CTO Realty Growth Q4 Earnings Call Highlights

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Fri, February 20, 2026 astatine 10:00 AM CST 8 min read

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CTO reported a leasing-driven 4th with grounds leased occupancy of 95.9%, 4.3% same-property NOI maturation successful Q4, and beardown lease enactment (Q4: 189,000 sq ft signed with a 31% currency rent summation connected comparable deals; full-year: 671,000 sq ft signed, 24% currency rent increase).
Management made worldly advancement connected anchor backfills—resolving 7 anchors (totaling 177,000 sq ft) and signing a 48,000‑sq ft nationalist tenant—expecting a astir 60% affirmative currency rent spread, and a $6.1 million Signed‑Not‑Open pipeline (~5.8% of yearly currency basal rent) mostly online by 2027.
Financially, Q4 Core FFO was $15.8 million ($0.49 per share) and FY Core FFO was $60.5 million ($1.87), with progressive superior deployment including the $65.2 million Pompano acquisition and $166 million of 2025 investments astatine a ~9% yield; CTO guided 2026 Core FFO to $1.98–$2.03 per stock (AFFO $2.11–$2.16) and ended the twelvemonth with $167 million of liquidity.
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CTO Realty Growth (NYSE:CTO) executives said the REIT finished 2025 with what absorption called a “robust” 4th quarter, citing grounds leased occupancy, accelerating leasing spreads, and ongoing advancement re-tenanting vacant anchor abstraction crossed the portfolio.

President and CEO John Albright highlighted grounds leased occupancy of 95.9% astatine year-end and reported 4.3% same-property NOI maturation for the company’s buying centers successful the 4th quarter. Albright attributed results to the company’s absorption connected buying centers successful “higher maturation Southeast and Southwest markets” on with proactive plus absorption and leasing.

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Retail leasing was a cardinal taxable of the call. During the 4th quarter, CTO signed leases for 189,000 quadrate feet, including 167,000 quadrate feet of comparable leases, with a 31% currency rent summation connected those comparable deals. For the afloat year, CTO signed a grounds 671,000 quadrate feet, including 592,000 quadrate feet of comparable leases astatine a 24% currency rent increase.

Management besides elaborate advancement connected backfilling 10 vacant anchor spaces. In the 4th quarter, the institution signed a 48,000-square-foot lease with a nationalist investment-grade retailer astatine Marketplace astatine Seminole Towne Center. Albright said that azygous lease consolidated aggregate spaces, including the 34,000-square-foot erstwhile Big Lots box, 9,000 quadrate feet of tiny store space, and 5,000 quadrate feet of enlargement space.

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