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Camden Property Trust (CPT) investor relations material
Camden Property Trust BofA Securities 2025 Global Real Estate Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.BofA Securities 2025 Global Real Estate Conference summary10 Sep, 2025
Portfolio overview and market positioning
Operates nearly 60,000 apartment homes in 15 major U.S. markets, with 75% in the Sunbelt and a $16B market cap.
60% of assets are suburban, and over 60% are Class B, targeting high-growth markets with strong job and population trends.
Focuses on capital recycling, acquisitions, dispositions, and maintaining a strong balance sheet with low leverage and high liquidity.
Completed $338M in acquisitions and $174M in dispositions YTD, with more sales expected in Q4 2025.
No significant debt maturities until late next year, with plans to refinance $500M at potentially lower rates.
Operating performance and guidance
Third-quarter operating trends align with guidance; balancing occupancy with lease and renewal rates to maximize revenue.
Bad debt and delinquencies are trending lower, with high resident retention and low turnover; move-outs for home purchases remain at 10%.
2025 guidance: core FFO per share of $6.81, same-property revenue growth of 1%, expense growth of 2.5%, and NOI growth of 25 bps at midpoint.
Leasing trends and supply-demand dynamics
Spring-summer leasing season saw increased price sensitivity and higher concessions due to new supply, but renewals remain strong.
Absorption of record new supply occurred despite lower-than-expected job growth, indicating robust demand.
Rent vs. buy discount remains significant (50-60% in most markets), supporting high retention and low move-outs to home purchases.
When will new multifamily development become viable?
Revised job numbers: demand outlook impact?
Rent growth outlook for high-supply markets?
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Next Camden Property Trust earnings date
Q3 20257 Nov, 2025
Next Camden Property Trust earnings date
Q3 20257 Nov, 2025
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Frequently asked questions
Camden Property Trust is a self-administered and self-managed real estate investment trust (REIT), incorporated in Delaware and in the business of investing in real estate. The Company is an internally managed REIT primarily engaged in the ownership, management, development, redevelopment, acquisition and construction of multifamily apartment communities.
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