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CPT
10 stories
$12B Market cap · 2025-09-16
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This is the main reason why we own 3 to 4 times as much of $CPT vs $MAA and $NXRT Blended leases up 1.0% in Q3 with new lease down 2% YOY vs new leases down 6% for MAA and down 4.5% for NXRT The renewal - new lease is too high for MAA for my liking. Much healthier for Camden Same store NOI -0.2% in Q3 vs -1.8% for MAA and -8.2% for NXRT (large chunky expenses that is not run rate for NXRT) @jayparsons
@aussieflya I’ve written and tweeted plenty Some continue to trade at discounts $CPT Some of them get bought out $ROIC $WSR $ALEX $PLYA $ Some of them get liquidated $ELME $SITC $AIV Some of them naturally trade close to NAV $CUBE
@alagalah It’s been next year for 2 years now. So what’s 2 more years between friends? Probably 12 months depending on which REIT you own $CPT will likely be the first to report positive blended lease growth due to their unique assets and their lower renewal rates
Finally got a chance to go over the $MAA call in detail Folks are getting testy over the pace of , really lack of, rent recovery Waiting for $CPT to drop their results and see if they cam get >1% blended between new and renewal mix We’re 78% CPT and 22% MAA for our large cap Sunbelt MF. Was opposite a few years ago @RecoveryTrade
As with all over supply, time tends to take care of the problem. Im old enough to remember when SFH were generally thought if being in over supply forever Getting through this has taken wayyy longer than most folks imagined I’m waiting for $CPT to report. I kind of knew $MAA was gonna have tough/bad new/renewal mix I think it’s also part of their own fault where they push renewals too much
@tuviagroup IMO, $CPT generally owns the best assets of the public MF reits with an avg age of 16 years
@tuviagroup The $CPT disposition of their $1.625 bn portfolio in LA/SD was done at a 5.2% cap rate as is and around 4.9% on a tax adjusted basis for a 19 year old portfolio Granted interest rate has moved a lot, but a meaningful data point
Hey @grok what was the latest rent collection rate for $CPT $MAA $CUBE $REXR Any rent collection issues that amounts to 5%?
@marketplunger1 Probably $ASR or $SPGI. I think reits like $CPT would be a decent shout too. Wild how many of the answers are stock promotions and pumps.
CPT · long Camden Property Trust owns multifamily properties across the U.S. Southeast and Southwest.
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