Curbline Properties Corp. (CURB)
NYSEReal EstateReit - RetailSnapshot 2026-11-05
$29.53-2.09%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - RetailSnapshot 2026-11-05
QuarterlyIQ Insights · CURB
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 21.5% |
| Our one-year growth estimate | diamond | 21.4% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the opposite direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to long-term interest rates and real (inflation-adjusted) rates.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 0.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 19 industry peers · Company calendar date is not available
CURB — earnings in line
Dated 2026-10-22
Results of Operations and Financial Condition. On October 22, 2026, Curbline Properties Corp. (the “Company”) issued a quarterly financial supplement containing financial and property information of the Company (the “Quarterly Supplement”) for the quarter ended September 30, 2026, which includes a News Release containing financial results of the Company. A copy of the Quarterly Supplement is attached hereto as Exhibit 99.1 and is incorporated herein by reference. This information shall not be…
Why it matters: Curbline bought 23 centers for $233.9 million in Q3 and five more for $49.6 million in Q4 so far. More deals would support its growth focus.
Supportive ifA Q4 update reports more convenience-center buys beyond the five bought for $49.6 million so far.
Worry ifA Q4 update reports no more acquisitions or cuts to the full-year investment target.
Why it matters: Management raised its 2026 Operating FFO range. Results within that range would support its per-share growth plan.
Supportive if2026 Operating FFO per diluted share lands at or above $1.25 and no higher than $1.27.
Worry if2026 Operating FFO per diluted share falls below $1.25.
Why it matters: The 190-basis-point SNO pipeline holds $7.6 million in yearly rent. Rent starts would test this near-term growth source.
Supportive ifBy March 2027, most SNO leases have started paying rent, as management said they would.
Worry ifBy March 2027, most SNO leases have not started paying rent, or the $7.6 million rent pipeline falls.
Why it matters: The leased rate eased to 96.4% from 96.7% a year earlier. A further drop could weigh on rent growth.
Worry ifThe next reported leased rate is below 96.0%.
Less concerning ifThe next reported leased rate is at least 96.4%.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$77 on $10,000 · ±0.8% | How much price usually moves either way. |
| Bad day | $184 loss on $10,000 · 1.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,701 loss on $10,000 · 17.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Same-property NOI growth slowed from 4.8% in Q1 to 3.4% in Q3. The next result will show if rent gains keep pace.
Watch forThe next reported same-property NOI growth rate is above 3.4% year over year.
Also watch forThe next reported same-property NOI growth rate is below 3.4% year over year.
Why it matters: Curbline raised capital through forward share sales to fund deals. New shares can dilute each share's claim on FFO.
Worry ifNew forward share sales are reported, and Operating FFO per share falls below $0.32 in a later quarter.
Less concerning ifNo more forward share sales are reported, and quarterly Operating FFO per share stays at or above $0.32.