strong institutional partner [5] Group 3: Market Performance - Over the past month, UDR's shares have increased by 4.2%, outperforming the industry growth of 2.3%, indicating positive market sentiment [6] - Analysts have revised the Zacks Consensus Estimate for UDR's 2025 AFFO per share upward to $2.53, reflecting bullish sentiment [6]

Core Viewpoint - Morgan Stanley has made significant adjustments to the ratings of nine popular investment targets in the REITs and real estate services sector for 2026, with seven downgrades and two upgrades, reflecting a more stratified rating distribution as the probability of a soft landing for the U.S. economy increases and the Fed's rate-cutting cycle is expected to continue [1][2]. Group 1: Downgraded Companies - Realty Income (O.US) rating downgraded from "Neutral" to "Underweight" due to its large scale making it difficult to achieve above-average profit growth compared to its net lease REIT peers [3]. - Public Storage (PSA.US) rating downgraded from "Overweight" to "Neutral" as improvements in core growth rates are expected to take longer and not follow a straight line [3]. - Welltower (WELL.US) rating downgraded from "Overweight" to "Neutral" based on a short-term stock price judgment rather than any deterioration in growth prospects [3]. - Regency Centers (REG.US) rating downgraded from "Overweight" to "Neutral," which is also a temporary stock trend judgment, as REG is still considered to have one of the best platforms in the REIT sector with optimistic long-term growth prospects [3]. - Kennedy Wilson (KW.US) rating downgraded from "Neutral" to "Underweight" due to limited upside potential from a pending privatization offer [4]. - UDR (UDR.US) rating downgraded from "Neutral" to "Underweight" [4]. - SmartStop (SMA.US) rating adjusted from "Overweight" to "Neutral" [4]. Group 2: Upgraded Companies - Federal Realty Investment Trust (FRT.US) rating upgraded from "Neutral" to "Overweight" as the company effectively recycles capital from mature assets into higher-quality retail assets, improving growth visibility for 2026 [5]. - Camden Property Trust (CPT.US) rating upgraded from "Underweight" to "Neutral" due to a stronger balance sheet providing greater flexibility for buybacks and development, significantly improving relative risk-reward compared to UDR [5].

Core Viewpoint - Morgan Stanley has made significant rating adjustments for nine popular investment targets in the REITs and real estate services sector, with seven downgrades and two upgrades, reflecting a more stratified rating distribution as the U.S. economy approaches a soft landing and the Federal Reserve's interest rate cut cycle is expected to continue [1][2]. Group 1: Downgraded Companies - Realty Income (O.US) rating downgraded from "Neutral" to "Underweight" due to its large scale making it difficult to achieve above-average profit growth compared to its net lease REIT peers [2]. - Public Storage (PSA.US) rating downgraded from "Overweight" to "Neutral" as improvements in core growth rate are expected to take longer and not follow a straight line [2]. - Welltower (WELL.US) rating downgraded from "Overweight" to "Neutral" based on a short-term stock price judgment rather than any deterioration in growth prospects [2]. - Regency Centers (REG.US) rating downgraded from "Overweight" to "Neutral," which is also a temporary stock trend judgment despite its strong long-term growth outlook [2]. - Kennedy Wilson (KW.US) rating downgraded from "Neutral" to "Underweight" due to limited upside from a pending privatization offer [3]. - UDR (UDR.US) rating downgraded from "Neutral" to "Underweight" [3]. - SmartStop (SMA.US) rating adjusted from "Overweight" to "Neutral" [3]. Group 2: Upgraded Companies - Federal Realty Investment Trust (FRT.US) rating upgraded from "Neutral" to "Overweight" as it effectively recycles capital from mature assets into higher-quality retail assets, improving growth visibility for 2026 [4]. - Camden Property Trust (CPT.US) rating upgraded from "Underweight" to "Neutral" due to its stronger balance sheet providing greater flexibility for buybacks and development in 2026, significantly improving relative risk-reward [4].