Earnings summaries and quarterly performance for CTO Realty Growth.
Executive leadership at CTO Realty Growth.
John P. Albright
Detailed
President & Chief Executive Officer
CEO
DE
Daniel E. Smith
Detailed
Senior Vice President, General Counsel & Corporate Secretary
LM
Lisa M. Vorakoun
Detailed
Senior Vice President & Chief Accounting Officer
PR
Philip R. Mays
Detailed
Senior Vice President, Chief Financial Officer & Treasurer
SR
Steven R. Greathouse
Detailed
Senior Vice President & Chief Investment Officer
Board of directors at CTO Realty Growth.
Research analysts who have asked questions during CTO Realty Growth earnings calls.
Gaurav Mehta
Alliance Global Partners
6 questions for CTO
Also covers: ALEX, BRSP, CCIF +15 more
John Massocca
B. Riley Financial
6 questions for CTO
Also covers: BEEP, CMCT, DHC +13 more
Craig Kucera
Lucid Capital Markets
5 questions for CTO
Also covers: CIO, FPI, GNL +8 more
ME
Matthew Erdner
JonesTrading Institutional Services
3 questions for CTO
Also covers: ACR, ADAM, AGNC +23 more
RM
R.J. Milligan
Raymond James
3 questions for CTO
Also covers: ADC, FCPT, GLPI +5 more
Robert Stevenson
Janney Montgomery Scott LLC
3 questions for CTO
Also covers: ADC, AHH, AIV +17 more
JW
Jason Weaver
Unaffiliated Analyst
2 questions for CTO
Also covers: AGNC, ARR, BRSP +18 more
Jay Kornreich
Wedbush Securities
2 questions for CTO
Also covers: APLE, BNL, EPRT +10 more
MG
Michael Gorman
BTG Pactual
1 question for CTO
Also covers: BNL, CSR, ELME +14 more
RS
Rob Stevenson
Janney Montgomery Scott
1 question for CTO
Also covers: ADC, ALEX, CSR +8 more
Recent press releases and 8-K filings for CTO.
CTO Realty Growth Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
CTO
Earnings
Guidance Update
M&A
- CTO Realty Growth reported Q4 2025 Core FFO of $0.49 per diluted share and full-year 2025 Core FFO of $1.87 per diluted share. For 2026, the company provided initial guidance of Core FFO per diluted share between $1.98 and $2.03 and AFFO per diluted share between $2.11 and $2.16.
- The company achieved a record high leased occupancy of 95.9% and same property NOI growth for shopping centers of 4.3% in Q4 2025. For the full year 2025, they signed leases for a record 671,000 sq ft, including 592,000 sq ft of comparable leases at a cash rent increase of 24%.
- In Q4 2025, CTO acquired Pompano Citi Centre for $65.2 million, contributing to $166 million in total investments for the year at a weighted average initial cash yield of 9%. The company also sold the Shops at Legacy North for $78 million.
- CTO ended Q4 2025 with $167 million of liquidity and a net debt to EBITDA of 6.4 times. The company repurchased $9.3 million of common stock in 2025 at a weighted average price of $16.27 per share.
Feb 20, 2026, 2:00 PM
CTO Realty Growth Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Outlook
CTO
Earnings
Guidance Update
New Projects/Investments
- CTO Realty Growth reported Core FFO of $0.49 per diluted share for Q4 2025 and $1.87 per diluted share for the full year 2025, achieving a record high leased occupancy of 95.9%.
- The company completed $166 million in investments during 2025 at a 9% weighted average initial cash yield, including the Q4 2025 acquisition of Pompano Citi Centre for $65.2 million. Dispositions included the sale of the Shops at Legacy North for $78 million.
- Leasing activity for the full year 2025 was robust, with 671,000 sq ft signed, including 592,000 sq ft of comparable leases at a cash rent increase of 24%. The "Signed, Not Open" pipeline stands at $6.1 million, with almost half anticipated to be recognized in 2026.
- Initial 2026 guidance projects Core FFO per diluted share of $1.98-$2.03 and same-property NOI growth for shopping centers of 3.5%-4.5%. The company ended Q4 2025 with $167 million in liquidity and a net debt to EBITDA of 6.4x.
Feb 20, 2026, 2:00 PM
CTO Realty Growth Reports Q4 2025 Results and Provides 2026 Guidance
CTO
Earnings
Guidance Update
New Projects/Investments
- CTO Realty Growth reported Core FFO per share of $0.49 for Q4 2025, with a leased occupancy of 95.9% and 4.3% quarterly same-property NOI growth for shopping centers.
- The company provided 2026 guidance, projecting Core FFO per diluted share between $1.98 and $2.03 and AFFO per diluted share between $2.11 and $2.16.
- As of December 31, 2025, CTO's Enterprise Value was $1.3 billion , and its Income Properties Revenues reached $132 million for the year, reflecting a 21% CAGR since 2020.
- The net debt to pro forma adjusted EBITDA was 6.4x as of December 31, 2025.
Feb 20, 2026, 2:00 PM
CTO Realty Growth Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Outlook
CTO
Earnings
Guidance Update
New Projects/Investments
- CTO Realty Growth reported a record high leased occupancy of 95.9% and 4.3% same property NOI growth for its shopping centers in Q4 2025, with full-year 2025 comparable leases showing a 24% cash rent increase across 671,000 sq ft.
- For Q4 2025, Core FFO was $0.49 per diluted share, bringing the full-year 2025 Core FFO to $1.87 per diluted share. The company provided initial 2026 guidance for Core FFO per diluted share of $1.98-$2.03 and AFFO per diluted share of $2.11-$2.16.
