Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Centerspace Trust (CSR)
NYSEReal EstateReit - ResidentialSnapshot 2026-11-05
$58.45-1.88%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - ResidentialSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for CSR yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Improve cash from operating activities to at least $21 million | Cash from operations was $21 million in the last quarter. | Intact | cash from operations falls below $18 million | Cash from operations: $22.705M FY2026-Q2; GAAP. Published target: >= $21 million in cash from operations. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 3, 202622,705,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
CSR is a real estate company with a debt-reduction and portfolio-optimization story, rather than a proven earnings compounder. Its multi-year view is mixed: the plan is progressing, but recent performance has lagged its industry cohort and the evidence snapshot flags elevated risk of another earnings miss.
The valuation picture is mixed: CSR is described as cheap versus peers, but it also carries a 0.59 premium versus peers in the supplied measure. The expectations gap is small at 0.04, and the pricing tag is justified, with low fragility; the evidence does not point to unusually fragile expectations.
In the near term, management is pursuing targeted asset sales and debt reduction, with multiple dispositions closed or under contract. However, operating cash flow declined between the cited quarters, and the estimated chance of a next-quarter earnings miss is elevated. The long-term thesis also depends on delivering the planned improvement in leverage while sustaining the dividend.
A favorable scenario would be lower interest rates, which could support rate-sensitive real estate companies. An unfavorable scenario would be a guidance cut, or weakening results and guidance from sector peers that remove sector support. CSR’s execution on asset sales, debt reduction, and cash generation is another key swing factor.
Over the next 1 to 3 years, CSR’s long-term thesis rests on whether portfolio changes and deleveraging can improve the business while earnings and operating cash flow stabilize. Progress is visible, but recent underperformance and near-term earnings risk keep the picture cautious. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Maintain dividend per share at $0.77 |
| The company keeps paying a $0.77 dividend per share. |
| Intact |
| dividend per share falls below $0.70 |
Dividend per share: $0.77 per share FY2026-Q3; GAAP. Published target: $0.77 per share dividend. The stored target says 2026-Q1; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Nov 2, 20260.77 USD/share · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in a supplied disclosure. Management reported: “Centerspace’s Board of Trustees has declared a regular quarterly distribution of $0.77 per share/unit, payable on July 14, 2026, to common shareholders and unitholders of record at the close of business on June 29, 2026.” “As defined in the Appendix.” Delivery assessment Nov 5, 2026 |
EPS improves from -$0.91 to better than -$0.66 in 2026 | A primary condition in Centerspace Trust's published investment case. The stated target is EPS > -$0.66 per share. | Broken | EPS falls below -$0.95 per share in 2026 | Diluted EPS: $7.28 per share FY2026-Q3; GAAP. Published target: EPS > -$0.66 per share. Target period is not explicitly aligned with this observation. Nov 2, 20267.28 USD/share · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Complete $240 million in asset sales in 2026 | A primary condition in Centerspace Trust's published investment case. The stated target is about $240 million in asset sales. | Recovered | asset sales fall below $200 million by 2026-Q2 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 4 supplied quarters. Management reported: “Upon successful completion of these dispositions, the Company currently expects: • Total debt to decrease by $175-190 million, including repayment of the Company’s line of credit balance, improving both the cost and duration of debt; • Improvement in proforma Annualized Net Debt to EBITDA, decreasing from 8.2x in Q1 2026 to an anticipated sub-7x level in Q4 2026; and • That there may be special distributions of $45-65 million, with a declaration, if any, of exact timing and amount anticipated later in the year.” “The Company expects to use the proceeds from these dispositions to paydown its line of credit and for general working capital purposes.” Delivery assessment Nov 5, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-0.52 → $-0.26 · observed estimates
$0.26B → $0.25B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-0.52 | $259,215,430 | 3 / 7 |
| 2026-07-25 | $-0.52 | $259,215,430 | 3 / 7 |
| 2026-07-26 | $-0.38 | $259,219,914 | 3 / 5 |
| 2026-07-27 | $-0.52 | $259,215,430 | 3 / 7 |
| 2026-07-28 | $-0.52 | $259,215,430 | 3 / 7 |
| 2026-07-29 | $-0.38 | $259,219,914 | 3 / 5 |
| 2026-07-30 | $-0.38 | $259,219,914 | 3 / 5 |
| 2026-07-31 | $-0.38 | $259,219,914 | 3 / 5 |
| 2026-08-01 | $-0.38 | $259,219,914 | 3 / 5 |
| 2026-08-02 | $-0.52 | $259,215,430 | 3 / 7 |
| 2026-08-03 | $-0.38 | $259,219,914 | 3 / 5 |
| 2026-08-04 | $-0.38 | $258,169,057 | 3 / 5 |
