Cto Realty Growth Inc Stock Price, News & Analysis

CTO Realty Growth (NYSE: CTO) reported full-year 2025 investment and leasing activity. Total 2025 investment activity was $165.9 million at a weighted average initial cash yield of 9.0%. The company acquired two shopping centers for $144.9 million at a weighted average initial cash yield of 8.7%, and originated $21.0 million of structured investments at a weighted average initial cash yield of 10.7% (including PIK interest). Full-year dispositions totaled $85.1 million with a weighted average exit cash rate in the mid-5% range.

CTO also executed three new leases at The Collection at Forsyth totaling ~12,000 sq ft, with initial lease terms of 5–15 years, raising the center’s leased occupancy to 93%.

CTO Realty Growth (NYSE: CTO) signed a 10-year anchor lease for 48,000 sq ft at Marketplace at Seminole Towne Center in Orlando, consolidating 34,000 sq ft formerly occupied by Big Lots, 9,000 sq ft of small-shop space and 5,000 sq ft of new expansion space.

The tenant is investment-grade and expected to open in early 2027. With this lease the Center reports 100% leased occupancy. Management said it has resolved 7 of 10 vacant anchor spaces and is targeting a 40%–60% positive cash leasing spread across all ten anchor spaces.

CTO Realty Growth (NYSE: CTO) announced the sale of the Shops at Legacy North, a 243,000-square-foot mixed-use lifestyle center in Dallas, for $78.0 million (≈$321 per sq ft) on Dec 19, 2025.

The company said the disposition realized an approximate low-5% exit cash cap rate and that net proceeds will be used in a Section 1031 like-kind exchange, retroactively funding CTO’s Pompano Citi Centre acquisition on Dec 17, 2025, with remaining proceeds for future acquisitions.

Year-to-date disposition volume is $85.1 million, representing a weighted average exit cash cap rate of mid-5%. The company noted the sale reflects leasing progress at the property and supports capital recycling into higher-yielding opportunities.

CTO Realty Growth (NYSE: CTO) announced the acquisition of Pompano Citi Centre in Pompano Beach, FL for a purchase price of $65.2 million on December 18, 2025. The Property includes 509,000 sq ft of operating space (currently 92% occupied) plus 62,000 sq ft of unfinished shell space, and is anchored by Burlington, TJ Maxx, Nordstrom Rack, Ross, and J.C. Penney. The site sits on 35 acres at Federal Highway and Copans Road, with a five-mile trade area averaging $105,000 household income and >250,000 population.

The company said the deal marks its first entry into the Fort Lauderdale market, is expected to be accretive to an anticipated disposition, and brings year-to-date investment volume to $149.9 million.

CTO Realty Growth (NYSE: CTO) announced the grand opening of Boot Barn at Marketplace at Seminole Towne Center in Orlando, Florida. Boot Barn opened a 12,000-square-foot store on December 16, 2025 in a former Party City space, adding a national western and workwear retailer to the Center.

The Center totals 315,000 square feet on 41 acres, is located along I-4 and SR 417 about 20 miles north of downtown Orlando, and is anchored by national retailers including Target (shadow anchored), Burlington, Marshalls, and Ross Dress for Less. CTO noted the opening diversifies the merchandising mix and adds a high-traffic tenant.

CTO Realty Growth (NYSE: CTO) announced the grand openings of two new tenants at Beaver Creek Crossings in the Raleigh-Durham area on December 9, 2025: One Life Fitness (45,000 sq ft) and Lime & Lemon Indian Grill & Bar (6,600 sq ft). One Life Fitness opened with pre-sold memberships and amenities including a saltwater pool, cold plunge, saunas, boxing studio, group fitness, and Kids Club. Lime & Lemon debuted its 6,600-square-foot menu-driven restaurant. Beaver Creek Crossings is a 322,000-square-foot center on 51 acres in Apex, NC, anchored by Dick’s Sporting Goods, Ross, TJ Maxx, HomeGoods, Old Navy, and is 99% occupied with four undeveloped outparcel pads for future development.

CTO Realty Growth (NYSE: CTO) announced its Albuquerque office building (212,000 sq ft) is now 100% leased to two investment‑grade tenants: Fidelity and the State of New Mexico.

The State increased its lease from 44,000 sq ft to 98,000 sq ft with a 10‑year lease plus two 5‑year options. Fidelity amended its occupancy to 114,000 sq ft through November 2028 with two 5‑year options. CTO expects blended annualized base rent to grow ~9% when the State lease commences, currently expected in mid‑2026.

CTO Realty Growth (NYSE: CTO) declared a quarterly common dividend of $0.38 per share for Q4 2025, payable December 31, 2025 to holders of record at the close of business on December 11, 2025 (ex-dividend date December 11, 2025).

The common dividend implies an annualized yield of approximately 8.8% based on the closing price on November 17, 2025. The board also declared a quarterly dividend of $0.39844 per share on the company’s 6.375% Series A cumulative preferred stock, payable on December 31, 2025 to holders of record on December 11, 2025.

CTO owns and operates open-air shopping centers in higher-growth U.S. Southeast and Southwest markets and externally manages an interest in Alpine Income Property Trust (NYSE: PINE). The company cautions that future developments may affect dividend payments.

CTO Realty Growth (NYSE: CTO) announced a leasing update at the Shops at Legacy, a 243,000 square foot mixed-use lifestyle center in Dallas, Texas.

The company signed a 30,000 sq ft, 10-year lease with a co-working operator slated to open in 2026, and previously signed a 20,000 sq ft private members club in Q3 2024. Over the past two years CTO executed nearly 60,000 sq ft of smaller shop leases across restaurants, fitness, and retail. As a result, leased occupancy at the center is now approximately 85%.