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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Kite Realty Group Trust
Kite Realty Group Trust (KRG) investor relations material
Kite Realty Group Trust Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary17 Feb, 2026
Executive summary
Achieved record leasing in 2025, leasing nearly 5 million sq ft and signing 28 anchor tenants, with a portfolio of 169 operating properties and 27M SF owned GLA, 95.1% leased at year-end.
Formed two joint ventures with GIC totaling $1 billion in gross asset value and sold $622 million of non-core assets, reducing power center exposure and focusing on grocery, lifestyle, and mixed-use assets.
Repurchased 13 million shares for $300 million at an average price of $23.00, paid a $30 million special dividend, and maintained a flexible, investment-grade balance sheet.
Market cap at $5.3B, enterprise value at $8.5B, with a focus on Sun Belt and strategic gateway markets.
Net income attributable to common shareholders was $298.7M ($1.37/share) for 2025, up from $4.1M ($0.02/share) in 2024.
Financial highlights
Q4 2025 NAREIT FFO per share: $0.52; Core FFO per share: $0.51; full-year NAREIT FFO per share: $2.10; Core FFO per share: $2.06, with Core FFO up 3.5% year-over-year.
Same property NOI growth for 2025 was 2.9%, exceeding original guidance by 115 basis points.
Operating retail portfolio ABR per sq. ft. was $22.63 at year-end, a 7.0% increase year-over-year.
Retail NOI margin: 74.5% in FY 2025, above peer average.
G&A as a % of total revenue: 6.6% in FY 2025.
Outlook and guidance
2026 NAREIT and Core FFO per share guidance: $2.06–$2.12; same property NOI growth expected between 2.25% and 3.25%.
Bad debt reserve set at 1.0% of total revenues at midpoint; net interest expense projected at $121M.
Lower growth expected in 1H 2026, with acceleration in 2H and into 2027 due to timing of signed-not-open pipeline and bankruptcy rent collections.
Impact of 2025 dispositions on portfolio quality?
What is the expected NOI contribution from signed-not-open leases?
How does the current balance sheet support future capital deployment?
What is the path to 200 bps embedded rent growth?
Future capital allocation beyond buybacks?
How to close the 340 bps leased-occupied gap?
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Next Kite Realty Group Trust earnings date
Citi’s Miami Global Property CEO Conference 20262 Mar, 2026
Kite Realty Group Trust
Next Kite Realty Group Trust earnings date
Citi’s Miami Global Property CEO Conference 20262 Mar, 2026
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Frequently asked questions
Kite Realty Group Trust is a real estate investment trust (REIT) that owns and operates open-air shopping centers and mixed-use properties. Its portfolio includes community and neighborhood retail centers that host a mix of national, regional, and local tenants. The company primarily operates in suburban markets across the United States. The company is headquartered in Indianapolis, Indiana, and its shares are listed on the NYSE.
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