UDR, Inc. (UDR)
NYSEReal EstateReit - ResidentialSnapshot 2026-11-04
$37.22+3.59%
Close 2026-11-04 · 1-day change
NYSEReal EstateReit - ResidentialSnapshot 2026-11-04
QuarterlyIQ Insights · UDR
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 still in the top half of its industry but slipped notably this past month — worth watching.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 37.1% |
| Our one-year growth estimate | diamond | 0.7% |
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
Most sensitive to long-term interest rates.
Based on historical daily prices through 2026-11-04.
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 36.4 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 10 industry peers · Company calendar date is not available
UDR — director transition
Dated 2026-01-05
Director — Ellen M. Goitia: The filing discloses the appointment of a new independent director to the board, which is a routine governance event and not a departure of a senior executive.
Why it matters: Same-store NOI grew just 0.8% year to date. A result in the raised range would show that growth is gaining strength.
Supportive ifFinal full-year 2026 same-store NOI growth is at least 0.8%, within the raised 0.8% to 1.2% range.
Worry ifFinal full-year 2026 same-store NOI growth is below 0.8%.
Why it matters: UDR had a 296-home community under contract for about $68.5 million. Earlier, it also listed three sales for about $252.5 million.
Watch forUDR reports closing the 296-home sale for about $68.5 million and confirms the earlier listed sales are complete.
Also watch forUDR reports that the 296-home sale or any of the earlier listed sales fell through.
Why it matters: The planned venture covers 19 communities valued at about $2.0 billion. Closing as stated would confirm this capital move is advancing.
Supportive ifUDR said the Apollo venture closed with 19 communities and about $2.0 billion. The announcement came on October 21.
Worry ifUDR reports that the venture was canceled, delayed, or changed to exclude some of the 19 communities.
Why it matters: UDR set preliminary Q3 FFOA at $0.65 per share. The final report on November 2 will show if that result holds.
Supportive ifThe November 2 report shows Q3 FFOA of $0.65 per share, with no material change to the preliminary result.
Worry ifThe November 2 report puts Q3 FFOA below $0.63 per share or reports a major change to the early result.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$71 on $10,000 · ±0.7% | How much price usually moves either way. |
| Bad day | $188 loss on $10,000 · 1.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,933 loss on $10,000 · 19.3% | 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: Lease rate growth helps show whether renters still support higher rents. Q3 growth was 2.0%, below the 2.2% year-to-date rate.
Watch forA later quarterly report shows effective blended lease rate growth at or above 2.0%.
Also watch forA later quarterly report shows effective blended lease rate growth below 1.7%.