DENVER--(BUSINESS WIRE)--UDR, Inc. (the "Company†) (NYSE: UDR), a leading multifamily real estate investment trust, announced today that it will release its third quarter 2025 financial results on Wednesday, October 29, 2025, after the market closes. A webcast and conference call that will be open to the public will be held on Thursday, October 30, 2025, at 12:00 p.m. Eastern Time. During the webcast and conference call, company officers will review third quarter 2025 results, discuss recent ev. ...

Oct 7, 2025 4:16 PM Eastern Daylight Time DENVER--(BUSINESS WIRE)--UDR, Inc. (the "Company†) (NYSE: UDR), a leading multifamily real estate investment trust, announced today the appointment of Richard "Ric†B. Clark to its Board of Directors, effective October 3. Mr. Clark will serve as an independent director and has been appointed to the Nominating and Governance Committee and the Audit and Risk Management Committee. His appointment, which follows the departure of two long-tenured directors earlier in 20 ...

Like the rest of the multifamily REIT space, UDR, Inc. (NYSE: UDR ) shares have performed poorly thus far in 2025, with shares off 16% year-to-date versus double-digit gains in the broader S&P 500 index (Analyst’s Disclosure:I/we have a beneficial long position in the shares of UDR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship ...

Group 1 - UDR, Inc. has one of the highest dividend yields in the apartment REIT sector, making it attractive to value-seeking investors [1] - The stock has underperformed the broader market significantly, indicating potential investment opportunities [1] - The company is expected to post strong financial results, contributing to its appeal among investors [1] Group 2 - The investing group led by Julian focuses on stocks with a high probability of delivering significant alpha compared to the S&P 500 [1] - Julian's investment strategy combines growth-oriented principles with strict valuation criteria, enhancing the margin of safety [1] - The group offers exclusive access to high-conviction stock picks, comprehensive research reports, and real-time trade alerts [1]

Core Insights - UDR has one of the highest dividend yields in the apartment REIT sector, making it attractive for value-seeking investors in a sector that has underperformed the broader market significantly [1] - The company is expected to deliver solid performance, indicating potential for growth and investment opportunities [1] Company Overview - UDR is positioned in the apartment REIT sector, which has seen a decline compared to the overall market [1] - The stock may appeal to investors looking for value amidst this underperformance [1] Investment Strategy - The investment approach focuses on identifying undervalued companies with strong balance sheets and management teams, particularly in sectors with long-term growth potential [1]

Company Overview - UDR, Inc. is a leading multifamily real estate investment trust (REIT) managing, acquiring, and developing apartment communities in major U.S. cities, owning over 60,000 apartment homes [1] - Founded in 1972, UDR has a strong reputation for consistent performance and innovation in urban housing, headquartered in Highlands Ranch, Colorado, with a market capitalization of $12.39 billion [2] Stock Performance - UDR's stock has faced pressure from the broader REIT market and high interest rates, dropping to a 52-week low of $36.61 in April, but has since increased by 2.5% from this low; however, it has declined by 9.4% over the past three months [3] - Over the past 52 weeks, UDR's stock has declined by 19.1% and 13.6% year-to-date (YTD), while the Real Estate Select Sector SPDR Fund has dropped 6.4% over the same period but gained 3.3% YTD [4] Financial Results - On July 30, UDR reported its second-quarter results for fiscal 2025, with total revenues increasing by 2.4% year-over-year (YOY) to $425.40 million, exceeding Wall Street analysts' expectations of $422.20 million [5] - The funds from operations as adjusted (FFOA) grew by 3.2% from the prior year's period to $0.64 per share, also higher than the expected $0.62 per share; despite these results, UDR's stock dropped 2% intraday on July 30 and 1.3% on July 31 [6]

Company Overview - UDR Inc. is a real estate investment trust (REIT) that focuses on owning, operating, acquiring, developing, and managing apartment communities across the U.S. [1] Earnings Expectations - UDR is set to report its Q3 2025 earnings on October 29, with Wall Street analysts expecting an EPS of $0.33, a decrease from $0.62 in the prior-year period. Quarterly revenue is anticipated to reach $430.42 million, an increase from $418.09 million a year earlier [2]. Historical Performance - Ten years ago, UDR's stock traded at approximately $33.53 per share. An investment of $10,000 would have allowed the purchase of roughly 298 shares, which would now be valued at $37.57 per share, resulting in a current investment value of $11,205 from stock price appreciation alone. Additionally, UDR paid about $15.10 in dividends per share over the last decade, totaling $4,503 from dividends. The total value of the investment would be $15,708, representing a total return of 57.08%, significantly lower than the S&P 500's total return of 295% during the same period [3][4]. Dividend Information - UDR's current dividend yield is 4.61%, and over the past 10 years, it has paid approximately $15.10 in dividends per share [4]. Analyst Ratings and Price Target - UDR has a consensus rating of "Neutral" with a price target of $44.11 based on the ratings of 24 analysts, indicating a potential upside of more than 17% from the current stock price [6]. Recent Financial Performance - In Q2 2025, UDR reported FFO of $0.64, exceeding the consensus estimate of $0.62, and revenues of $423 million, slightly above the consensus of $421.96 million [6]. Market Outlook - The CEO of UDR, Tom Toomey, highlighted a resilient employment market, continued personal income growth, and favorable affordability for apartments as factors contributing to strong results in the first half of 2025. Despite macroeconomic and political uncertainties, the demand for apartments remains healthy, prompting an increase in full-year 2025 FFOA per diluted share and SameStore growth guidance expectations [7].

