Real Estate
UDR reported stable Same-Store operating metrics (96.6% weighted average physical occupancy, $2,642 monthly income per occupied home) for Q2 2026, while actively recycling capital through property dispositions (including a $362.0M four-community sale and a $41.5M Nashville sale generating a combined ~$193.1M in gains) and repurchasing $200.3M of common stock during the quarter, though XBRL income statement, balance sheet, and cash flow figures were not provided in this dataset.
Key risk: Geographic Concentration Risk
Approximately 75.0% of UDR's total NOI for the six months ended June 30, 2026 was generated from eight markets: Metropolitan D.C. (17.0%), Boston (11.5%), Orange County, CA (11.2%), San Francisco Bay Area (9.3%), Dallas (8.8%), New York (6.1%), Tampa (5.1%), and Seattle (5.2%). Adverse economic, regulatory, or oversupply conditions in any of these markets could disproportionately impact results compared to a more geographically diversified portfolio.
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