3 REITs That Big Money Might Snap Up Soon

REITs trade at large discounts to their net asset values. They are increasingly becoming targets for activists and private equity. I discuss 3 REITs that are likely buyout targets.

Seeking Alpha • Dec 4, 2025

CENTERSPACE ANNOUNCES QUARTERLY DIVIDEND

MINNEAPOLIS , Dec. 1, 2025 /PRNewswire/ -- Centerspace (NYSE: CSR) announced today that its Board of Trustees has declared a regular quarterly distribution of $0.77 per share/unit, payable on January 12, 2026, to common shareholders and unitholders of record at the close of business on December 30, 2025. About Centerspace  Centerspace is an owner and operator of apartment communities committed to providing great homes by focusing on integrity and serving others.

PRNewsWire • Dec 1, 2025

Winners And Losers Of REIT Earnings Season

Over 200 U.S. REITs and homebuilders have reported third-quarter earnings results over the past five weeks, providing critical information on the state of the commercial and residential real estate industry. Overall, REIT earnings results were marginally better than consensus expectations despite a handful of high-profile flops that overshadowed some impressive individual results across a balanced mix of sectors. Two-thirds of the sector (67 REITs) raised their full-year FFO outlook—above the historical average of 65%. Notable winners included Industrial, Senior Housing, Data Center, Retail, and Billboard REITs.

Seeking Alpha • Nov 14, 2025

CENTERSPACE CONFIRMS THAT BOARD OF TRUSTEES IS REVIEWING STRATEGIC ALTERNATIVES

MINNEAPOLIS , Nov. 11, 2025 /PRNewswire/ -- Centerspace (NYSE: CSR) today confirmed that earlier this fall its Board of Trustees initiated a review of the Company's strategic alternatives. With the support of its independent financial and legal advisors, the Board will consider a wide range of options including, among other things, a sale, merger and other business combinations, as well as continuing to execute on its independent business strategy.

PRNewsWire • Nov 11, 2025

Centerspace (CSR) Q3 2025 Earnings Call Transcript

Centerspace ( CSR ) Q3 2025 Earnings Call November 4, 2025 10:00 AM EST Company Participants Joshua Klaetsch - Head of Investor Relations Anne Olson - President, CEO, Secretary & Executive Trustee Grant Campbell - Senior Vice President of Investments & Capital Markets Bhairav Patel - Executive VP & CFO Conference Call Participants Brad Heffern - RBC Capital Markets, Research Division Robin Haneland - BMO Capital Markets Equity Research James Feldman - Wells Fargo Securities, LLC, Research Division Connor Mitchell - Piper Sandler & Co., Research Division Robert Stevenson - Janney Montgomery Scott LLC, Research Division Ami Probandt - UBS Investment Bank, Research Division Richard Anderson - Cantor Fitzgerald & Co., Research Division Mason P. Guell - Robert W.

Seeking Alpha • Nov 4, 2025

Centerspace Reports Third Quarter 2025 Financial & Operating Results and Updates 2025 Financial Outlook

MINNEAPOLIS , Nov. 3, 2025 /PRNewswire/ -- Centerspace (NYSE: CSR) (the "Company") announced today its financial and operating results for the three and nine months ended September 30, 2025. The tables below show Net Income (Loss), Funds from Operations ("FFO")1, and Core FFO1, all on a per diluted share basis, for the three and nine months ended September 30, 2025; Same-Store Revenues, Expenses, and Net Operating Income ("NOI")1 over comparable periods; and Same-Store Weighted Average Occupancy, Lease Rate Growth, and Resident Retention for each of the three months ended September 30, 2025, June 30, 2025, and September 30, 2024 and the nine months ended September 30, 2025 and 2024.

PRNewsWire • Nov 3, 2025

Centerspace (CSR) Q3 FFO Miss Estimates

Centerspace (CSR) came out with quarterly funds from operations (FFO) of $1.19 per share, missing the Zacks Consensus Estimate of $1.22 per share. This compares to FFO of $1.18 per share a year ago.

Zacks Investment Research • Nov 4, 2025

Meet 22 Ideal "Safer" October Small Cap DiviDogs Of The S&P600

YCharts recently began posting the entire collection of Standard and Poors Indexes: 500 Large-Caps; 400 Mid-Caps; 600 Small-Caps. This article provides an October update to the S&P600 Small-Cap Top 40 dividend dogs by yield. All 40 of current S&P600 top yield small-cap stocks pay dividends. As of 10/20/25 yields ranged 4.12%-9.32% annually. 38 by broker-target-price-estimates ranged 0.39%-53.06%. And 40 by total-annual-returns ranged 4.76%-115.12%.

Seeking Alpha • Oct 22, 2025

Centerspace: Solid Dividend And Financials, But Waiting For A Better Entry Point

Centerspace (CSR) is a Midwest/Mountain West apartment community REIT offering a 5.1% dividend yield, solid payout ratio, and a new $100M buyback program. CSR demonstrates strong occupancy (96.1%), stable Core FFO, and prudent financial management, but faces industry headwinds and macroeconomic uncertainty like most other REITs. Peer comparison highlights CSR's attractive valuation and dividend yield vs larger competitors, while its smaller size may make it a potential acquisition target for bigger REITs.

Seeking Alpha • Oct 20, 2025

CENTERSPACE ANNOUNCES THIRD QUARTER 2025 EARNINGS RELEASE DATE

MINNEAPOLIS , Oct. 7, 2025 /PRNewswire/ -- Centerspace (NYSE: CSR) will release its operating results for the quarter ended September 30, 2025, after the market closes on Monday, November 3, 2025. Management will host a conference call to discuss those results on Tuesday, November 4, 2025, at 10:00 a.m.

PRNewsWire • Oct 7, 2025