DENVER--(BUSINESS WIRE)--UDR, Inc. (NYSE: UDR), a leading multifamily real estate investment trust, today announced that its Board of Directors declared a regular quarterly dividend on its common stock for the third quarter of 2025 in the amount of $0.43 per share, payable in cash on October 31, 2025 to UDR common stock shareholders of record as of October 9, 2025. The October 31, 2025 dividend will be the 212th consecutive quarterly dividend paid by the Company on its common stock. UDR also an. ...

Core Viewpoint - Goldman Sachs analyst Julien Blouin expresses caution regarding the residential REIT sector, highlighting challenges for the second half of 2025 and into 2026 due to weaker job growth, slowing migration trends in Sunbelt markets, and rising supply forecasts [1][8][10] Company Summaries - **Camden Property Trust (CPT)**: Downgraded to Sell with a price forecast of $106, down from $118, due to persistent vacancy and supply issues in Sunbelt markets. Expected rent growth for 2026 is only +1.4%, significantly below management's guidance of over 4% [2] - **American Homes 4 Rent (AMH)**: Downgraded to Neutral from Buy, with a price forecast of $37, down from $43. Analysts note a weaker home-selling environment is creating "shadow supply," impacting rent growth through 2026 [3] - **Invitation Homes Inc (INVH)**: Remains the only Buy-rated stock, though price forecast trimmed to $36 from $37. Analysts believe INVH's scale and relative valuation position it better than peers despite moderating rent trends [4] - **Mid-America Apartments Communities Inc (MAA)**: Maintained at Neutral with a price forecast cut to $148 from $163. Updated rent growth models led to the reduction, although lower same-store expenses provided some offset [5] - **Equity Residential (EQR)**: Also rated Neutral, with a slight price forecast reduction to $70 from $72. Key headwinds include softening trends in Washington, D.C., and Boston submarkets [5] - **Essex Property Trust Inc (ESS)**: Rated Neutral, with a price forecast nudged up to $291 from $288. Projected sector-leading rent growth in 2026-2027 is tempered by near-term challenges in Los Angeles submarkets [6] - **UDR Inc. (UDR)**: Maintained at Sell with a price forecast of $37. Analysts cut second-half 2025 lease growth projections due to rising vacancies and slowed rent growth in Washington D.C. and Boston [7] Sector Insights - The residential REIT sector is facing headwinds from persistent supply growth and decelerating migration, particularly in Sunbelt markets, which have absorbed record volumes in recent years [8] - Rent growth expectations for 2026 may be overstated, with subdued performance anticipated in key markets like Houston, Dallas, and Phoenix. Coastal markets, particularly Washington D.C. and Boston, are expected to weaken further [9] - The sector is experiencing one of the weakest job growth environments outside of a recession, limiting demand from significantly outpacing supply [10]

Industry Overview - The Zacks REIT and Equity Trust - Residential industry is currently facing challenges due to oversupply and economic uncertainty, particularly in the Sun Belt region, leading to weakened rents and occupancy levels [1][4] - The industry includes companies that own, develop, and manage various residential properties, generating revenue primarily through renting spaces to tenants [3] Current Market Dynamics - A surge in new apartment construction has resulted in modest rent declines and slight dips in occupancy, forcing landlords to offer concessions to attract and retain tenants [4][5] - Broader macroeconomic pressures, including tariffs and labor market strains, are impacting renter affordability and investor sentiment [6][7] Demand and Retention - Despite the oversupply, strong rental demand persists due to demographic-driven household formation and high homeownership costs, which limit the ability of renters to purchase homes [2][8] - Landlords are focusing on property upgrades and enhancing resident experiences to support tenant retention and drive renewal lease growth [9] Industry Performance - The REIT and Equity Trust - Residential industry has underperformed the broader Finance sector and the S&P 500, declining 16.6% over the past year compared to the S&P 500's 19.9% increase [14] - The industry's Zacks Industry Rank is 161, placing it in the bottom 34% of around 250 Zacks industries, indicating dim near-term prospects [11][12] Valuation Metrics - The industry is currently trading at a forward 12-month price-to-FFO ratio of 15.15, which is above the Finance sector's forward P/E of 17.60 but below the S&P 500's forward P/E of 23.39 [17] - Over the last five years, the industry has traded between a high of 26.19 and a low of 13.61, with a median of 16.98 [21] Company Highlights - **Equity Residential (EQR)**: Focused on urban and high-density suburban areas, EQR is expected to benefit from favorable apartment market demand, with projected same-store revenue growth of 2.6-3.2% for 2025 [22][24] - **UDR, Inc.**: Manages a diversified portfolio of A/B quality properties, experiencing low resident turnover and benefiting from healthy demand amid favorable demographic trends [27][29] - **American Homes 4 Rent (AMH)**: Focuses on single-family rentals, benefiting from strong demand as millennials transition from apartments to single-family homes, with high occupancy rates averaging around 96% [31][34]