Curbline Properties Corp. (CURB)
NYSEReal EstateReit - RetailSnapshot 2026-09-04
$29.47+0.20%
Close 2026-09-04 · 1-day change
NYSEReal EstateReit - RetailSnapshot 2026-09-04
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 recently climbed back into the top half of its industry — confirming the recovery.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 15.4% |
| Our one-year growth estimate | diamond | 19.1% |
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 same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
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 3.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 21 industry peers
CURB — M&A activity — Termination of a Material Definitive Agreement
Dated 2026-08-18
Termination of a Material Definitive Agreement. The information set forth in
Why it matters: A decline in Operating FFO per share would raise concerns about financial performance and growth.
Worry ifOperating FFO per share reported below $0.30 for Q3 2026.
Less concerning ifOperating FFO per share reported above $0.30 for Q3 2026.
Why it matters: More dividends show strong cash flow. It shows a commitment to shareholders.
Supportive ifDividend payment announced at over $0.17 per share.
Worry ifDividend payment remains at or below $0.17 per share.
Why it matters: A drop in net income shows less profit. This could hurt investor trust.
Worry ifNet income for Curbline is over $0.29 per share in the next report.
Less concerning ifNet income for Curbline is below $0.29 per share in the next report.
Why it matters: A lower estimate shows problems in making money.
Worry ifManagement lowers net income guidance for 2026 to less than $0.29 per share.
Less concerning ifNet income guidance remains at or above $0.29 per share.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$81 on $10,000 · ±0.8% | How much price usually moves either way. |
| Bad day | $182 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 | $953 loss on $10,000 · 9.5% | 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: More net income means better cost control. It shows better operations.
Supportive ifNet income for Q2 reported above $3.6 million.
Worry ifNet income for Q2 reported below $3.6 million.
Why it matters: Recent debt issuance could impact financial stability and growth plans.
Watch forDetails show the debt issuance will fund growth initiatives.
Also watch forThe debt is for refinancing or covering losses.
Why it matters: Keeping dividends is very important. Missing a payment may show money problems.
Worry ifCurbline will make its dividend payment as planned.
Less concerning ifCurbline skips or reduces the dividend payment.
Why it matters: A lower leased rate may show less demand for properties. This can hurt revenue.
Worry ifLeased rate remains above 96.0% in the next quarterly report.
Less concerning ifLeased rate falls below 96.0% in the next quarterly report.
Why it matters: Better margins may show that the real estate sector is making more money again.
Supportive ifSector margin trends improve to less than -10% year over year.
Worry ifSector margin trends worsen or remain at -16% or worse.
Why it matters: If revenue growth picks up, it could signal a positive shift in the real estate sector.
Supportive ifThe Q1 earnings report shows revenue growth is speeding up. It is getting close to past highs.
Worry ifThe Q1 earnings report shows revenue is still going down or staying the same.
Why it matters: Higher interest costs can lower profits. Keeping an eye on this shows financial stability.
Worry ifInterest expenses increase more than 10% compared to Q2.
Less concerning ifInterest expenses remain stable or decrease in Q3.
Why it matters: A steady or higher dividend shows strong finances and care for shareholders.
Supportive ifDividend payment remains at $0.17 or increases in Q2.
Worry ifDividend payment decreases from $0.17 in Q2.
Why it matters: Completing forward equity sales gives the company cash for buying more properties. This helps growth plans.
Supportive ifCompletion of at least $200 million in forward equity sales by the end of Q3.
Worry ifLess than $200 million in forward equity sales completed by the end of Q3.
Why it matters: A higher same-property NOI growth rate shows strong performance. It helps revenue grow.
Supportive ifQ2 same-property NOI growth was above 4.8%.
Worry ifQ2 same-property NOI growth was below 4.8%.
Why it matters: A big acquisition shows Curbline's focus on growth and expansion.
Supportive ifCurbline announces a deal to acquire for over $100 million.
Worry ifNo major acquisitions are announced in the next quarter.
Why it matters: News on property acquisitions shows the company's growth plans. This can affect future income and market share.
Watch forAnnouncement of at least 10 new property acquisitions by the end of Q3.
Also watch forNo new property acquisitions announced by the end of Q3.
Why it matters: Revenue growth is a key priority for Curbline. Strong results could boost confidence.
Supportive ifQ2 revenue growth exceeds 7%, indicating a positive trend.
Worry ifQ2 revenue growth is below 5%. This shows a slowdown is still happening.
Why it matters: An increase in dividends would signal confidence in cash flow and financial health.
Supportive ifCurbline announces a dividend increase in Q3 2026.
Worry ifCurbline maintains or decreases the dividend in Q3 2026.
Why it matters: Growth in net operating income shows how well Curbline manages its properties. This affects future earnings.
Supportive ifSame-property net operating income grows more than 2.5% year over year in Q3.
Worry ifSame-property net operating income growth is less than 2.5% year over year in Q3.
Why it matters: An increase in Operating FFO guidance shows strong performance and growth potential. This affects investor confidence.
Supportive ifManagement raises Operating FFO guidance to more than $1.26 per share for 2026.
Worry ifManagement keeps or lowers Operating FFO guidance to below $1.24 per share for 2026.
Why it matters: New acquisitions can drive growth and revenue. They show management's commitment to expanding the portfolio.
Supportive ifCurbline announces it will acquire at least 5 convenience shopping centers in Q3.
Worry ifNo new acquisitions are announced in Q3.