- The company closed $166 million of investments in 2025 at a weighted average initial cash yield of 9%, including the Q4 acquisition of Pompano Citi Centre for $65.2 million. It also sold the Shops at Legacy North for $78 million and is under contract to acquire a Texas shopping center for approximately $83 million in Q1 2026.
- CTO ended 2025 with $167 million of liquidity and a net debt to EBITDA of 6.4 times. The Signed, Not Open pipeline stands at $6.1 million, representing approximately 5.8% of annual cash base rents, with almost half expected in 2026 and 100% in 2027.
Feb 20, 2026, 2:00 PM
CTO Realty Growth Reports Q4 and Full Year 2025 Operating Results, Provides 2026 Outlook
CTO
Earnings
Guidance Update
New Projects/Investments
- CTO Realty Growth reported Core FFO of $0.49 per diluted share for Q4 2025 and $1.87 per diluted share for the full year, with AFFO at $0.51 per diluted share for Q4 2025 and $1.97 per diluted share for the full year.
- The company achieved a record high leased occupancy of 95.9% at year-end 2025 and saw shopping center same-property net operating income increase by 4.3% in Q4 2025 and 4.4% for the full year.
- In 2025, CTO closed $165.9 million of investments and executed 592,000 square feet of comparable retail leases with a 24% increase in cash base rent.
- For 2026, CTO projects Core FFO per diluted share between $1.98 and $2.03 and AFFO per diluted share between $2.11 and $2.16, with shopping center same-property NOI growth of 3.5% to 4.5%.
- The company maintained $167.1 million in total liquidity as of December 31, 2025, and authorized a quarterly common stock dividend of $0.38 per share for Q1 2026.
Feb 19, 2026, 9:11 PM
CTO Realty Growth Reports Fourth Quarter and Full Year 2025 Operating Results
CTO
Earnings
Guidance Update
New Projects/Investments
- CTO Realty Growth reported Core FFO of $0.49 per diluted share for Q4 2025 and $1.87 per diluted share for the full year 2025, with AFFO at $0.51 per diluted share for Q4 2025 and $1.97 per diluted share for the full year 2025.
- The company achieved a record high leased occupancy of 95.9% as of December 31, 2025, and comparable retail leases signed in 2025 showed a 24% increase in cash base rent. Shopping center same-property net operating income (NOI) increased by 4.4% for the full year 2025.
- CTO closed $165.9 million of investments in 2025 at a weighted average initial cash yield of 9.0%, and has a current signed-not-open pipeline of $6.1 million.
- For 2026, the company provided an outlook for Core FFO per diluted share between $1.98 and $2.03 and AFFO per diluted share between $2.11 and $2.16. They anticipate 2026 investment volume of $100 million to $200 million and shopping center Same-Property NOI growth of approximately 3.5% - 4.5%.
- The Board authorized a Q1 2026 common stock dividend of $0.38 per share, and the company repurchased $9.3 million of common stock in 2025.
Feb 19, 2026, 9:05 PM
CTO Realty Growth Announces Full Year 2025 Investment Activity and Leasing Update
CTO
New Projects/Investments
M&A
- CTO Realty Growth's full year 2025 investment activity totaled $165.9 million at a weighted average initial cash yield of 9.0%.
- This included the acquisition of two shopping center properties for $144.9 million at an 8.7% weighted average initial cash yield, and $21.0 million in structured investment commitments at a 10.7% weighted average initial cash yield.
- The company also completed $85.1 million in disposition activity for two properties, representing a weighted average exit cash rate of mid-5%.
- At The Collection at Forsyth, three new leases with national retailers totaling approximately 12,000 square feet increased the center's leased occupancy to 93%.
Jan 6, 2026, 9:54 PM
CTO Realty Growth Signs Anchor Lease, Achieving 100% Occupancy at Seminole Towne Center
CTO
New Projects/Investments
Revenue Acceleration/Inflection
- CTO Realty Growth has signed an anchor lease with an investment-grade national retailer at Marketplace at Seminole Towne Center in Orlando, Florida.
- This new lease for 48,000 square feet consolidates former Big Lots space, small shop space, and new expansion space, bringing the Center to 100% leased occupancy.
- The initial term of the lease is 10 years, and the tenant is expected to open in early 2027.
- The company has now resolved seven of the ten vacant anchor spaces they were focused on and anticipates achieving a 40% to 60% positive cash leasing spread in total for all ten anchor spaces.
Dec 22, 2025, 11:55 AM
CTO Realty Growth Sells Shops at Legacy North
CTO
M&A
New Projects/Investments
- CTO Realty Growth, Inc. sold the Shops at Legacy North, a 243,000-square-foot mixed-use lifestyle center in Dallas, Texas, for $78.0 million.
- The sale price equates to $321 per square foot and an approximate low-5% exit cash cap rate.
- The net proceeds from the sale will be used as part of a Section 1031 like-kind exchange to retroactively fund the Pompano Citi Centre acquisition and for future acquisitions.
- Year-to-date disposition volume for the company, including this transaction, totals $85.1 million at a weighted average exit cash cap rate of mid-5%.
Dec 19, 2025, 9:35 PM
CTO Realty Growth Acquires Pompano Citi Centre
CTO
M&A
New Projects/Investments
- CTO Realty Growth, Inc. (CTO) announced the acquisition of Pompano Citi Centre for a purchase price of $65.2 million.
- The acquired property is an open-air retail center in Pompano Beach, Florida, comprising 509,000 square feet of operating space that is currently 92% occupied, along with 62,000 square feet of unfinished shell space.
- This acquisition expands CTO's Florida footprint and marks its first entry into the Fort Lauderdale market, contributing to a year-to-date investment volume of $149.9 million.
Dec 18, 2025, 12:16 PM
Quarterly earnings call transcripts for CTO Realty Growth.
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