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Edge20 Feb 2026
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Urban Edge Properties
Urban Edge Properties (UE) investor relations material
Urban Edge Properties Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary17 Feb, 2026
Portfolio concentration and market positioning
90% of portfolio NOI is generated from properties in the densely populated D.C. to Boston corridor, with a 3-mile average population density of 200,000, the highest in the sector.
80% of portfolio value is grocery-anchored, supporting stable cash flows and resilience.
43 properties in first-ring NYC suburbs represent ~70% of total portfolio value, benefiting from supply constraints and stable population.
Properties are located in affluent submarkets, with a 3-mile median household income of $130,000 and high population density.
Retail GLA per household is low, indicating limited retail supply and strong demand.
Financial performance and growth
Achieved a 6% three-year FFO as Adjusted CAGR through 2025, exceeding initial targets.
2025 FFO as Adjusted reached $1.43 per share, with 96.7% leased occupancy.
NOI growth with redevelopment was 7.4% in 2025, and shop occupancy hit a record 92.6% in 4Q25.
2026 FFO as Adjusted guidance is $1.47–$1.52 per diluted share, with same-property NOI growth of 2.75%–3.75%.
Net debt to EBITDA is 5.8x, with $1 billion in liquidity and a $2.75B market cap.
Leasing, redevelopment, and acquisitions
Over $166M in active redevelopment projects, targeting a 14% unleveraged yield and ~90% pre-leased.
$22M in future annual gross rent from signed-not-opened leases, representing 8% of NOI.
New lease cash spreads exceeded 20% for four consecutive years, with a record 32% in 2025.
Six high-quality properties acquired for $591M at a 7% cap rate since October 2023; $493M of non-core assets sold at a 5.2% cap rate.
Anchor repositioning has increased anchor occupancy from 92% to ~98% since 2021 and reduced future capex needs.
Quantify capital recycling's FFO growth contribution.
What drives the projected decline in capex to NOI?
What is the mark-to-market upside on SNO anchors?
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Next Urban Edge Properties earnings date
Q1 202629 Apr, 2026
Urban Edge Properties
Next Urban Edge Properties earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
Urban Edge Properties is a real estate investment trust that owns and manages retail real estate assets, primarily open-air shopping centers. The company’s properties are located in densely populated urban markets in the United States. It focuses on leasing, redevelopment, and value-add initiatives. The company is headquartered in New York, New York, and its shares are listed on the NYSE.
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