CTO Realty Growth Inc (FRA:8QB0)

Q2 2026 CTO Realty Growth Inc Earnings Call Transcript

Jul 29, 2026 / 01:00 PM GMT

Release Date Price: €18.94 (-0.21%)

Transcript 10-Q8-K

Key Points

Positve

CTO Realty Growth Inc (CTO) reported strong same-property NOI growth of 10.1% for the quarter, driven by robust leasing activity.
The company executed 25 new leases, renewals, and extensions totaling 213,000 square feet, with a positive cash rent spread of 6%.
CTO Realty Growth Inc (CTO) completed $153 million of investments at a weighted average initial yield of 10.2%.
The company's total portfolio was 95.4% leased at quarter-end, reflecting a 150 basis point increase from the previous year.
CTO Realty Growth Inc (CTO) raised its full-year 2026 core FFO guidance, indicating confidence in continued strong performance.

Negative

The spread between leased and occupied rates remains at 400 basis points, indicating a lag in occupancy.
The company faces potential challenges with a significant portion of ABR rolling over in 2027, requiring proactive lease negotiations.
CTO Realty Growth Inc (CTO) has a remaining debt maturity of $17.8 million in 2026, which will need to be addressed.
The company anticipates a moderation in same-property NOI growth in the latter half of the year due to tougher comparables.
CTO Realty Growth Inc (CTO) is still working on resolving one vacant anchor box, which could impact future leasing momentum.

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

CTO.N - CTO Realty Growth Inc
Q2 2026 CTO Realty Growth Inc Earnings Call
Jul 29, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to the CTO Reality Growth Q2 2026 Earnings Conference 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 a question during the session, you will need to press *11 on your telephone. You will then hear an automated message advising that your hand is raised.

To withdraw your question, please press *11 again.

Please be advised that today's conference is being recorded.

I would now like to hand the conference over to Jenna McKinney, Director of Finance. Please go ahead.

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Unidentified_2 [2]
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