CURB Curbline Properties (CURB) Q2 FY26 earnings call
Curbline Properties delivered strong Q2 FY26 results, driven by record acquisition volumes and significant equity raises, leading to a raised full-year OFFO guidance. The company continues to capitalize on its first-mover advantage in convenience real estate, expanding its portfolio and maintaining high occupancy, despite some expected deceleration in same-property NOI due to specific headwinds.
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CURB operating KPIs by quarter
| KPI | This call Jun 2026 Q2 FY26 | Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| Square feet New leases and renewals | 167K sq ft+We signed over 167,000 square feet of new leases and renewals this quarter.Source: earnings call transcript | <170K sq ftWe continue to see the elevated demand for space and signed just under 170,000 square feet of new leases and renewals this quarter.Source: earnings call transcript | — |
| Leased rate | 96.5%In terms of operating metrics, the lease rate was up 20 basis points sequentially to 96.5% despite an almost 20 basis point headwind from acquisitions.Source: earnings call transcript | 96.4%In terms of operating metrics, the lease rate was effectively unchanged sequentially, down 10 basis points to 96.4%.Source: earnings call transcript | -0.1 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.