Logotype for Federal Realty Investment Trust

Federal Realty Investment Trust (FRT) investor relations material

Federal Realty Investment Trust BofA Securities 2025 Global Real Estate Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Federal Realty Investment Trust
BofA Securities 2025 Global Real Estate Conference summary9 Sep, 2025

Company overview and market positioning

  • Operates a high-quality, retail-led REIT with a diversified portfolio including retail, residential, and office, with 80% of income from retail.

  • Focuses on mixed-use, lifestyle, and grocery-anchored shopping centers, avoiding enclosed malls.

  • Has increased dividends annually since 1967, highlighting portfolio stability.

  • Maintains dominance in coastal markets and is expanding into new regions with large, affluent trade areas.

  • Demand for high-quality retail exceeds supply, supporting a positive outlook.

Acquisition and expansion strategy

  • Recent acquisitions include four major centers totaling over $750 million and 2 million sq ft, delivering 4.5% annual growth and 9% 10-year unlevered IRRs.

  • Expansion targets affluent markets with dominant centers, large trade areas, and strong job bases.

  • New markets are selected based on retailer demand and potential to replicate past success.

  • Notable new tenants signed include Lululemon, Anthropologie, Kendra Scott, Coach, and Aerie.

  • Pipeline includes two properties under control, with ongoing due diligence for further acquisitions.

Capital allocation and funding

  • Capital recycling strategy involves selling non-core or mature assets to fund new acquisitions.

  • $1.6 billion in liquidity available, with $400 million in near-term asset sales and $1 billion on the shelf.

  • Redeploying capital into assets with high-6% to 7% initial yields and long-term IRRs around 9%.

  • Considering leveraging external capital platforms for further growth.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Federal Realty Investment Trust earnings date

Logotype for Federal Realty Investment Trust
Q3 202531 Oct, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Federal Realty Investment Trust earnings date

Logotype for Federal Realty Investment Trust
Q3 202531 Oct, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Federal Realty Investment Trust is real estate company operating in the ownership, operation and redevelopment of high-quality retail-based properties located primarily in major coastal markets from Washington, D.C. to Boston as well as San Francisco and Los Angeles. Federal Realty's portfolio (excluding joint venture properties) contains approximately 23 million square feet located primarily in strategic metropolitan markets.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage