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CUCURB

Curbline Properties (CURB) Q3 FY26 earnings call

Earnings call· Sep 2026 (Q3 FY26)· Real Estate· Oct 22, 2026

Source: earnings call transcript

Curbline Properties delivered a robust third quarter, marked by significant investment activity exceeding $800 million year-to-date and a raised OFFO guidance reflecting over 18% growth. The company continues to leverage its first-mover advantage in convenience real estate, maintaining strong liquidity and a disciplined acquisition strategy focused on high-growth assets, while navigating a dynamic interest rate environment with a flexible capital approach.

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CURB operating KPIs by quarter

CURB operating KPIs stated on its earnings calls, by fiscal quarter
KPI Jun 2026 Q2 FY26This call Sep 2026 Q3 FY26Change 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 ft We 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
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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
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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.