CTO Realty Growth Preferred: Is 7.4% Enough?

According to Moody's methodology, CTO Realty is positioned around Ba3, which places it in the lower investment-grade/high speculative range. The preferred stock, CTO.PR.A, rated B2, offers a current yield of ~7.4%, which does not adequately compensate for the risk taken compared to available alternatives. CTO has ~97% unencumbered assets and asset coverage above 200%, which supports capital stability. However, high leverage and cyclical exposure increase credit risk.

Seeking Alpha • Jan 18, 2026

CTO Realty Growth: I Almost Bought It Until I Saw This

CTO Realty Growth trades at a depressed P/FFO multiple, offering an 8.3% yield and attractive relative valuation. CTO benefits from contractual rent bumps, high-yield loan investments, and upcoming lease rollovers with embedded rent growth. Dividend appears safe on AFFO metrics, but is underfunded on a cash basis due to excluded CapEx, resulting in a true payout ratio above 100%.

Seeking Alpha • Jan 1, 2026

Leased Occupancy at Marketplace at Seminole Towne Center Reaches 100%

WINTER PARK, Fla., Dec. 22, 2025 (GLOBE NEWSWIRE) -- CTO Realty Growth, Inc. (NYSE: CTO) (the “Company” or “CTO”), an owner and operator of high-quality open-air retail centers located predominately in high-growth markets across the Southeast and Southwest, today announced that the Company has signed an anchor lease with an investment-grade national retailer at Marketplace at Seminole Towne Center (the “Center”), located in Orlando, Florida.

GlobeNewsWire • Dec 22, 2025

CTO Realty Growth Announces the Sale of the Shops at Legacy North for $78.0 Million

WINTER PARK, Fla., Dec. 19, 2025 (GLOBE NEWSWIRE) -- CTO Realty Growth, Inc. (NYSE: CTO) (the “Company” or “CTO”), an owner and operator of high-quality open-air retail centers located predominately in high-growth markets across the Southeast and Southwest, announced today the sale of the Shops at Legacy North, a 243,000-square-foot mixed-use lifestyle center in Dallas, Texas (the “Property”). The Property was sold for $78.0 million, equating to $321 per square foot.

GlobeNewsWire • Dec 19, 2025

CTO Realty Growth Announces Acquisition of Pompano Citi Centre for $65.2 Million

WINTER PARK, Fla., Dec. 18, 2025 (GLOBE NEWSWIRE) -- CTO Realty Growth, Inc. (NYSE: CTO) (the “Company” or “CTO”), a leading owner and operator of high-quality, open-air shopping centers located in the higher growth Southeast and Southwest markets of the United States, today announced the acquisition of Pompano Citi Centre (the “Property”), an open-air retail center located on 35 acres in the Pompano Beach submarket of Fort Lauderdale, Florida, for a purchase price of $65.2 million.

GlobeNewsWire • Dec 18, 2025

Boot Barn Opens at Marketplace at Seminole Towne Center

WINTER PARK, Fla., Dec. 17, 2025 (GLOBE NEWSWIRE) -- CTO Realty Growth, Inc. (NYSE: CTO) (the “Company” or “CTO”), an owner and operator of high-quality open-air retail centers located predominately in high-growth markets across the Southeast and Southwest, is pleased to announce the grand opening of Boot Barn at Marketplace at Seminole Towne Center (the “Center”), a retail power center in Orlando, Florida.

GlobeNewsWire • Dec 17, 2025

Sell Alert: REITs To Book Tax Losses On

Not all REITs are worth holding going into 2026. Large unrealized losses make it tempting to book tax losses. I highlight some popular REITs that I would sell if I owned them.

Seeking Alpha • Dec 15, 2025

CTO Realty Growth Announces the Opening of New Fitness and Dining Concepts at Beaver Creek Crossings

WINTER PARK, Fla., Dec. 09, 2025 (GLOBE NEWSWIRE) -- CTO Realty Growth, Inc. (NYSE: CTO) (the “Company” or “CTO”), an owner and operator of high-quality open-air retail centers located primarily in higher-growth markets in the Southeast and Southwest regions, announced the grand openings of two new tenants at Beaver Creek Crossings in the Raleigh-Durham metro area: One Life Fitness (45,000 square feet) and Lime & Lemon Indian Grill & Bar (6,600 square feet).

GlobeNewsWire • Dec 9, 2025

CTO Realty Growth Announces New Leasing at Albuquerque, New Mexico Property, Maintaining Leased Occupancy at 100%

- Increases Lease Term and Achieves Positive Lease Spread - WINTER PARK, Fla., Dec. 08, 2025 (GLOBE NEWSWIRE) -- CTO Realty Growth, Inc. (NYSE: CTO) (the “Company” or “CTO”), an owner and operator of high-quality open-air retail centers located primarily in higher-growth markets in the Southeast and Southwest regions, announced its last non-core office building, totaling 212,000 square feet, is 100% leased to two investment grade tenants: Fidelity and the State of New Mexico.

GlobeNewsWire • Dec 8, 2025

CTO Realty Growth: Buy A High-Quality REIT Offering 8.4% Yield

CTO offers a near 8.4% dividend yield, with a clear path to gradual FFO growth, as signed leases begin contributing through 2026 and 2027. Leasing trends are solid, with higher rents and anchor re-leasing progress supported by a $5.5M SNO pipeline that strengthens recurring income. Value add execution is visible, with upgraded tenant mix and occupancy approaching 85% showing better property quality and stronger market positioning.

Seeking Alpha • Dec 3, 2025