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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.
UDR
UDR (UDR) investor relations material
UDR Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary27 Feb, 2026
Reasons to invest
11% compounded annual total shareholder return over 25 years, with strong dividend income.
Sustainable operating margin advantage and high resident satisfaction from continuous innovation.
Consistent results across economic cycles, supported by an investment grade balance sheet.
Data-driven capital allocation using AI to maximize long-term cash flow growth.
Mid-4% dividend yield and shares trading at a low-6% implied cap rate.
2026 outlook and recent updates
2026 same-store revenue growth guidance: blended lease rate growth of 1.5% to 2%, about double the prior year.
Renewal increases offered between 5% and 6%, with QTD renewals above 5%.
Concessions are lower than 4Q25 and trending down; occupancy in the mid-96% range.
YTD resident turnover improved by 200bps year-over-year.
Markets like San Francisco, New York, and Dallas are outperforming expectations.
Corporate strategy and value proposition
Focus on operations, capital allocation, and portfolio exposure as pillars of value creation.
Customer Experience project and AI initiatives drive resident retention and NOI growth.
Proprietary analytics platform informs capital decisions at asset and micro-market levels.
Data and AI are used to optimize market and asset selection for capital allocation.
Nearly 30,000 apartment communities across 35 markets are continually evaluated for value creation.
Asset-level data's capital allocation impact
2026 asset sale proceeds allocation priorities
Resident retention's cash flow impact
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next UDR earnings date
Q1 202630 Apr, 2026
UDR
Next UDR earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Upscale Apartment REIT
UDR, Inc. is a real estate investment trust (REIT) specializing in managing, developing, and redeveloping multifamily properties. UDR has established a robust portfolio of upscale and luxury properties, including residential units across major metropolitan areas across the United States. The company focuses on delivering enjoyable living environments for residents while aiming for long-term value creation for shareholders at the same time. It is headquartered in Highlands Ranch, Colorado, and its shares are listed on the NYSE.
From Real Estate Development to Public REIT
UDR was founded in 1972, the company started as a small real estate development firm in Colorado. Today, UDR owns and manages a substantial portfolio of over 60,000 apartment homes, many of which are located in some of the most sought-after markets in the United States, such as New York City, San Francisco, and Washington, D.C.
The Properties
The company is primarily engaged in the ownership, operation, development, and acquisition of multifamily apartment communities. Its property portfolio spans various regions across the United States, with a focus on urban and suburban areas. UDR's properties typically include mid-rise and high-rise buildings, often featuring a range of amenities designed to appeal to a diverse tenant base. These amenities can include fitness centers, swimming pools, and community spaces. Some similar companies to UDR are Boston Properties, Equity Residential, and AvalonBay Communities.
Real Estate Investment Trust
As a REIT, UDR. operates under a specific framework that involves owning and typically managing income-generating real estate properties. The REIT structure mandates that the company distributes a significant portion of its taxable income to shareholders, usually in the form of dividends. This is one of the rules and regulations that a company has to adhere to in order to qualify as a REIT, and in return, it receives a number of benefits.
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