| 2026-08-05 | $-0.38 | $258,169,057 | 3 / 5 |
| 2026-08-06 | $-0.52 | $258,171,140 | 3 / 7 |
| 2026-08-07 | $-0.34 | $257,927,200 | 3 / 5 |
| 2026-08-08 | $-0.45 | $257,929,290 | 3 / 7 |
| 2026-08-09 | $-0.45 | $257,929,290 | 3 / 7 |
| 2026-08-10 | $-0.34 | $257,927,200 | 3 / 5 |
| 2026-08-11 | $-0.34 | $257,927,200 | 3 / 5 |
| 2026-08-12 | $-0.34 | $257,927,200 | 3 / 5 |
| 2026-08-13 | $-0.34 | $257,927,200 | 3 / 5 |
| 2026-08-14 | $-0.34 | $257,927,200 | 3 / 5 |
| 2026-08-15 | $-0.34 | $257,927,200 | 3 / 5 |
| 2026-08-16 | $-0.34 | $257,927,200 | 3 / 5 |
| 2026-08-17 | $-0.34 | $257,927,200 | 3 / 5 |
| 2026-08-18 | $-0.34 | $257,927,200 | 3 / 5 |
| 2026-08-19 | $-0.34 | $257,927,200 | 3 / 5 |
| 2026-08-20 | $-0.16 | $253,574,750 | 3 / 6 |
| 2026-08-21 | $-0.16 | $253,574,750 | 3 / 6 |
| 2026-08-22 | $-0.16 | $253,574,750 | 2 / 4 |
| 2026-08-23 | $-0.16 | $253,574,750 | 2 / 3 |
| 2026-08-24 | $-0.16 | $253,574,750 | 2 / 3 |
| 2026-08-25 | $-0.16 | $253,574,750 | 2 / 3 |
| 2026-08-26 | $-0.16 | $253,574,750 | 2 / 3 |
| 2026-08-27 | $-0.16 | $253,574,750 | 2 / 3 |
| 2026-08-28 | $-0.16 | $253,574,750 | 2 / 3 |
| 2026-08-29 | $-0.16 | $251,799,750 | 2 / 3 |
| 2026-08-30 | $-0.16 | $251,799,750 | 2 / 3 |
| 2026-08-31 | $-0.16 | $251,799,750 | 2 / 4 |
| 2026-09-01 | $-0.16 | $251,799,750 | 2 / 4 |
| 2026-09-02 | $-0.16 | $251,799,750 | 2 / 4 |
| 2026-09-03 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-04 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-05 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-06 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-07 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-08 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-09 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-10 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-11 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-12 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-13 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-14 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-15 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-16 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-17 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-18 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-19 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-20 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-21 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-22 | $-0.26 | $250,583,125 | 2 / 4 |
| 2026-09-23 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-09-24 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-09-25 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-09-26 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-09-27 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-09-28 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-09-29 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-09-30 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-10-01 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-10-02 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-10-03 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-10-04 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-10-05 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-10-06 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-10-07 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-10-08 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-10-09 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-10-10 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-10-11 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-10-12 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-10-13 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-10-14 | $-0.27 | $252,347,571 | 2 / 4 |
| 2026-10-15 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-10-16 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-10-17 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-10-18 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-10-19 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-10-20 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-10-21 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-10-22 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-10-23 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-10-24 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-10-25 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-10-26 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-10-27 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-10-28 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-10-29 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-10-30 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-10-31 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-11-01 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-11-02 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-11-03 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-11-04 | $-0.26 | $252,347,571 | 2 / 4 |
| 2026-11-05 | $-0.26 | $252,347,571 | 2 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 6 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 3 recorded
0 raises · 1 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.