CTO Realty Growth Inc (NYSE:CTO)

Q1 2026 CTO Realty Growth Inc Earnings Call Transcript

Apr 29, 2026 / 01:00 PM GMT

Release Date Price: $20.43 (+3.71%)

Transcript 10-Q8-K

Key Points

Positve

CTO Realty Growth Inc (CTO) reported a strong quarter with robust leasing and same-store NOI growth.
The company completed an $81.6 million acquisition of a high-quality shopping center in Texas, enhancing its portfolio.
Leasing activity was strong, with 153,000 square feet of leases, renewals, and extensions executed, including a 14% average cash rent increase.
The portfolio was 95.4% leased at quarter-end, with a pipeline of $6.2 million in annual cash base rent expected to provide earnings tailwind.
CTO Realty Growth Inc (CTO) increased its guidance for core FFO and AFFO per diluted share, implying approximately 12% growth at the midpoints.

Negative

Carolina Pavilion remains the only shopping center with lease occupancy below 90%, currently at 83%.
The company faces challenges with slow lease negotiations for large national companies, potentially delaying rent commencement.
The anticipated sale of Madison Yards, while reducing AMC theater exposure, may impact short-term earnings.
Structured investments increased exposure to 11% of undepreciated assets, with potential to reach 15%, which may raise risk.
The company did not include disposition volume in its guidance, creating uncertainty around future asset sales.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CTO.N - CTO Realty Growth Inc
Q1 2026 CTO Realty Growth Inc Earnings Call
Apr 29, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, and thank you for standing by.

Welcome to the CTO Realty Growth Q1 2026 Earnings Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session.

To ask the question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star 11 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Jenna McKinney, Director of Finance. Please go ahead.

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